Returns Ownership By Fund

This sample query returns Ownership by Fund – expand the holder (e.g., The Vanguard Group, Inc.) and see how the ownership position is built using underlying funds for a given owner (e.g., Wells Fargo & Company)

Enhancement Date: 7/26/2022

  • SourceMarket Intelligence
  • Data Packages Required
    Base CompanyBase Equity SecurityOwnership Fund To Parent Relationship
  • Associated Datasets
    Ownership

Query Types

  • MSSQL
  • PostGreSQL
  • Snowflake