Fund Holdings
GET/v1/fund-holdings/{ticker}
List mutual funds that hold a given equity ticker. Same row shape as Institutional Ownership but filtered to mutual funds (not ETFs). Useful for understanding active and index mutual fund exposure to a stock.
Use cases
- Mutual fund ownership panels on equity profiles
- Comparing ETF vs mutual fund holder bases
- Fund overlap and concentration checks
- Distribution and holder research workflows
Input parameters
Required
| Parameter | Type | Description |
|---|---|---|
| ticker(*) | string | Equity ticker, e.g. AAPL. |
| limit | integer | Max funds, 1-500 (default 300). |
Output parameters
| Field | Type | Description |
|---|---|---|
| ticker | string | Equity ticker requested. |
| results | array | Mutual funds holding this ticker. |
| results[].etfTicker | string | Fund ticker. |
| results[].etfName | string | Fund name. |
| results[].weightPercentage | float | Portfolio weight percent. |
| results[].marketValue | float | Reported market value in USD. |
| results[].sharesNumber | integer | Shares held. |
| results[].asOf | string | Holdings as-of timestamp when available. |
| count | integer | Number of fund holders returned. |
from vantafin import RESTClient
client = RESTClient("vf-live-your_api_key")
result = client.get_fund_holdings("AAPL")
print(result){
"ticker": "AAPL",
"results": [
{
"etfTicker": "VITSX",
"etfName": "Vanguard Total Stock Market Index Fund Institutional Plus Shares",
"holderEtf": false,
"holderFund": true,
"weightPercentage": 5.82,
"marketValue": 44200000000,
"sharesNumber": 467796005,
"asOf": "2026-06-05T22:02:50-04:00"
}
],
"count": 1
}