Identify & Target Advisor ETF Portfolio Holdings
Discover new sales opportunities by targeting advisors by their ETF holdings. Leverage 13F filings to track RIA portfolio details.
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Automatically import new contacts and refresh existing leads in Salesforce with the most accurate contact data for advisors, broker-dealers, and insurance producers.
Morningstar Categories
Uncover RIAs interested in specific Morningstar categories
Ticker Search
Pinpoint advisors holding specific stock & ETF tickers
Active/Passive
Identify advisors that use active or passive investments
Issuer
Find RIAs using specific issuers, such as emerging managers
Prioritize Advisors By ETF Holdings
Identify RIAs Using Competitor ETFs
Discover sales opportunities for your ETFs by identifying RIAs using competitor & complimentary ETFs. Easily target advisors using underperforming competitors or a specific ETF theme, such as impact investing. The result is a targeted lead list for your marketing and sales efforts.
Powerful ETF Holdings Filters
Drill down into RIA holdings using comprehensive filtering options. Quickly target advisors by specific ETF tickers, Morningstar categories, ETF issuer, holding changes, and much more.
Detailed Holdings Analysis
View detailed 13F holdings data via comprehensive advisor profiles. Quickly assess trends, exposure levels, new positions, & much more side-by-side with additional comprehensive financial advisor data.
Fueling Leading Firms
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