現在 12 社の機関がPBNV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 | $867.3万 | 0.01% |
| LeClair Wealth Partners LLC | $372.3万 | 1.29% |
| Blue Water Asset Management | $372.3万 | 1.29% |
| JIM SAULNIER & ASSOCIATES, LLC | $323.9万 | 1.58% |
| Spire Wealth Management | $217.6万 | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | $138.4万 | 0.00% |
| Kestra Advisory Services, LLC | $53.5万 | 0.00% |
| CYPRESS FINANCIAL PLANNING LLC | $25.8万 | 0.07% |
| INTEGRITY ALLIANCE, LLC. | $22.9万 | 0.01% |
| AMERICAN ASSET MANAGEMENT INC. | $20.1万 | 0.17% |
| ROYAL BANK OF CANADA | $14.6万 | 0.00% |
| DHJJ Financial Advisors, Ltd. | $5.2万 | 0.02% |