Funds holding multiple given securities (cross-CUSIP overlap)

Reverse lookup spanning multiple CUSIPs at once. Pass a comma-separated list of CUSIPs and the endpoint returns every 13F filer holding at least min_overlap of them in the requested quarter. Useful for detecting consensus baskets (e.g. 'which funds hold all 5 of these AI infrastructure names?'). Each matched fund's per-CUSIP position detail (shares + value + issuer) is echoed so callers don't need a follow-up scan. min_overlap defaults to 2 (the meaningful overlap floor); set to len(cusips) for a strict intersection. PUT/CALL option rows are filtered before counting - this is a stock-ownership signal, not derivative exposure. Optional ?quarter=<stem> selects a historical snapshot (default: newest stem in retention manifest).

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

Responses

🟢200OK

application/json

Funds matching the overlap threshold + their per-CUSIP holdings.

Bodyapplication/json

Example

{
    "data": {
        "stem": "string",
        "cusips_requested": [
            "string"
        ],
        "cusips_found": [
            "string"
        ],
        "cusips_not_found": [
            "string"
        ],
        "min_overlap": 0,
        "fund_count": 0,
        "funds": [
            {
                "cik": "0001067983",
                "manager_name": "BERKSHIRE HATHAWAY INC",
                "overlap_count": 0,
                "total_overlap_value_usd_thousands": 0,
                "holdings": {
                    "property1": {
                        "shares": 0,
                        "value_usd_thousands": 0,
                        "issuer": "string"
                    },
                    "property2": {
                        "shares": 0,
                        "value_usd_thousands": 0,
                        "issuer": "string"
                    }
                }
            }
        ]
    },
    "meta": {
        "endpoint": "/api/v1/fred/us/cpi",
        "data_time": "2026-04-16T14:30:00Z",
        "response_time": "2026-04-16T14:30:12Z",
        "provider": "Sugra API v1.0.1",
        "source": "string",
        "attribution": "string",
        "fallback_used": true,
        "fallback_chain": [
            "string"
        ],
        "cached": true,
        "stale": true
    }
}

🟠401Unauthorized

🟠422Parameter Error

🟠429

🔴503Service Unavailable