44. Capstone Financial

Rank: 44
Location: Downers Grove, IL
Total Assets: $2,098,963,712
ETF Assets: $982,907,008
Website: www.capstone-advisors.com

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

All ETF Holdings

Number of ETFs: 42
Total Value of All ETF Holdings: $982,907,008
Number of Issuers: 8
Number of Sectors: 14
  • Top 5 ETF Holdings
    1. IWB: $159,710,099
    2. VTI: $154,316,990
    3. DFAC: $126,142,050
    4. NFRA: $85,416,129
    5. BND: $85,262,348
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Blend Equities
    3. Total Bond Market
    4. Foreign Large Cap Equities
    5. Global Real Estate
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. Dimensional
    4. FlexShares
    5. State Street SPDR

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.capstone-advisors.com 2023 Top 100 ETF Power Users