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Reference & Classifications

Reference & Entity Data

Master security reference data including identifiers, sector classifications, exchange listings, and entity mapping.

The Reference & Entity dataset provides the foundational mapping layer for all other Zacks datasets. It includes security identifiers (ticker, CIK, CUSIP mapping), sector and industry classifications, exchange information, and company-level metadata.

Use this dataset to link across data products, build universes, and maintain accurate security masters.

Coverage & Scope

  • Comprehensive US and Canadian equity universe
  • Active and historical entities
  • Updated daily

Delivery Options

  • API access
  • Bulk file delivery
  • Daily updates

Use Cases

  • Security master maintenance
  • Universe construction
  • Cross-dataset joining
  • Identifier mapping

Key Fields & Attributes

ticker company_name cik exchange sector industry sic_code market_cap_group status

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