現在 11 社の機関がQTPI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 |
|---|---|---|
| SMI Advisory Services, LLC | $2183.6万 | 3.60% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $1181.9万 | 1.23% |
| CSM Advisors, LLC | $446.0万 | 0.11% |
| EverSource Wealth Advisors, LLC | $125.9万 | 0.04% |
| Merit Financial Group, LLC | $104.7万 | 0.01% |
| WEST MICHIGAN ADVISORS, LLC | $100.9万 | 0.22% |
| OSAIC HOLDINGS, INC. | $47.2万 | 0.00% |
| JANE STREET GROUP, LLC | $44.9万 | 0.00% |
| AdvisorNet Financial, Inc | $40.7万 | 0.02% |
| Patriot Financial Group Insurance Agency, LLC | $28.4万 | 0.02% |
| Allworth Financial LP | $5071.0 | 0.00% |