ALL ETF Holdings
$7,578,712,530
Total AUM
$2,341,611,583
Total ETF Assets
3,121
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $370,493,055
- REGL: $169,823,293
- HEFA: $158,037,943
- VOO: $131,700,302
- VV: $122,874,052
Top 5 ETF Sectors
- Large Cap Growth Equities
- Mid Cap Blend Equities
- Foreign Large Cap Equities
- Government Bonds
- All Cap Equities
Top 5 ETF Issuers
- iShares
- ProShares
- Vanguard
- Roundhill
- WisdomTree
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.