get_institutional_holdings
shallowio.github.valuein/mcp-sec-edgar · Verify this server
Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (sum of squared share-of-total percentages). Sourced from Form 13F-HR via the by-issuer partition. Institutional tier only. 13F filings carry a ~45-day reporting lag — staleness_warning fires when latest data is older than 90 days.
1 trials · measured 8 days ago
get_institutional_holdings scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.valuein/mcp-sec-edgar, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.
Component breakdown
| Component | Weight | Value |
|---|---|---|
| Reliability | 35% | not applicable |
| Schema integrity | 25% | 100.0 |
| Failure behaviour | 15% | not applicable |
| Latency | 15% | not applicable |
| Concurrency | 10% | not applicable |
Tool details
- Transport
- remote
- Credential class
- self-provisionable
- Category
- Finance & compliance
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-25 | 100.0 | shallow | v0.2.0 |
Probe evidence
| Probe | Outcomes |
|---|---|
| schema_integrity | pass: 1 |
Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.
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