See who holds any ETF, who’s buying and selling, and who to call.
Built for ETF wholesalers and fund sales teams. From SEC 13F filings, updated quarterly, with Form 5500 data for retirement plans.
Try BUFR. Selling to retirement plans? Search any mutual fund or trust they hold.
Step 1
Pick a fund
Yours or a competitor's. See who reported holding it and how that changed last quarter.
Step 2
Narrow to your prospects
Independent firms in your territory, by position size, firm size, new buyers, or firms holding a competitor but not you.
Step 3
Reach them
See the named contacts we hold at each firm, and export the list with the same columns.
Free to look around: performance and the top 5 holders of every fund. See pricing.