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Form 13F Institutional Portfolio Holdings Lookup
x402
Form 13F Institutional Portfolio Holdings Lookup is a paid API for AI agents from api.agentstools.dev, paid per call via x402, $0.03/call, status unknown (last checked 2026-09-15).
Returns normalized SEC Form 13F portfolio holdings for an institutional manager, including positions, concentration metrics, and crypto ETF exposure, identified by CIK or name.
Price / call$0.03
Success—
StatusUnknown
How this service works
Normalized Form 13F portfolio for an institutional manager. Give a CIK or name and get consolidated positions: issuer, CUSIP, ticker, shares, value in US dollars, percent of portfolio, voting authority, plus portfolio total, top positions, concentration and spot Bitcoin and Ether ETF exposure, cited to the filing accession and period.
Output
A normalized JSON object containing: a list of holdings (issuer name, CUSIP, ticker, shares held, USD market value, portfolio weight, voting authority type), portfolio-level summary (total value, filing accession number, reporting period), top N positions, concentration metrics (e.g. top-10 weight), and flagged exposure to spot Bitcoin and Ether ETFs. All data is cited to the specific 13F filing.
Example use cases
Example prompt
“Pull the latest SEC 13F portfolio holdings for Bridgewater Associates — show me all positions with their CUSIP, ticker, share count, dollar value, and percentage of portfolio, and flag any spot Bitcoin or Ether ETF exposure.”
Technical details
Endpoint
GEThttps://api.agentstools.dev/holdings/managerWhen to prefer
Use this endpoint when you need structured, normalized 13F portfolio data for a specific institutional manager without parsing raw EDGAR XBRL or HTML filings yourself. Especially useful when you need derived analytics like portfolio concentration, top-N positions, and crypto ETF exposure already computed and cited. Prefer this over raw EDGAR access when working with agents that need clean JSON output with ticker symbols and percent weights ready to use.
Side effects
- Manager name not found or ambiguous — returns error suggesting use of CIK instead
- CIK does not correspond to a 13F filer — no holdings data available
- Requested quarter has no filed 13F — returns latest available or error
- Invalid CIK format — parameter validation error
- Rate or payment failure — 402 response if USDC payment not supplied
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Tags
x402
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