get_institutional_holdings
shallowcom.keyvex/keyvex · Verify this server
Returns 13F holdings — quarterly snapshots of equity positions held by institutional investment managers with $100M+ AUM, filed with the SEC. Each record is one (fund, security, quarter) tuple. Use this when the user asks about: which institutions hold a stock, a fund's portfolio, position changes quarter-over-quarter, or 'whale' activity in a specific name. Reporting lag: up to 45 days after quarter end. A 2026-Q1 filing typically appears in mid-May 2026. The most recent quarter visible always lags real time. Important: 13F covers institutional managers ≥ $100M AUM but does NOT include short positions, cash, options (with rare exceptions), or non-US-listed equities. It's a snapshot of long equity positions only. For 'did the fund increase its AAPL stake?' questions, check the position_change field — values are 'new', 'increased', 'decreased', 'closed', or 'unchanged' relative to the same fund's prior quarter.
1 trials · measured 2 days ago
get_institutional_holdings scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against com.keyvex/keyvex, measured 6 Oct 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
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-10-06 | 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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