現在OZを保有する機関投資家45社

現在 45 社の機関がOZ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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1312.1万	0.23%
Precision Wealth Strategies, LLC	$1280.5万	4.25%
Belpointe Asset Management LLC	$1204.8万	0.44%
OSAIC HOLDINGS, INC.	$500.5万	0.01%
United Asset Strategies, Inc.	$475.4万	0.38%
Lido Advisors, LLC	$339.5万	0.01%
Brookwood Investment Group LLC	$201.5万	0.25%
Mason & Associates Inc	$130.8万	0.25%
WEALTH ALLIANCE, LLC	$122.2万	0.12%
SHEETS SMITH WEALTH MANAGEMENT	$115.9万	0.13%
Robertson Stephens Wealth Management, LLC	$112.8万	0.03%
Rockefeller Capital Management L.P.	$97.7万	0.00%
Cetera Investment Advisers	$97.5万	0.00%
Mariner, LLC	$93.0万	0.00%
LPL Financial LLC	$87.5万	0.00%
Navis Wealth Advisors, LLC	$86.3万	0.44%
U.S. Capital Wealth Advisors, LLC	$84.5万	0.02%
Keystone Wealth Services, LLC	$82.8万	0.18%
B.O.S.S. Retirement Advisors, LLC	$80.3万	0.24%
Cambridge Investment Research Advisors, Inc.	$69.6万	0.00%
Kestra Advisory Services, LLC	$56.1万	0.00%
Foundations Investment Advisors, LLC	$42.6万	0.01%
Mutual Advisors, LLC	$39.9万	0.01%
LANE BROTHERS & CO INC	$32.9万	0.24%
Walser Wealth Management Company, A Ltd Liability Co	$32.2万	0.14%
BROWN ADVISORY INC	$29.9万	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	$28.4万	0.01%
NewEdge Wealth, LLC	$28.1万	0.00%
Outlook Wealth Advisors, LLC	$26.6万	0.06%
SMART Wealth LLC	$26.3万	0.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$25.9万	0.01%
Accurate Wealth Management, LLC	$24.0万	0.03%
Texas Yale Capital Corp.	$22.3万	0.01%
FULTON BANK, N.A.	$21.6万	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	$20.9万	0.00%
XTX Topco Ltd	$20.5万	0.00%
Abound Wealth Management	$19.4万	0.04%
UBS Group AG	$18.2万	0.00%
MORGAN STANLEY	$17.1万	0.00%
Hamrick Investment Counsel, llc	$6.8万	0.04%
REAP Financial Group, LLC	$5.2万	0.01%
EASTERN BANK	$3.2万	0.00%
OBSIDIAN CIO, LLC	$2.0万	0.02%
JONES FINANCIAL COMPANIES LLLP	$364.0	0.00%
ROYAL BANK OF CANADA	$0.0	0.00%