Find who holds an ETF, and who to call
Sell ETFs to advisors? Sell to retirement plans? Pick one, or get both. The contacts we hold are included.
Paid plans are coming soon, and prices may change. You can create a free account and API key today.
Advisors and Institutions
$49/month
RIAs and other firms that file 13Fs
- Every firm holding a fund, filtered to your territory
- Contacts at each firm, unlocked and ready to export
- Prospecting lists and CSV export
Retirement Plans
$49/month
Plans that itemize holdings on Form 5500
- Plans holding a fund, by type, size, recordkeeper and adviser
- Contacts at each plan, unlocked and ready to export
- Prospecting lists and CSV export
Both
$79/month
Advisors, institutions and retirement plans
- Everything in Advisors and Institutions
- Everything in Retirement Plans
Free
- Performance and risk for every fund
- The top 5 firms and top 5 plans for each fund
- How many firms and plans hold it
- An API key for fund, ETF and holder data