# Form 13F Institutional Portfolio Holdings Lookup

> 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.

## Facts

- Endpoint: GET https://api.agentstools.dev/holdings/manager
- Price: $0.03/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-15
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/form-13f-institutional-portfolio-holdings-lookup-31b2f737
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_HEs9lCwaaZIpPpVTv89cF

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability form-13f-institutional-portfolio-holdings-lookup-31b2f737
```

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.

## When to prefer this

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.

## Known failure modes

- 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

## 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.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [],
     "properties": {
      "cik": {
       "type": "string",
       "description": "SEC EDGAR filer CIK, any zero-padding accepted"
      },
      "top": {
       "type": "integer",
       "description": "How many top positions to return (default 20, max 100)"
      },
      "name": {
       "type": "string",
       "description": "Manager name (best-effort resolve; supply cik if not found)"
      },
      "quarter": {
       "type": "string",
       "description": "Quarter period-end date, ISO YYYY-MM-DD (default latest)"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object"
    }
   }
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/form-13f-institutional-portfolio-holdings-lookup-31b2f737/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from api.agentstools.dev](https://www.zero.xyz/host/api.agentstools.dev/llms.txt)