目前共有 8 家機構持有 XXV，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 |
|---|---|---|
| Legacy Wealth Managment, LLC/ID | US$2029.5萬 | 10.09% |
| Simplify Asset Management Inc. | US$283.3萬 | 0.04% |
| Castleview Partners, LLC | US$160.9萬 | 0.82% |
| Brookwood Investment Group LLC | US$158.4萬 | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | US$119.8萬 | 0.00% |
| PRINCIPAL SECURITIES, INC. | US$119.8萬 | 0.02% |
| Millington Financial Advisors, LLC | US$56.4萬 | 0.24% |
| BNP PARIBAS FINANCIAL MARKETS | US$4.5萬 | 0.00% |