現在 20 社の機関がSWVXX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 |
|---|---|---|
| Jackson Wealth Management, LLC | $4903.1万 | 5.04% |
| Redwood Wealth Management Group, LLC | $2228.6万 | 9.63% |
| STONEBRIDGE CAPITAL MANAGEMENT INC | $2193.2万 | 9.97% |
| Game Plan Financial Advisors, LLC | $1230.4万 | 5.54% |
| Garton & Associates Financial Advisors LLC | $819.7万 | 6.71% |
| Coastwise Capital Group, LLC | $750.1万 | 4.16% |
| Financial Gravity Asset Management, Inc. | $750.0万 | 1.33% |
| Trivant Custom Portfolio Group, LLC | $529.9万 | 2.91% |
| Fortune Financial Group, Inc. | $331.1万 | 2.98% |
| Main Management LLC | $201.8万 | 0.15% |
| Westside Investment Management, Inc. | $109.4万 | 0.17% |
| Dale Q Rice Investment Management Ltd | $82.4万 | 0.62% |
| Lester Murray Antman dba SimplyRich | $68.3万 | 0.17% |
| ITHAKA GROUP LLC | $52.1万 | 0.11% |
| PSI Advisors, LLC | $27.7万 | 0.07% |
| Keystone Financial Group | $10.8万 | 0.01% |
| RFP Financial Group LLC | $6.8万 | 0.04% |
| Private Capital Advisors, Inc. | $2.8万 | 0.00% |
| Coston, McIsaac & Partners | $1.5万 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | $1.2万 | 0.01% |