目前共有 7 家機構持有 LDRI，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 |
|---|---|---|
| HighTower Advisors, LLC | US$185.2萬 | 0.00% |
| Treasure Coast Financial Planning | US$94.5萬 | 0.49% |
| Creative Planning | US$40.0萬 | 0.00% |
| Integrated Wealth Concepts LLC | US$34.0萬 | 0.00% |
| CITADEL ADVISORS LLC | US$27.9萬 | 0.00% |
| DAVENPORT & Co LLC | US$22.9萬 | 0.00% |
| Advisory Services Network, LLC | US$5092.0 | 0.00% |