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Portfolio
Issuers507 fund companies
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IssuerWin % · Made 1Y ▼
1Vanguard116 funds · $4.59T88%$496B2iShares BlackRock483 funds · $4.56T86%$435B3SPDR State Street187 funds · $2.09T89%$236B4Invesco247 funds · $942B88%$107B5Schwab34 funds · $612B85%$90.1B6Dimensional46 funds · $490B98%$69.9B7First Trust334 funds · $283B91%$32.6B8J.P. Morgan80 funds · $352B91%$28.0B9VanEck92 funds · $154B71%$27.5B10Avantis American Century33 funds · $153B100%$27.1B11Capital Group25 funds · $162B96%$13.7B
86Kovitz1 fund · $1.4B100%$207M
1 bucketMoney in each
US stocks1 fund$1.4B100%
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Kovitz vs iShares

1Y
Kovitz1 funds · 60th by money made
vs
iSharesBlackRock · 483 funds
$207MMoney made$435B
$1.4BAssets$4.56T
$13.4MFees earned$7.3B
100%Win %86%
+18.1%Typical return+10.2%
$0.99Fee per $100$0.16
1Funds483
0Launches 202621
2–2level
Kovitz and iShares ETFs · past-year results · as of Nov 9, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Kovitz’s Total Funds

1Y
1 funds · 100% made money
US stocks 1$1.4B · 100%
EQTY+18.1%
Kovitz ETFs · past-year returns · as of Nov 9, 2026 · one tile per fund, grouped by category, largest first
@TheETFTracker·theetftracker.com

Top 1 Kovitz ETFs

Today
#Trend
1EQTYCore EquityReadDeskUS stocks+18.1%$207M$0.99$1.4B
1 largest hold $1.4B of $1.4BAll 1 funds →
Kovitz ETFs · current AUM · past year returns · money made is an estimate · as of Nov 9, 2026
@TheETFTracker·theetftracker.com

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Kovitz’s Total Holdings

Today
$1.4Bin 1 funds · 1 categories
CategoryFundsAssets ▼Share
US stocks1$1.4B100%
Kovitz ETFs · current holdings · as of Nov 9, 2026
@TheETFTracker·theetftracker.com

Top 10 Kovitz ETFs

Today
$1.4B · 100% of $1.4B
1EQTYCore Equity$1.4B
Kovitz ETFs · 1 of 1 by assets · as of Nov 9, 2026
@TheETFTracker·theetftracker.com

Kovitz vs iShares

1Y
Kovitz1 funds · 60th by money made
vs
iSharesBlackRock · 483 funds
$207MMoney made$435B
$1.4BAssets$4.56T
$13.4MFees earned$7.3B
100%Win %86%
+18.1%Typical return+10.2%
$0.99Fee per $100$0.16
1Funds483
0Launches 202621
2–2level
Kovitz and iShares ETFs · past-year results · as of Nov 9, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com