現在VSDMを保有する機関投資家99社

現在 99 社の機関がVSDM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
Capital Investment Services of America, Inc.	$1953.7万	2.04%
Mills Wealth Advisors LLC	$1297.0万	4.53%
TRUIST FINANCIAL CORP	$1150.0万	0.02%
Opus Capital Group, LLC	$1025.0万	1.10%
S.A. Mason LLC	$908.2万	3.41%
American Investment Services, Inc.	$888.5万	1.98%
Keystone Financial Group, Inc.	$855.4万	4.45%
CGN Advisors LLC	$794.6万	0.63%
MOSAIC FAMILY WEALTH PARTNERS, LLC	$447.2万	0.46%
Alliance Private Wealth, LLC	$419.1万	1.51%
MASTER'S WEALTH MANAGEMENT INC.	$402.1万	1.36%
RW Investment Management LLC	$381.2万	0.37%
IRON Financial LLC	$345.3万	1.51%
Bank of New York Mellon Corp	$326.1万	0.00%
Belpointe Asset Management LLC	$309.9万	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	$291.6万	0.00%
Rialto Wealth Management, LLC	$279.2万	0.63%
Dakota Wealth Management	$249.3万	0.05%
Professional Financial Advisors, LLC	$248.4万	0.51%
Topsail Wealth Management, LLC	$246.1万	0.36%
Harbor Group, Inc.	$240.0万	0.35%
Platt Wealth Management LLC	$205.6万	2.00%
Aprio Wealth Management, LLC	$205.6万	0.11%
JONES FINANCIAL COMPANIES LLLP	$195.8万	0.00%
Beaird Harris Wealth Management, LLC	$195.6万	0.13%
Blue Trust, Inc.	$193.7万	0.02%
Verum Partners LLC	$164.0万	0.31%
LPL Financial LLC	$156.8万	0.00%
Financial Engines Advisors L.L.C.	$143.6万	0.00%
CRA Financial Services, LLC	$139.8万	0.18%
NEUBERGER BERMAN GROUP LLC	$121.4万	0.00%
Burton Enright Welch	$118.2万	0.16%
Baker Ellis Asset Management LLC	$117.5万	0.14%
BOSTON FAMILY OFFICE LLC	$116.2万	0.08%
Breakwater Capital Group	$114.6万	0.15%
MFA Wealth Services	$114.2万	0.76%
Stonebridge Financial Group, LLC	$113.1万	0.09%
Essex Financial Services, Inc.	$113.1万	0.06%
&PARTNERS	$106.8万	0.01%
HRT FINANCIAL LP	$98.1万	0.00%
Signal Advisors Wealth, LLC	$85.2万	0.06%
Acumen Wealth Advisors, LLC	$84.4万	0.23%
Kelman-Lazarov, Inc.	$80.4万	0.12%
Clearstead Advisors, LLC	$74.4万	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	$74.0万	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	$72.9万	0.01%
Prospera Capital Management, LLC	$71.3万	0.36%
Integrated Wealth Concepts LLC	$66.5万	0.01%
New England Private Wealth Advisors LLC	$64.0万	0.07%
Timmons Wealth Management, LLC	$58.6万	0.56%
JANE STREET GROUP, LLC	$57.9万	0.00%
Quantum Financial Planning Services, Inc.	$57.6万	0.21%
Equitable Holdings, Inc.	$55.6万	0.00%
Corient Private Wealth LLC	$55.3万	0.00%
Soltis Investment Advisors LLC	$53.6万	0.03%
Janney Montgomery Scott LLC	$53.4万	0.00%
Gutierrez Wealth Advisory, LLC	$50.8万	0.32%
L. Roy Papp & Associates, LLP	$49.7万	0.06%
Waverly Advisors, LLC	$44.6万	0.00%
Bryn Mawr Trust Advisors, LLC	$42.5万	0.02%
N.E.W. Advisory Services LLC	$41.4万	0.03%
Sugar Maple Asset Management, LLC	$40.6万	0.25%
Beacon Pointe Advisors, LLC	$37.4万	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$36.0万	0.00%
Financial Planning Hawaii, Inc.	$34.6万	0.20%
Ascent Group, LLC	$31.4万	0.01%
Stratos Wealth Partners, LTD.	$30.5万	0.00%
Advyzon Investment Management, LLC	$29.3万	0.03%
Conservest Capital Advisors, Inc.	$27.9万	0.03%
Cherry Tree Wealth Management, LLC	$27.6万	0.06%
Wayfinding Financial, LLC	$27.5万	0.12%
Kestra Advisory Services, LLC	$26.0万	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	$25.9万	0.01%
Rosenberg Matthew Hamilton	$24.4万	0.05%
CFS Investment Advisory Services, LLC	$23.9万	0.02%
Foundry Financial LLC	$23.5万	0.10%
Strategic Investment Solutions, Inc. /IL	$22.7万	0.05%
Advisory Services Network, LLC	$21.9万	0.00%
CARDIFF PARK ADVISORS, LLC	$21.7万	0.02%
Cambridge Investment Research Advisors, Inc.	$21.7万	0.00%
Vise Technologies, Inc.	$21.0万	0.00%
Root Financial Partners, LLC	$20.9万	0.01%
Elmwood Wealth Management, Inc.	$20.5万	0.06%
Graney & King, LLC	$20.0万	0.11%
Wilmington Savings Fund Society, FSB	$16.5万	0.00%
1015 Capital Partners, LLC	$14.0万	0.14%
EverSource Wealth Advisors, LLC	$12.0万	0.00%
AE Wealth Management LLC	$11.7万	0.00%
ROYAL BANK OF CANADA	$10.8万	0.00%
Steward Partners Investment Advisory, LLC	$7.9万	0.00%
Destiny Wealth Partners, LLC	$6.5万	0.01%
Farther Finance Advisors, LLC	$5.9万	0.00%
Trust Co	$5.8万	0.01%
UBS Group AG	$4.2万	0.00%
Tower Research Capital LLC (TRC)	$3.4万	0.00%
OSAIC HOLDINGS, INC.	$2.3万	0.00%
JPMORGAN CHASE & CO	$7623.0	0.00%
Medallion Wealth Advisors, LLC	$6790.0	0.00%
WELLS FARGO & COMPANY/MN	$66.0	0.00%