ko-mcp

get_stock_holders

Read-onlyIdempotent

Get top institutional holders of a stock from SEC 13F filings. Shows which hedge funds, mutual funds, and pension funds own the most shares, with quarter-over-quarter changes.

Input Schema

TableJSON Schema

Name	Required	Description
`page`	No	Page number
`limit`	No	Results per page
`ticker`	Yes	Stock ticker symbol (e.g. 'NVDA')

Output Schema

TableJSON Schema

Name	Required	Description
`rows`	Yes
`family`	Yes
`paging`	Yes	Paging state reconciled from ko.io meta.total_count and meta.softwall
`ticker`	Yes
`plan_limit`	Yes	The Free/keyless plan limits ko.io applied to this answer (null for paid callers)
`entity_grain`	Yes	filer = each row is one 13F filer CIK (not consolidated into manager families); null = ko.io did not state it
`quarter_date`	Yes
`requested_cik`	Yes
`position_basis`	Yes
`total_institutions`	Yes
`position_basis_note`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed3 schema fields changedSep 28, 2026

addedOutput schema / properties / rows / items / properties / equity_action

Added value: +{
+  "$ref": "#/properties/quarter_date",
+  "description": "NEW | ADDED | TRIMMED | EXITED | UNCHANGED on the equity_filer_baseline basis; null = not classified"
+}

addedOutput schema / properties / rows / items / properties / equity_share_change

Added value: +{
+  "$ref": "#/properties/rows/items/properties/shares_held",
+  "description": "Common-share change on the equity_filer_baseline basis (split-restated); null = no usable prior-quarter baseline (unknown, never zero). Absent when ko.io did not send it"
+}

