ALL ETF Holdings
$4,430,226,612
Total AUM
$2,925,615,984
Total ETF Assets
1,615
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $698,570,358
- IJH: $321,207,814
- IEFA: $318,910,407
- IJR: $212,755,164
- SCHP: $135,265,682
Top 5 ETF Sectors
- Large Cap Growth Equities
- Mid Cap Growth Equities
- Foreign Large Cap Equities
- Small Cap Growth Equities
- Inflation-Protected Bonds
Top 5 ETF Issuers
- iShares
- Schwab
- Vanguard
- American Century
- State Street SPDR
Top 20 ETF Holdings
ETF Ownership – By Year
ETF Ownership – By Quarter
Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV
Part I as of March 31st of any given year.
For details on how firms qualified for this list, please see our Methodology.