現在 18 社の機関がSIO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 |
|---|---|---|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $1.5億 | 0.81% |
| Thrivent Financial for Lutherans | $4163.1万 | 0.08% |
| RAYMOND JAMES FINANCIAL INC | $1640.7万 | 0.01% |
| Janney Montgomery Scott LLC | $926.8万 | 0.02% |
| Willow Financial LLC | $613.2万 | 6.21% |
| FFG RETIREMENT ADVISORS LLC | $512.3万 | 2.98% |
| Brookwood Investment Group LLC | $415.7万 | 0.51% |
| Baer Investment Advisory LLC | $179.5万 | 0.22% |
| VICTORY FINANCIAL GROUP, LLC | $179.5万 | 0.22% |
| CITADEL ADVISORS LLC | $89.0万 | 0.00% |
| MML INVESTORS SERVICES, LLC | $59.2万 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | $42.4万 | 0.00% |
| RHL GROUP, LLC | $39.7万 | 0.34% |
| Acorn Wealth Advisors, LLC | $39.2万 | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | $2.8万 | 0.00% |
| OSAIC HOLDINGS, INC. | $1.8万 | 0.00% |
| WELLS FARGO & COMPANY/MN | $2537.0 | 0.00% |
| DHJJ Financial Advisors, Ltd. | $513.0 | 0.00% |