Data Product

US Finance Data

Institutional holdings, stock data, and market signals for the US equity market. Covers 13F filings, daily prices, quarterly fundamentals, insider trades, ownership stakes, executive compensation, IPO offerings, corporate events, and macro indicators.

Request accessMCP + REST API1 credit per callFree tier: 200 credits

120M

Holdings

41M

Prices

334K

Fundamentals

481K

Insider Trades

825K

Events

62K

Entities

16K

Classified Funds

Quarters

MCP

Connect from any MCP-compatible agent (Claude Desktop, UcoWorker, Cursor, etc.). Create a UC Token, then add this config.

Create UC Token

{
  "mcpServers": {
    "uc-finance": {
      "type": "streamable-http",
      "url": "https://api.ucoworker.com/v1/data/us-finance/mcp",
      "headers": {
        "Authorization": "Bearer ${UC_TOKEN}"
      }
    }
  }
}

REST API Reference

Search

batch_holders

GET /company/batch/holders

Batch institutional holders lookup for multiple tickers.

Parameters

Parameter	Type	Required	Description
tickers	string	yes	Comma-separated tickers (max 20)
quarter	string	no
share_type	string	no	Filter: SH (equity), PUT, CALL, or omit for all
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/batch/holders?tickers=value'

profile

GET /company/{ticker}

Company profile by ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL'

corporate_actions

GET /company/{ticker}/corporate-actions

Corporate actions (splits, dividends, etc.) for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/corporate-actions'

events

GET /company/{ticker}/events

Corporate events and news: SEC filings (8-K, 6-K) + LLM-classified media. Filter by source field (sec_8k, sec_6k, tiingo_iex).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
event_type	string	no	Filter by event type
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/events'

exec_comp

GET /company/{ticker}/exec-comp

Executive compensation (DEF 14A Summary Compensation Table) for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/exec-comp'

facts

GET /company/{ticker}/facts

Atomic as-reported XBRL facts — every value the company filed.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
concepts	string	no	Comma-separated exact concept names, e.g. 'OperatingIncomeLoss,DepreciationDepletionAndAmortization'
taxonomy	string	no	us-gaap \| ifrs-full \| dei \| srt
duration	string	no	quarterly (~90d) \| annual (~365d) \| instant (balance sheet)
period_end_from	string	no
period_end_to	string	no
fy	integer	no
limit	integer	no(default: 100)
offset	integer	no(default: 0)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/facts'

fact_concepts

GET /company/{ticker}/facts/concepts

Discover which XBRL concepts a company has filed (call before /facts).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
q	string	no	Substring filter, e.g. 'depreciation'
taxonomy	string	no	us-gaap \| ifrs-full \| dei \| srt
limit	integer	no(default: 200)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/facts/concepts'

filings

GET /company/{ticker}/filings

List a company's SEC filings (accession numbers + sec.gov citations).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
filing_type	string	no	Exact type, e.g. 10-K, 10-Q, 8-K, DEF 14A, S-1
date_from	string	no
date_to	string	no
limit	integer	no(default: 50)
offset	integer	no(default: 0)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/filings'

fundamentals

GET /company/{ticker}/fundamentals

Quarterly fundamentals (standalone values from XBRL frame-first parser).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 20)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/fundamentals'

fundamentals_annual

GET /company/{ticker}/fundamentals/annual

Annual fundamentals for foreign filers (20-F) and domestic (10-K).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 20)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/fundamentals/annual'

holders

GET /company/{ticker}/holders

Institutional holders of a stock from 13F filings.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
quarter	string	no
share_type	string	no	Filter by position type: SH (equity only), PUT, CALL, or omit for all
limit	integer	no(default: 50)
offset	integer	no(default: 0)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/holders'

insider_trades

GET /company/{ticker}/insider-trades

Insider trades (Form 4) for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
trade_type	string	no	P=Purchase, S=Sale, M=Exercise, A=Award
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/insider-trades'

ipo_offerings

GET /company/{ticker}/ipo-offerings

S-1 offering terms (IPO / resale / shelf) for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/ipo-offerings'

news_signals

GET /company/{ticker}/news-signals

News with investment signals — LLM-classified articles with directional signal per ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 30)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/news-signals'

