The public-data terminal for investment manager research

Search filings in the browser. Query the same normalized data through API or MCP.

Browser search

Live data
5 resultsSort: newest ↓
Filed dateSourceForm typeManagerTitleOpen
2026-05-1513F13F-HRVanguard GroupQuarterly holdings report
2026-05-1513F13F-HRBlackRockQuarterly holdings report
2026-05-14ADVFORM ADVJPMorgan Investment ManagementForm ADV filing
2026-05-13IAPDIAPDFidelity Management & ResearchInvestment adviser record
2026-05-12EDGARN-CSRVanguard GroupAnnual shareholder report

Tip: combine manager, form, ticker, date, and source fields to narrow results.

REST API

View API ↗

Example: list 13F filings

1 curl -X GET "https://api.aumsearch.com/v1/filings" \
2   -H "Authorization: Bearer $AUMSEARCH_API_KEY" \
3   -G --data-urlencode 'source=13F' \
4      --data-urlencode 'manager_name=Vanguard Group' \
5      --data-urlencode 'form_type=13F-HR'

MCP server

Connect MCP ↗

Tools manifest

1 {
	2   "mcpServers": {
	3     "aumsearch": {
4       "transport": "http",
5       "url": "https://mcp.aumsearch.com",
6       "tools": ["search_filings", "get_manager"]
	7     }
	8   }
	9 }

Source provenance

Normalized from official public sources.

13F
Form 13F-HR

Quarterly long-equity holdings reported by institutional investment managers.

ADV
Form ADV

Investment adviser registration and disclosure documents.

IAPD
IAPD

Investment adviser and representative records.

EDGAR
EDGAR

SEC filings and source documents.