Stillhouse Data API Beta

Every filing family: slug, label, group, form_types, status, bespoke_route (a richer per-filing endpoint pattern when one exists), and feed_spec - the columns and typed facet fields that /v1/filings?family=…&filters=… accepts. This catalog is the discovery surface: poll it for new families.

Snapshot of how much of each family is extracted: filings count, extracted count, pct, and tier (structured | reader | listed | ledger).

curl -s "https://api.stillhousedata.com/v1/filings?family=eightk&item=5.02&limit=5" \
  -H "X-Api-Key: cove_..."

Rows carry accession, cik, company_name, form_type, filed_date, period_of_report, has_text, family, plus family-bound rows (fam_rows) where the registry binds tables.

Header, family, the member documents manifest, the filer's recent timeline and amendments, and two things that make it universal: a capabilities object saying exactly which follow-ups apply to this filing (original, reader, struct, bespoke, …), and family_data - the family's structured extraction inline. Dashed accessions (0001234567-26-000001).

The full filing text, markdown preferred with plain-text fallback (format field). source ∈ tenx (10-K/10-Q), ncsr, fundreg, x17, s1, sc13. No size cap - a big 10-K is several MB of JSON.

Every readable document for a CIK across the six text corpora. ?sources= narrows.

The document as filed: HTML, PDF, images, XML, or TXT, served with its native content type from the dissemination-archive cache. seq comes from the lookup's documents manifest. First fetch of a filing takes ~1-2s; immutable-cached after. ?raw=1 returns XML unwrapped. Send Accept: application/json (or ?format=json) to get error bodies as JSON. 413 above 250MB.

Params: q (≥ 3 chars, quoted phrases supported), family (comma-separated slugs), form, corpus, from/to, size (≤ 50), page. Corpora span 10-K/10-Q, N-CSR, fund registrations, X-17A-5, S-1, SC 13D/G, carved 8-K item sections, Form D / insider / 13F projections, and a 21.7M-document cold tier back to 1993. Per-corpus time budgets keep responses bounded; the coverage object reports any corpus that timed out - partial results are flagged, never silent.

Each corpus: slug, label, whether a markdown reader exists, and current availability.

Pass exactly one of q (name fragment, ≥ 2 chars), ticker (exact), or cik (precedence: cik > ticker > q); limit ≤ 25. Rows carry cik, name, tickers, exchanges, sic, entity_type, location, total_filings. The resolved CIK feeds /v1/filings?cik=….

Identity, tickers/exchanges, SIC, addresses, former names, filing count, and a filings_url pointer into the filing feed.

Firm name typeahead. Returns up to limit firms matching q.

curl -s "https://api.stillhousedata.com/v1/adv/advisers/search?q=citadel" \
  -H "X-Api-Key: cove_..."

Example - GET /v1/adv/advisers/search?q=citadel&limit=3 (response trimmed):

[
  {
    "id": "3705",
    "firm_name": "CITADEL ADVISORS LLC",
    "city": "MIAMI",
    "state": "FL",
    "lat": 25.765852585926,
    "lng": -80.190829386817
  },
  {
    "id": "33899",
    "firm_name": "CITADEL INVESTMENT ADVISORY INC",
    "city": "WILLOUGHBY",
    "state": "OH",
    "lat": 41.634750442673,
    "lng": -81.410315021569
  },
  "… 1 more"
]

Filtered, sorted, paginated firm list.

Example: GET /v1/adv/advisers/list?state=FL&limit=2 (response trimmed):

{
  "rows": [
    {
      "id": "3705",
      "crd": "148826",
      "adviser_type": "IA",
      "firm_name": "CITADEL ADVISORS LLC",
      "city": "MIAMI",
      "state": "FL",
      "country": "United States",
      "latest_raum": "570621709022.00",
      "latest_filing_date": "2026-06-11T07:00:00.000Z",
      "has_disciplinary": false,
      "fund_count": 37
    },
    "… 1 more"
  ],
  "total": 3009,
  "limit": 2,
  "offset": 0
}

Firm profile. By default returns a compact core: identity, latest-filing summary (AUM, clients, registration), and fund counts by type. Opt into heavier sections with include (full responses can exceed 100 KB for large firms):

# compact core (default)
curl -s https://api.stillhousedata.com/v1/adv/advisers/by-crd/148826 \
  -H "X-Api-Key: cove_..."

# core + private funds + disciplinary history
curl -s "https://api.stillhousedata.com/v1/adv/advisers/by-crd/148826?include=funds,drp" \
  -H "X-Api-Key: cove_..."

