Initial holdings (Form 3)
akkru_initial_holdingsWhat insiders report holding when they become insiders (SEC Form 3), nested filing then holdings; no_securities_owned true means the filer reported holding nothing. Rows failing a consistency check carry data_quality_flags and are left out unless include_anomalies is true.
list: one company's (ticker or cik) and/or one insider's (insider_cik) Form 3 filings. 30 credits per page.
stats: totals over a filing-date window, with the ids of every holding counted. 40 credits plus 5 per 1,000 holdings counted. shares_owned_total and underlying_shares_total are in different units.
get: holdings by id (from stats), up to 100. 10 credits per 5 ids.
insiders: everyone who filed a Form 3 for one company, one row per CIK. 30 credits.
tickers: the companies with Form 3 data, 500 per page. 30 credits per page.
search: screen every company's holdings with holding_filters and aggregate_filters. Pro plan or higher; 65-920 credits. A company outside your plan's coverage returns 403 and the call is still charged.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | (list, stats, insiders) Company SEC CIK, digits, e.g. "320193"; any CIK the company has filed under. Give ticker or cik, not both. | |
| page | No | (list, get, tickers, search) Page number, from 1; the response's next_page gives the next one. | |
| action | Yes | What to do; each action is described in the tool description. | |
| detail | No | Response detail, same price at every level: "full" (default) returns everything; "light" leaves out the bulkiest fields, such as breakdown lists; "minimal" returns only the values and what identifies them, without sources or calculation details. Every action takes it; a call without detail levels ignores it. Try "light" or "minimal" for shorter replies that use less context and fewer tokens. | |
| ticker | No | (list, stats, insiders) Company ticker, e.g. "AAPL" (US), "000100" (Korea), "1332" (Japan), "VIRI_F" (Europe), "600519_CN" (China A-share); any symbol the company has traded under. | |
| sectors | No | (search) Only companies in these sectors (names from akkru_metrics action "catalog"). Pro plan or higher. | |
| sort_by | No | (search) Grouped: ticker, holdings_count or shares_owned_total. One row per holding: filing_date, shares_owned, split_adjusted_shares_owned, underlying_security_shares or conversion_or_exercise_price. | |
| tickers | No | (search) Only these companies (up to 100); any symbol a company has traded under. Default: every company. | |
| ids_page | No | (stats) Page of holding_ids in the stats response (default 1). | |
| page_size | No | (list, get, tickers, search) list, get: filings per page; search: rows per page, with page times page_size at most 500; tickers: companies per page, up to 500. | |
| as_of_date | No | (stats, search) Window end, filing date "YYYY-MM-DD" (not in the future). | |
| sort_order | No | (search) "desc" (default) or "asc". | |
| start_date | No | (stats, search) Window start, filing date "YYYY-MM-DD". | |
| holding_ids | No | (get) Holding ids from action "stats" (1-100). | |
| insider_cik | No | (list, stats) Insider SEC CIK, digits (from action "insiders"). | |
| relationship | No | (list, stats, insiders) list, stats: the role on the filing, any of "is_director", "is_officer", "is_ten_percent_owner", "is_other". insiders: a role ever reported, any of "ever_director", "ever_officer", "ever_ten_percent_owner", "ever_other". | |
| ids_page_size | No | (stats) holding_ids per page, 1-1,000 (default 200). | |
| is_derivative | No | (stats) true: derivative rows only; false: non-derivative rows only. | |
| exclude_tickers | No | (search) Leave these companies out (up to 100). | |
| group_by_ticker | No | (search) true (default): one row per company; false: one row per holding. | |
| holding_filters | No | (search) Holding-level filters: relationship, is_derivative, direct_or_indirect (D or I), include_anomalies, exclude_likely_merged, include_unresolved_amendments, and up to 8 conditions {field, op, value} on shares_owned, split_adjusted_shares_owned, underlying_security_shares, split_adjusted_underlying_security_shares or conversion_or_exercise_price. | |
| aggregate_filters | No | (search) Company-level conditions (up to 8) {metric, op, value} on filing_count, no_securities_filing_count, distinct_insiders, holdings_count or shares_owned_total. Operators for both: >, >=, <, <=, between ([low, high]). | |
| include_anomalies | No | (list, stats) true: include rows that fail a consistency check (left out by default). | |
| no_securities_owned | No | (list) true: only filings that report holding nothing; false: only filings with holdings; default both. | |
| exclude_likely_merged | No | (list, stats) true: leave out filings whose amendment match is only probable. | |
| include_unresolved_amendments | No | (list, stats) true: include amendments that could not be matched to their original filing. |