現在 11 社の機関がSHDG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 |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5億 | 0.94% |
| Soundwatch Capital LLC | $406.7万 | 0.51% |
| Advisory Services Network, LLC | $51.4万 | 0.01% |
| Atria Investments, Inc | $50.5万 | 0.01% |
| Crestwood Advisors Group, LLC | $34.2万 | 0.01% |
| GTS SECURITIES LLC | $33.9万 | 0.01% |
| Navis Wealth Advisors, LLC | $31.5万 | 0.16% |
| RAYMOND JAMES FINANCIAL INC | $25.2万 | 0.00% |
| MAI Capital Management | $9.2万 | 0.00% |
| ROYAL BANK OF CANADA | $2.5万 | 0.00% |
| WELLS FARGO & COMPANY/MN | $5283.0 | 0.00% |