現在 12 社の機関がOCTB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 | $1539.6万 | 1.99% |
| Uniting Wealth Partners, LLC | $1266.2万 | 2.70% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $537.4万 | 0.77% |
| Aptus Capital Advisors, LLC | $136.1万 | 0.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $110.6万 | 0.07% |
| Kovack Advisors, Inc. | $87.0万 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.0万 | 0.00% |
| Cyndeo Wealth Partners, LLC | $25.1万 | 0.01% |
| OLD MISSION CAPITAL LLC | $23.8万 | 0.00% |
| Prime Capital Investment Advisors, LLC | $21.0万 | 0.00% |
| Cornerstone Wealth Group, LLC | $20.6万 | 0.01% |
| UBS Group AG | $3559.0 | 0.00% |