7. Wealthspire Advisors

Rank: 7
Location: New York, NY
Website: www.wealthspire.com

ALL ETF Holdings

$21,691,716,165

Total AUM

$8,803,630,864

Total ETF Assets

8,100

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $1,504,943,960
  2. VOO: $631,224,218
  3. VEA: $510,903,581
  4. IJH: $473,991,058
  5. SCHD: $413,737,144
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Mid Cap Growth Equities
  4. Large Cap Blend Equities
  5. Small Cap Growth Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Schwab
  4. Dimensional
  5. First Trust


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.wealthspire.com 2025 Top 50 ETF Power Users