| name |
String |
The owner's name |
| cik |
String |
The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings |
| address |
String |
The owner's address |
| city_state |
String |
The owner's city and state (City, ST) |
| location_code |
String |
The owner's location code. ('D' = Domestic, 'C' = Canadian, 'F' = Foreign) |
| phone_number |
String |
The owner's phone number |
| postal_code |
String |
The owner's postal code |
| url |
String |
The owner's website url |
| investment_style |
String |
The owner's investment style ('I' = Income, 'V' = Value, 'G' = Growth, 'B' = Growth at a Reasonable Price, 'A' = Aggressive Growth, 'P' = Passive/Index, 'D' = Deep Value) |
| number_of_holdings |
Float |
Count of equity holdings only, doesn't include bonds or other funds held |
| total_holdings_value |
Float |
Market value of equity holdings in 1,000s. Sum of shares held times last close price. |
| portfolio_turnover_percent |
Float |
Annual portfolio turnover in terms of percentage of total value. |
| is_fund |
String |
If 'Y', the owner is a fund? ('Y' = Yes, 'N' = No) |
| fund_ticker |
String |
Fund ticker if the institution is a fund |
| has_fund_manager |
String |
Does the fund have a manager. ('Y' = Yes, 'N' = No) |
| fund_manager_city |
String |
The fund manager's city |
| fund_manager_name |
String |
The fund manager's name |
| fund_manager_state |
String |
The fund manager's state |
| files_13f |
String |
If 'Y', the company files the SEC 13F report. ('Y' = Yes, 'N' = No) |
| is_etf |
String |
If 'Y', the owner is an ETF. ('Y' = Yes, 'N' = No) |
| last_updated_on |
Date |
The the last updated date |