phase 6: ownership holders

atlas-terminal/server/core/providers/fmp.py

@@ -2,7 +2,7 @@
 
 from __future__ import annotations
 
-from server.core.data_gateway import Profile, Quote, Segment
+from server.core.data_gateway import HoldersData, Profile, Quote, Segment
 from server.core.providers.base import BaseProvider, ProviderError, ProviderNotConfigured, ProviderNotImplemented
 from server.services import fmp_client
 
@@ -95,3 +95,26 @@ class FMPProvider(BaseProvider):
             "periods": periods,
             "line_items": line_items,
         }
+
+    async def holders(self, symbol: str) -> HoldersData:
+        normalized = symbol.strip().upper()
+        inst: object = []
+        insider: object = []
+        try:
+            inst = await self._get_json(f"/institutional-holder/{normalized}", {})
+        except ProviderError:
+            inst = []
+        try:
+            insider = await self._get_json("/insider-trading", {"symbol": normalized, "limit": 25})
+        except ProviderError:
+            insider = []
+        institutions = inst if isinstance(inst, list) else []
+        insiders = insider if isinstance(insider, list) else []
+        if not institutions and not insiders:
+            raise ProviderError("missing holders rows")
+        return HoldersData(
+            symbol=normalized,
+            institutions=institutions[:25],
+            insiders=insiders[:25],
+            source=self.name,
+        )

atlas-terminal/server/core/providers/yfinance.py

@@ -5,7 +5,7 @@ from __future__ import annotations
 from datetime import date
 from typing import Any
 
-from server.core.data_gateway import Fundamentals, OHLCV, OHLCVBar, Profile, Quote
+from server.core.data_gateway import Fundamentals, HoldersData, OHLCV, OHLCVBar, Profile, Quote
 from server.core.providers.base import BaseProvider, ProviderError
 from server.utils.peer_universe import peer_symbols_for_profile
 
@@ -149,6 +149,24 @@ class YFinanceProvider(BaseProvider):
 
         return await self._to_thread(fetch)
 
+    async def holders(self, symbol: str) -> HoldersData:
+        def fetch() -> HoldersData:
+            import pandas as pd
+
+            normalized = symbol.strip().upper()
+            ticker = self._ticker(normalized)
+            institutions: list[dict[str, Any]] = []
+            insiders: list[dict[str, Any]] = []
+            inst_df = getattr(ticker, "institutional_holders", None)
+            if isinstance(inst_df, pd.DataFrame) and not inst_df.empty:
+                institutions = inst_df.where(inst_df.notna(), None).to_dict(orient="records")
+            insider_df = getattr(ticker, "insider_roster_holders", None)
+            if isinstance(insider_df, pd.DataFrame) and not insider_df.empty:
+                insiders = insider_df.where(insider_df.notna(), None).to_dict(orient="records")
+            return HoldersData(symbol=normalized, institutions=institutions[:25], insiders=insiders[:25], source=self.name)
+
+        return await self._to_thread(fetch)
+
     async def history(self, symbol: str, range: str = "1y") -> OHLCV:
         def fetch() -> OHLCV:
             hist = self._ticker(symbol).history(period=range)