ALL ETF Holdings
$1,173,060,409
Total AUM
$3,303,827,670
Total ETF Assets
3,051
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $230,779,488
- IJH: $214,073,644
- AGG: $154,839,174
- IEFA: $135,000,843
- DFAI: $122,058,688
Top 5 ETF Sectors
- Large Cap Growth Equities
- Mid Cap Growth Equities
- Total Bond Market
- Foreign Large Cap Equities
- Technology Equities
Top 5 ETF Issuers
- iShares
- Dimensional
- Vanguard
- Roundhill
- First Trust
Top 20 ETF Holdings
ETF Ownership – By Year
ETF Ownership – By Quarter
Notes:
• ETF data as of December 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.