ALL ETF Holdings
$6,940,945,795
Total AUM
$2,001,964,852
Total ETF Assets
11,428
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IVV: $118,817,950
- QQQ: $89,869,982
- VOO: $65,037,216
- SPY: $58,602,047
- DFAC: $56,390,689
Top 5 ETF Sectors
- Large Cap Growth Equities
- Large Cap Blend Equities
- Technology Equities
- Total Bond Market
- Mid Cap Growth Equities
Top 5 ETF Issuers
- iShares
- Vanguard
- Dimensional
- Roundhill
- JPMorgan
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.