9. EP Wealth Advisors

Rank: 9
Location: Torrance, CA
Website: www.epwealth.com

ALL ETF Holdings

$22,321,000,000

Total AUM

$7,250,580,523

Total ETF Assets

13,185

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $1,324,412,099
  2. VTV: $420,026,892
  3. BIV: $341,912,751
  4. VIGI: $300,558,712
  5. IGSB: $266,672,121
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Total Bond Market
  4. Foreign Large Cap Equities
  5. Corporate Bonds
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. State Street SPDR
  4. Dimensional
  5. Roundhill


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.epwealth.com 2025 Top 50 ETF Power Users