ETF Holders Terms of Service
Who runs this site
ETF Holders is run by Brandywine Asset Management. Questions go to [email protected].
The service
ETF Holders shows fund performance, which firms hold each ETF according to SEC Form 13F filings, and contact details for some of those firms.
Not investment advice
Nothing here is investment advice or a recommendation. Past performance doesn't predict future returns. Holdings come from filings that can lag by months, and the data can contain errors.
Accounts and packages
Advisors and Institutions covers 13F firms, Retirement Plans covers plans on Form 5500, and Both covers each. A plan includes the contacts we already hold and renews monthly until you cancel.
API keys
Keep your keys private. You're responsible for calls made with them. Each plan has limits on calls, and we can revoke a key that's misused.
Using contact data
Use contact details lawfully, including anti-spam and privacy laws, and honor opt-out requests. Don't resell the data or republish it in bulk.
Availability and liability
The service is provided as is, without warranties. To the extent the law allows, our liability is limited to what you paid us in the prior 12 months.
Draft, pending legal review.