| Name | Type | Description |
|---|---|---|
| name | Character | The owner's name |
| cik | Character | The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings |
| address | Character | The owner's address |
| city_state | Character | The owner's city and state (City, ST) |
| location_code | Character | The owner's location code. ('D' = Domestic, 'C' = Canadian, 'F' = Foreign) |
| phone_number | Character | The owner's phone number |
| postal_code | Character | The owner's postal code |
| url | Character | The owner's website url |
| investment_style | Character | 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) |
| number_of_holdings | Numeric | Count of equity holdings only, doesn't include bonds or other funds held |
| total_holdings_value | Numeric | Market value of equity holdings in 1,000s. Sum of shares held times last close price. |
| portfolio_turnover_percent | Numeric | Annual portfolio turnover in terms of percentage of total value. |
| is_fund | Character | If 'Y', the owner is a fund? ('Y' = Yes, 'N' = No) |
| fund_ticker | Character | Fund ticker if the institution is a fund |
| has_fund_manager | Character | Does the fund have a manager. ('Y' = Yes, 'N' = No) |
| fund_manager_city | Character | The fund manager's city |
| fund_manager_name | Character | The fund manager's name |
| fund_manager_state | Character | The fund manager's state |
| files_13f | Character | If 'Y', the company files the SEC 13F report. ('Y' = Yes, 'N' = No) |
| is_etf | Character | If 'Y', the owner is an ETF. ('Y' = Yes, 'N' = No) |
| last_updated_on | Date | The the last updated date |