19. EP Wealth Advisors

Rank: 19
Location: Torrance, CA
Website: www.epwealth.com

ALL ETF Holdings

$22,321,000,000

Total AUM

$4,792,043,699

Total ETF Assets

13,185

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $1,002,101,952
  2. VTV: $415,854,414
  3. SPY: $199,651,123
  4. VIGI: $191,424,060
  5. IGSB: $155,728,039
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. Corporate Bonds
  5. Total Bond Market
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. State Street SPDR
  4. Roundhill
  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.epwealth.com 2024 Top 50 ETF Power Users