addedInput schema / properties / as_of_date
Added value: +{
+ "description": "Point-in-time cutoff (YYYY-MM-DD) applied to all three legs (institutional, insider, blockholder) via SEC accepted_at — filings accepted after this date are excluded so the composite is computed with zero look-ahead. Omit for the latest knowable signal.",
+ "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+ "type": "string"
+}
addedOutput schema / properties / as_of_date
Added value: +{
+ "description": "The point-in-time cutoff actually applied (echo of the as_of_date input). Null when no PIT cut was requested — never the reporting period_end fabricated as a cutoff.",
+ "type": [
+ "string",
+ "null"
+ ]
+}
addedOutput schema / properties / components / properties / institutional / properties / component_basis_current_shares
Added value: +{
+ "description": "Current shares of the top-5 filers — the basis used for the component.",
+ "type": "number"
+}
addedOutput schema / properties / components / properties / institutional / properties / component_basis_prior_shares
Added value: +{
+ "description": "Prior-quarter shares of the SAME top-5 filers (matched basis).",
+ "type": "number"
+}
addedOutput schema / properties / components / properties / institutional / properties / covered_book_shares
Added value: +{
+ "description": "Sum of shares across all covered (top-N) 13F holders — informative.",
+ "type": "number"
+}
removedOutput schema / properties / components / properties / institutional / properties / current_total_shares
Removed value: -{
- "type": "number"
-}
addedOutput schema / properties / components / properties / institutional / properties / net_change_shares / description
Added value: +"Top-5 matched-basis QoQ share change."
removedOutput schema / properties / components / properties / institutional / properties / prior_total_shares
Removed value: -{
- "type": "number"
-}
changedOutput schema / properties / components / properties / institutional / required
Previous value: -[
- "current_total_shares",
- "prior_total_shares",
- "net_change_shares"
-]New value: +[
+ "covered_book_shares",
+ "component_basis_current_shares",
+ "component_basis_prior_shares",
+ "net_change_shares"
+]
addedOutput schema / properties / coverage
Added value: +{
+ "additionalProperties": false,
+ "description": "Honesty block: the institutional signal is computed from a top-N 13F slice with a top-5-filer matched basis. Surfaces holder coverage + staleness so the composite is never read as the issuer's complete book.",
+ "properties": {
+ "data_age_days": {
+ "type": [
+ "number",
+ "null"
+ ]
+ },
+ "institutional_component_basis": {
+ "type": "string"
+ },
+ "institutional_holders_covered": {
+ "minimum": 0,
+ "type": "integer"
+ },
+ "institutional_is_partial": {
+ "description": "True when the top-N cap was hit — the 13F book is only partially covered.",
+ "type": "boolean"
+ },
+ "institutional_topn_cap": {
+ "type": "integer"
+ },
+ "note": {
+ "type": "string"
+ },
+ "staleness_warning": {
+ "type": [
+ "string",
+ "null"
+ ]
+ }
+ },
+ "required": [
+ "institutional_holders_covered",
+ "institutional_topn_cap",
+ "institutional_is_partial",
+ "institutional_component_basis",
+ "data_age_days",
+ "staleness_warning",
+ "note"
+ ],
+ "type": "object"
+}
addedOutput schema / properties / period_end / description
Added value: +"The institutional 13F REPORTING period — NOT a point-in-time cutoff."
changedOutput schema / required
Previous value: -[
- "_meta",
- "ticker",
- "cik",
- "company_name",
- "period_end",
- "composite_score",
- "insider_component",
- "institutional_component",
- "blockholder_component",
- "weights",
- "components"
-]New value: +[
+ "_meta",
+ "ticker",
+ "cik",
+ "company_name",
+ "period_end",
+ "as_of_date",
+ "composite_score",
+ "insider_component",
+ "institutional_component",
+ "blockholder_component",
+ "weights",
+ "components",
+ "coverage"
+]