ALL ETF Holdings
$10,666,708,673
Total AUM
$2,707,557,050
Total ETF Assets
4,213
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $442,833,179
- REGL: $196,948,695
- VOO: $181,351,906
- HEFA: $179,002,525
- IEF: $175,382,539
Top 5 ETF Sectors
- Large Cap Growth Equities
- Mid Cap Blend Equities
- Foreign Large Cap Equities
- Government Bonds
- All Cap Equities
Top 5 ETF Issuers
- iShares
- ProShares
- Vanguard
- Roundhill
- WisdomTree
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.