An alternative to Dakota for selling ETFs

Dakota and ETF Holders can both help you find who holds what. They’re built around different questions, and for many teams the honest answer may be one, the other or both.

What Dakota is

Dakota Marketplace is a subscription database that its maker describes as covering institutional and intermediary allocators, for fundraising and investor outreach. It covers RIAs, family offices, pensions, endowments and other allocators, along with private fund data.

• A broad allocator database, including private markets and institutional channels.
• Contacts and targeting tools for fundraising teams.
• Search filters that include 13F-based screening, according to its own materials.

For current features and pricing, see Dakota’s website.

What ETF Holders is

ETF Holders starts from the fund. Look up any ETF and see the institutions that reported holding it on SEC Form 13F, what they added, trimmed or sold last quarter, and which firms hold a competitor but not you. Retirement plan holdings from Form 5500 are also available.

Which to choose

• Dakota may suit you better if you raise money across private and public strategies and need a broad allocator database with contacts beyond 13F filers.
• ETF Holders may suit you better if you sell ETFs and want to start from the fund: who holds yours or a competitor's, who just bought and who sold out.