Funds, holdings & ownership

Connect fund and ETF data with ownership records, holdings, and manager documents. Build a clearer picture of investment exposures and the investors behind a company.

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Data types

See who owns what, and how investment exposures connect.

  • Funds, ETFs, and investment vehicles
  • Ownership and holdings

Research applications

Understand fund exposures

Compare funds and ETFs through their holdings and the underlying companies, industries, and markets.

Follow ownership changes

Research changes in company ownership and examine the filings behind those positions.

Connect holdings with conviction

Read manager documents alongside portfolio holdings to understand the thinking behind an investment.

Sources

Full source catalog (opens in a new tab)

Providers & datasets

  • Fund manager documents
  • SEC filings
  • SEDAR+ filings
  • Global filings

Related data

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Company financials

Fundamentals, forecasts, and the detail behind company performance.

Market data

Prices, trades, and order books across global markets.

Research & transcripts

Company commentary, expert perspectives, and the latest developments.

Start with the companies you cover.

See how AllMind brings your data, documents, and research together.

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