現在 8 社の機関がJULB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 |
|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | $1895.7万 | 2.45% |
| Uniting Wealth Partners, LLC | $1258.9万 | 2.68% |
| Aptus Capital Advisors, LLC | $114.1万 | 0.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $108.7万 | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $74.5万 | 0.00% |
| Kovack Advisors, Inc. | $42.1万 | 0.02% |
| Cyndeo Wealth Partners, LLC | $25.1万 | 0.01% |
| UBS Group AG | $3.9万 | 0.00% |