ETF Holdings Intelligence for RIA Distribution
See exactly which RIAs own your ETFs, and which should. Uncover allocation trends, competitor overlap, and expansion opportunities with clean, normalized 13F data built for ETF sales and marketing teams.
ETF & Stock Holdings
Go beyond fund flows. AdvizorPro shows which RIAs actively hold your ETFs and competitors’ funds, how much they’ve invested, and where wallet share is up for grabs - giving distribution and marketing teams clear next-call priorities.
Identify RIAs already holding your funds - or competitor ETFs
Quantify total dollar exposure and portfolio % in your ETFs - and in competitor funds.
Spot RIAs allocating to similar funds, categories, or strategies
Hyper-Focused 13F Insights
Instantly analyze clean, normalized RIA 13F data without the manual work. See who’s buying, holding, or trimming your ETFs, and your competitor ETFs, each quarter. Track shifts by issuer, category, theme, and amount to find where new inflows are starting - and where you can win them.
Segment by Investment Style or Category
Leverage Morningstar category data to align outreach with advisor behavior. Find firms allocating to categories that match your product lineup - from ESG and income to thematic and active strategies.
Target outreach based on real investment exposure.
Identify advisors overweight in your asset classes or categories and tailor messaging to exactly what they’re allocating to today.
Prioritize RIAs most likely to adopt your next ETF.
Surface RIAs showing growing exposure to your category, strategy, or competitor funds - focus on the accounts with the highest potential.
Align marketing with measurable advisor behavior.
Build campaigns around category shifts, new exposures, and real-time allocation trends - not assumptions or stale lists.
CRM Integration That Puts RIA ETF Holdings to Work
ETF holdings data is more powerful when it lives inside your CRM. With AdvizorPro, verified RIA holdings sync directly into Salesforce, HubSpot, or Microsoft Dynamics - mapped exactly to the fields and triggers your team relies on.
No spreadsheets. No manual updates. Just clean, current data driving smarter outreach
• Direct ETF Holdings Sync
Automated delivery of RIA ETF positions - AUM, category views, fund allocations, and changes over time.
• Custom Field Mapping
Place every data point where it belongs: exposures, categories, competitor holdings, flows, and product usage.
• Real-Time Alerts & Workflows
Trigger tasks and campaigns on fund adoption, AUM shifts, new category exposure, or holding changes.
Your CRM becomes a live engine of RIA intelligence — not a static spreadsheet, but a true distribution command center.
Ready to See Which RIAs are Holding Your ETFs?
Gain full transparency into RIA ETF allocations - by issuer, fund, and category - with quarterly updates that spotlight new inflows and share-of-wallet trends.