27. Beacon Pointe Advisors

Rank: 27
Location: Newport Beach, CA
Website: www.beaconpointe.com

ALL ETF Holdings

$31,279,960,486

Total AUM

$4,132,929,097

Total ETF Assets

47,098

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VOO: $247,176,737
  2. IVV: $163,864,050
  3. VO: $159,112,385
  4. SCHX: $144,215,486
  5. VTV: $139,388,860
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Total Bond Market
  4. Technology Equities
  5. Foreign Large Cap Equities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Schwab
  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.beaconpointe.com 2024 Top 50 ETF Power Users