# ETF Insider

Look-through overlap, concentration and correlation for a portfolio of US funds.

**Best for:** index investors holding several US-listed ETFs and mutual funds who want to see how much the holdings overlap and where the portfolio is concentrated; not for UCITS funds, current holdings, or fund screening.

*https://stockmarketstack.com/tools/etf-insider · ETF Research & Screeners*

## Facts

### At a glance

| Field | Value |
| --- | --- |
| Vendor | ETF Insider |
| Category | ETF Research & Screeners |
| Job | etf_analytics |
| Website | https://etfinsider.co |
| Pricing model | subscription |
| Free tier | true |
| Open source | false |
| Licence | none |
| Self-hosted | false |
| Tested hands-on | no |
| Claimed by vendor | no |
| Last updated | 2026-10-07 |

### Pricing

| Tier | USD | Period |
| --- | --- | --- |
| Free | 0 USD | month |
| Pro | 14 USD | month |
| Enterprise | on request | — |

### Coverage

| Field | Value |
| --- | --- |
| Asset classes | etf, mutual_funds, stocks |
| Markets | us |
| Works outside the US | false |
| Data latency | delayed |
| Platforms | web |
| AI features | none |

### Interfaces

| Field | Value |
| --- | --- |
| API | false |
| Webhooks | false |
| Scripting | none |
| Python | false |
| Spreadsheet add-in | false |
| MCP server | false |
| Export | xlsx |

### Capabilities

Yes: screening

No: charting, scanning, backtesting, automation, live_trading, paper_trading, portfolio_tracking, broker_import, tax_reporting, alerts, news, options_analysis

*Verified: pricing 2026-10-07; capabilities 2026-10-07; coverage 2026-10-07.*

## 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](https://stockmarketstack.com/tools/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](https://stockmarketstack.com/tools/trackinsight). To
backtest the mix once the overlap is gone, [Portfolio Visualizer](https://stockmarketstack.com/tools/portfolio-visualizer)
is the usual tool.

## FAQ

### How current are the holdings in ETF Insider?

Quarterly. The FAQ says most of the data comes from SEC EDGAR, with the rest collected by hand from issuers' websites, and that holdings can only be updated from the quarterly filings funds submit to the SEC. Those quarter-end portfolios are published up to 60 days late, so an overlap figure can describe a fund as it stood several months ago.

### Is ETF Insider free?

There is a free plan, but not everything is free any more. The FAQ still says ETF Insider is free to use, while the pricing page sells Pro at 14 dollars a month or 99 dollars a year for unlimited full-holdings data, unlimited saved portfolios and Excel export. Free keeps four portfolios and limited full-holdings data.

### Can ETF Insider analyse non-US funds?

Only funds listed in the US, according to its FAQ — a foreign issuer's fund counts if it trades on a US exchange, and anything listed only abroad does not. Crypto is not supported, assets are added by symbol rather than ISIN, and a CSV upload takes two columns, Symbol and Quantity.

## Also worth comparing

- [ETF Action](https://stockmarketstack.com/tools/etf-action.md) — Daily US ETF flows, issuer league tables and look-through analytics, aimed at advisers.
- [ETF Research Center](https://stockmarketstack.com/tools/etf-research-center.md) — Holdings-level ETF research — overlap, stock locator and fundamentals rolled up per fund.
- [ETFreplay](https://stockmarketstack.com/tools/etfreplay.md) — Ranks US ETFs by relative strength and backtests rotation and moving-average rules.
- [justETF](https://stockmarketstack.com/tools/justetf.md) — A screener and portfolio planner for European UCITS ETFs — no US listings, no API.
- [Trackinsight](https://stockmarketstack.com/tools/trackinsight.md) — A free global ETF screener — 15,875 funds across listing venues, with daily flows.
- [ETF.com](https://stockmarketstack.com/tools/etf-com.md) — A free US ETF screener, flows tool and fund pages on FactSet data, with an AI assistant.

## Head to head

- [ETF Research Center vs ETF Insider: two funds, or the whole portfolio](https://stockmarketstack.com/compare/etf-research-center-vs-etf-insider.md) — Both answer how much your funds overlap, for free. One compares two ETFs at a time; the other rolls up a portfolio, mutual funds too, on quarter-old holdings.