12. Wealthspire Advisors

Rank: 12
Location: New York, NY
Website: www.wealthspire.com

ALL ETF Holdings

$18,872,379,313

Total AUM

$6,619,725,003

Total ETF Assets

7,156

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $1,155,617,717
  2. VOO: $540,823,646
  3. VEA: $442,079,056
  4. IJH: $410,275,364
  5. SCHD: $405,999,845
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Mid Cap Growth Equities
  4. Large Cap Blend Equities
  5. Small Cap Growth Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Schwab
  4. Invesco
  5. ProShares


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.wealthspire.com 2024 Top 50 ETF Power Users