Ritholtz Wealth
Wealth manager · United States
Why it surfaced
- Added to its position last quarter+$5.2m
- Has added every quarter for years8 of 8 quarters
- Bought a second comparable fundCalder Quality Growth
- Holdings overlap with your strategy92 fit
One platform, built around the strategy you’re raising
Which allocators are likely to invest in your strategy, why, and what changed this week.
Example: a prospect dashboard for Ritholtz Wealth showing how much of your fund it holds, the competitor funds it holds, and whether it is adding or cutting each.
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How Tydl works
Tydl takes the latest holdings and allocation events each week and works out what they mean for your funds and strategies. It’s built to connect to your CRM, so that intelligence becomes part of your team’s day-to-day work. So your team reaches the right capital before the market does.
Market data, every week
- Holdings
- Transactions
- Allocation events
- holdings records
- 150m
- firms
- 25,000+
- data sources
- 100+
Your configuration
- Your funds
- Your strategies
- Your fund’s peer list
- Your CRM
Tydl
Organised around your strategy
- 01Ranked opportunities
- 02Prospect analysis
- 03Competitor benchmarking
- 04Market insight
- 05Look-through
- 06Model and SMA portfolios
Delivered to your team every week
01Ranked opportunities
01Know where to look first
The model predicts which firms are most likely to invest in your strategy next. That includes potential first-time buyers of the category, firms already buying the category that don’t yet hold your fund, and holders likely to increase an existing allocation.
Know when an account is worth another look
Tydl delivers updated data every week, so your team can reassess opportunities as allocator behaviour changes and act while a decision is still open.
- A manager exit
- An allocator sells a comparable fund but keeps its category exposure. It may be choosing a replacement.
- A small position starts to grow
- A trial holding approaches the point where the allocator adds quickly.
- An existing client with room to add
- A stable account shows capacity and appetite for more.
- A long-standing mandate nears review
- Relationship length, holding size and incumbent performance point to a possible rotation. The same view flags when one of your own mandates may be at risk.
02Prospect analysis
02See why each firm has surfaced
Behind every name, a firm detail card brings together the evidence for its position. Your salesperson can test the reasoning before deciding whether to call.
On every firm card
- Exposure to the category
- Recent changes to its manager line-up
- How its current allocation is developing
- How its holdings relate to your strategy
- Fund and holdings look-through
| Ritholtz Wealth holds | Held | Of category | Quarters |
|---|---|---|---|
| Your fund | $38.4m | 46% | 8 |
| Harlow Global Equity | $25.0m | 30% | 8 |
| Northgate Concentrated Value | $11.2m | 13% | 8 |
| Calder Quality Growth | $9.6m | 11% | 1 |
03Competitor benchmarking
03Know how your fund compares before you call
Tydl benchmarks your fund against its peer group and against the specific competitor funds each prospect already holds, on performance, investment style and flows.
Where your fund could fit
- A replacement
- For a manager the prospect already uses
- A complement
- To the prospect’s current allocation
- A first purchase
- The prospect’s first fund in the category
| Fund | 1 yr | 3 yr p.a. | 12m net flow | Style fit |
|---|---|---|---|---|
| Your fund | 14.2% | 9.8% | +$486m | 92 |
| Harlow Global Equity | 11.6% | 8.1% | +$1.24bn | 74 |
| Northgate Concentrated Value | 7.9% | 6.4% | −$1.12bn | 81 |
| Calder Quality Growth | 12.8% | 10.2% | +$310m | 63 |
See who is leaving a competitor
When a competitor fund is losing assets, Tydl shows which allocators the redemptions are coming from, quarter by quarter, and whether each one already holds your fund.
| Firm | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Change | Your fund |
|---|---|---|---|---|---|---|
| Julius Baer | held | trimmed | trimmed | sold out | −$42.0m | Not held |
| Creative Planning | held | held | trimmed | trimmed | −$18.6m | Not held |
| EFG International | trimmed | trimmed | sold out | not held | −$11.3m | Not held |
| Ritholtz Wealth | trimmed | trimmed | trimmed | trimmed | −$6.0m | Held |
3 of the 4 firms selling do not hold your fund.
04Market insight
04See how your market is moving
Before choosing individual allocators, distribution leaders need a view of the whole market. Tydl shows how each category is changing, which competitors are gaining ground and where demand appears strongest across your funds and target geographies.
Flow data, including redemptions, shows which funds are losing assets and where capital is being withdrawn. The same analysis can help assess appetite in a new geography before a fund launch.
Net flows on the quarter
- Harlow Global EquityIn$412m
- Calder Quality GrowthIn$268m
- Your fundIn$151m
- Bramley Value OpportunitiesOut$96m
- Northgate Concentrated ValueOut$334m
Net across these funds+$401m
05Look-through
05See the exposure behind each holding
Look-through analysis shows the underlying holdings a prospect owns through other funds, giving a fuller picture of its existing exposure.
The same view shows who holds your funds and your competitors’ funds, directly and through model portfolios and funds of funds.
Exposure to your fund
$240.5m
- Held directly · 37 firms
- $164.2m · 68%
- Through model portfolios · 6 models
- $58.9m · 25%
- Through funds of funds · 3 funds
- $17.4m · 7%
06Model and SMA portfolios
06Know which route into each firm
Many advisers hand money to outside managers through separate mandates and model portfolios, and much of it never shows up as a fund holding. Tydl finds these firms and shows the route each one supports.
Separate mandate fits
Accounts large enough to hold a mandate on their own
- Mercer Investments$50–150m mandates
- Callan$25–100m mandates
- Aon Investments$50–200m mandates
- Segal Marco$20–75m mandates
Model portfolio route
Smaller accounts, reached through a model run across many
- Edward Jones19,400 advisers
- Hightower Advisors1,350 advisers
- Ameriprise10,100 advisers
- Wells Fargo12,000 advisers
8 firms
Buyers that fund holdings miss
2 routes
The right wrapper for each firm, before the first meeting
42,850 advisers
Thousands of advisers on each route
Edward Jonesthrougha model portfolio.Mercer Investmentsthrougha separate mandate.
One prospect, start to finish
An illustrative concentrated equity strategy. The sales team has focused on allocators already investing in the category.
Step 1
A new name appears
A firm with no previous allocation to the category scores highly. It would not have appeared on a holdings-based list.
Step 2
The analysis explains why
Its behaviour resembles patterns that preceded first allocations elsewhere. Its portfolio, manager relationships and look-through holdings are already laid out.
Step 3
The team prepares
Benchmarking shows what the strategy could bring as a first category purchase. A colleague’s earlier conversation adds context on the firm’s priorities.
Step 4
The salesperson calls
With the groundwork done, the conversation can focus on whether the firm is considering the category, and how the strategy could fit.