現在 8 社の機関がSGRT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 |
|---|---|---|
| Authentikos Wealth Advisory, LLC | $355.4万 | 2.40% |
| SMART Wealth LLC | $299.5万 | 0.88% |
| MORGAN STANLEY | $137.2万 | 0.00% |
| Brookstone Capital Management | $86.8万 | 0.01% |
| BROWN ADVISORY INC | $42.1万 | 0.00% |
| AE Wealth Management LLC | $38.5万 | 0.00% |
| Smartleaf Asset Management LLC | $2.3万 | 0.00% |
| Quest 10 Wealth Builders, Inc. | $1.4万 | 0.01% |