現在 19 社の機関がMSMR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 |
|---|---|---|
| McElhenny Sheffield Capital Management, LLC | $1.1億 | 26.94% |
| Aptus Capital Advisors, LLC | $878.1万 | 0.07% |
| United Advisor Group, LLC | $753.7万 | 0.93% |
| HERITAGE OAK WEALTH ADVISORS LLC | $207.6万 | 0.66% |
| Cerity Partners LLC | $156.4万 | 0.00% |
| WorthPointe, LLC | $145.7万 | 0.39% |
| Accurate Wealth Management, LLC | $97.6万 | 0.12% |
| Janney Montgomery Scott LLC | $64.2万 | 0.00% |
| LaSalle St. Investment Advisors, LLC | $54.8万 | 0.08% |
| Symphony Financial, Ltd. Co. | $49.7万 | 0.07% |
| Signal Advisors Wealth, LLC | $45.5万 | 0.03% |
| Brookwood Investment Group LLC | $26.2万 | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.7万 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.0万 | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | $23.2万 | 0.01% |
| Sankala Group LLC | $15.4万 | 0.13% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $2.2万 | 0.00% |
| UBS Group AG | $1.4万 | 0.00% |
| MORGAN STANLEY | $9346.0 | 0.00% |