Coverage: Includes data curated from SEC form 13F filings for 20,000+ public companies and ~6,000 institutional investors. Covers multiple types of USA securities grouped into common shares, funds, calls, puts, warrants, preferred stock, and debt.
History: Up to 5 years of quarterly history (back to Jan 2013)
Updates: Daily, with new data available within 24 hours (often 12 hours) of the filing with the SEC. Frequency of form 13F filings with SEC is quarterly, with fillings due 45 days after the end of the quarter.
Delivery: Bulk files are delivered via download. API also available.