# everything (the old behavior)
curl -s ".../by-crd/148826?include=all" -H "X-Api-Key: cove_..."

Example: GET /v1/adv/advisers/by-crd/148826 (compact default) (response trimmed):

{
  "adviser": {
    "id": "3705",
    "crd": "148826",
    "sec_file_number": "801-70860",
    "adviser_type": "IA",
    "firm_name": "CITADEL ADVISORS LLC",
    "street": "830 BRICKELL PLAZA, FLOOR 15",
    "city": "MIAMI",
    "state": "FL",
    "country": "United States",
    "zip": "33131",
    "phone": "786-741-5389",
    "lat": 25.765852585926,
    "lng": -80.190829386817,
    "has_website": true,
    "execution_type": "Domestic"
  },
  "latest_filing": {
    "id": "5240554",
    "filing_id": "-20260611",
    "filing_date": "2026-06-11T07:00:00.000Z",
    "filing_type": null,
    "total_clients": "3284",
    "discretionary_aum": "570621709022.00",
    "non_discretionary_aum": "0.00",
    "total_raum": "570621709022.00",
    "total_accounts": "37",
    "total_assets": null,
    "clients_individuals": 1314,
    "clients_hnw": 62,
    "clients_banks": 0,
    "clients_investment_cos": 0,
    "clients_pooled": 0,
    "clients_other": 0,
    "comp_pct_aum": true,
    "comp_hourly": false,
    "comp_subscription": false,
    "comp_fixed": false,
    "comp_commissions": false,
    "comp_performance": true,
    "comp_other": true,
    "serves_individuals": false,
    "serves_hnw": false,
    "serves_investment_cos": true,
    "serves_pooled": false,
    "serves_pensions": false,
    "serves_charities": false,
    "serves_corps": false,
    "serves_state_municipal": false,
    "serves_other": false,
    "has_disciplinary": false
  },
  "funds_total": 0,
  "funds_by_type": [],
  "sections": {
    "included": [],
    "available": [
      "filings",
      "funds",
      "service_providers",
      "… 6 more"
    ]
  }
}

Investment adviser representative arrivals and departures for the firm (from IAPD rep-movement history, 1985–present).

Example: GET /v1/adv/advisers/by-crd/6413/rep-flows (response trimmed):

{
  "crd": "6413",
  "summary": {
    "gained": 26245,
    "lost": 11882,
    "net": 14363
  },
  "byYear": [
    {
      "year": 2016,
      "gained": 268,
      "lost": 324
    },
    "… 10 more"
  ],
  "recentIn": [
    {
      "indvl_pk": "4775272",
      "first_nm": "Alexander",
      "last_nm": "Triska",
      "other_org_pk": "332978",
      "other_org_nm": "THE LIFE WEALTH GROUP",
      "move_date": "2026-07-23T07:00:00.000Z"
    },
    "… 29 more"
  ],
  "recentOut": [
    {
      "indvl_pk": "7901402",
      "first_nm": "VINCENT",
      "last_nm": "PERFETTO",
      "other_org_pk": "105413",
      "other_org_nm": "POTOMAC",
      "move_date": "2026-07-23T07:00:00.000Z"
    },
    "… 29 more"
  ]
}

The firm's most recent 13F equity holdings, where it files 13F.

Example: GET /v1/adv/advisers/by-crd/148826/holdings-13f (response trimmed):

{
  "match": true,
  "manager": {
    "name": "CITADEL ADVISORS LLC",
    "cik": "0001423053",
    "city": "MIAMI",
    "state": "FL"
  },
  "latest_period": "2026-03-31T07:00:00.000Z",
  "position_count": 6733,
  "total_value": "618473172395.00",
  "positions": [
    {
      "cusip": "78462F103",
      "issuer_name": "STATE STR SPDR S&P 500 ETF T",
      "title_of_class": "TR UNIT",
      "value": "41989836181.00",
      "shares": "347775.0000",
      "option_value": "41763664188.00",
      "period_of_report": "2026-03-31T07:00:00.000Z"
    },
    {
      "cusip": "46090E103",
      "issuer_name": "INVESCO QQQ TR",
      "title_of_class": "UNIT SER 1",
      "value": "31844154182.00",
      "shares": "84364.0000",
      "option_value": "31795460968.00",
      "period_of_report": "2026-03-31T07:00:00.000Z"
    },
    "… 98 more"
  ],
  "trend": [
    {
      "period_of_report": "2016-06-30T07:00:00.000Z",
      "total_value": "89729351000.00"
    },
    {
      "period_of_report": "2016-09-30T07:00:00.000Z",
      "total_value": "99536214000.00"
    },
    "… 38 more"
  ]
}

Registered funds (Form N-CEN) advised by the firm.

