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Investment Insights Morgan Holycross, Marketing Manager | June 23, 2026

How ETF Sales Teams Use 13F Data to Win Switch Business

RIAs now hold nearly $4 trillion in ETF assets, representing 38.5% of total U.S. ETF assets,...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 22, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 22, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 18, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 18, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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RIA Insights Dakota Insights | June 17, 2026

How to Find RIAs That Invest in Liquid Alternatives (Using Dakota Marketplace’s 13F Data)

If you manage a liquid alternatives fund, a BDC, or a closed-end strategy, you already know the...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 17, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 17, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 16, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 16, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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Dakota Marketplace Morgan Holycross, Marketing Manager | June 15, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 15, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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