3d5897270d8a
Funds by adviser
Returns the funds currently managed by an investment adviser (the fund issuer), based on the adviser roster in each fund's most recent SEC N-CEN filing. Identify the adviser by exactly one of: adviser (case-insensitive name substring), crd (CRD number, leading zeros optional), or lei. Only funds with an active ticker listing are returned, sorted by ticker. Adviser identity is returned once in the top-level advisers array; each fund row links to it via crdNumber. Note: a newly launched fund appears only after its first N-CEN filing.
Query parameters
Adviser name, case-insensitive substring match. Provide exactly one of adviser, crd, lei.
Adviser CRD number, exact match. Leading zeros optional.
Adviser Legal Entity Identifier, exact match (case-insensitive).
Restrict results to one fund kind. Omitted returns all kinds.
Page number (1-indexed)
Number of funds per page
Response
Paginated funds managed by the matched adviser(s)
Example response
{
"page": 1,
"pageSize": 50,
"totalPages": 2,
"totalResults": 84,
"advisers": [
{
"name": "The Vanguard Group, Inc.",
"crdNumber": "000105958",
"lei": "549300YHTUZLI9SPBK66"
}
],
"data": [
{
"ticker": "VTI",
"name": "Vanguard Total Stock Market Index Fund",
"fundKind": "etf",
"cik": 36405,
"seriesId": 2848,
"crdNumber": "000105958"
}
]
}