ALL ETF Holdings
$37,481,639,918
Total AUM
$5,714,893,535
Total ETF Assets
40,790
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- SCHX: $608,231,137
- VUG: $321,958,354
- IEMG: $298,333,208
- VTV: $290,444,542
- VV: $280,102,196
Top 5 ETF Sectors
- Large Cap Growth Equities
- Emerging Markets Equities
- Large Cap Blend Equities
- Mid Cap Growth Equities
- Small Cap Growth Equities
Top 5 ETF Issuers
- Schwab
- Vanguard
- iShares
- State Street SPDR
- Argent
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.