ETFs that hold a stock
find_etfs_holding_stockUse this when the user asks which ETFs hold a stock, which ETF holds the most of it, how many ETFs hold it, or whether it is in VOO, SPY, IVV, QQQ, VTI or SCHD. Returns the covered US ETFs that hold it, largest weight first, each with its weight, rank, dollars, holdings date and source, plus the count, how many hold it as their largest position, the ETFs and issuers with the most dollars in it, and one sentence to quote. The list keeps the heaviest holders; whether the six ETFs above hold it is in every answer for a stock with its own file, unless compact is true. ETFs holding it through swaps, futures or options are listed apart, as notional exposure. A private company's name in place of a ticker (ANTHROPIC, OPENAI) gives the US funds holding it, each stake and value per share from its SEC filing. Not for one stock's weight in another ETF (compare_stocks) or the share ETFs own (get_etf_ownership).
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"ticker": "<ticker>"
},
"name": "find_etfs_holding_stock"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| top | No | How many ETFs to return, sorted by the stock's weight in each ETF, largest first, from 1 to 200; 50 when left out. | |
| ticker | Yes | The stock's ticker, not the company name, for example NVDA for Nvidia. A line listed outside the US carries its market after a dot, for example 7203.JP (Toyota in Tokyo), SAN.FR (Sanofi in Paris) or 005930.KR (Samsung Electronics); an earlier key without the market, such as 7203, is read as the key it became. A key ending in .PFD is not a market: it is the issuer's preferred shares, a US line apart from the common stock (JPM.PFD, held by preferred stock ETFs). | |
| compact | No | true for an answer about half the length. It keeps the counts, rank_summary (how many ETFs hold the stock as their largest or a top 10 position), name_collision (ETFs whose name contains the company's name) and the sentence to quote. It leaves out top_by_value (the ETFs holding the most dollars of it), membership (whether VOO, SPY, IVV, QQQ, VTI and SCHD hold it, and its weight in the three largest sector or industry ETFs that hold it), by_issuer (the issuers holding the most dollars), fee_per_1000 (the yearly cost, in the cheapest ETFs, of each $1,000 of the stock held through them) and each ETF's rank, positions and value. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| held | No | ||
| name | No | ||
| answer | No | One sentence to quote. | |
| source | No | ||
| ticker | Yes | ||
| held_by | No | Largest weight first. | |
| membership | No | ||
| rank_summary | No | ||
| funds_holding | Yes | ||
| funds_by_source | No |