Look up registered funds and ETFs — profiles, holdings, operations, overlap and consensus — and SEC-registered investment advisers from Form ADV. The overlap, consensus and clone-backtest tools operate on 13F institutional managers (given by name or SEC CIK); the rest key off a fund ticker or fund id, a stock ticker, or an adviser CRD.
SearchFunds
Searches the directory of registered investment companies — mutual funds and ETFs that file SEC Form NPORT-P — by fund name, ticker or registrant. Each match returns the fund series with a profile id (feed it to GetFundProfile), the fund's own ticker when it is itself listed, net assets, the number of reported holdings and the latest report date, largest funds first. It covers the big multi-series trusts (iShares, Vanguard, Fidelity) that have no ticker of their own.
Parameters: query (required); maxResults (default 20).
Ask: "Find the Vanguard 500 Index Fund and its fund id."
Returns:
Registered funds matching 'Vanguard 500 Index', largest by net assets first (1):
| Fund | Profile id | Ticker | Type | Net Assets (USD) | Holdings | Latest Report |
|------|-----------|--------|------|------------------|----------|---------------|
| VANGUARD 500 INDEX FUND | vanguard-500-index-fund-s000002839 | - | - | $1,421,263,311,402.89 | 498 | 2026-03-31 |
GetFundProfile
Returns a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P. It accepts a fund profile id from SearchFunds or a fund's own ticker, and reports the registrant and series, the reporting period, net and total assets, then the largest holdings — issuer name, CUSIP, position size, U.S.-dollar value, share of net assets, asset category and country. For the large multi-series trusts only positions in tracked stocks are stored, so the holdings shown are the fund's tracked-stock positions while the net-asset totals are the fund's real totals.
Parameters: fund (required — a profile id from SearchFunds or a fund ticker); maxResults (default 20).
Ask: "What are the Vanguard 500 Index Fund's biggest holdings?"
Returns (trimmed):
VANGUARD 500 INDEX FUND — registrant VANGUARD INDEX FUNDS, reported 2026-03-31, net assets $1,421,263,311,402.89, total assets $1,423,980,320,891.15, 498 holdings on record, showing the largest 20:
| Holding | CUSIP | Balance | Units | Value (USD) | % Net Assets | Category | Country |
|---------|-------|---------|-------|-------------|--------------|----------|---------|
| NVIDIA Corp | 67066G104 | 617,520,783.00 | NS | $107,695,624,555.20 | 7.58% | EC | US |
| Apple Inc | 037833100 | 373,078,146.00 | NS | $94,683,502,673.34 | 6.66% | EC | US |
| Microsoft Corp | 594918104 | 188,702,055.00 | NS | $69,851,839,699.35 | 4.91% | EC | US |
GetFundHoldings
Returns the portfolio holdings of a registered fund or ETF from its most recent SEC Form NPORT-P monthly report, keyed by ticker. It gives the fund's series, reporting period and net assets, followed by the largest holdings — issuer name, CUSIP, position size, U.S.-dollar value and share of net assets, with the asset category (EC equity-common, DBT debt, DE derivative) and country. Only registered funds file NPORT-P; operating companies return no data.
Parameters: ticker (required — fund or ETF ticker); maxResults (default 20).
Ask: "What does the Invesco QQQ ETF hold?"
Returns (trimmed):
Portfolio holdings for Invesco QQQ Trust, Series 1 (QQQ) — reported 2026-03-31, net assets $372,507,306,132.08, 102 total holdings, showing the largest 20:
| Holding | CUSIP | Balance | Units | Value (USD) | % Net Assets | Category | Country |
|---------|-------|---------|-------|-------------|--------------|----------|---------|
| NVIDIA Corp. | 67066G104 | 185,426,246.00 | NS | $32,338,337,302.40 | 8.68% | EC | US |
| Apple Inc. | 037833100 | 112,027,518.00 | NS | $28,431,463,793.22 | 7.63% | EC | US |
| Microsoft Corp. | 594918104 | 56,662,808.00 | NS | $20,974,871,637.36 | 5.63% | EC | US |
GetFundOperations
Returns operational data for a registered fund from its SEC Form N-CEN annual reports. Each report shows the registrant's classification (e.g. N-1A open-end, N-2 closed-end), the Investment Company Act file number, the reporting period, and whether it was the fund's first or last filing, followed by the fund's named service providers — investment advisers, sub-advisers, custodians, transfer agents, administrators, auditors and underwriters. Use it to see who runs and services a fund. Only registered funds file N-CEN.
