Funds by adviser

GET/api/fund/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.

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Query parameters

adviser string optional min length 2 · max length 100

Adviser name, case-insensitive substring match. Provide exactly one of adviser, crd, lei.

Example: vanguard
crd string optional max length 12

Adviser CRD number, exact match. Leading zeros optional.

Example: 105958
lei string optional max length 20

Adviser Legal Entity Identifier, exact match (case-insensitive).

Example: 549300W78QHV4XMM6K69
type string (enum) optional

Restrict results to one fund kind. Omitted returns all kinds.

Allowed values: etf, mf, cef

Example: etf
page integer optional min 1 · max 1000 · default 1

Page number (1-indexed)
pageSize integer optional min 1 · max 500 · default 50

Number of funds per page

Example request

curl 'https://api.stockfit.io/v1/api/fund/by-adviser?adviser=vanguard&crd=105958&lei=549300W78QHV4XMM6K69&type=etf' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Paginated funds managed by the matched adviser(s)

Response schema

page integer
pageSize integer
totalPages integer
totalResults integer
advisers array of object
Distinct matched advisers, collapsed by CRD number. Fund rows link here via `crdNumber`.
array of:
- name string
- crdNumber string | null
  CRD number as reported (zero-padded)
- lei string | null
data array of object
Funds sorted by ticker ascending
array of:
- ticker string
- name string | null
- fundKind string | null
  Fund kind: `etf` (exchange-traded fund), `mf` (mutual fund), `cef` (closed-end fund), or `fund` (kind not yet determined)
- cik integer
  SEC CIK of the registrant trust
- seriesId integer
  Numeric part of the SEC series id (0 for single-series funds)
- crdNumber string | null
  CRD of this fund's adviser, links into `advisers`

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"
    }
  ]
}

400 Bad Request

Invalid parameters (zero or multiple adviser identifiers, invalid type)

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}