Overview

The FinIQ Institutional Holdings API provides a "Look-Through" view into the ownership structure of over 55,000 global funds. We normalize 13F filings, UK Shareholder Registers, EU Transparency Directives, and N-PORT disclosures into a single, flat JSON feed.

‍

Key Capabilities:

• History: 20+ Years (Point-in-Time).
• Latency: T+0 (processed immediately upon regulatory publication).
• Coverage: Global (US, UK, EU, APAC).
• Alpha Signals: Pre-calculated change_p (Percent Change) and percentHeld (Portfolio Weight) to detect high-conviction accumulation.

‍

1. Access Methods

We provide four distinct ways to access this dataset depending on your infrastructure:

‍

2. REST API: Live Transaction Feed

Endpoint: GET https://api.finiq.data/v1/institutional-holdings

Request parameters:

‍

Example Request (Python):

import requests

url = "https://api.finiq.data/v1/institutional-holdings"
params = {
    "api_token": "YOUR_KEY",
    "ticker": "AAPL",
    "min_change_p": "5.0"  # Show me only funds increasing stake by >5%
}

response = requests.get(url, params=params)
data = response.json()

‍

Response Structure (JSON):

{
  "meta": {
    "count": 1,
    "ticker": "AAPL",
    "exchange": "NASDAQ"
  },
  "holders": [
    {
      "name": "Vanguard Group Inc",
      "date": "2024-06-30",
      "totalShares": 1335987157,
      "totalAssets": 272447864832,
      "currentShares": 1335987157,
      "change": 18512411,
      "change_p": 1.405,
      "changeType": "Accumulation",
      "percentHeld": 8.75
    }
  ]
}

‍

3. Data Dictionary (Field Definitions)

‍

4. Bulk Data Access (CSV / Excel)

For users who need to backtest "Smart Money" strategies against 20 years of history, we offer full historical dumps.

File Naming Convention:
‍{Exchange}_{Ticker}_Inst_Holdings_{Date}.csv‍

‍CSV Columns:

Date, Ticker, FundName, CIK, SharesHeld, Change, Change_Percent, MarketValue, Percent_Portfolio, Source_Doc

‍

How to Download:

1. Navigate to the Data Export tab in the dashboard.
2. Select Universe (e.g., "Russell 3000").
3. Select Timeframe (e.g., "2005 - 2024").
4. Click Generate CSV.

‍

5. Vector Database Feed (RAG-Ready)

Exclusive to FinIQ.
‍We provide institutional data as Vector Embeddings, allowing your AI to understand ownership narratives.

Sample Vector Output (Decoded):

                  "In Q2 2024, Vanguard Group increased their position in AAPL by 1.4%, bringing their total ownership to 8.75%. This accumulation trend contrasts with BlackRock, who reduced exposure by 0.5% in the same period."

Use Case: Connect this feed to your OpenAI/LangChain pipeline to allow users to ask:

• "Which funds are aggressively buying AI stocks right now?"
• "Show me the ownership overlap between Tesla and Rivian."

‍

6. Coverage & Global Normalization

We map local regulatory filings to a standardized Global Schema.

‍

7. Error Handling & Limits

• Rate Limits: Standard tiers allow 100 requests/second. Enterprise tiers offer unlimited throughput.
• ‍Error Codes:
  • 400 Bad Request: Invalid Ticker or Date Format.
  • 401 Unauthorized: Invalid API Key.
  • 429 Too Many Requests: Rate limit exceeded.

‍

8. Need Help?

• Developer Support: email dev-support@finiq.data
• Slack Community: Join our [Quant Developer Slack]
• Postman Collection: [Download Here]