現在 16 社の機関がCPLBを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| New York Life Investment Management LLC | $2.7億 | 2.29% |
| MORGAN STANLEY | $1003.0万 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | $898.0万 | 0.00% |
| Fortis Group Advisors, LLC | $138.5万 | 0.23% |
| Prosperity Financial Group, Inc. | $111.5万 | 0.41% |
| CITADEL ADVISORS LLC | $78.5万 | 0.00% |
| First Affirmative Financial Network | $73.1万 | 0.28% |
| Keudell/Morrison Wealth Management | $61.7万 | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $58.6万 | 0.00% |
| Orion Porfolio Solutions, LLC | $38.4万 | 0.00% |
| Stratos Wealth Partners, LTD. | $36.4万 | 0.00% |
| GOLDMAN SACHS GROUP INC | $31.3万 | 0.00% |
| JANE STREET GROUP, LLC | $31.2万 | 0.00% |
| Cetera Investment Advisers | $20.1万 | 0.00% |
| OSAIC HOLDINGS, INC. | $7.4万 | 0.00% |
| UBS Group AG | $525.0 | 0.00% |