39. CX Institutional

Rank: 39
Location: Auburn, IN
Total Assets: $1,991,453,184
ETF Assets: $1,140,649,728
Website: www.credentwealth.com

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

All ETF Holdings

Number of ETFs: 213
Total Value of All ETF Holdings: $1,140,649,728
Number of Issuers: 22
Number of Sectors: 45
  • Top 5 ETF Holdings
    1. IVV: $48,291,148
    2. VO: $35,772,781
    3. IEFA: $29,646,590
    4. VV: $29,585,925
    5. ITM: $27,925,860
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Foreign Large Cap Equities
    3. National Munis
    4. Total Bond Market
    5. Large Cap Value Equities
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. VanEck
    4. Schwab
    5. Janus Henderson

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



< Prev
Back To List
Next >

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

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