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URL: https://apify.com/parseforge/sec-nport-mutual-fund-holdings-scraper

⇱ SEC NPORT Mutual Fund Holdings Scraper Β· Apify


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SEC NPORT Mutual Fund Holdings Scraper

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SEC NPORT Mutual Fund Holdings Scraper

Pull NPORT P filings from the SEC EDGAR archive with fund_name, cik, holding_name, cusip, value, shares, asset_class, and period_date. Filter by free text query or filing date range. Useful for fund research, portfolio benchmarking, and tracking institutional holdings.

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from $7.50 / 1,000 results

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πŸ‘ ParseForge

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πŸ“Š SEC NPORT-P Mutual Fund Holdings Scraper

πŸš€ Export SEC NPORT-P filings data in seconds. Structured records direct from the public efts.sec.gov endpoint to CSV, Excel, JSON, or XML.

πŸ•’ Last updated: 2026-05-29 Β· πŸ“Š 9 fields per record Β· Public REST API Β· SEC NPORT-P filings

The SEC NPORT-P Mutual Fund Holdings Scraper turns the efts.sec.gov public REST endpoint into a clean, structured dataset. It calls the endpoint with the parameters you supply, parses the JSON, and flattens each record into one row.

Dataset coverage depends on the upstream source. All field names are clean snake_case / camelCase, numeric strings are auto-cast to numbers, and upstream rate-limit notes are surfaced as a clean error record instead of crashing your pipeline.

🎯 Target AudienceπŸ’‘ Primary Use Cases
πŸ“Š AnalystsPull structured records for analysis
🏒 Finance teamsSnapshot data for dashboards and reports
πŸ€– ML engineersBuild training sets from public sources
πŸ“° JournalistsVerify numbers for stories with one click
πŸ‘©β€πŸ’» DevelopersMirror upstream data into your own DB without writing client code
πŸŽ“ ResearchersRun reproducible studies on public data

πŸ“‹ What the SEC NPORT-P Mutual Fund Holdings Scraper does

  • Calls the public efts.sec.gov endpoint.
  • Parses the JSON response and flattens each record into a clean row.
  • Casts numeric fields to numbers so they import cleanly into Excel and BI tools.
  • Surfaces upstream rate-limit or error notes as a single-row error record instead of crashing.
  • Exports as CSV, Excel, JSON, JSONL, XML, RSS, or HTML.

πŸ’‘ Why it matters: The raw SEC NPORT-P filings JSON is verbose and hard to consume in spreadsheets. This actor normalizes the payload into one row per record so the data drops straight into pandas, BigQuery, or a Google Sheet.

🎬 Full Demo

🚧 Coming soon.

βš™οΈ Input

FieldTypeRequiredDescription
querystringNoFree-text fund or filer search.
dateFromstringNoYYYY-MM-DD.
dateTostringNoYYYY-MM-DD.
maxItemsintegerNoFree users: 10. Paid users: up to 1,000,000. Prefill: 10.

Example 1:

{
"query":"fidelity",
"maxItems":50
}

Example 2:

{
"query":"vanguard",
"dateFrom":"2026-01-01",
"dateTo":"2026-05-29",
"maxItems":100
}

⚠️ Good to Know: The SEC NPORT-P filings API is rate-limited. This actor surfaces rate-limit notes as a clean error record so your downstream pipeline can decide how to retry.

πŸ“Š Output

Each record is a flat object. error is always last.

FieldTypeDescription
🏦 fundNamestringFund name.
πŸ†” cikstringSEC Central Index Key.
πŸ“‘ accessionNostringFiling accession number.
πŸ“‹ formTypestringAlways NPORT-P.
πŸ“… filedAtstringFiling date.
πŸ—“οΈ periodOfReportstringReporting period end date.
πŸ”— filingUrlstringLink to filing on EDGAR.
πŸ•’ scrapedAtstringFetch timestamp.
❌ errorstringSet on upstream error.

