GET /v1/owners/institutional/ticker

curl -X GET -H "x-api-key: $SECAPI_API_KEY" -H "secapi-version: 2026-03-19" "https://api.secapi.ai/v1/owners/institutional/ticker?ticker=AAPL&limit=25"

{
  "requestId": "req_2ZK8Q1W9F4M6P7R3",
  "provenance": {
    "source": "sec",
    "accessionNumber": "0000320193-25-000079",
    "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927_htm.xml",
    "retrievedAt": "2026-03-17T00:00:00.000Z",
    "parserVersion": "2026-03-13.5",
    "rawSourceKey": "0000320193-25-000079"
  },
  "freshness": {
    "status": "fresh",
    "asOf": "2026-03-17T00:00:00.000Z",
    "sourcePublishedAt": "2025-10-31T00:00:00.000Z",
    "lagMs": 900000
  },
  "materialization": {
    "parserVersion": "2026-03-13.5",
    "materializationVersion": "datastream-3.0"
  }
}

Retrieve institutional managers that disclosed a position in one issuer for a selected 13F cohort

Audience: application and coding agent.

Coverage and source scope

Use this issuer-centric view to identify managers that disclosed a position in one security within the selected materialized 13F cohort. Provide either the issuer ticker or issuer CIK, not a manager identifier. The response is ranked by disclosed position value and tied to its returned report date, filing date, and accessions; it is not a current cap table, complete holder roster, or real-time ownership measure. Pagination is offset-based: advance only with the returned nextCursor while hasMore is true, and read the full cohort size from totals.holders. Cohort availability depends on the materialized 13F read model, so preserve provenance and freshness metadata and treat a non-2xx response as unavailable data rather than an absence-of-holders conclusion. See ownership workflows.

Canonical metadata

requestId
traceparent
provenance
freshness
materialization

Example request

curl -X GET -H "x-api-key: $SECAPI_API_KEY" -H "secapi-version: 2026-03-19" "https://api.secapi.ai/v1/owners/institutional/ticker?ticker=AAPL&limit=25"

Example response

{
  "requestId": "req_2ZK8Q1W9F4M6P7R3",
  "provenance": {
    "source": "sec",
    "accessionNumber": "0000320193-25-000079",
    "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927_htm.xml",
    "retrievedAt": "2026-03-17T00:00:00.000Z",
    "parserVersion": "2026-03-13.5",
    "rawSourceKey": "0000320193-25-000079"
  },
  "freshness": {
    "status": "fresh",
    "asOf": "2026-03-17T00:00:00.000Z",
    "sourcePublishedAt": "2025-10-31T00:00:00.000Z",
    "lagMs": 900000
  },
  "materialization": {
    "parserVersion": "2026-03-13.5",
    "materializationVersion": "datastream-3.0"
  }
}

Agent mode

Pass ?view=agent for a compact holder ranking. It retains the reporting cohort and each manager’s name, CIK, accession number, issuer, shares, value, and rank, while dropping nonessential holder metadata.

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

GET /v1/owners/institutional/investor Platform

​Coverage and source scope

​Canonical metadata

​Example request

​Example response

​Agent mode

​Give this prompt to your agent

​Failure posture

Coverage and source scope

Canonical metadata

Example request

Example response

Agent mode

Give this prompt to your agent

Failure posture