XigniteHoldings v1 ProductOverview

Institutional Holdings API (13D, 13G and 13F Filings)

This API provides institutional holdings information of US equities and US institutional investment managers. The data is based on quarterly 13F, 13G, and 13D filings made with the Securities and Exchange Commission (SEC) by investment managers.

Key Features

• Holdings by manager holdings
• Holders by security
• Five percent (5%) holdings information (13D filings for managers holding more than 5% of the shares for security)
• Filings data available shortly after it is posted with the SEC
• Lookup most recent holdings based on the latest filings
• Lookup and search managers’ CIK by name
• Historical quarterly 13F filings going back to 1/1996
• Historical quarterly 13D filings going back to 9/2012
• Retrieve filings updated during a period

Key Benefits

• Use API to get data sourced directly from SEC
• Access institutional holdings quality filings data through an easy-to-use API
• Easily embed holding data in your applications--including spreadsheets, websites, mobile apps, and other corporate applications
• Dramatically reduce time to market for apps that need precious metal prices
• Eliminate the pains and complexity of legacy feeds by using cloud APIs

Data Coverage At-A-Glance

• Asset Classes: U.S. Equities based on occurrence in 13F filings

Key Data Points

• Filing data: CIK, Type, Filing type, Filing date, Quarter end date, Restatement flag, Filing URL
• Holdings: Name, Symbol, ISIN, Valoren, Listing exchange, Dollar amount, Number of shares
• Holder: Manager name, Manager CIK, Business address, Mailing address
• Top Five Percent Holdings: Aggregated amount owned, percent of class owned
• Market Summary: Bid, ask, mid, high, low, Day change, month change, year change