A detailed list of institutional holders for a specific stock, including their position values, quarter-over-quarter changes, and direct citations to SEC Form 13F filings.
The agent identifies the target stock ticker and invokes the holdings_by_security tool. It parses the returned JSON to extract institutional names, share counts, and value metrics. The agent verifies the data by checking the provided accession numbers and EDGAR URLs to ensure the information is sourced from official SEC filings, providing a citation-complete report for the user.
- Category: Data and analysis
- Effect: Read-only
- MCP servers: Aether MCP (https://koskamo.com/explore/aether-mcp)
- Source: Documentation · Aether (https://aether.evidinvest.com/docs)
- Source quote: "Who owns a stock: institutional holders from SEC Form 13F ranked by position value, with quarter-over-quarter share changes, each row citing its accession number and EDGAR URL."
- Playbook page: https://koskamo.com/explore/use-cases/research-institutional-ownership-of-a-stock
Prompt: Find the top institutional holders for Apple Inc. (AAPL) based on the latest SEC Form 13F filings. List the top 5 holders by position value, including their share count changes from the previous quarter and the specific filing accession numbers.