2. Edelman Financial Engines

Rank: 2
Location: Santa Clara, CA
Website: www.edelmanfinancialengines.com

ALL ETF Holdings

$270,770,414,647

Total AUM

$41,763,509,015

Total ETF Assets

1,561,555

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. SPYV: $3,702,351,101
  2. SPMB: $3,634,772,193
  3. VUG: $3,079,180,394
  4. SCHF: $3,005,199,708
  5. IGIB: $2,606,294,610
Top 5 ETF Sectors
  1. Large Cap Value Equities
  2. Large Cap Growth Equities
  3. Large Cap Blend Equities
  4. Corporate Bonds
  5. Foreign Large Cap Equities
Top 5 ETF Issuers
  1. State Street SPDR
  2. Vanguard
  3. Schwab
  4. iShares
  5. Dimensional


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.edelmanfinancialengines.com 2024 Top 50 ETF Power Users