{"uid":"cap_PlpxsjAtyULxh05xE_WsI","slug":"holdings-security-34766b45","name":"holdings-security","description":"All institutional holders of one security in a quarter, by ticker or CUSIP, with concentration and quarter-over-quarter institutional flow. This reverse index is deferred on this deployment and returns availability status; a manager's crypto ETF exposure is covered now by the holdings manager route.","url":"https://payai.agentstools.dev/holdings/security","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":{"cusip":{"type":"string","description":"Security CUSIP (9 chars)"},"ticker":{"type":"string","description":"Security ticker, e.g. IBIT"},"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":"0.06","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":"$0.06/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.06","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.06","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_9GGIYuuujwya-oCggj49-","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.06","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns all institutional holders of a single security in a given quarter, with concentration metrics and quarter-over-quarter institutional flow, identified by ticker or CUSIP.","exampleAgentPrompt":"Can you pull all the institutional holders of IBIT for the most recent quarter, including their concentration and how their positions changed from the prior quarter?","exampleUseCases":[{"title":"Institutional ownership snapshot for ETF","prompt":"Who are all the institutional holders of IBIT as of the latest quarter, and how has their ownership concentration changed quarter-over-quarter?"},{"title":"CUSIP-based holder lookup for analyst","prompt":"Get me every institutional holder for the security with CUSIP 46090E103 for Q3 2024, along with each holder's concentration and flow data."},{"title":"Tracking institutional flows into a stock","prompt":"Which institutions were buying or selling NVDA last quarter? Show me the full holder list with concentration and quarter-over-quarter flow changes."}],"resultDescription":"A list of all institutional holders for the specified security in the requested quarter, including each holder's name, position size, concentration percentage, and quarter-over-quarter flow direction and magnitude. If the reverse index is deferred on this deployment, the response returns an availability status message instead of full holder data.","failureModes":["Reverse index deferred: endpoint returns availability status rather than full holder data for non-crypto-ETF securities","Missing required identifier: request without ticker or CUSIP returns an error","Invalid CUSIP format: 9-character requirement not met returns validation error","Invalid quarter date format: non-ISO YYYY-MM-DD date returns parse error","Security not found: unknown ticker or CUSIP returns empty or not-found response","Rate limit or payment failure: x402 payment not processed returns 402 status"],"whenToPreferThis":"Use this endpoint when you need a comprehensive view of ALL institutional holders of a single security, including concentration and flow analytics, and you have a ticker or CUSIP. Prefer this over the holdings-manager route when your query is security-centric (reverse index) rather than manager-centric. Note that crypto ETF exposure via manager is currently available on the companion holdings-manager route; this endpoint may return a deferral status for non-crypto securities on this deployment.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-15T00:56:15.171Z","isFirstParty":false}