目前共有 23 家機構持有 RFDA,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 |
|---|---|---|
| RiverFront Investment Group, LLC | US$1524.9萬 | 0.24% |
| Prospera Financial Services Inc | US$1510.2萬 | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | US$1093.6萬 | 0.00% |
| ALPS ADVISORS INC | US$1059.7萬 | 0.05% |
| TRUIST FINANCIAL CORP | US$1032.5萬 | 0.01% |
| RETIREMENT PLANNING GROUP, LLC / NY | US$379.0萬 | 2.44% |
| Bison Wealth, LLC | US$205.5萬 | 0.20% |
| RAYMOND JAMES FINANCIAL INC | US$191.6萬 | 0.00% |
| Janney Montgomery Scott LLC | US$98.7萬 | 0.00% |
| Koshinski Asset Management, Inc. | US$94.7萬 | 0.06% |
| GAMMA Investing LLC | US$92.6萬 | 0.04% |
| DAVENPORT & Co LLC | US$73.5萬 | 0.00% |
| CITADEL ADVISORS LLC | US$59.4萬 | 0.00% |
| LEIGH BALDWIN & CO., LLC | US$51.3萬 | 0.33% |
| Kestra Advisory Services, LLC | US$32.8萬 | 0.00% |
| TWO SIGMA INVESTMENTS, LP | US$27.4萬 | 0.00% |
| Stratos Wealth Partners, LTD. | US$25.4萬 | 0.00% |
| JPMORGAN CHASE & CO | US$15.3萬 | 0.00% |
| Elevated Capital Advisors, LLC | US$6.1萬 | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | US$5.6萬 | 0.04% |
| UBS Group AG | US$2.4萬 | 0.00% |
| MORGAN STANLEY | US$5415.0 | 0.00% |
| WELLS FARGO & COMPANY/MN | US$56.0 | 0.00% |