FMP
Mutual Fund Holder API
The FMP Mutual Fund Holder endpoint provides a list of all the institutional investors that own shares of a particular mutual fund. This information can be used by investors to track the ownership of a mutual fund and to identify potential trends. For example, an investor may want to know which institutions are buying or selling shares of a particular mutual fund.
About Mutual Fund Holder API
How it works
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Related Mutual Fund Holder APIs
The FMP Mutual Fund By Name endpoint provides detailed information about a specific mutual fund. This information includes the fund's ticker symbol, name, investment objective, expense ratio, and asse... Read more
This endpoint returns information about mutual fund stocks such as price, market capitalization, change, and more. Virtus KAR Small-Cap Core Fund Class I, Fidelity Advisor Managed Retirement 2020 Fund... Read more
The FMP Mutual Funds endpoint provides a list of all the mutual funds that are registered with the Securities and Exchange Commission (SEC). This information can be used by investors to identify poten... Read more
The FMP Mutual Fund Dates endpoint provides a list of the dates on which mutual fund holdings are updated. This information can be used by investors to stay up-to-date on the latest changes to mutual ... Read more
This endpoint allows you to retrieve historical mutual fund prices. Date, change, close, label, and other fields are among those returned. Read more
Mutual Fund Holder API FAQs
Does your API provide access to ETF net assets or AUM historical data?
Yes, our API does provide access to ETF net assets and AUM historical data. You can find more information about this data in the ETF Information API documentation here: https://site.financialmodelingprep.com/developer/docs#etf-information-etf-holdings
How can I get historical data for ETF holdings using the API?
To retrieve historical data for ETF holdings, the API call should be structured as follows: financialmodelingprep.com/stable/etf/holdings?date=desired_date&symbol=SPY&apikey=YOUR-API-KEY. You can find more information on how to make the API call for historical data on the Financial Modeling Prep documentation: https://site.financialmodelingprep.com/developer/docs#etf-holding-dates-etf-holdings
How can I retrieve the tickers included in an index using your API?
To retrieve the tickers included in an index using our API, you can make a request to the following endpoint: https://financialmodelingprep.com/stable/etf-holder-bulk. This will provide you with the information you are looking for.
Do you offer a bulk API endpoint for the institutional-ownership/symbol-positions-summary?
At the moment, we do not have a bulk API for the institutional-ownership/symbol-positions-summary endpoint.
Can I access key financial metrics and ratios through the Financial Statement APIs?
Yes. In addition to the core financial statements, FMP's Financial Statement APIs include endpoints for essential financial ratios and key metrics. These cover indicators such as earnings per share (EPS), return on equity (ROE), debt-to-equity, and over two dozen other KPIs commonly used in valuation models and screening tools. This makes the data especially valuable for portfolio managers, fintech platforms, and academic researchers.
Do you cover TSX-listed ETFs that hold only TSX-listed stocks? How far back does the holdings data go?
Yes, we cover TSX-listed ETFs, including those with TSX-listed holdings. To get historical holdings, use this API format: https://financialmodelingprep.com/stable/etf/holdings?symbol=SPY&date=YYYY-MM-DD&apikey=YOUR_API_KEY
How can I filter out inactive stocks from the API?
You can filter out inactive stocks by using the API endpoint to see the list of active symbols. Please refer to this link for more information: https://site.financialmodelingprep.com/developer/docs#tradable-search-stock-list
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