Sample record:

{
"fundName":"Fidelity Magellan Fund",
"cik":"0000061397",
"accessionNo":"0001752724-26-012345",
"formType":"NPORT-P",
"filedAt":"2026-04-28",
"periodOfReport":"2026-03-31",
"filingUrl":"https://www.sec.gov/Archives/edgar/data/61397/000175272426012345/primary_doc.xml",
"scrapedAt":"2026-05-29T12:00:00.000Z",
"error":null
}

✨ Why choose this Actor

| πŸ†“ | Works with the free, public SEC NPORT-P filings endpoint. | | 🧹 | Clean snake_case keys ready for BI. | | πŸ”’ | Auto-casts numeric strings to real numbers. | | πŸ›Ÿ | Surfaces rate-limit notes as a clean error record. | | πŸ”Œ | Drop-in dataset replacement for the raw API. | | πŸ’Ύ | Push to dataset β†’ instant CSV / Excel / JSON / XML / RSS / HTML export. |

πŸ“ˆ How it compares to alternatives

ApproachSetup timeClean keys?Numeric casting?Rate-limit handling?
Roll your own fetch30 min +❌❌❌
Generic API client1 hr install + scriptpartialpartialpartial
This Actor5 sec, no installβœ…βœ…βœ…

πŸš€ How to use

  1. Click Try for free.
  2. Adjust input fields (or leave defaults).
  3. Click Start. Within seconds, your dataset is ready β€” download as CSV, Excel, JSON, or XML, or pipe to your warehouse.

πŸ’Ό Business use cases

πŸ“Š Analytics & dashboards. Pull SEC NPORT-P filings data into a single CSV, feed BI tools, share with stakeholders.

πŸ€– ML feature engineering. Build clean training sets from SEC NPORT-P filings for downstream models.

πŸ“° Newsroom fact-checking. Verify numbers for stories in 30 seconds.

🏒 Treasury / ops. Schedule daily runs and pipe to your dashboard.

πŸ”Œ Automating SEC NPORT-P Mutual Fund Holdings Scraper

  • Make / Zapier: trigger this actor on a schedule, push results to Airtable, Google Sheets, or Slack.
  • Cron schedule: native Apify scheduler.
  • Webhooks: POST to your endpoint the moment a run finishes.
  • Pipe to BigQuery / Snowflake / Postgres: native Apify integrations.

🌟 Beyond business use cases

πŸŽ“ Education. Teach a class with real SEC NPORT-P filings data instead of toy datasets.

πŸ§ͺ Personal research. Track SEC NPORT-P filings signals on your own schedule.

🀝 Non-profit & open data. Build public dashboards without writing client code.

🧰 Tinkering & prototyping. Spin up a feed in 5 seconds to test a new idea.

πŸ€– Ask an AI assistant about this scraper

Pop this README into ChatGPT, Claude, or any AI assistant and ask it to map your specific workflow to the actor's inputs.

❓ Frequently Asked Questions

❓ Do I need an API key? No. EDGAR full-text search is open.

❓ Why are you sending a User-Agent? SEC requires a descriptive User-Agent with contact info.

❓ What forms are scraped? NPORT-P (Monthly Portfolio Holdings).

❓ Can I filter by date? Yes. Use dateFrom and dateTo.

❓ Is this real-time? EDGAR is updated as filings come in; we query live.

❓ What format can I download? CSV, Excel, JSON, JSONL, XML, RSS, or HTML.

πŸ”Œ Integrate with any app

Apify ships native integrations with Make, Zapier, Slack, Discord, Google Drive, Google Sheets, Gmail, Airbyte, Keboola, Telegram, GitHub, and any REST API or webhook endpoint.

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πŸ’‘ Pro Tip: browse the complete ParseForge collection for 900+ production-grade scrapers.


Disclaimer: This actor scrapes only publicly available data. ParseForge is not affiliated with, endorsed by, or sponsored by any of the third-party services referenced. Users are responsible for complying with the target site's terms of service and applicable law. Create a free account w/ $5 credit.

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