26. Ballentine Partners

Rank: 26
Location: Waltham, MA
Website: www.ballentinepartners.com

ALL ETF Holdings

$10,768,609,767

Total AUM

$4,361,928,732

Total ETF Assets

6,390

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VTI: $1,554,625,323
  2. IEFA: $413,526,385
  3. ITOT: $375,438,860
  4. IEMG: $231,750,727
  5. VEA: $212,410,324
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Emerging Markets Equities
  4. Real Estate
  5. Mid Cap Growth Equities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Schwab
  4. State Street SPDR
  5. Roundhill


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.



https://www.ballentinepartners.com 2024 Top 50 ETF Power Users