ALL ETF Holdings
$6,818,718,908
Total AUM
$2,472,305,371
Total ETF Assets
24,286
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $143,176,630
- SPY: $89,020,764
- QQQ: $65,217,389
- BIL: $64,553,076
- META: $54,295,349
Top 5 ETF Sectors
- Large Cap Growth Equities
- Government Bonds
- Technology Equities
- Small Cap Growth Equities
- Diversified Portfolio
Top 5 ETF Issuers
- iShares
- State Street SPDR
- Roundhill
- Vanguard
- 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.