現在 16 社の機関がSEPI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 |
|---|---|---|
| SHELTON CAPITAL MANAGEMENT | $4758.0万 | 1.04% |
| Good Steward Wealth Advisors,LLC | $1028.1万 | 6.61% |
| LPL Financial LLC | $692.1万 | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $689.9万 | 0.00% |
| FOCUSED ALPHA, LLC | $657.4万 | 2.03% |
| Steward Partners Investment Advisory, LLC | $475.4万 | 0.02% |
| JANE STREET GROUP, LLC | $268.6万 | 0.00% |
| Investment Planning Advisors, Inc. | $223.9万 | 0.62% |
| ROYAL BANK OF CANADA | $141.4万 | 0.00% |
| Hilton Head Capital Partners, LLC | $94.0万 | 0.53% |
| Carson Advisory Inc. | $81.4万 | 0.42% |
| Ascentis Independent Advisors | $43.7万 | 0.03% |
| Western Wealth Management, LLC | $40.0万 | 0.02% |
| Private Advisor Group, LLC | $27.7万 | 0.00% |
| PITTENGER & ANDERSON INC | $3.9万 | 0.00% |
| DHJJ Financial Advisors, Ltd. | $401.0 | 0.00% |