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 tracked directory of registered management investment companies and UIT ETFs that file SEC Form NPORT-P by fund-name, registrant, identifier, or ticker words in any order. Exact identifiers and verified share-class aliases (VOO, VFIAX, VTI, VTSAX) win; otherwise all words are required before a sparse any-word fallback. Each match returns the fund series with a profile id, the fund's own ticker when listed, net assets, stored holdings, the full reported investment-row count when available, and latest report date, largest funds first. Money market funds and small business investment companies do not file NPORT-P; fixed-income-only trust series can also be absent from this tracked directory.
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 (showing 1 of 1):
_Stored = holding rows retained by this platform; for multi-series trusts that is only positions whose CUSIPs match tracked stocks. Reported = the full investment-row count in the filing before that filter._
| Fund | Profile id | Ticker | Type | Net Assets (USD) | Stored | Reported | Latest Report |
|------|-----------|--------|------|------------------|--------|----------|---------------|
| VANGUARD 500 INDEX FUND | vanguard-500-index-fund-s000002839 | - | - | $1,421,263,311,402.89 | 498 | 519 | 2026-03-31 |
GetFundProfile
Returns a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P. It accepts an exact profile id, SEC series id, stored series ticker, or verified share-class alias from SearchFunds, and reports the registrant and series, the reporting period, net and total assets, full reported holding count when available, stored holding count, then the largest stored holdings. For large multi-series trusts only positions in tracked stocks are stored, so the reported count and asset totals describe the full filing while the rows are the tracked-stock subset.
Parameters: fund (required — a profile id, SEC series id, stored series ticker, or verified share-class alias); 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, 519 holdings reported, 498 stored tracked-stock holdings, showing the largest 20 stored rows:
| 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 |
GetFundNcenReports
Returns operational data for a registered investment company from its SEC Form N-CEN annual reports. It accepts an exchange-listed ticker or the same exact profile id, SEC series id, stored series ticker, or verified share-class alias as SearchFunds. Each report shows the registrant's classification, Investment Company Act file number, reporting period, first/last-filing flags, and named service providers.
Form N-CEN is filed at registrant level, while this dataset currently ingests it through tracked issuer feeds. A correctly resolved series inside an untracked multi-series trust can therefore have no report on record; that is a coverage result, not an identifier failure or evidence that the fund did not file.
Parameters: fund (required — fund ticker, profile id, SEC series id, or verified share-class alias); 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 |
Service-provider history across the 3 reports shown (exact filed names; consecutive identical snapshots compressed):
- Principal Underwriter: 2024-03-12: ALPS Distributors, Inc.
- Independent Public Accountant: 2024-03-12: PricewaterhouseCoopers LLP
The provider table is the latest report's. The dated timeline beneath it preserves every exact filed-name state across the reports in the response and compresses only consecutive identical snapshots. A missing role is shown as not reported, never interpreted as a firing or provider change.
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 — series that stopped filing more than 18 months ago are excluded — 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); registrantOrSeries (case-insensitive contains on the registrant or series name, e.g. Vanguard — reaches positions beyond the largest 500).
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 |
CompareInstitutionPortfolios
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. This tool works on 13F institutional filers, not registered funds. Exact names/CIKs and verified aliases resolve; a partial must be unique, otherwise the tool returns candidate CIKs and runs no overlap calculation.
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 |
GetInstitutionConsensusHoldings
Returns the consensus / combined portfolio of 2–25 institutional managers for their latest common report date. Stocks are ranked by how many supplied institutions hold them, then by combined value; minInstitutions narrows the list. Like CompareInstitutionPortfolios, this works on 13F institutional filers. Every input must resolve by exact name/CIK, verified alias, or one unique partial; an ambiguous input returns candidate CIKs and prevents the calculation.
Parameters: institutionNames (required JSON array, 2–25 names); minInstitutions (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 institutions** as of 2026-03-31
Institutions:
- Berkshire Hathaway Inc (CIK 1067983)
- Bridgewater Associates, LP (CIK 1350694)
- Pershing Square Capital Management, L.P. (CIK 1336528)
| # | Ticker | Company | # Institutions | 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 |
GetInstitutionCloneBacktest
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. Results use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis instead of shortening the window; only a split with an unusable ratio excludes that listing's earlier closes. The result gives price return, annualized price return 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); fromDate / toDate (YYYY-MM-DD — an anchored historical window; fromDate overrides windowYears, and toDate defaults to today).
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 | Price return | Annualized price return | Max drawdown |
|---|---|---|---|
| Cloned portfolio | +56.8% | +16.2% | +20.2% |
| SPY | +73.9% | +20.2% | +18.8% |
Alpha vs benchmark (price return): -17.0%. 1097 daily points simulated. Dividends excluded.
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