POST /api/v1/ownership/institutional-holdings
Tier: point · Delivery: sync
Request
| Field | Type |
|---|---|
ticker | string |
investor_cik | string |
as_of_date | string |
limit | number |
Response
The response is the two-key envelope{ finterm, data }, where data is the finterm.result:InstitutionalHoldings/v1 contract:
| Field | Description |
|---|---|
ticker | Ticker requested in holder mode; omitted in investor portfolio mode. |
investor_cik | SEC CIK requested in investor portfolio mode; omitted in ticker holder mode. |
as_of_date | The filing-date cutoff used for the result, in YYYY-MM-DD format. |
latest_period | Newest period_of_report represented by the returned rows, or null when empty. |
holders | Ticker mode rows: institutional managers holding the requested security, ranked by value within the scanned filing window. |
positions | Investor mode rows: positions from the requested manager latest filing, ranked by value. |
scanned_filings | Ticker mode count of filing-shaped hits scanned to build the holder rows. |
scanned_filed_range | Ticker mode filed-at date range covered by scanned filings. |
truncated | True when a page or row cap stopped collection before all matching rows. |