Rank: 5
Location: Waltham, MA
Total Assets: $7,826,047,488
ETF Assets: $2,846,080,000
Website: www.integrated-partners.com
Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22
All ETF Holdings
Number of ETFs: 478
Total Value of All ETF Holdings: $2,846,080,000
Number of Issuers: 45
Number of Sectors: 54
- Top 5 ETF Holdings
- IVV: $102,217,000
- IEF: $100,428,000
- QUAL: $84,038,000
- USMV: $68,890,000
- SHV: $60,234,000
- Top 5 ETF Sectors
- Large Cap Growth Equities
- Government Bonds
- Total Bond Market
- Large Cap Blend Equities
- Foreign Large Cap Equities
- Top 5 ETF Issuers
- iShares
- BNY Mellon
- Schwab
- Dimensional
- State Street SPDR
Top 20 ETF Holdings
ETF Ownership - By Year
ETF Ownership - By Quarter
For details on how firms qualified for this list, please see our METHODOLOGY.