Example: GET /v1/adv/advisers/by-crd/105958/registered-funds (response trimmed):

{
  "crd": "105958",
  "fund_count": 223,
  "advised_count": 223,
  "subadvised_count": 0,
  "total_net_assets": 11992500758574.312,
  "funds": [
    {
      "series_id": "S000002848",
      "fund_name": "VANGUARD TOTAL STOCK MARKET INDEX FUND",
      "role": "Advisor",
      "is_etf": true,
      "is_money_market": null,
      "monthly_avg_net_assets": "1903470699301.9350",
      "ncen_filing_date": "2026-03-12T07:00:00.000Z",
      "nport_net_assets": "1991691212321.29",
      "nport_report_date": "2026-03-31T07:00:00.000Z",
      "registrant_cik": "0000036405",
      "registrant_name": "VANGUARD INDEX FUNDS",
      "mmf_seven_day_yield": null,
      "mmf_net_assets": null,
      "mmf_report_date": null,
      "cef_file_number": null,
      "cef_first_seen_year": null,
      "cef_last_seen_year": null,
      "is_current": true,
      "cef_active": null
    },
    "… 222 more"
  ]
}

Money market funds (Form N-MFP) advised by the firm.

Example: GET /v1/adv/advisers/by-crd/105958/money-market-funds (response trimmed):

{
  "match": true,
  "crd": "105958",
  "funds": [
    {
      "cik": "0000106830",
      "registrant_name": "Vanguard Money Market Reserves",
      "latest_report_date": "2026-06-30T07:00:00.000Z",
      "latest_net_assets": "374582503126.02",
      "latest_seven_day_gross_yield": null,
      "latest_mmf_category": "Government",
      "last_advised_report": "2026-06-30T07:00:00.000Z",
      "is_current": true
    },
    "… 9 more"
  ]
}

Monthly employee / rep headcount time series.

Example: GET /v1/adv/advisers/by-crd/6413/headcount (response trimmed):

{
  "crd": "6413",
  "current": 23352,
  "peak": 23352,
  "series": [
    {
      "month": "1988-04-01",
      "headcount": 1
    },
    {
      "month": "1988-08-01",
      "headcount": 2
    },
    {
      "month": "1989-07-01",
      "headcount": 3
    },
    "… 410 more"
  ]
}

Per-day SEC filing activity. Optional years parameter bounds the window.

Example: GET /v1/adv/advisers/by-crd/148826/filing-activity?years=1 (response trimmed):

{
  "crd": "148826",
  "from": "2025-07-24",
  "days": [
    {
      "form": "f13",
      "d": "2025-08-14",
      "n": 1
    },
    {
      "form": "f13",
      "d": "2025-11-14",
      "n": 1
    },
    "… 10 more"
  ]
}

Heuristically similar firms (size, location, business mix). Optional limit.

Example: GET /v1/adv/advisers/by-crd/148826/similar?limit=2 (response trimmed):

{
  "items": [
    {
      "id": "4183",
      "crd": "281215",
      "firm_name": "ROKOS CAPITAL MANAGEMENT LLP",
      "city": "LONDON",
      "state": null,
      "lat": 54,
      "lng": -2,
      "total_raum": "219439595264.00",
      "latest_filing_date": "2026-06-29T07:00:00.000Z",
      "has_disciplinary": false,
      "dominant_fund_type": "Hedge Fund",
      "shared_fund_types": [
        "Hedge Fund"
      ],
      "sim_size": 0.8616555678087207,
      "sim_serves": 1,
      "sim_fund": 1,
      "sim_comp": 0.6666666666666666,
      "same_state": 0,
      "score": 0.8310335840590093
    },
    "… 1 more"
  ]
}

One representative's firm-by-firm career history. indvlPk is the individual's IAPD id, as returned by rep-flows.

