---
title: "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."
method: GET
path: "/v1/institutions/{cik}/summary"
tags: ["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

- Base URL: `https://api.equibles.com`
- URL: `https://api.equibles.com/v1/institutions/{cik}/summary`
- Auth: HTTP bearer
- TypeScript: <https://skmtc.dev/equibles/apis/equibles-api/docs/v1/institutions/:cik/summary/get.ts> (a function with typed inputs; its response is checked against the schema)

## Path parameters

- `cik` string, required

## Query parameters

- `reportDate` string, date

## Response `200`

OK

- InstitutionSummaryResponse
  - `name` string, nullable
  - `cik` string, nullable
  - `reportDate` string, date
  - `previousReportDate` string, date, nullable: Prior 13F quarter the turnover is computed against; null when the target quarter is the institution's oldest on record.
  - `reportedAum` integer: 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.
  - `positionCount` integer
  - `top10ConcentrationPercent` number, double
  - `top25ConcentrationPercent` number, double
  - `qoQTurnoverPercent` number, 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).
  - `quartersReported` integer
  - `confidentialTreatmentRequested` boolean: True when the manager requested confidential treatment for one or more investments in the most recent 13F filing — the portfolio shown may be incomplete.

## Other responses

- `400`: Bad Request
- `404`: Not Found

## Changes

- **2026-11-06** `666e06778588`: 2 info
  - added the optional property `error/availableDates` to the response with the `400` status
  - added the optional property `error/availableDates` to the response with the `404` status

[Operation history](https://skmtc.dev/equibles/apis/equibles-api/changes/v1/institutions/:cik/summary/get.md)

---

[API](https://skmtc.dev/equibles/apis/equibles-api.md) - [All operations](https://skmtc.dev/equibles/apis/equibles-api/llms.txt) - [OpenAPI document](https://skmtc.dev/equibles/apis/equibles-api/revisions/7c3497e8839d?raw)