FinUties Research · data-quality · 8 min read

FinUties Study · Ownership · Identity is the missing join, not the data

98.3% of sampled 13F holdings rows carry a CUSIP placeholder instead of a ticker, and the 1.7% that resolve hold 27.2% of the value. What ownership analytics this surface supports today, and what it does not. Updated at 25 August 2026. FinUties Study · Ownership · Identity is the missing join, not the data By FinUties · organization byline · The organization reports no position in any instrument named. Informational only — not investment advice, and no claim is made about domains outside the P0 surface. Scope P0 domain: ownership. The question in one sentence: can rows from /api/v1/ownership/holdings be joined to instruments a partner already tracks? This study measures identifier resolution and column availability on the 13F-derived holdings surface. It does not interpret any manager's positioning, does not rank holdings, and does not treat any non-P0 domain as covered. The reading it arrives at: the position data is real and value-complete, and the identity is missing. Ownership is ready for value and discretion work today, and not ready for symbol-level or voting-power work without an external CUSIP mapping. Question This is answerable from P0 data because resolution state is visible in the rows: a stocksymbol either carries a ticker or carries a CUSIP placeholder, and that is a countable property. It would become unanswerable if the question shifted to why a given CUSIP is unresolved, which depends on a mapping table this surface does not expose. Evidence manifest This study rests on 4 pulls from the ownership domain between 19:43 and 19:53 UTC on 2026-08-18. Every row below is re-runnable. | | Pulled (UTC) | Domain | Endpoint | Query | Rows | Freshness | Replay | |---|--------------|--------|----------|-------|-----:|-----------|--------| | 1 | 2026-08-18 19:47 | ownership | /api/v1/ownership/holdings | filingdatefrom=2026-01-01, filingdateto=2026-12-31, limit=500, offset=0…2500 (6 pages) | 3,000 | not recorded — probe returned agehours: null | REST GET /api/v1/ownership/holdings?filingdatefrom=2026-01-01&filingdateto=2026-12-31&limit=500 · MCP {"domain":"ownership","resource":"holdings","limit":500,"ranges":{"filingdate":{"from":"2026-01-01","to":"2026-12-31"}}} | | 2 | 2026-08-18 19:53 | ownership | /api/v1/ownership/holdings | same range, limit=1, includetotal=true | 1 returned; total 189,685 | as row 1 | REST GET…

Pipeline-assisted research note with publish gates. Informational only — not investment advice.

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