目前共有 9 家機構持有 OCIO，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 |
|---|---|---|
| Blueprint Investment Partners LLC | US$486.4萬 | 0.50% |
| Blueprint Financial Advisors LLC | US$485.4萬 | 0.72% |
| LPL Financial LLC | US$185.5萬 | 0.00% |
| Janney Montgomery Scott LLC | US$110.3萬 | 0.00% |
| JANE STREET GROUP, LLC | US$79.9萬 | 0.00% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | US$56.0萬 | 0.09% |
| Colonial Trust Co / SC | US$14.2萬 | 0.02% |
| UBS Group AG | US$307.0 | 0.00% |
| MORGAN STANLEY | US$78.0 | 0.00% |