InstitutionalHoldingsResponse

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://artifacts.apis.io/earningsfeed-com/json-schema/earningsfeed-com-institutional-holdings-response-schema.json",
  "title": "InstitutionalHoldingsResponse",
  "x-generated": "2026-11-06",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/earningsfeed-com-openapi.json#/components/schemas/InstitutionalHoldingsResponse",
  "type": "object",
  "properties": {
    "items": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/InstitutionalHolding"
      }
    },
    "nextCursor": {
      "type": [
        "string",
        "null"
      ],
      "description": "Cursor for next page, null if no more pages"
    },
    "hasMore": {
      "type": "boolean",
      "description": "Whether more items exist beyond this page"
    }
  },
  "required": [
    "items",
    "nextCursor",
    "hasMore"
  ],
  "$defs": {
    "InstitutionalHolding": {
      "type": "object",
      "properties": {
        "cusip": {
          "type": "string",
          "minLength": 9,
          "maxLength": 9,
          "pattern": "^[A-Z0-9]{8}[0-9]$",
          "description": "CUSIP (Committee on Uniform Securities Identification Procedures) identifier.\nA 9-character alphanumeric code that uniquely identifies a security.\n- First 6 characters: Issuer identifier\n- Characters 7-8: Issue number\n- Character 9: Check digit (numeric)"
        },
        "issuerName": {
          "type": "string",
          "description": "Name of the issuing company as reported in the 13F"
        },
        "classTitle": {
          "type": "string",
          "description": "Class/type of security (COM, CL A, SPONSORED ADR, etc.)"
        },
        "companyCik": {
          "type": [
            "integer",
            "null"
          ],
          "exclusiveMinimum": 0,
          "description": "CIK of the issuing company (if resolved from CUSIP)"
        },
        "ticker": {
          "type": [
            "string",
            "null"
          ],
          "description": "Primary stock ticker (if resolved)"
        },
        "value": {
          "type": "integer",
          "description": "Market value of the position in USD (as reported, typically in thousands)"
        },
        "shares": {
          "type": "integer",
          "description": "Number of shares held"
        },
        "sharesType": {
          "type": "string",
          "description": "Type of shares:\n- **SH** = Shares (common)\n- **PRN** = Principal amount (for debt securities)"
        },
        "putCall": {
          "type": [
            "string",
            "null"
          ],
          "description": "Option type if this is an options position:\n- **Put** = Put option (right to sell)\n- **Call** = Call option (right to buy)\n- **null** = Common stock, not an option"
        },
        "investmentDiscretion": {
          "type": "string",
          "description": "Type of investment discretion the manager has over the position:\n- **SOLE** = Manager has sole investment discretion\n- **DFND** = Investment discretion is defined (shared with others)\n- **OTHER** = Other arrangement"
        },
        "otherManager": {
          "type": [
            "string",
            "null"
          ],
          "description": "Name of other manager if investment discretion is shared"
        },
        "votingSole": {
          "type": [
            "integer",
            "null"
          ],
          "description": "Shares with sole voting authority"
        },
        "votingShared": {
          "type": [
            "integer",
            "null"
          ],
          "description": "Shares with shared voting authority"
        },
        "votingNone": {
          "type": [
            "integer",
            "null"
          ],
          "description": "Shares with no voting authority"
        },
        "managerCik": {
          "type": "integer",
          "exclusiveMinimum": 0,
          "description": "CIK of the filing manager"
        },
        "managerName": {
          "type": "string",
          "description": "Name of the filing manager"
        },
        "reportPeriodDate": {
          "type": "string",
          "description": "Quarter end date (YYYY-MM-DD)"
        },
        "filedAt": {
          "type": "string",
          "format": "date-time",
          "description": "SEC filing date. A calendar date encoded as midnight UTC: read only the date part (YYYY-MM-DD) and never convert it to a local time zone. For the moment the SEC accepted the filing, use acceptTs."
        },
        "accessionNumber": {
          "type": "string",
          "description": "SEC accession number of the source filing"
        }
      },
      "required": [
        "cusip",
        "issuerName",
        "classTitle",
        "companyCik",
        "ticker",
        "value",
        "shares",
        "sharesType",
        "putCall",
        "investmentDiscretion",
        "otherManager",
        "votingSole",
        "votingShared",
        "votingNone",
        "managerCik",
        "managerName",
        "reportPeriodDate",
        "filedAt",
        "accessionNumber"
      ]
    }
  }
}