15. NewEdge Advisors

Rank: 15
Location: New Orleans, LA
Website: www.newedgeadvisors.com

ALL ETF Holdings

$18,432,430,824

Total AUM

$5,865,796,681

Total ETF Assets

62,249

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $338,609,118
  2. VOO: $205,441,281
  3. SPY: $203,786,212
  4. VTV: $123,391,715
  5. VUG: $108,970,621
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. Total Bond Market
  5. Technology Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Dimensional
  4. Roundhill
  5. First Trust


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.newedgeadvisors.com 2024 Top 50 ETF Power Users