addedOutput schema / properties / rows / items / properties / flags

Added value: +{
+  "description": "e.g. NO_BASELINE (no prior-quarter 13F in ko.io), DEALER (market maker / dealer desk)",
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Changed1 schema field changedSep 26, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "additionalProperties": false,
+  "properties": {
+    "entity_grain": {
+      "anyOf": [
+        {
+          "enum": [
+            "filer",
+            "family"
+          ],
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ],
+      "description": "filer = each row is one 13F filer CIK (not consolidated into manager families); null = ko.io did not state it"
+    },
+    "family": {
+      "anyOf": [
+        {
+          "additionalProperties": false,
+          "properties": {
+            "canonical_cik": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "name": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "slug": {
+              "$ref": "#/properties/quarter_date"
+            }
+          },
+          "required": [
+            "slug",
+            "name",
+            "canonical_cik"
+          ],
+          "type": "object"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "paging": {
+      "additionalProperties": false,
+      "description": "Paging state reconciled from ko.io meta.total_count and meta.softwall",
+      "properties": {
+        "continuation": {
+          "description": "SIGNIN_REQUIRED = page>1 needs a (free) ko.io API key",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "has_more": {
+          "description": "null = a full page came back and more MAY exist",
+          "type": [
+            "boolean",
+            "null"
+          ]
+        },
+        "next_page": {
+          "anyOf": [
+            {
+              "$ref": "#/properties/total_institutions/anyOf/0"
+            },
+            {
+              "type": "null"
+            }
+          ],
+          "description": "Next page THIS caller can open; null when there is none (or sign-in is required)"
+        },
+        "page": {
+          "type": "integer"
+        },
+        "per_page": {
+          "type": "integer"
+        },
+        "plan_row_cap": {
+          "anyOf": [
+            {
+              "$ref": "#/properties/total_institutions/anyOf/0"
+            },
+            {
+              "type": "null"
+            }
+          ],
+          "description": "Row cap the caller's plan applied to this page, if any"
+        },
+        "returned": {
+          "type": "integer"
+        },
+        "total_count": {
+          "anyOf": [
+            {
+              "$ref": "#/properties/total_institutions/anyOf/0"
+            },
+            {
+              "type": "null"
+            }
+          ],
+          "description": "Total rows matching the request, when ko.io reported it"
+        },
+        "truncated_by_plan": {
+          "description": "True when the plan's row cap withheld rows from this page",
+          "type": "boolean"
+        }
+      },
+      "required": [
+        "page",
+        "per_page",
+        "returned",
+        "total_count",
+        "has_more",
+        "next_page",
+        "continuation",
+        "plan_row_cap",
+        "truncated_by_plan"
+      ],
+      "type": "object"
+    },
+    "plan_limit": {
+      "anyOf": [
+        {
+          "additionalProperties": false,
+          "properties": {
+            "continuation": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "date_basis": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "effective_period": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "policy_version": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "row_cap": {
+              "$ref": "#/properties/total_institutions"
+            },
+            "truncated": {
+              "type": [
+                "boolean",
+                "null"
+              ]
+            },
+            "window_end": {
+              "$ref": "#/properties/quarter_date"
+            },
+            "window_start": {
+              "$ref": "#/properties/quarter_date"
+            }
+          },
+          "required": [
+            "policy_version",
+            "window_start",
+            "window_end",
+            "effective_period",
+            "date_basis",
+            "row_cap",
+            "truncated",
+            "continuation"
+          ],
+          "type": "object"
+        },
+        {
+          "type": "null"
+        }
+      ],
+      "description": "The Free/keyless plan limits ko.io applied to this answer (null for paid callers)"
+    },
+    "position_basis": {
+      "$ref": "#/properties/quarter_date"
+    },
+    "position_basis_note": {
+      "$ref": "#/properties/quarter_date"
+    },
+    "quarter_date": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "requested_cik": {
+      "$ref": "#/properties/quarter_date"
+    },
+    "rows": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "action": {
+            "$ref": "#/properties/quarter_date"
+          },
+          "call_shares": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "cik": {
+            "$ref": "#/properties/quarter_date"
+          },
+          "equity_shares": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "family": {
+            "anyOf": [
+              {
+                "additionalProperties": false,
+                "properties": {
+                  "canonical_cik": {
+                    "$ref": "#/properties/quarter_date"
+                  },
+                  "name": {
+                    "$ref": "#/properties/quarter_date"
+                  },
+                  "slug": {
+                    "$ref": "#/properties/quarter_date"
+                  }
+                },
+                "required": [
+                  "slug",
+                  "name",
+                  "canonical_cik"
+                ],
+                "type": "object"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "description": "The manager family this holder belongs to, when ko.io attributes it"
+          },
+          "has_option_legs": {
+            "type": [
+              "boolean",
+              "null"
+            ]
+          },
+          "holding_value": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "name": {
+            "$ref": "#/properties/quarter_date"
+          },
+          "portfolio_weight_pct": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "put_shares": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "rank": {
+            "type": "integer"
+          },
+          "reported_by_members": {
+            "$ref": "#/properties/total_institutions"
+          },
+          "share_change": {
+            "$ref": "#/properties/rows/items/properties/shares_held"
+          },
+          "shares_held": {
+            "anyOf": [
+              {
+                "pattern": "^-?\\d+(\\.\\d+)?([eE][-+]?\\d+)?$",
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
+          }
+        },
+        "required": [
+          "rank",
+          "cik",
+          "name",
+          "shares_held",
+          "holding_value",
+          "portfolio_weight_pct",
+          "share_change",
+          "action",
+          "equity_shares",
+          "call_shares",
+          "put_shares",
+          "has_option_legs",
+          "family",
+          "reported_by_members"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "ticker": {
+      "type": "string"
+    },
+    "total_institutions": {
+      "anyOf": [
+        {
+          "type": "integer"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    }
+  },
+  "required": [
+    "ticker",
+    "quarter_date",
+    "position_basis",
+    "position_basis_note",
+    "entity_grain",
+    "requested_cik",
+    "family",
+    "total_institutions",
+    "rows",
+    "paging",
+    "plan_limit"
+  ],
+  "type": "object"
+}

First observedJul 11, 2026

TDQS

A3.8/5.0

Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint, idempotentHint, openWorldHint, and destructiveHint=false, covering the safety profile. The description adds useful provenance ('SEC 13F filings') and the fact that quarter-over-quarter changes are included, but omits traits that matter for filings data, such as the quarterly cadence and filing lag, and says nothing about pagination behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two tightly written sentences with no filler. The identity and scope of the tool are front-loaded in the first sentence, and the enrichment detail comes second.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return-value shape needn't be spelled out, and the annotations carry the safety profile. The description covers data source and content, leaving only minor gaps like pagination expectations, which the page/limit schema parameters already address.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so ticker, page, and limit are fully documented in the schema. The description mentions the stock input but adds no format, syntax, or paging nuance beyond the schema, so the baseline of 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource ('Get top institutional holders of a stock') and pins the data source ('from SEC 13F filings'). This cleanly separates it from the sibling get_institution_holdings, which is the inverse lookup (holdings of an institution), so an agent can route without opening a schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The phrasing 'holders of a stock' implies the use case (who owns this ticker), but there is no explicit when-to-use, when-not-to-use, or named alternative such as get_institution_holdings. Usage is inferable rather than stated.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All ko-mcp tools Inspect

Try in Browser

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.