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equibles

by io.github.daniel3303

Most Widely Held Stocks

GetMostHeldStocks
Read-only

Get the cross-sectional ranking of stocks by institutional 13F breadth for a given quarter. Returns the stocks ranked by number of 13F filers reporting them as a holding (default), by quarter-over-quarter change in filer count (warming names — 'filersDelta' — or cooling names — 'filersDeltaAsc'), or by total reported dollar value. Includes Δ filers vs the prior quarter, total value, Δ value, and the stock's share of the 13F universe. The output publishes the first complete 13F report quarter; earlier rankings are unavailable, and boundary-quarter deltas are withheld. Only currently-held stocks rank; fully-sold-out names live in GetMarketWide13FActivity's sold-out-positions bucket. While the newest quarter's filing window is open, funds that have not filed yet are carried at their prior-quarter positions (noted in the output). Use this to answer 'which stocks are most owned by institutions right now, and is breadth expanding or contracting?'

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sortNoSort by: 'filers' (default, # of 13F filers desc), 'filersDelta' (QoQ filer-count delta desc — warming names), 'filersDeltaAsc' (QoQ filer-count delta asc — cooling names), or 'value' (current total reported $ value desc)filers
maxResultsNoMaximum number of stocks to return (default: 25, clamped to 1-500)
reportDateNoQuarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)

TDQS

A4.9/5.0
Behavior5/5

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

Beyond the readOnlyHint, the description reveals important data behaviors: unfiled funds are carried at prior-quarter positions during open filing windows, boundary-quarter deltas are withheld, and only currently-held stocks are ranked. These are non-obvious quirks an agent must know for correct interpretation.

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?

The description is concise for the tool's complexity: each of its seven sentences adds distinct information (purpose, sort modes, output fields, data lag, sibling differentiation, use case). No redundant or filler content.

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

Completeness5/5

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

With no output schema, the description enumerates output fields (Δ filers, total value, Δ value, share) and explains edge cases. It also clarifies how this tool relates to GetMarketWide13FActivity, making it self-sufficient for an agent to understand capabilities and limitations.

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

Parameters4/5

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

Schema already covers all three parameters, but the description adds meaningful interpretation: 'filersDelta' is explained as warming names and 'filersDeltaAsc' as cooling names. It also clarifies the reportDate's practical behavior by noting earliest available quarter and delta withholding, adding value beyond the schema.

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?

The description opens with a specific verb and resource: 'Get the cross-sectional ranking of stocks by institutional 13F breadth for a given quarter.' It clearly distinguishes itself from siblings by listing distinct sort modes (filers, filersDelta, filersDeltaAsc, value) and explicitly referencing GetMarketWide13FActivity for sold-out names.

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

Usage Guidelines5/5

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

Provides an explicit use-case question ('which stocks are most owned by institutions right now...'), names an alternative tool for sold-out positions, and states availability constraints (first complete quarter, withheld boundary deltas). This tells the agent exactly when to choose this tool over alternatives.

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

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TDQS

B3.4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, with detailed descriptions that cross-reference related alternatives. A few near-duplicate names could cause misselection, notably SearchDocument versus SearchDocuments and GetCftcPositioning versus GetLatestCftcPositioning.

Naming Consistency5/5

Tool names consistently follow a VerbNoun camelCase pattern: Get for retrievals, Search for discovery, List/Read for document access, and Add/Close/Remove/Update/Watch/Create/Delete for portfolio mutations. Despite the large count, there is no mixing of naming conventions or unpredictable verb styles.

Tool Count1/5

108 tools is an extreme surface area, far beyond the 3-15 well-scoped range and well past the 25+ threshold. Even for a broad financial data platform, this creates a heavy selection burden and substantial context overhead for agents.

Completeness4/5

The server covers an unusually wide domain: prices, fundamentals, SEC filings, options, insider activity, 13F holdings, short interest, macro data, funds, IPOs, and full portfolio lifecycle management. Notable gaps remain, such as a basic company profile/ticker-resolution tool, dividend history, and analyst estimates, so it is not a perfect 5.

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