現在 173 社の機関がDFSE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 |
|---|---|---|
| WealthCollab, LLC | $6.2万 | 0.03% |
| Larson Financial Group LLC | $6.0万 | 0.00% |
| Signature Resources Capital Management, LLC | $5.9万 | 0.03% |
| CURIO WEALTH, LLC | $5.0万 | 0.02% |
| CWM, LLC | $4.8万 | 0.00% |
| US BANCORP \DE\ | $3.5万 | 0.00% |
| Blume Capital Management, Inc. | $3.4万 | 0.01% |
| C M BIDWELL & ASSOCIATES LTD | $3.4万 | 0.02% |
| Smartleaf Asset Management LLC | $3.2万 | 0.00% |
| Burk Holdings LLC | $2.6万 | 0.01% |
| JFS WEALTH ADVISORS, LLC | $2.0万 | 0.00% |
| ELEVATION WEALTH PARTNERS, LLC | $2.0万 | 0.01% |
| Coston, McIsaac & Partners | $1.9万 | 0.00% |
| BANK OF MONTREAL /CAN/ | $1.8万 | 0.00% |
| Glass Jacobson Investment Advisors llc | $1.5万 | 0.01% |
| JNBA Financial Advisors | $1.4万 | 0.00% |
| FMR LLC | $1.2万 | 0.00% |
| IFP Advisors, Inc | $1.2万 | 0.00% |
| NewEdge Advisors, LLC | $1.2万 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | $3305.0 | 0.00% |
| Aptus Capital Advisors, LLC | $2330.0 | 0.00% |
| AlphaCore Capital LLC | $1991.0 | 0.00% |
| MORGAN STANLEY | $1102.0 | 0.00% |