Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return all quarter codes with available data.

Returns: {"quarters": ["q1y2013", ..., "q4y2025"], "latest": "q4y2025"}

Use the latest quarter by default unless the user specifies one.

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Find institutional 13F filers by name (case-insensitive substring, min 2 chars).

Args: query: substring of the manager's name (e.g. "renaissance", "berkshire"). limit: max results to return, 1-50, default 10.

Returns: { "query": "...", "results": [ {"cik": "0001037389", "name": "Renaissance Technologies Llc", "latest_aum": 64461244358, "available_quarters": [...]}, ... ], "disclaimer": "Research data only..." }

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return all positions held by a 13F filer in a given quarter.

Args: cik: zero-padded 10-digit SEC CIK (e.g. "0001037389"). quarter: quarter code like "q4y2025".

Returns: { "cik": "...", "quarter": "...", "n_positions": 3185, "total_value_thousands": 64461244358.0, "holdings": [{"CUSIP": ..., "TICKER": ..., "VALUE": ..., ...}, ...], "disclaimer": "..." }

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return the full universe of 13F filers with per-manager AUM.

Args: active_only: if true (default), only managers present in the latest quarter.

Returns: { "count": 8625, "active_only": true, "managers": [{"cik": "...", "name": "...", "latest_aum": ..., ...}, ...], "disclaimer": "..." }

NOTE: response can be ~6 MB JSON; consider filtering client-side.

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Match a portfolio against the 13F universe and return the closest (or deliberately-different) managers.

Args: holdings: list of {"ticker": "AAPL", "weight": 0.05}; weight optional (equal weights default). quarter: defaults to latest quarter if None. top_n: 1-50, default 10. direction: "similar" (closest matches) or "unlike" (most different).

Returns: {"quarter": "...", "matches": [{"cik": ..., "similarity_score": ..., ...}, ...], "disclaimer": "..."}

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return the top-N consensus portfolio - securities held by the most institutional managers.

Args: quarter: quarter code (e.g. "q4y2025").

Returns: {"quarter": "...", "count": 50, "securities": [{"ticker": ..., "weight_pct": ..., ...}, ...]}

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return the institutional regime snapshot for a quarter (IIOI composite, regime state, transition).

Args: quarter: quarter code.

Returns: {"quarter": "...", "iioi_composite": 62.4, "regime_state": "High Optimism", ...}

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Return per-sector institutional capital flow intelligence for a quarter.

Args: quarter: quarter code. sector: optional GICS sector to filter (e.g. "Information Technology").

Returns: {"quarter": "...", "sectors": [{"gics_sector": ..., "net_capital_flow_thousands": ..., "risk_posture": ..., ...}, ...]}

Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Look up holdings for many (cik, quarter) pairs in one call (Tier 3).

More efficient than calling get_manager_holdings repeatedly: groups by quarter so each parquet file is read at most once. Single billing event regardless of how many pairs you supply (up to 25 per call).

Args: pairs: list of {"cik": "...", "quarter": "..."} dicts. Min 1, max 25.

Returns: { "results": [ {"cik": "0001067983", "quarter": "q4y2025", "status": "ok", "n_positions": 42, "total_value_thousands": ..., "holdings": [...]}, {"cik": "0001234567", "quarter": "q4y2025", "status": "not_found", "error": "..."}, ... ], "n_requested": 5, "n_ok": 4, "n_failed": 1 }

Per-pair errors do NOT raise; check status field on each result. Use this when you need holdings for multiple managers/quarters at once (e.g. comparing a portfolio across periods or surveying peer institutions).