目前共有 171 家機構持有 CTOS，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| IFP Advisors, Inc | US$2411.0 | 0.00% |
| WPG Advisers, LLC | US$1938.0 | 0.00% |
| Arax Advisory Partners | US$1846.0 | 0.00% |
| Root Financial Partners, LLC | US$1406.0 | 0.00% |
| Keating Financial Advisory Services, Inc. | US$966.0 | 0.00% |
| OSAIC HOLDINGS, INC. | US$788.0 | 0.00% |
| Parkside Financial Bank & Trust | US$756.0 | 0.00% |
| Fortitude Family Office, LLC | US$723.0 | 0.00% |
| Caitong International Asset Management Co., Ltd | US$716.0 | 0.00% |
| SJS Investment Consulting Inc. | US$605.0 | 0.00% |
| Wealth Preservation Advisors, LLC | US$591.0 | 0.00% |
| Basecamp Wealth Advisors LLC | US$552.0 | 0.00% |
| SBI Securities Co., Ltd. | US$407.0 | 0.00% |
| True Wealth Design, LLC | US$138.0 | 0.00% |
| Rachor Investment Advisory Services, LLC | US$112.0 | 0.00% |
| JPL Wealth Management, LLC | US$79.0 | 0.00% |
| Sunbelt Securities, Inc. | US$72.0 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | US$39.0 | 0.00% |
| Hughes Financial Services, LLC | US$7.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | US$7.0 | 0.00% |
| Covestor Ltd | US$0.0 | 0.00% |