目前共有 9 家機構持有 SEPP，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 |
|---|---|---|
| PRUDENTIAL FINANCIAL INC | US$1127.0萬 | 0.01% |
| Ameritas Advisory Services, LLC | US$235.9萬 | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | US$75.3萬 | 0.00% |
| OLD MISSION CAPITAL LLC | US$42.5萬 | 0.01% |
| Sanctuary Advisors, LLC | US$21.4萬 | 0.00% |
| Steward Partners Investment Advisory, LLC | US$16.7萬 | 0.00% |
| ROYAL BANK OF CANADA | US$11.8萬 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | US$10.4萬 | 0.00% |
| DHJJ Financial Advisors, Ltd. | US$7.4萬 | 0.02% |