get_institutional_holders

shallow

com.oxfordledge/oxford-ledge · Verify this server

Which institutions hold one ticker, and which way they moved. Returns {ticker, holders, total_holders, as_of_quarter, coverage}. `holders` IS CAPPED AT THE TOP 100 BY VALUE while `total_holders` is the TRUE filer count. Each holder carries fund_name, fund_cik, shares, value_usd (whole USD), quarter, change_type and pct_change vs that fund's prior quarter. Check `coverage.basis` ('universe' vs 'top_display') before quoting an aggregate. Common stock only; funds file off-cadence, so quarters can differ per row. Rows are CUSIP-resolved: a resolution failure drops or mis-attributes a row. Direction-only view: ol_ownership_changes; fund-keyed inverse: get_13f_holdings. Source: SEC EDGAR 13F-HR, ~45-day quarterly delay. Caveats ride the response's tool_notes.

100.0/100

1 trials · measured 2 days ago

get_institutional_holders scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against com.oxfordledge/oxford-ledge, measured 6 Oct 2026 under methodology v0.2.0. Every measured component scored 100.

Component breakdown

ComponentWeightValue
Reliability35%not applicable
Schema integrity25%100.0
Failure behaviour15%not applicable
Latency15%not applicable
Concurrency10%not applicable

Tool details

Transport
remote + stdio
Credential class
self-provisionable
Input schema
not declared
Output schema
not declared
Side-effect classification
unclassified

Score history

DayScoreTierMethodology
2026-10-06100.0shallowv0.2.0

Probe evidence

ProbeOutcomes
schema_integritypass: 1

Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.

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Vouch score: get_institutional_holders
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get_institutional_holders — Vouch