現在 9 社の機関がCPSP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 | $1040.9万 | 0.04% |
| Calamos Wealth Management LLC | $133.6万 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | $44.3万 | 0.00% |
| JIM SAULNIER & ASSOCIATES, LLC | $33.7万 | 0.16% |
| Advisory Services Network, LLC | $28.0万 | 0.00% |
| CENTAURUS FINANCIAL, INC. | $20.7万 | 0.01% |
| Capital Analysts, LLC | $3.2万 | 0.00% |
| New England Capital Financial Advisors LLC | $1.5万 | 0.00% |
| UBS Group AG | $1.4万 | 0.00% |