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Dakota Marketplace classifies every ETF by asset class and sub-asset class, so your peer group is a search away. See the firms that own it, how their positions are changing, and the contacts to call.
Book a Demo*ETF data also includes filings from family offices, insurance companies, corporates, and institutional investors.
| Account | Type | Similar ETF | Status | Position value | Date added |
|---|---|---|---|---|---|
| RIA | New | ||||
| RIA | Increased | ||||
| Bank | Increased | ||||
| Family Office | Even Share | ||||
| RIA | New |
Raw 13F data tells you a firm held a ticker. Dakota tells you what that ETF actually is. We classify and enrich every ETF, normalizing it to an asset class and sub-asset class, so a ticker becomes something you can compare, search, and act on.
That makes your peer group the category, not the ticker. Searching for holders of your own fund only finds firms that already own it, which is a client list, not a prospect list. The real opportunity is every firm that owns any ETF in your sub-asset class. Those firms already believe in the strategy, and the question is whether they own your fund or a competitor's.
Type QQQ into the Peer Tracker and see every firm holding U.S. large cap growth ETFs, not just QQQ holders.
Type in BLOK and see firms holding IBIT, ETHA, and GLXY, all classified as crypto and digital assets.
See which ETFs each RIA holds, how much, how the position is changing, and who the decision maker is. Get an answer in seconds, with the firm, the position, and the contacts to call.
Enter your ETFs, or your competitors', and Dakota matches each one on asset class and sub-asset class, then shows every 13F filer that recently invested in something similar. Each position is flagged New, Increased, or Even Share, with position value and the date it was added. Export the list in one click.
Watch the demoAn interactive chart on account pages breaks an account's ETF holdings down by asset class, sub-asset class, or ticker. Click any segment to see the funds underneath. RIA profiles also show total ETF AUM and the active vs. passive split, so you can see where you fit before the meeting.
Watch the demoTurn on a dedicated ETF homepage and land on the Peer Tracker the moment you log in. Available in Dakota Marketplace and Dakota Private Wealth.
Watch the demo| Field | What you get |
|---|---|
| Coverage | Complete coverage of ETF holdings by RIAs, built from 13F filings through a custom API, then cleaned and enriched. |
| Search | Find ETFs by asset class, sub-asset class, sector, or industry. Sort by ticker, investment size, and more. |
| Holding detail | Portfolio % weight, status (new, increase, decrease, or no change in shares), previous shares, previous quarter value, and holding duration in quarters. |
| Account profile | Percent of the RIA's total AUM held in ETFs, total ETF AUM, and the split between active and passive ETFs. |
| Contacts | 140,000+ contacts at accounts holding ETFs, with email and LinkedIn. |
| Freshness | Each RIA files its 13F quarterly, on its own timeline, so new filings land continuously and refresh in near real time, week after week. Contact information updates in real time. |
Beyond RIAs. Thousands more institutions hold ETFs too. Dakota covers investment firms, corporate pension funds, banks, family offices, and broker-dealers with ETF holdings, alongside the RIAs.
Find RIAs already invested in competitor or peer-group ETFs. Spot new buyers, growing positions, and firms trimming exposure, then reach the right person right away.
Prioritize by actual ETF usage, position size, and active vs. passive mix. Lead with a relevant conversation, not a cold pitch.
Track flows into and out of ETFs across a peer group and see who is moving, quarter over quarter.
See who is allocating to a category, how concentrated those positions are, and how sticky they have been.
Open the firm's ETF Wallet, click into your category, and see how much they hold, which funds they use, and where there is a gap your ETF can fill.
Enter their ticker in the Peer Tracker and find the accounts building exposure to their fund.
Filter the Peer Tracker for New and Increased positions and export.
It lives at the top of the ETF Homepage and under the Investments tab. Enter the ETFs you want to track and Dakota Marketplace returns every account with 13F holdings in an ETF in the same asset class and sub-asset class, with status, position value, and date added.
Go to My Profile, choose Homepage View, enable the ETF Homepage, and save.
On any account page with 13F investment data. It shows ETF holdings only, so common stocks and other 13F positions do not skew the picture.
Dakota builds it from 13F filings through a custom API, then cleans, classifies, and enriches it and connects each holding to a firm profile and contacts.
Continuously. Firms file on different timelines, so new filings land in Dakota as they are filed.
Yes. Coverage includes investment firms, corporate pension funds, banks, family offices, and broker-dealers with ETF holdings.
Holdings are based on Form 13F filings, which institutional managers file quarterly, generally up to 45 days after quarter end, and do not capture all investors or positions. Dakota data reflects reported institutional holdings rather than a complete picture of ETF ownership or real-time flows.
Book a 20-minute demo and we'll run it live on your ETFs and the ones you compete with. Or watch the ETF webinar for a full walkthrough.
Book a Demo925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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