45. Summit Trail Advisors

Rank: 45
Location: New York, NY
Website: www.summittrail.com

ALL ETF Holdings

$17,651,630,433

Total AUM

$2,804,649,077

Total ETF Assets

10,249

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. USFR: $1,248,918,871
  2. VOO: $392,007,692
  3. VGIT: $185,031,667
  4. AGG: $170,162,367
  5. RSP: $113,214,924
Top 5 ETF Sectors
  1. Government Bonds
  2. Large Cap Growth Equities
  3. Total Bond Market
  4. Industrials Equities
  5. Health & Biotech Equities
Top 5 ETF Issuers
  1. WisdomTree
  2. Vanguard
  3. iShares
  4. Invesco
  5. State Street SPDR


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.summittrail.com 2024 Top 50 ETF Power Users