Today
VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%VTV+1.5%SPYM+1.7%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%IJH+0.6%VWO+1.7%SCHD+1.9%IWF+0.4%XLK+0.0%SGOV+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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The ETF TrackerBY WOLF
Portfolio
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Kovitz

1Y record
1–0
Made money
100%
Money made
$208M
Typical return
+17.5%
At a glance · 1 yearNov 5, 2025 – Nov 5, 2026
Funds1 year1US stocks 11 category94th most of 94AssetsMoney invested$1.4BKovitz <1%All ETFs $16.49T<1% of all ETF moneyWin %1 year100%1 made · 0 lostAll 78%1 of 1 · all 78%Money made1 year$208MNext: Nomura $208M58th most of 93 issuersTypical return1 year+17.5%KovitzAll ETFsMiddle fund · all +7.8%Hot streakWeekly—Weekly scores not in yetFee per $100Each year$0.99$0.99All $0.1884th lowest of 94Launches20260JFMAMJJASON0 in 12 months

Data as of Nov 5, 2026 · a scoreboard, not advice

Where Kovitz Plays

Compare with NomuraOpen coverage in desk

Kovitz’s Share of the ETF Market

Today
0%of all US ETF AUM is in Kovitz funds
$1.4B of $16.49T · 1 of 5,803
Kovitz’s AUMEveryone elseNo Kovitz funds · 8 bucketsTile size = the bucket’s total AUM
Kovitz ETFs · current AUM · as of Nov 5, 2026 · tile size = the bucket’s total AUM
@TheETFTracker·theetftracker.com

Kovitz’s Share by Bucket

Today
BucketKovitz’s share of AUMShareAUMFunds
US Stock Styles0%$1.4B of $3.19T1 of 805
KovitzEveryone elseHalf the bucket
Kovitz ETFs · current holdings · as of Nov 5, 2026 · sorted by share
@TheETFTracker·theetftracker.com

Kovitz’s Share of US ETFs

1Y
Funds1 of 5,803
0%
AUM$1.4B of $16.49T
0%
Money made$208M of $1.67T
0%
Fees earned$13.8M of $29.6B
0%
AUM per fundKovitz $1.4B · all US ETFs $2.8B
Kovitz ETFs · past year · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Share of Each Bucket

Kovitz in US Stock Styles

Today
Kovitz $1.4BEveryone else $3.18T

Kovitz holds 0% of US Stock Styles AUM

Kovitz ETFs · current holdings · as of Nov 5, 2026
@TheETFTracker·theetftracker.com
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