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holdings-manager
x402
holdings-manager is a paid API for AI agents from payai.agentstools.dev, paid per call via x402, $0.03/call, status unknown (last checked 2026-09-14).
Returns normalized SEC Form 13F institutional portfolio holdings for a given manager, including positions, concentrations, and crypto ETF exposure.
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 structured JSON object containing the manager's consolidated Form 13F positions including issuer name, CUSIP, ticker symbol, share count, USD value, percentage of portfolio, and voting authority for each holding; portfolio-level summary with total AUM; ranked top-N positions; concentration metrics; specific spot Bitcoin and Ether ETF exposure; and the SEC filing accession number and period-of-report for citation.
Example use cases
Crypto ETF exposure in hedge funds
“I want to see which institutional managers have significant Bitcoin or Ether ETF exposure — can you start by pulling the latest 13F holdings for Millennium Management and show me their crypto ETF positions alongside total portfolio size?”
Historical quarter comparison for a fund
“Fetch the Form 13F holdings for Berkshire Hathaway from the Q3 2024 quarter ending 2024-09-30 and show me the top 10 positions with their valuations and portfolio percentages.”
Concentration risk assessment
“I need to assess concentration risk in Two Sigma's portfolio — pull their most recent 13F filing and show me the top 20 positions, what percentage of the portfolio the top 5 account for, and any notable clustering.”
Technical details
Endpoint
GEThttps://payai.agentstools.dev/holdings/managerWhen to prefer
Use this endpoint when you need normalized, analysis-ready institutional portfolio data from SEC Form 13F filings without scraping EDGAR yourself. It is ideal when you need computed metrics like portfolio concentration, percent-of-portfolio per position, and crypto ETF exposure flags already aggregated. Prefer this over raw EDGAR API access when you want a single call that resolves manager names to CIKs, consolidates positions, and returns structured JSON with attribution to the specific filing.
Side effects
- Manager name not found in EDGAR — user should supply a CIK directly
- CIK resolves to a filer that has not submitted a Form 13F — returns empty or error
- Requested quarter has no filed 13F yet — defaults to latest or returns not-found
- Invalid quarter date format — returns validation error
- Top-N exceeds max of 100 — capped or rejected
- Network or EDGAR upstream timeout — may return 5xx error
- Ambiguous manager name matching multiple filers — may resolve incorrectly
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Tags
x402
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