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Mutual Fund & ETF Disclosure Name Search API

Easily search for mutual fund and ETF disclosures by name using the Mutual Fund & ETF Disclosure Name Search API. This API allows you to find specific reports and filings based on the fund or ETF name, providing essential details like CIK number, entity information, and reporting file number.

About Mutual Fund & ETF Disclosure Name Search API

The Mutual Fund & ETF Disclosure Name Search API helps users quickly locate disclosure documents for mutual funds and ETFs by searching with a specific fund name. It returns critical data such as the fund's symbol, CIK, class information, and the address of the reporting entity. Ideal for investors, analysts, and researchers looking for detailed disclosure information for compliance, research, or investment decision-making.

  • Fund Name Search: Look up disclosures for mutual funds and ETFs using the fund or entity name.
  • Key Filing Details: Get important information like CIK number, series and class IDs, entity name, and reporting file number.
  • Comprehensive Results: The API returns address details and filing information for the searched fund or ETF entity, making it easy to locate relevant documents.

This API is perfect for anyone conducting due diligence or research on mutual funds and ETFs, allowing for precise and efficient disclosure searches.

Example Use Case
A financial analyst can use the Mutual Fund & ETF Disclosure Name Search API to retrieve specific disclosures for a mutual fund by entering its name, helping the analyst review relevant regulatory filings and reports for the fund.

Mutual Fund & ETF Disclosure Name Search API Parameters

Query Parameter

Type

Example

name*

string

Federated Hermes Government Income Securities, Inc.

(*) Required

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Mutual Fund & ETF Disclosure Name Search API FAQs

Do you provide S1 filings data?

You can find the S1 filings data in the IPO Calendar endpoint. https://site.financialmodelingprep.com/developer/docs/#IPO-Calendar

What type of data is included in the 'Advanced Data' and 'Corporate Filings' packages that isn't in the starter package?

The 'Advanced Data' package includes more detailed financial data such as historical stock prices, financial ratios, and analyst recommendations. The 'Corporate Filings' package includes access to SEC filings, annual reports, and other regulatory documents filed by public companies.

Where do you source data for 'numberOfShares' in terms of 'ownership structure'?

The Number of shares outstanding is sourced from quarterly and annual filings.

How can I download the full text of SEC filings using the API?

You can download the full text of SEC filings using our API by accessing the following link: https://financialmodelingprep.com/api/v3/sec_filings/AAPL?type=10-k&page=0&apikey=YOUR-API-KEY

How can I search for company details using the CIK?

You can search for company details using the CIK by accessing our CIK search API. Simply input the CIK of the company you are looking for, and you will receive the relevant data. For more information and a sample of the data returned using the CIK search API, you can visit our documentation here: https://site.financialmodelingprep.com/developer/docs#cik-name-search-company-search

I noticed a discrepancy in the cash flow statement for a specific stock ticker. What should I do?

If you notice any discrepancies in the financial data provided for a specific stock ticker, please reach out to our customer support team with the details. Our team will investigate the issue and work to resolve it as quickly as possible.

Can I access SEC filings themselves through your API, not just the links?

Yes, you can access SEC filings themselves through our API. For more information on how to do this, please refer to our documentation on SEC Filings: https://site.financialmodelingprep.com/developer/docs#sec-filings-securities-and-exchange-commission-(s.e.c)

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