Example: GET /v1/adv/rep/4775272/movements (response trimmed):

{
  "person": {
    "indvl_pk": "4775272",
    "first_nm": "Alexander",
    "last_nm": "Triska",
    "mid_nm": null,
    "link": "https://adviserinfo.sec.gov/individual/summary/4775272"
  },
  "stints": [
    {
      "org_pk": "281958",
      "org_nm": "FIRST COMMAND ADVISORY SERVICES",
      "firm_legal_name": "FIRST COMMAND ADVISORY SERVICES",
      "start_date": "2024-07-02T07:00:00.000Z",
      "end_date": "2024-07-31T07:00:00.000Z",
      "is_current": false
    },
    {
      "org_pk": "282580",
      "org_nm": "AE WEALTH MANAGEMENT, LLC",
      "firm_legal_name": "AE WEALTH MANAGEMENT, LLC",
      "start_date": "2024-08-09T07:00:00.000Z",
      "end_date": "2025-05-01T07:00:00.000Z",
      "is_current": false
    },
    "… 2 more"
  ]
}

Search securities by issuer name or exact CUSIP.

curl -s "https://api.stillhousedata.com/v1/adv/securities?q=openai&type=private" \
  -H "X-Api-Key: cove_..."

Returns { "rows": [ { "cusip", "sec_id", "is_private", "issuer_name", "title_of_class", "asset_cat", "f13_holders", "f13_value", "fund_count", "nport_value", "combined_value", … } ] }.

Holder lists for one security: 13F managers (15-month recency window), N-PORT funds, and N-MFP money market funds, each with totals. {cusip} is a CUSIP, or a private-security id from search rows' sec_id.

Returns { "cusip", "is_private", "issuer_name", "f13": { "holder_count", "total_value", "holders": […] }, "nport": { … }, "nmfp": { … } }.

Per-period fund marks for a security - the closest thing to a price history for private companies held by registered funds.

Financial statement history for the issuer behind a CUSIP (public issuers only - requires a CUSIP-to-CIK mapping): per-period revenue, net income, diluted EPS, operating cash flow, assets, liabilities, equity, and cash, with filing links.

Returns { "cusip", "cik", "ticker", "company_name", "latest": { … }, "history": [ … ] }.

One feed across three private-fundraising sources, newest first.

curl -s "https://api.stillhousedata.com/v1/feed?type=formd&state=CA&q=ai" \
  -H "X-Api-Key: cove_..."

Rows carry source, accession, entity_name, cik, address, filing_date, submission_type, industry, amount, raised, website.

One Form D: offering economics (total offered / sold / remaining, exemptions, minimum investment, investor count, security types), the issuer (name, address, entity type, jurisdiction, year incorporated), and the company's other Form D filings. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

Returns { "filing": { … }, "company": { … }, "other_filings": [ … ] }.

Returns [ { "id", "entity_name", "city", "state", "lat", "lng" } ].

One Reg A filing: submission header, issuer roll-up, and the 1-A offering core - offering terms plus a financial statement summary (balance sheet and income items, auditor). {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

Returns { "submission": { … }, "issuer": { … }, "offering": { … } }.

One crowdfunding filing: submission header, issuer, and the Form C disclosure - offering terms, the intermediary (funding portal, commission file number, compensation), and a two-year financial comparison. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

Returns { "submission": { … }, "issuer": { … }, "offering": { … } }.

New fund launches from two signals: open-end/ETF series appearing under NEW-SERIES-AND-CLASSES in 485APOS/N-1A filings, and first-time N-2 closed-end funds.

Rows carry accession, cik, form, filing_date, trust_name, series_id, series_name, class_count, tickers, bucket.

One launch filing: header, series/classes, RR1 fee-table facts (management fee, 12b-1, net expenses), objective/strategy/risk narrative as markdown, advisers, authorized participants, directors, and N-CEN / N-PORT context. Sections degrade gracefully - a just-filed 485APOS has filing + series only. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

S-1/F-1 registrations and pricings, newest first.

Rows carry accession, cik, form_type, filed_date, company_name, sic, tickers, exchanges, is_spac.

Filing header + issuer + offering details for one registration. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

DEF 14A-family filings, newest first. Params: q (company name), category, sort=date|name, dir, limit (cap 50), offset.

Filing header + issuer details for one proxy statement. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

Returns { "query", "item", "results": [ … ] }.

kind=officer (5.02 officer/director changes), earnings (2.02), delisting (3.01), or item with item= any code - a presence feed with excerpts (4.02 restatements, 1.03 bankruptcies, 1.01 agreements, …). Plus limit/offset.

Returns { "kind", "rows": [ … ] }.

Header, per-item sections with text and excerpts, and extracted events (officers, earnings, delistings). Dashed accession only (0001234567-26-000001).

