US-listed ETFs draw over $1 trillion in 2026, on pace for $2 trillion

Multiple independent sources corroborate the claim. etf.com reports 2026 YTD inflows of ~$836B through May with explicit projections of $1T by June and $2T year-end. Fidelity confirms 2025 set a record at over $1.5 trillion, so a projected ~$2 trillion in 2026 would surpass that record and continue the multi-year growth trend (fourth straight increase). investmentnews.com independently noted the $2 trillion annual pace in early 2026. The numbers align across the originating Kobeissi Letter post and authoritative industry data.