Distribution Intelligence for ETF Teams

Growing AUM Is Hard. Calling the Wrong RIAs Makes It Harder.

Your sales team has limited time. We make sure they spend it on RIAs that are already allocating to your strategy category. SEC 13F data, verified and territory-ready.

Schedule a Call → See How It Works

Your reps are spraying, not targeting

Generic prospect lists mean your wholesalers waste the majority of their outreach on firms with zero allocation to your strategy category.

You have data, not intelligence

Database subscriptions give you millions of rows. What you actually need is a ranked, verified list of who to call Monday morning.

Your competitors already know

The 13F data is public. The question is whether you're using it, or whether the issuer across the table is using it first.

Process

From SEC Filing to Monday Morning Call List

We turn raw regulatory data into territory-ready reports your sales team can act on the same week they land.

We Learn Your Strategy

Tell us your ETF, your competitive set, and how your sales team is structured. We build the entire analysis around your specific distribution goals.

We Find Your RIAs

We research SEC 13F filings to identify advisors already allocating to your strategy category. Every firm is flagged for RIA status so your team only calls high-quality targets.

You Get a Curated List

Your team receives a ranked, territory-split target list with allocation sizes, concentration metrics, and firm details. Ready for outbound the day it lands.

What You Get

Reports Customized to Your Distribution Strategy

Tell us your ETF's competitive set and how your sales team is organized. We build the analysis around your strategy, your territories, and your priorities.

See a Sample Report

Territory-Split Target Lists

RIAs ranked by allocation size and concentration, split by your territory structure. Your reps get their list, not everyone's list.

Strategy-Specific Analysis

Reports built around your ETF's actual competitive set. We map the CUSIPs in your category and identify which RIAs hold them.

Market Landscape Briefings

KPI cards, top firms rankings, allocation concentration metrics, and quarter-over-quarter shift analysis. Branded and presentation-ready.

RIA-Flagged for Quality

Every firm on your list is flagged for RIA status to ensure high-quality targets. Your reps know exactly who they're calling before they pick up the phone.

Built For

Who Uses Inflow Intel

Built for the people responsible for growing assets, not the people who read about it.

Heads of ETF Distribution

Stop sending your team into the field blind. Know which RIAs are already allocating to your strategy category before you assign a single territory.

Wholesalers & Relationship Managers

Walk into every meeting knowing the RIA's current ETF allocation mix. Spend your time selling, not researching.

Product & Strategy Teams

Validate product-market fit with actual allocation data, not survey responses. See which strategy categories are gaining traction at the RIA level.

Why Inflow Intel

You Don't Need Another Database. You Need a Verdict.

Most providers give you platform access and wish you luck. We deliver analyzed, verified, deployment-ready intelligence tied to your specific strategy.

SEC-Sourced, Not Self-Reported

Every data point traces to SEC 13F filings. No surveys, no voluntary disclosures, no estimated AUM.

Customized to Your Strategy

We don't hand you a generic report. We build analysis around your ETF's competitive set, your territories, and your sales priorities.

RIA-Flagged for Quality

Every firm on your list is flagged for RIA status. No hedge funds, no banks, no noise. Just high-quality advisory targets.

Territory-Ready Delivery

Data arrives split by territory with proper firm names, formatted dollar values, and RIAs ranked by allocation. Ready the day it lands.

Results

What Distribution Leaders Say

Inflow Intel gave our team something we'd never had before — a clear picture of which RIAs are already in our strategy category, ranked and ready for outreach. Our territory leads hit the ground running from day one.

Head of Distribution

ETF Issuer (name available upon request)

Get Started

Your Competitors Are Using 13F Data. Are You?

Tell us about your ETF and distribution setup. We'll follow up with a sample report built around your competitive set.