Returns { "filing", "sections": [ … ], "officers", "earnings", "delisting" }.

Advisers by first filing date, newest first. Params: q, state (comma-separated), city, feed=IA_FIRM_SEC|IA_FIRM_STATE, type=IA|ERA, limit/offset/cursor.

Rows carry crd, firm_name, location, first_filing_date, adviser_type, latest_raum, has_disciplinary, primary_website.

One row per broker-dealer (latest annual report), with auditor and opinion fields. Params: q, state, auditor, weakness=true (material-weakness disclosures only), sort=date|name, dir, limit (cap 100), offset.

Returns { "total", "brokers": [ … ] }.

Profile (name, file number, registrant type, address, contact) plus full annual-report history, newest first. {cik} is the broker's CIK (digits).

Returns { "broker": { … }, "filings": [ … ] }.

One row per portal: name, website, state, filing counts, latest filing. Params: q, state, status=active|withdrawn, sort=date|name|first|filings, dir, limit (cap 100), offset.

Full content of one CFPORTAL registration or amendment. {accession} accepts dashed (0001234567-26-000001) or 18-digit form.

Full-text search across all brochures. Results are collapsed to one row per firm with a highlighted snippet.

curl -s "https://api.stillhousedata.com/v1/brochures/search?q=digital+assets" \
  -H "X-Api-Key: cove_..."

Example - GET /v1/brochures/search?q=quantitative&size=2 (response trimmed):

{
  "total": 2206,
  "total_is_estimate": true,
  "page": 0,
  "size": 2,
  "has_more": true,
  "results": [
    {
      "id": "54468",
      "crd": "135284",
      "brochure_number": "1050802",
      "filing_number": "0",
      "filing_date": "2026-07-06T07:00:00.000Z",
      "char_count": 469993,
      "page_count": 122,
      "image_count": 0,
      "source_filename": "135284_1050802_0_20260706__Daily_Api.md",
      "firm_name": "D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.",
      "city": "NEW YORK",
      "state": "NY",
      "version_count": 2,
      "rank": 0.09940688,
      "versions": [
        {
          "id": 54468,
          "filing_date": "2026-07-06",
          "brochure_number": "1050802",
          "filing_number": "0",
          "page_count": 122
        },
        "… 1 more"
      ],
      "snippet": "<mark>Quantitative</mark> Strategies; <mark>Quantitative</mark> Tools**\n\nThe Adviser makes extensive use of co …"
    },
    "… 1 more"
  ]
}

All brochure versions filed by a firm, newest first: { "versions": [ { "id", "brochure_number", "filing_date", "char_count", ... } ] }.

Example - GET /v1/brochures/firm/148826 (response trimmed):

{
  "versions": [
    {
      "id": "5439",
      "crd": "148826",
      "brochure_number": "117200",
      "filing_number": "19",
      "filing_date": "2026-03-31T07:00:00.000Z",
      "char_count": 198078,
      "source_filename": "148826_117200_19_20260331__ADV_Brochures_2026_March_1_of_2.md",
      "firm_name": "CITADEL ADVISORS LLC",
      "city": "MIAMI",
      "state": "FL"
    },
    "… 1 more"
  ]
}

One brochure with its full markdown text. id comes from /brochures/firm/{crd} or search results.

Example - GET /v1/brochures/5439 (response trimmed):

{
  "id": "5439",
  "crd": "148826",
  "firmName": "CITADEL ADVISORS LLC",
  "city": "MIAMI",
  "state": "FL",
  "brochureNumber": "117200",
  "filingNumber": "19",
  "filingDate": "2026-03-31T07:00:00.000Z",
  "charCount": 198078,
  "pageCount": 62,
  "imageCount": 0,
  "archiveName": "ADV_Brochures_2026_March_1_of_2",
  "convertedAt": "2026-04-22T23:35:14.271Z",
  "sourceFilename": "148826_117200_19_20260331__ADV_Brochures_2026_March_1_of_2.md",
  "markdown": "\n\n{0}------------------------------------------------\n\n# CITADEL ADVISORS LLC\n\n830 Brickell Plaza, Floor 15 Mi …"
}

Echoes your key id, scopes, and limits - use it to verify auth. Counts against the general bucket.

Example - GET /v1/me (response trimmed):

{
  "keyId": "ORnuFY1JRJHkKwDvdm4k",
  "uid": "v1-local-test",
  "scopes": [
    "api",
    "brochures"
  ],
  "limits": {
    "search": "10/min",
    "general": "10/min"
  }
}