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Return the latest SEC N-PORT holdings roster with explicit capability semantics and balance-unit metadata
Audience: application and coding agent.

Agent mode

Pass ?view=agent to receive the compact agent shape: fund identifiers (ticker, cik, fundName, form, filingDate, accessionNumber, holdingCount) + lifted filingUrl + nested holdings[] trimmed to 6 fields per holding (issuer, cusip, valueUsd, balance, balanceUnit, pctNetAssets). Title, isin, assetType, issuerType, country, currency, summaryMd, and metadata envelopes are dropped. Typical reduction: ~60%. See api conventions → response formats for the full ?view= contract.

Canonical metadata

  • requestId
  • traceparent

Example request

Example response

Give this prompt to your agent

Failure posture

  • treat non-2xx responses as contract-aware failures, not free-form errors
  • preserve requestId and traceparent in logs and downstream reports
  • if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff