Find individual stock constituents held within ETFs.
This article was last reviewed and updated on 5/4/23
Reverse Lookup is a tool that allows you to explore which ETFs contain your selected and inputted single stocks and funds. Many clients are unaware that they have broad exposure to many individual stocks through investing in ETFs. Reverse Lookup allows you to paint that picture more clearly for your clients to understand.
Please review our Reverse Lookup introduction video below:
Using The Tool
1. Click the Hamburger Menu in the top-left to access the LOGICLY navigation, and select Reverse Lookup.
2. Search for a ticker symbol by typing the symbol or security name in the Lookup Field.
3. Select the ticker from the results dropdown list, this will add it to the currently selected list.
4. When you've got the list of securities on which you would like to run a Reverse Lookup, press the Apply button on the toolbar above.
Exploring the Data & Analytics
Once you run the Reverse Lookup you will find the following data tables and outputs:
Summary Statistics
Broken down by:
- Ticker
- Country Name
- Security Name
- No. of ETFs
- Float Ownership
- Shares Held
- Shares Outstanding
ETF Holder Statistics
Broken down by:
- ETF Ticker
- Country (Flag)
- Country Name
- ETF Name
- Underlying Ticker
- Weight
- Total Shares Held