ownership_stakes

GET /company/{ticker}/ownership-stakes

>5% beneficial-ownership stakes (Schedule 13D/13G) in a ticker's shares.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/ownership-stakes'

planned_sales

GET /company/{ticker}/planned-sales

Proposed insider/affiliate sales (Form 144) for a ticker — a leading sell signal.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/planned-sales'

price_history

GET /company/{ticker}/prices

Daily OHLCV price history for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
days	integer	no(default: 30)	Number of trading days to return (ignored if start_date is set)
start_date	string	no	Start date (YYYY-MM-DD)
end_date	string	no	End date (YYYY-MM-DD), defaults to today

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/prices'

latest_price

GET /company/{ticker}/prices/latest

Latest single price entry for a ticker.

Parameters

Parameter	Type	Required	Description
ticker	string	yes

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/prices/latest'

segments

GET /company/{ticker}/segments

Segment/geographic revenue and profit, extracted from 10-K footnotes.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
axis	string	no	business (reportable segments) \| geographic (regions)
fiscal_year	integer	no
limit	integer	no(default: 100)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/segments'

supply_chain

GET /company/{ticker}/supply-chain

Supply chain relationships — customers and suppliers extracted from 10-K filings.

Parameters

Parameter	Type	Required	Description
ticker	string	yes
relationship_type	string	no	Filter: customer, supplier
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/supply-chain'

filer_stakes

GET /filer/{cik}/stakes

All >5% stakes (Schedule 13D/13G) reported by a filer CIK.

Parameters

Parameter	Type	Required	Description
cik	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filer/0001067983/stakes'

search_filing_docs

GET /filing-docs/search

Search filing full text. One result per document (best-matching chunk).

Parameters

Parameter	Type	Required	Description
q	string	yes	Full-text query (websearch syntax: quoted phrases, OR, -exclude)
ticker	string	no	Filter by company ticker
cik	string	no	Filter by company CIK
filing_type	string	no	Filter: 10-K, 8-K, DEF 14A, etc.
year	integer	no	Filter by filed year
year_from	integer	no	Filed year >=
year_to	integer	no	Filed year <=
limit	integer	no(default: 20)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filing-docs/search?q=apple'

download_filing_doc

GET /filing-docs/{accession_number}

Download raw filing document from S3 by accession number.

Parameters

Parameter	Type	Required	Description
accession_number	string	yes

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filing-docs/0001493152-26-021866'

filing_chunks

GET /filing-docs/{accession_number}/chunks

Read a contiguous plain-text window of a filing (~1.8K chars per chunk).

Parameters

Parameter	Type	Required	Description
accession_number	string	yes
from_chunk	integer	no(default: 0)
to_chunk	integer	no	Inclusive; defaults to from_chunk+4, max 20 chunks

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filing-docs/0001493152-26-021866/chunks'

download_ex99_filing_doc

GET /filing-docs/{accession_number}/ex99

Download raw 8-K EX-99 exhibit from S3 (accession stored as accn/ex99).

Parameters

Parameter	Type	Required	Description
accession_number	string	yes

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filing-docs/0001493152-26-021866/ex99'

ex99_filing_chunks

GET /filing-docs/{accession_number}/ex99/chunks

Read chunks of an 8-K EX-99 exhibit (accession stored as accn/ex99).

Parameters

Parameter	Type	Required	Description
accession_number	string	yes
from_chunk	integer	no(default: 0)
to_chunk	integer	no	Inclusive; defaults to from_chunk+4, max 20 chunks

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/filing-docs/0001493152-26-021866/ex99/chunks'

search_funds

GET /fund/search

Search funds by name or CIK.

Parameters

Parameter	Type	Required	Description
q	string	yes	Fund name (ILIKE) or CIK number
limit	integer	no(default: 20)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/fund/search?q=apple'

search

GET /search

Unified search across companies and funds.

