Look up a ticker's SEC Central Index Key (CIK) and entity metadata.

This is the first step before calling get_etf_holdings. The CIK is the SEC's unique identifier for every filing entity. The submissions endpoint also returns the entity name, SIC code, tickers, exchanges, fiscal year end, and addresses.

The ticker→CIK mapping comes from SEC's company_tickers.json (covers 10,000+ US tickers), cached on disk with a 24-hour freshness window.

Resolve a raw ticker symbol to its Yahoo-convention equivalent.

Applies exchange suffix mapping and known manual fixes as a pure string transformation (no Yahoo network calls), then verifies the mapping against SEC company_tickers.json and/or OpenFIGI.

Resolve a CUSIP (or SEDOL) identifier to a Yahoo-convention ticker symbol.

Queries OpenFIGI (one batched request trying both ID_CUSIP and ID_SEDOL), maps the result to a Yahoo-convention symbol via pure suffix mapping, and verifies the mapping against SEC company_tickers.json name/ticker agreement. A gross name mismatch between OpenFIGI and SEC vetoes the mapping.

Note: the CUSIP is accepted as INPUT only — tool outputs carry ticker/ISIN/FIGI identifiers, never CUSIPs.

Resolve a Bloomberg FIGI (Financial Instrument Global Identifier) to a Yahoo-convention ticker symbol.

Queries OpenFIGI, maps the exchange code to a Yahoo suffix (pure string mapping), and verifies the mapping against SEC company_tickers.json name/ticker agreement.

Get the complete holdings of any US-registered ETF via SEC EDGAR.

Uses Form N-PORT filings (filed monthly by all US ETFs) as the single, consistent primary source. Each holding includes name, ticker, ISIN, FIGI, LEI, shares, USD value, percent of net assets, country, and currency. (CUSIPs are deliberately not included in output.)