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U.S. Investor Study 2024

Broadridge – Broadridge’s Data Center of Excellence presents the latest U.S. Investor Study, offering insights from share-ownership data derived from proprietary processes. Analyzing millions of anonymized retail investor households, the Study details holdings in broker-dealers, online platforms, RIAs, and wirehouses. It covers ETFs, mutual funds, and U.S. equities in taxable accounts and IRAs from 2018–2023, providing a comprehensive view for professionals seeking to understand investor behavior and holding patterns.

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