Parameters: ticker (required — fund or ETF ticker); maxResults (default 10).
Ask: "Who audits and distributes the SPDR S&P 500 ETF (SPY)?"
Returns (trimmed):
Form N-CEN annual reports for Spdr S&P 500 ETF Trust (SPY) — showing 7 most recent:
| Filed | Period End | Type | File Number | Amendment | First Filing | Last Filing |
|-------|------------|------|-------------|-----------|--------------|-------------|
| 2026-03-13 | 2025-12-31 | S-6 | 811-06125 | No | No | No |
| 2025-03-13 | 2024-12-31 | S-6 | 811-06125 | No | No | No |
| 2024-03-12 | 2023-12-31 | S-6 | 811-06125 | No | No | No |
Service providers reported on the latest report (filed 2026-03-13):
| Role | Firm | Country | Affiliated |
|------|------|---------|------------|
| Principal Underwriter | ALPS Distributors, Inc. | - | No |
| Independent Public Accountant | PricewaterhouseCoopers LLP | US | No |
GetFundsHoldingStock
Returns the registered funds and ETFs holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report, so an exited position never shows as current. Each row gives the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profile (Long/Short), largest positions first. Use it to see which funds and ETFs own a stock and how concentrated each position is.
Parameters: ticker (required — the stock ticker); maxResults (default 20).
Ask: "Which funds and ETFs hold the most NVIDIA?"
Returns (trimmed):
Funds holding Nvidia Corp (NVDA) on each series' most recent Form NPORT-P — 2257 current fund positions, showing the largest 20:
| Registrant | Series | Report Date | Balance | Units | Value (USD) | % Net Assets | Long/Short |
|------------|--------|-------------|---------|-------|-------------|--------------|------------|
| VANGUARD INDEX FUNDS | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2026-03-31 | 733,080,870.00 | NS | $127,849,303,728.00 | 6.42% | Long |
| VANGUARD INDEX FUNDS | VANGUARD 500 INDEX FUND | 2026-03-31 | 617,520,783.00 | NS | $107,695,624,555.20 | 7.58% | Long |
| Fidelity Concord Street Trust | Fidelity 500 Index Fund | 2026-02-28 | 309,248,004.00 | NS | $54,795,653,828.76 | 7.31% | Long |
GetFundOverlap
Returns the 13F portfolio overlap between two institutional managers for their latest common report date — union and shared position counts, Jaccard similarity, a dollar-weighted overlap, and a side-by-side table of stocks with each manager's share count and percent of portfolio. Use it to answer whether two funds own the same stocks or where their portfolios diverge. This tool works on 13F institutional filers, not on registered funds; name each manager (a partial name resolves to the first match).
Parameters: institutionName1 (required), institutionName2 (required); reportDate (optional, defaults to the latest common quarter); maxResults (default 30).
Ask: "How much does Berkshire Hathaway's portfolio overlap with Bridgewater Associates?"
Returns (trimmed):
Portfolio overlap — **Berkshire Hathaway Inc** vs **Bridgewater Associates, LP** as of 2026-03-31
| Metric | Value |
|--------|-------|
| Union positions | 982 |
| Shared positions | 20 |
| Jaccard similarity | 2.0% |
| $-weighted overlap | 0.3% |
| # | Ticker | Company | A Shares | A % | B Shares | B % | Combined ($M) |
|---|--------|---------|---------|-----|---------|-----|---------------|
| 1 | AAPL | Apple Inc. | 227,917,808 | 22.2% | 563,492 | 0.7% | 57,986.3 |
| 2 | AXP | American Express Co | 151,610,700 | 17.6% | 21,777 | 0.0% | 45,865.8 |
| 3 | KO | Coca Cola Co | 400,000,000 | 11.7% | 224,951 | 0.1% | 30,437.1 |
GetConsensusHoldings
Returns the consensus / combined portfolio of 2–25 institutional managers for their latest common report date. Stocks are ranked by how many of the supplied funds hold them (most-held first), then by combined value; the minFunds filter narrows the list to stocks held by at least that many. Use it to see what a group of investors agree on. Like GetFundOverlap, this tool works on 13F institutional filers — name each one (a partial name resolves to the first match).
