Service provider history

GET/api/fund/service-providers

Returns the full historical roster of service providers (custodians, administrators, auditors, transfer agents, brokers, authorized participants, etc.) from SEC N-CEN filings. Grouped by reporting year with provider role, name, affiliation status, and commission data.

Get API key Try it live in the API explorer

Query parameters

symbol string optional min length 1 · max length 10

Fund ticker symbol (ETF or mutual fund). Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

Example: SPY
cik integer optional

SEC Central Index Key (CIK).

Example: 884394
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000BDTBL9
share_class_figi string optional

Share-class OpenFIGI identifier.
limit integer optional min 1 · max 40 · default 2

Number of most recent reporting years to return

Example request

curl 'https://api.stockfit.io/v1/api/fund/service-providers?symbol=SPY&cik=884394&composite_figi=BBG000BDTBL9' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Service provider history grouped by year

Response schema

providersByYear array of object
Annual provider rosters (most recent first)
array of:
- reportDate string
- providers array of object
  array of:
  providerRole string
  Role (custodian, admin, transfer-agent, accountant, adviser, sub-adviser, broker, authorized-participant, pricing-service, lending-agent, underwriter)
  providerName string
  isAffiliated boolean
  Whether the provider is affiliated with the fund advisor
  fileNumber string | null
  crdNumber string | null
  lei string | null
  commission number | null
  Commission paid (USD, broker role only)

Example response

{
  "providersByYear": [
    {
      "reportDate": "2025-06-30",
      "providers": [
        {
          "providerRole": "custodian",
          "providerName": "STATE STREET BANK AND TRUST COMPANY",
          "isAffiliated": true,
          "fileNumber": "string",
          "crdNumber": "string",
          "lei": "string",
          "commission": 0
        }
      ]
    }
  ]
}

400 Bad Request

Symbol not found or no N-CEN data available

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

{}