stocks_get_fund_holders
Registered funds whose latest Form N-PORT filing holds a company.
Description
Registered funds whose latest Form N-PORT filing holds a company.
Returns the shared envelope. data echoes subject identity (ticker,
cik, company_name), and data.holders contains one aggregate row per
fund series, ordered by summed pct_value (% of the fund's net assets)
descending. Each holder includes value_usd, holdings_count,
report-period and filing lineage, and fund identity.
Coverage: results reflect the ingested pilot universe of registered
funds' latest N-PORT filings — not the whole market. Matching uses the
filed ticker (validity-checked against the company's registered symbols)
or exact-normalized issuer name (only when the name is unambiguous among
covered companies). meta.unattributed_holdings reports rows attributable
by neither leg. LEI matching is deferred until a company↔LEI crosswalk
exists (#230).
This is latest-period-only: an amendment supersedes the original and
each fund contributes only its newest report period. Use
funds_get_holdings with report_period to inspect a fund's historical
snapshots. A valid ticker with no covered holders returns a successful
empty page, not an error.
Bounds: default 25, max 100 funds per page; page via
pagination.next_cursor → cursor. Errors carry machine codes:
unknown_entity (with did-you-mean suggestions) for an unknown ticker
and bad_parameter for a malformed ticker, limit, or cursor.
Example: stocks_get_fund_holders(ticker="AAPL", limit=10).
Parameters
Input schema advertised to MCP clients and mirrored by the REST query string.
| Name | Type | Required | Default | Constraints | Description |
|---|---|---|---|---|---|
| ticker | string | Yes | — | min length 1 | A US public company by ticker symbol ('AAPL', 'BRK.B'). Use this to see which covered registered funds hold the company in their latest Form N-PORT filing. |
| limit | integer | No | 25 | min 1, max 100 | Fund holders to return, highest portfolio weight first (1-100). |
| cursor | string | null | No | null | — | Opaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start with the highest weight. |
Provenance
Sources behind every value this tool returns.
- sec-edgar-archivesU.S. Securities and Exchange Commission (EDGAR)
- sec_company_tickersU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: funds_nport_holdings