ALL ETF Holdings
$916,787,822
Total AUM
$2,886,083,702
Total ETF Assets
209
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $273,952,101
- SPYG: $262,605,672
- TTAC: $226,375,150
- IEFA: $213,218,626
- AGG: $208,596,696
Top 5 ETF Sectors
- Large Cap Growth Equities
- Foreign Large Cap Equities
- Total Bond Market
- Mortgage Backed Securities
- Large Cap Value Equities
Top 5 ETF Issuers
- iShares
- State Street SPDR
- TrimTabs Asset Management
- BlackRock
- Engine No. 1
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.