| Name | Type | Description |
|---|---|---|
| Name | string | The owner's name |
| Cik | string | The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings |
| Address | string | The owner's address |
| CityState | string | The owner's city and state (City, ST) |
| LocationCode | string | The owner's location code. ('D' = Domestic, 'C' = Canadian, 'F' = Foreign) |
| PhoneNumber | string | The owner's phone number |
| PostalCode | string | The owner's postal code |
| Url | string | The owner's website url |
| InvestmentStyle | string | The owner's investment style ('I' = Income, 'V' = Value, 'G' = Growth, 'B' = Growth at a Reasonable Price, 'A' = Aggressive Growth, 'P' = Passive/Index, 'D' = Deep Value) |
| NumberOfHoldings | decimal? | Count of equity holdings only, doesn't include bonds or other funds held |
| TotalHoldingsValue | decimal? | Market value of equity holdings in 1,000s. Sum of shares held times last close price. |
| PortfolioTurnoverPercent | decimal? | Annual portfolio turnover in terms of percentage of total value. |
| IsFund | string | If 'Y', the owner is a fund? ('Y' = Yes, 'N' = No) |
| FundTicker | string | Fund ticker if the institution is a fund |
| HasFundManager | string | Does the fund have a manager. ('Y' = Yes, 'N' = No) |
| FundManagerCity | string | The fund manager's city |
| FundManagerName | string | The fund manager's name |
| FundManagerState | string | The fund manager's state |
| Files13f | string | If 'Y', the company files the SEC 13F report. ('Y' = Yes, 'N' = No) |
| IsEtf | string | If 'Y', the owner is an ETF. ('Y' = Yes, 'N' = No) |
| LastUpdatedOn | DateTime? | The the last updated date |