Prospecting lists
Ready-made lists to start from. Each opens the top 5 for free, and a paid plan opens the full list, contacts and export.
Independent firms holding a fund
Likely RIAs holding one ETF, with position size and change. Example: BUFR.
Hold a competitor, not your fund
Firms that hold a competing ETF but not yours. Example: hold BJUL, not BUFR.
New buyers last quarter
Firms with a new position in a fund. Example: BUFR.
Sold out last quarter
Firms that held a fund and sold all of it. Example: BUFR.
Net sellers of buffer ETFs
Firms that reduced buffer ETFs after counting what they bought.
Firms holding funds that trail their peers
Firms where those funds are at least 10% of their ETF holdings and $5M or more.
Plans holding any mutual fund or trust
Search every fund plans list, including mutual funds and collective trusts.
Plans holding a fund
Retirement plans whose Form 5500 lists one fund. Example: VOO.
Plans in funds that trail their peers
Retirement plans holding the same trailing funds.
Trailing funds right now include VO, RSP, EFA, VIG, IVE, SPYV and 19 more. Each list names them all.