42. Carlson Capital Management

Rank: 42
Location: Northfield, MN
Website: www.carlsoncap.com

ALL ETF Holdings

$3,502,693,641

Total AUM

$2,094,131,158

Total ETF Assets

8,421

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. CCMG: $909,299,830
  2. DSTL: $291,925,569
  3. VCSH: $232,555,051
  4. BSV: $176,367,914
  5. COWZ: $96,187,358
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Corporate Bonds
  3. Total Bond Market
  4. Large Cap Blend Equities
  5. Small Cap Blend Equities
Top 5 ETF Issuers
  1. Alpha Architect
  2. Vanguard
  3. Pacer
  4. American Century
  5. Dimensional


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.



https://www.carlsoncap.com 2025 Top 50 ETF Power Users