Institutional Ownership and Fund Disclosures

The Institutional Ownership endpoint (https://financialmodelingprep.com/stable/institutional-ownership/latest?page=0&limit=100&apikey=apiKey) returns stock ownership data based on SEC Form 13F filings. These filings are submitted quarterly by institutional investment managers with over $100 million in assets under management.

Form 13F captures all shares held directly by institutional investors, including those held through mutual funds, ETFs, pooled investment vehicles, and separate accounts. This means that if a manager like Vanguard or BlackRock holds shares of a company (e.g., AAPL), those shares are reported in 13F regardless of whether they are held through a mutual fund like VFIAX or an ETF like VOO.

This is because the creators of mutual funds and ETFs are institutional holders, which is why all their holdings are reported in Form 13F.

This is why the /institutional-ownership/latest endpoint already reflects total institutional ownership — and there is no need to aggregate mutual fund disclosures separately for ownership totals:

https://financialmodelingprep.com/stable/institutional-ownership/latest?page=0&limit=100&apikey=apiKey

Fund-Level Transparency (Optional Drill-Down)

To complement 13F data with product-level transparency, the following endpoints are available:

Mutual Fund Holdings

https://financialmodelingprep.com/stable/funds/disclosure?symbol=VWO&year=2023&quarter=4&apikey=apiKey

Returns holdings for a specific mutual fund (e.g., VWO) for a given quarter. Based on filings such as Form N-PORT.

ETF Holdings

https://financialmodelingprep.com/stable/etf/holdings?symbol=SPY&apikey=apiKey

Returns the current composition of an ETF's portfolio (e.g., SPY), including weightings and tickers.

Summary Table

Example: State Street Global Advisors are the the 13F: https://financialmodelingprep.com/api/v4/institutional-ownership/portfolio-holdings-summary?cik=0000093751&page=0&apikey=apiKey

Which contains the ETF SPY and the mutual fund.