ALL ETF Holdings
$916,787,822
Total AUM
$4,543,995,221
Total ETF Assets
209
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $486,131,355
- BINC: $330,974,195
- SPYG: $311,395,361
- AGG: $285,693,167
- IEFA: $257,547,035
Top 5 ETF Sectors
- Large Cap Growth Equities
- Total Bond Market
- Foreign Large Cap Equities
- Technology Equities
- Mortgage Backed Securities
Top 5 ETF Issuers
- iShares
- BlackRock
- State Street SPDR
- Fidelity
- PIMCO
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.