datasets_sec_institutional_positions_facets
Aggregate SEC institutional holdings by manager or issuer to reveal distribution counts. Filter by CUSIP, issuer name, or manager CIK for focused insights.
Instructions
Facet the SEC institutional positions dataset. Returns terms-aggregation counts for one facet of the SEC institutional positions dataset, scoped to the same filters as search. Facet enum: manager, issuer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cusip | No | Exact CUSIP filter, max 16 characters | |
| facet | Yes | Facet enum: manager, issuer | |
| issuer_name | No | Issuer-name text filter (best-effort match), max 256 characters | |
| manager_cik | No | Exact institutional-manager CIK filter, numeric or zero-padded |