4. Adviser Investments

Rank: 4
Location: Newton, MA
Total Assets: $7,249,890,816
ETF Assets: $3,509,787,648
Website: www.adviserinvestments.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 108
Total Value of All ETF Holdings: $3,509,787,648
Number of Issuers: 18
Number of Sectors: 30
  • Top 5 ETF Holdings
    1. VUG: $626,811,328
    2. VTV: $602,597,680
    3. VEA: $418,109,938
    4. VGIT: $362,757,993
    5. VTEB: $339,435,381
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Blend Equities
    3. Foreign Large Cap Equities
    4. Government Bonds
    5. National Munis
  • Top 5 ETF Issuers
    1. Vanguard
    2. iShares
    3. Fidelity
    4. Invesco
    5. DWS

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.adviserinvestments.com 2023 Top 100 ETF Power Users