{"uid":"cap_9gpEJa9PvEsBZSku-O7PL","slug":"holdings-manager-bb81b9de","name":"holdings-manager","description":"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.","url":"https://payai.agentstools.dev/holdings/manager","method":"GET","headers":{},"bodySchema":{"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"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.03","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.03/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.03","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.03","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_2R_1-kBpHoqzOL8LGYhUX","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.03","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns normalized SEC Form 13F institutional portfolio holdings for a given manager, including positions, concentrations, and crypto ETF exposure.","exampleAgentPrompt":"Pull the latest Form 13F portfolio for Cathie Wood's ARK Investment Management — show me the top 20 positions with their tickers, share counts, USD values, and percent of portfolio, and flag any Bitcoin or Ether ETF exposure.","exampleUseCases":[{"title":"Crypto ETF exposure in hedge funds","prompt":"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?"},{"title":"Historical quarter comparison for a fund","prompt":"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."},{"title":"Concentration risk assessment","prompt":"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."}],"resultDescription":"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.","failureModes":["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"],"whenToPreferThis":"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.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-14T19:11:59.787Z","isFirstParty":false}