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Paid users: Optional, max 1,000,000." }, "mode": { "title": "What to collect", "enum": [ "holdings", "funds", "holders" ], "type": "string", "description": "Fund holdings returns one row per position of a fund, with the change against the previous quarter. Fund summary returns one row per fund with total value, concentration, top holdings, new and exited positions, or with no fund given a ranking of the largest funds. Who owns a stock returns one row per fund that holds a company.", "default": "holdings" }, "fundNames": { "title": "Fund names", "type": "array", "description": "Names of the investment managers, for example Berkshire Hathaway, Bridgewater or Citadel. The closest matches that file 13F reports are used. Used in the holdings and summary modes.", "items": { "type": "string" } }, "ciks": { "title": "Fund IDs (CIK)", "type": "array", "description": "SEC numbers of the investment managers, for example 1067983. Use them when you know the exact fund.", "items": { "type": "string" } }, "quarter": { "title": "Quarter", "type": "string", "description": "Quarter of the report, for example 2026Q2 or 2026-06-30. Leave empty for the latest report of each fund, or the latest quarter published by the SEC in the holders mode and the ranking." }, "tickers": { "title": "Stock tickers (holders mode)", "type": "array", "description": "Tickers of the companies whose holders you want, for example AAPL or NVDA. The SEC company name is matched against the issuer names in the reports. For exact results use CUSIP numbers.", "items": { "type": "string" } }, "cusips": { "title": "CUSIP numbers (holders mode)", "type": "array", "description": "Nine character security IDs, for example 037833100 for Apple. This is the most exact way to find the holders of one security or share class.", "items": { "type": "string" } }, "issuerNames": { "title": "Issuer names (holders mode)", "type": "array", "description": "Company names as funds report them, for example APPLE INC or NVIDIA CORP. Matching ignores endings such as Inc and Corp.", "items": { "type": "string" } }, "compareToPreviousQuarter": { "title": "Compare with the previous quarter", "type": "boolean", "description": "Adds new, added, reduced, unchanged and exited status, the change in shares and an estimate of the trade value. Turn off for faster runs.", "default": true }, "changeStatuses": { "title": "Keep only these changes", "type": "array", "description": "Keep only positions with these changes against the previous quarter: new, added, reduced, unchanged or exited. Leave empty for all.", "items": { "type": "string" } }, "includeExited": { "title": "Include exited positions", "type": "boolean", "description": "In the holdings mode, also return the positions that the fund held in the previous quarter and no longer holds.", "default": true }, "positionType": { "title": "Position type", "enum": [ "all", "shares", "options" ], "type": "string", "description": "Shares and bonds only, options only (puts and calls), or all positions.", "default": "all" }, "minValueUsd": { "title": "Minimum position value (USD)", "minimum": 0, "type": "integer", "description": "Keep only positions worth at least this much. In the ranking mode it applies to the total value of the fund." }, "fundStates": { "title": "Fund states (ranking only)", "type": "array", "description": "Two letter state codes. In the largest funds ranking, keep only managers located in these states, for example NY, MA, CA.", "items": { "type": "string" } }, "resolveTickers": { "title": "Add stock tickers", "type": "boolean", "description": "Adds the ticker symbol of each security. Securities of some foreign companies may stay without a ticker.", "default": true }, "contactEmail": { "title": "Contact email (optional)", "type": "string", "description": "Added to the request header as SEC fair access guidelines recommend. 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