Returns Ownership By Fund Query Library Profile

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)

SourceMarket Intelligence
Data Packages Required
Base Company Base Equity Security Ownership Fund To Parent Relationship

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Identify How The Underlying Funds Are Rolled Up To The Parent Investment Manager And Their Aggregated Funds For A Given Owner