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. 

Streamline Your Prospecting With Our AdvizorPro Salesforce Integration

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


Identify advisors that use active or passive investments


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

Need Data on Wealth Advisors, Advisor Teams, & Family Offices?

AdvizorPro offers access to a high caliber financial advisor database, private wealth teams database, and family office database to help you save time and fill your pipeline with targeted prospects.

Explore our RIA ETF Holdings Data