stocks tool

Public

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_cursorcursor. 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

NameTypeRequiredDefaultDescription
tickerstringYesA 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.
limitintegerNo25Fund holders to return, highest portfolio weight first (1-100).
cursorstring | nullNonullOpaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start with the highest weight.

Provenance

Sources