Parameters: institutionNames (required — 2–25 comma- or semicolon-separated names); minFunds (default 1); reportDate (optional, defaults to the latest common quarter); maxResults (default 30).
Ask: "What stocks do Berkshire Hathaway, Bridgewater Associates and Pershing Square Capital all agree on?"
Returns (trimmed):
Consensus holdings — **3 funds** as of 2026-03-31
Funds:
- Berkshire Hathaway Inc (CIK 1067983)
- Bridgewater Associates, LP (CIK 1350694)
- Pershing Square Capital Management, L.P. (CIK 1336528)
| # | Ticker | Company | # Funds | Combined ($M) |
|---|--------|---------|---------|---------------|
| 1 | GOOGL | Alphabet Inc. | 3/3 | 16,183.8 |
| 2 | AAPL | Apple Inc. | 2/3 | 57,986.3 |
| 3 | AXP | American Express Co | 2/3 | 45,865.8 |
GetFundCloneBacktest
Backtests how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark over a trailing window. It reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag (so the simulation uses only information available at the time), and values it forward against the benchmark. The result gives total return, annualized return (CAGR) and max drawdown for both the cloned portfolio and the benchmark, plus the alpha between them. Identify the filer by name or SEC CIK.
Parameters: institution (required — filer name or SEC CIK); benchmark (default SPY); windowYears (default 3, range 1–20).
Ask: "How would cloning Berkshire Hathaway's 13F have done versus the S&P 500 over the last three years?"
Returns:
Clone backtest of Berkshire Hathaway Inc (CIK 1067983) vs Spdr S&P 500 ETF Trust (SPY), 2023-07-13 to 2026-07-13:
| Strategy | Total return | CAGR | Max drawdown |
|---|---|---|---|
| Cloned portfolio | +56.8% | +16.2% | +20.2% |
| SPY | +73.9% | +20.2% | +18.8% |
Alpha vs benchmark (total return): -17.0%. 1097 daily points simulated.
SearchInvestmentAdvisers
Searches SEC-registered investment advisers (Form ADV) by firm name. Each match returns the advisory firm with its CRD number, main office location, regulatory assets under management and employee count, largest by assets first. Use the CRD number with GetInvestmentAdviser for the full profile.
Parameters: query (required — part of the firm's legal or business name); maxResults (default 20).
Ask: "Find BlackRock's registered investment-adviser entities and their CRD numbers."
Returns (trimmed):
Investment advisers matching "BlackRock" (13 shown, largest by assets first):
| CRD | Name | Location | Regulatory AUM | Employees |
|-----|------|----------|----------------|-----------|
| 105247 | BLACKROCK FUND ADVISORS | SAN FRANCISCO, CA, United States | $4,282,224,366,957 | 128 |
| 107105 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK, NY, United States | $1,595,099,828,916 | 7,987 |
| 106614 | BLACKROCK ADVISORS, LLC | NEW YORK, NY, United States | $1,096,122,604,226 | 146 |
GetInvestmentAdviser
Returns the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, SEC registration status, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensated (fee structure).
Parameters: crd (required — the adviser's Organization CRD number).
Ask: "Show BlackRock Fund Advisors' full Form ADV profile."
Returns:
# BLACKROCK FUND ADVISORS
- **CRD number:** 105247
- **SEC file number:** 801-22609
- **Main office:** SAN FRANCISCO, CA, United States
- **SEC status:** Approved
- **Employees:** 128
- **Total regulatory AUM:** $4,282,224,366,957
- **Discretionary AUM:** $4,282,224,366,957
- **Non-discretionary AUM:** $0
- **Fee structure:** percentage of AUM
- **As of:** 2026-05-01