Build on sourced public data

01 / QUERY LANGUAGE

Compose filters with familiar field syntax

Browser and API queries use the same conceptual fields. Combine exact matches, source filters, identifiers, and reporting periods.

manager_name:"Vanguard Group" AND form_type:"13F-HR"
ticker:MSFT AND period:2026Q1
source:ADV AND state:NY

02 / API QUICKSTART

Send an authenticated GET request

1. 1
   Request a key

   Create a scoped credential for your application or research workflow.

2. 2
   Choose a resource

   Start with managers, filings, holdings, or securities.

3. 3
   Preserve provenance

   Store source and filing identifiers with any downstream result.

curl "https://api.aumsearch.com/v1/managers?query=berkshire" \
  -H "Authorization: Bearer $AUMSEARCH_API_KEY"

03 / MCP QUICKSTART

Add the remote server to your MCP client

Configure the HTTPS endpoint and bearer token, then inspect the exposed tools before giving an agent access.

{ "url": "https://mcp.aumsearch.com",
  "headers": { "Authorization": "Bearer $AUMSEARCH_API_KEY" } }

04 / PROVENANCE

Keep normalized answers tied to primary sources

Records expose source type, accession or registration identifiers, filed date, reporting period, retrieval timestamp, and source-document URL where available.

05 / DISCLOSURE LIMITS

Interpret filing data within its reporting rules

13F filings are delayed public disclosures of specified long-equity positions. They do not show a complete portfolio, real-time exposure, short positions, or every asset class.