ETF Insider

What it is

ETF Insider starts where a screener stops. You add the funds you hold or are considering — ETFs, mutual funds and single stocks, by symbol or by a two-column CSV of symbol and quantity — and it breaks them down to the securities underneath and draws the result. A Sankey diagram links each fund to its constituents by weight, an overlap matrix shows how much any two holdings duplicate each other, a correlation matrix shows how they move, and concentration views roll the whole portfolio up by single name, sector, geography and size. An efficient-frontier chart plots each asset and the portfolio total on risk against expected return.

The question it is built to answer is the one an index investor with five funds rarely asks until it is too late: how much of the same three stocks they own through all five. That makes it an analytics tool rather than a screener — the screener page sorts funds by asset class, geography, theme, provider and sector, but the reason to come is the look-through.

Pricing

Three plans on the pricing page. Free gives the visualisations over US-listed ETFs and mutual funds, four saved portfolios and limited full-holdings data, without ads. Pro is $14 a month or $99 a year and adds unlimited full-holdings data, unlimited saved portfolios and Excel export. Enterprise is by call and adds a data API, custom reports and visualisations and white-label presentation.

The site disagrees with itself: the FAQ still answers "How much does ETF Insider cost?" with "free to use", which predates the Pro plan. The pricing page, with Stripe checkout behind it, is the one this card records.

Data & coverage

US-listed funds and stocks only, including foreign issuers' funds that trade on a US exchange; crypto is not supported. Holdings come mostly from SEC EDGAR filings and are refreshed only as funds file each quarter, with the remainder gathered by hand from issuers' sites. Prices are whatever the data providers supply, and the disclaimer says they may be delayed.

Maintenance is hard to date. The marketing pages still carry a 2023 copyright, the about page's issuer table puts BlackRock at $2.08 trillion across 394 ETFs, and the newest blog entries are dated January 2025. The application's own back end was answering symbol searches on 7 October 2026.

Integrations

No API on Free or Pro; the Enterprise plan lists one. Data comes in by symbol or CSV and leaves as Excel on Pro. There is no broker connection.

Limitations

• Holdings are quarterly, from SEC filings that arrive up to two months after quarter end.
• US listings only, no ISIN lookup, no crypto.
• The site is inconsistent about itself — a free-only FAQ beside a paid plan, a 2023 copyright and an issuer table that does not look current.
• The efficient frontier is a backward-looking optimisation over the history in the tool; it says which mix would have had the best risk-adjusted return, not which will.
• The data disclaimer forbids commercial use or redistribution of the data without written consent.

Alternatives

ETF Research Center computes the same pairwise overlap on fund pages and adds a total-cost comparison, at $29 a month for the full data. For a global universe and fresher assets and flows, use Trackinsight. To backtest the mix once the overlap is gone, Portfolio Visualizer is the usual tool.