現在 13 社の機関がRDFI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 |
|---|---|---|
| Belpointe Asset Management LLC | $1667.5万 | 0.61% |
| Independent Wealth Network Inc. | $611.3万 | 1.82% |
| Astoria Portfolio Advisors LLC. | $486.6万 | 1.04% |
| MML INVESTORS SERVICES, LLC | $179.8万 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | $165.7万 | 0.00% |
| Private Advisor Group, LLC | $137.2万 | 0.01% |
| Oregon Pacific Wealth Management, LLC | $71.3万 | 0.74% |
| Integrated Wealth Concepts LLC | $63.0万 | 0.01% |
| OSAIC HOLDINGS, INC. | $58.3万 | 0.00% |
| Latitude Advisors, LLC | $47.4万 | 0.22% |
| Noble Wealth Management PBC | $21.3万 | 0.11% |
| BlackRock, Inc. | $4.6万 | 0.00% |
| AE Wealth Management LLC | $115.0 | 0.00% |