DATASETS / 02

One data model, four public sources

Normalized records with source-level provenance for research, screening, and integration.

ENTITY KEYS CRD / CIK / CUSIP

HISTORY FILING-LEVEL / QUARTERLY

DELIVERY SEARCH / API / MCP

13FQuarterly

Institutional holdings

Reported long-equity positions from institutional investment managers.

ManagerCUSIPIssuerValueSharesQuarter

ADVOngoing

Investment advisers

Registration, ownership, business, client, and regulatory AUM disclosures.

FirmCRDAUMClientsOfficesOwners

IAPDOngoing

Adviser records

Firm and representative registration records exposed through IAPD.

CRDStatusStatesDisclosuresEmployment

EDGARContinuous

SEC filing index

Filing metadata and source documents from the SEC EDGAR system.

CIKAccessionFormFiled dateDocument URL

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.

DISCLOSURE LIMITS

Public filings show only what the filer is required to disclose.

13F reports are delayed, cover specified long-equity positions, and are not complete portfolios. AUMSearch preserves filing dates, reporting periods, source identifiers, and original-document links so every normalized record can be checked against its source.