ALL ETF Holdings
$4,065,965,177
Total AUM
$1,810,459,972
Total ETF Assets
3,017
Total Accounts
Firm Data Courtesy of RIA Database
Top 5 ETF Holdings
- IWF: $237,479,833
- VTV: $222,747,204
- VUG: $205,049,367
- IXUS: $182,904,260
- IWD: $157,515,905
Top 5 ETF Sectors
- Large Cap Growth Equities
- Large Cap Blend Equities
- Foreign Large Cap Equities
- National Munis
- Small Cap Value Equities
Top 5 ETF Issuers
- iShares
- Vanguard
- OppenheimerFunds
- State Street SPDR
- Roundhill
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.