40. Gradient Investments

Rank: 40
Location: Arden Hills, MN
Website: www.gradientinvestments.com

ALL ETF Holdings

$5,268,163,746

Total AUM

$2,187,968,020

Total ETF Assets

56,752

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. SPDW: $123,842,889
  2. IGTR: $114,906,633
  3. SPYI: $112,075,764
  4. SPAB: $108,733,157
  5. DMBS: $108,725,409
Top 5 ETF Sectors
  1. Foreign Large Cap Equities
  2. Global Equities
  3. All Cap Equities
  4. Total Bond Market
  5. Real Estate
Top 5 ETF Issuers
  1. State Street SPDR
  2. Innovator
  3. Neos
  4. DoubleLine
  5. Invesco


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.gradientinvestments.com 2025 Top 50 ETF Power Users