Topic
13F data reveals precise RIA ownership across ETFs – yours and your competitors'. Track AUM and changes to allocations. Target allocation gaps or underperforming funds.
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What stands out is that flows were not moving in one clear direction. Instead, we saw continued demand for diversification
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in
Large Blend served as the top CIT inflow category in Q4 2025, attracting $47.2 billion, a sharp increase from $4.2