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GET
Get Institutional Portfolio

Authorizations

Authorization
string
header
required

OAuth2 Bearer token: obtain an access token from the token endpoint and send it in the Authorization header.

FlowAuthorization Code
Authorization URL
https://app.aries.com/oauth2/authorize
Token URL
https://api.aries.com/v1/oauth2/token
Refresh URL
https://api.aries.com/v1/oauth2/token
FlowClient Credentials
Token URL
https://api.aries.com/v1/oauth2/token
Refresh URL
https://api.aries.com/v1/oauth2/token
Scopes1
market:supplemental
News, company profiles, financials, filings, ETF data, technical analysis

Query Parameters

cik
string
required

Central Index Key (CIK) of the institution.

Example:

"0001067983"

from
string<date>
required

Start date in YYYY-MM-DD format. Enter the first date to include in the research window.

Example:

"2024-01-01"

to
string<date>
required

End date in YYYY-MM-DD format. Enter the last date to include in the research window.

Example:

"2024-12-31"

Response

Institutional portfolio holdings.

holdings
object[]

List of holdings in an institutional investor's portfolio