The Scenario
You're a hedge fund analyst. You've been assigned due diligence on 20 small-cap stocks. Your checklist includes institutional ownership — not just the percentage, but the top-5 holders by name, and whether the institutional presence is concentrated or distributed. Your Google Sheet has the 20 tickers in column A. The ownership column is blank.
You have a full-day meeting schedule starting at 10 AM. It's 8:30.
The bad version:
- Navigate to the institutional holdings data for the first ticker on a financial data platform. Manually record total institutional ownership percentage, institution count, and the top 3 holders with their names and percentages — six data points per ticker.
- Repeat for 19 more tickers. Some platforms don't list all 20 in the same place, so you're switching between two or three data sources and reconciling the format differences.
- By the time the column is populated, you've spent 90 minutes entering data and have approximately 20 minutes left to do the analysis the column is supposed to enable.
The point of due diligence is the judgment call. You're spending your judgment time on data entry.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the 20 tickers in column A and, through its built-in Twelve Data integration, fetches institutional holder data for each position and writes the relevant fields across adjacent columns.
Fetch institutional holder data from Twelve Data for each ticker in column A. Write total institutional ownership percentage into column B, total institution count into column C, and the names and ownership percentages of the top 3 institutional holders into columns D through I (name in one column, percentage in the next, for each of the three holders).
What You Get
- Column B: total institutional ownership as a percentage of shares outstanding.
- Column C: number of institutional holders on record.
- Columns D through I: name and percentage for the top 3 institutional holders.
- Any ticker where institutional data is unavailable (very recent IPOs, OTC stocks with limited coverage) noted in column B with NO DATA so you know to source separately.
What If the Data Is Not Quite Ready
If you want mutual fund holder data alongside institutional data
Fetch mutual fund holder data from Twelve Data for each ticker in column A. Write the number of fund holders into column B, total shares held by funds into column C, and percentage of shares outstanding owned by funds into column D. Then fetch institutional holder count and total institutional ownership percentage and write into columns E and F.
If you want to flag tickers where one institution owns more than 10% of shares
Fetch institutional holder data from Twelve Data for each ticker in column A. Write total institutional ownership into column B and the top holder name and percentage into columns C and D. In column E, write CONCENTRATED if the top holder owns more than 10% of shares outstanding, otherwise write DISTRIBUTED.
If you want to track changes in institutional ownership by comparing two pull dates
Fetch current institutional ownership percentage from Twelve Data for each ticker in column A and write into column B. Compare with the previous ownership percentage in column C (already populated). Write the change in percentage points into column D. Flag tickers where institutional ownership has decreased by more than 5 percentage points with SELLING PRESSURE in column E.
Kill-chain: pull institutional data, flag concentration, and calculate a conviction score for prioritization
Fetch institutional owner count, total institutional ownership percentage, and top holder percentage from Twelve Data for each ticker in column A. Write to columns B, C, D. In column E, calculate a conviction score: total institutional ownership percentage divided by institution count (higher score means fewer institutions hold a larger share, signaling concentrated conviction). Flag tickers with conviction score above 2.0 as HIGH CONVICTION and below 0.5 as WIDELY DISTRIBUTED in column F. Sort rows by conviction score descending.
Try It
Get the 7-day free trial of SheetXAI and open your due-diligence sheet with small-cap tickers in column A, then ask it to populate institutional ownership across all 20 positions before your first meeting. Also see pulling analyst consensus and price targets and the full Twelve Data overview.