現在 16 社の機関がFDIV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 |
|---|---|---|
| San Luis Wealth Advisors LLC | $3710.6万 | 6.14% |
| Arrowroot Family Office, LLC | $714.9万 | 2.36% |
| Empire Financial Management Company, LLC | $605.6万 | 1.37% |
| NorthRock Partners, LLC | $272.2万 | 0.04% |
| Andina Capital Management, LLC | $242.4万 | 2.14% |
| Mutual Advisors, LLC | $228.0万 | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | $123.5万 | 0.07% |
| GOLDMAN SACHS GROUP INC | $96.1万 | 0.00% |
| ROYAL BANK OF CANADA | $44.6万 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.6万 | 0.00% |
| US BANCORP \DE\ | $10.0万 | 0.00% |
| Advisory Services Network, LLC | $1.1万 | 0.00% |
| JPMORGAN CHASE & CO | $6762.0 | 0.00% |
| CoreCap Advisors, LLC | $481.0 | 0.00% |
| AE Wealth Management LLC | $428.0 | 0.00% |
| MORGAN STANLEY | $134.0 | 0.00% |