13F Holder Mix
GetHolderMixBreak down a stock or ETF's 13F holders by filer type, quarter, and selected dimension to track share shifts, like-for-like changes, and new or exited filers.
Instructions
Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured style, turnover, horizon, 13F book size, client base, private funds or location. Also gives the active holders' like-for-like change, which leaves index-like books out.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Listed security ticker (e.g., NVDA, VOO) | |
| dimension | No | How to split the holders: type (holder type, default), style, turnover, horizon, aum (13F book size), client (client base), pf (private funds), country (filer location) | type |
| maxPeriods | No | Quarters to show, newest last (default 4, clamped to 1-12) |