EQequibles
Institutions

Portfolio summary header for an institution — published tracked portfolio value, position count, top-10/top-25 concentration and quarter-over-quarter turnover, computed over the institution's 13F filings for the resolved report date. The legacy reportedAum field normally uses report-date closing prices, may fall back to filer values, and can include zero for unavailable valuations.

get/v1/institutions/{cik}/summary

Request

Path parameters

cikstring required

SEC CIK of the institution (see GET v1/institutions).

Query parameters

reportDatestring date

13F report date (yyyy-MM-dd, defaults to the institution's latest). Must be one the institution reported — any other date returns 400 listing the available dates.

Response

OK

namestring nullable
cikstring nullable
reportDatestring date
previousReportDatestring date nullable

Prior 13F quarter the turnover is computed against; null when the target quarter is the institution's oldest on record.

reportedAuminteger

Sum of published tracked position values in dollars (legacy field name). Values normally use the report-date closing-price basis, may fall back to the filer's value, and can be zero when unavailable.

positionCountinteger
top10ConcentrationPercentnumber double
top25ConcentrationPercentnumber double
qoQTurnoverPercentnumber double

QoQ turnover = (Σ |Δ shares × current price proxy|) / (2 × AUM) in percent, where the per-share price proxy is the current quarter's Value / Shares. Serialized as "qoQTurnoverPercent" on the wire (frozen for v1).

quartersReportedinteger
confidentialTreatmentRequestedboolean

True when the manager requested confidential treatment for one or more investments in the most recent 13F filing — the portfolio shown may be incomplete.

Changes

No recorded changes to this operation across all 1 revision of this API.