現在 16 社の機関がPBMR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 |
|---|---|---|
| PRUDENTIAL FINANCIAL INC | $868.0万 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | $687.2万 | 0.01% |
| SMITH, MOORE & CO. | $295.0万 | 0.21% |
| JIM SAULNIER & ASSOCIATES, LLC | $287.4万 | 1.40% |
| Spire Wealth Management | $130.8万 | 0.04% |
| Cetera Investment Advisers | $53.8万 | 0.00% |
| Blue Water Asset Management | $48.0万 | 0.17% |
| LeClair Wealth Partners LLC | $48.0万 | 0.17% |
| RAYMOND JAMES FINANCIAL INC | $44.5万 | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | $36.9万 | 0.02% |
| DHJJ Financial Advisors, Ltd. | $36.8万 | 0.12% |
| Kestra Advisory Services, LLC | $33.9万 | 0.00% |
| Three Seasons Wealth, LLC | $28.1万 | 0.11% |
| KINTRA WEALTH, LLC | $25.4万 | 0.02% |
| ROYAL BANK OF CANADA | $13.9万 | 0.00% |
| CENTAURUS FINANCIAL, INC. | $13.1万 | 0.01% |