現在 24 社の機関がSCCR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 |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.8億 | 0.16% |
| Breakwater Investment Management | $619.9万 | 2.30% |
| CITADEL ADVISORS LLC | $486.7万 | 0.00% |
| ATX Financial Planning, LLC | $159.4万 | 1.21% |
| Camarda Financial Advisors, LLC | $122.1万 | 0.64% |
| Compass Financial Group, INC/SD | $73.4万 | 0.10% |
| LPL Financial LLC | $42.6万 | 0.00% |
| Virginia Estate & Retirement Planning Advisors Inc. | $40.1万 | 0.70% |
| AIRE ADVISORS, LLC | $30.2万 | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.1万 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | $26.1万 | 0.00% |
| Creative Planning | $22.9万 | 0.00% |
| RFG Advisory, LLC | $20.3万 | 0.00% |
| Atlantic Union Bankshares Corp | $7.7万 | 0.00% |
| FIFTH THIRD BANCORP | $6.9万 | 0.00% |
| WELLS FARGO & COMPANY/MN | $6.1万 | 0.00% |
| Larson Financial Group LLC | $4.3万 | 0.00% |
| OSAIC HOLDINGS, INC. | $3.8万 | 0.00% |
| CWM, LLC | $3.2万 | 0.00% |
| MORGAN STANLEY | $2.8万 | 0.00% |
| Vision Retirement, LLC | $2.3万 | 0.01% |
| AE Wealth Management LLC | $1.0万 | 0.00% |
| ASSETMARK, INC | $4244.0 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | $1.3 | 0.00% |