GetFundsHoldingStock

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Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exited position never shows as current. Returns the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profile (Long/Short), largest positions first. Report dates differ per fund series (each files on its own fiscal quarter), so values are as of each row's report date and cross-row totals mix as-of dates. Use this to see which funds and ETFs own a stock and how concentrated each position is.