Parameters

Parameter	Type	Required	Description
q	string	yes	Search by ticker, name, CIK, sector, or industry
sector	string	no	Filter by sector (e.g. 'Technology')
industry	string	no	Filter by industry
entity_type	string	no	Filter: company, etf, reit, fund, spac
exchange	string	no	Filter by exchange (e.g. 'NASDAQ', 'NYSE')
limit	integer	no(default: 10)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/search?q=apple'

search_schema

GET /search/schema

Returns searchable dimensions, filter options, and their available values.

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/search/schema'

crowding

GET /signals/crowding

Parameters

Parameter	Type	Required	Description
quarter	string	no
limit	integer	no(default: 20)
asset_type	string	no	Filter by asset type (stock, etf). Overrides exclude_etfs.
exclude_etfs	boolean	no(default: true)	Exclude ETFs/ETPs from results (default true).
exclude_preferred	boolean	no(default: true)	Exclude preferred shares from results (default true).

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/signals/crowding'

largest_funds

GET /signals/largest-funds

Parameters

Parameter	Type	Required	Description
quarter	string	no	Filter to a specific quarter (YYYY-MM-DD). Omit to use each fund's latest quarter within the last 2 quarters.
limit	integer	no(default: 20)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/signals/largest-funds'

most_held

GET /signals/most-held

Parameters

Parameter	Type	Required	Description
quarter	string	no
limit	integer	no(default: 20)
asset_type	string	no	Filter by asset type (stock, etf). Overrides exclude_etfs.
exclude_etfs	boolean	no(default: true)	Exclude ETFs/ETPs from results (default true).
exclude_preferred	boolean	no(default: true)	Exclude preferred shares from results (default true).

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/signals/most-held'

Fund

fund_owners

GET /company/{ticker}/fund-owners

Mutual funds / ETFs holding a ticker, from N-PORT filings (complements 13F).

Parameters

Parameter	Type	Required	Description
ticker	string	yes
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/company/AAPL/fund-owners'

fund_changes

GET /fund/{cik}/changes

Quarter-over-quarter position changes for a fund.

Parameters

Parameter	Type	Required
cik	string	yes
quarter	string	no
limit	integer	no(default: 50)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/fund/0001067983/changes'

fund_portfolio

GET /fund/{cik}/portfolio

Full portfolio of a fund for a given quarter.

Parameters

Parameter	Type	Required
cik	string	yes
quarter	string	no
limit	integer	no(default: 50)
offset	integer	no(default: 0)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/fund/0001067983/portfolio'

Macro

macro_indicators

GET /macro/indicators

Parameters

Parameter	Type	Required	Description
series_id	string	no
days	integer	no(default: 90)

Example

curl -H "Authorization: Bearer $UC_TOKEN" \
  'https://api.ucoworker.com/v1/data/us-finance/macro/indicators'

Authentication

Two ways to authenticate: use your UC access_token (JWT from login), or create a dedicated UC Token in your dashboard for scripts and CI pipelines.

Bearer Token (JWT or UC Token)

# Using JWT (from login)
Authorization: Bearer <your_access_token>

# Using UC Token (from dashboard)
Authorization: Bearer uc_sk_...

Rate Limits

Per-user sliding window rate limits protect availability. Each data product has independent counters. Limits reset every hour.

Plan	Requests / Hour
Free	100
Pro	10,000
Higher limits	By request

Response Headers

X-RateLimit-Limit: 10000        # Current hourly limit
X-RateLimit-Remaining: 9542     # Requests left in current window
X-RateLimit-Reset: 2847         # Seconds until window resets
Retry-After: 2847               # Only on 429 responses

Check Your Usage

curl -H "Authorization: Bearer $UC_TOKEN" \
  https://api.ucoworker.com/v1/data/us-finance/rate-limit

Pricing

1 credit per call (MCP or REST)

Same credits you use for Cloud Agent

Free tier: 200 credits

See all plans →

Beta

This data product is in beta -- we'd love your feedback

Report data quality issues, request new endpoints, or share what works well. Submit up to 50 feedback items per day via the API.

POST /v1/feedback/us-finance

curl -X POST https://api.ucoworker.com/v1/feedback/us-finance \
  -H "Authorization: Bearer $UC_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"content":"Describe the issue or suggestion","category":"data-quality"}'

Categories: data-quality, missing-data, feature-request, general. Max 2,000 chars per submission.

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