現在 20 社の機関がCPSO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 |
|---|---|---|
| Calamos Advisors LLC | $961.3万 | 0.03% |
| LeClair Wealth Partners LLC | $83.2万 | 0.29% |
| Blue Water Asset Management | $83.2万 | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $71.9万 | 0.00% |
| Calamos Wealth Management LLC | $68.7万 | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | $65.0万 | 0.00% |
| OLD MISSION CAPITAL LLC | $51.1万 | 0.01% |
| Grantvest Financial Group LLC | $39.6万 | 0.26% |
| HARBOUR INVESTMENTS, INC. | $38.8万 | 0.01% |
| Rooted Wealth Advisors, Inc. | $34.3万 | 0.09% |
| Cambridge Investment Research Advisors, Inc. | $30.7万 | 0.00% |
| Capital Analysts, LLC | $30.1万 | 0.01% |
| Sloy Dahl & Holst, LLC | $29.0万 | 0.04% |
| Security Financial Services, INC. | $27.4万 | 0.04% |
| Spire Wealth Management | $6.5万 | 0.00% |
| OSAIC HOLDINGS, INC. | $5.5万 | 0.00% |
| MORGAN STANLEY | $5.4万 | 0.00% |
| Advisory Services Network, LLC | $3.2万 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.4万 | 0.00% |
| New England Capital Financial Advisors LLC | $1.1万 | 0.00% |