ALL ETF Holdings
$5,502,859,482
Total AUM
$2,521,704,471
Total ETF Assets
28,921
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- VOO: $335,296,765
- DYNF: $231,158,890
- IVV: $138,928,868
- BINC: $133,878,602
- IEFA: $123,151,167
Top 5 ETF Sectors
- Large Cap Growth Equities
- Total Bond Market
- Foreign Large Cap Equities
- Large Cap Blend Equities
- Technology Equities
Top 5 ETF Issuers
- Vanguard
- iShares
- BlackRock
- Fidelity
- PIMCO
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.