get_holders_institutional
Returns a paginated list of institutional holders for a stock, showing each holder's position, percent held, and estimated value. Filter and sort the results to analyze ownership data.
Instructions
Returns a paginated list of institutional holders for an asset. Includes each holder's reported position, percent held, and estimated value. Supports filtering and sorting. Primarily relevant for stocks; for ETFs and mutual funds the response is typically empty.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum number of items to return. | |
| offset | No | Pagination offset (0-based). | |
| symbol | Yes | Asset identifier (ticker symbol). | |
| filters | No | Optional filter expressions. Each filter condition is defined as: [field, operator, value]. Conditions can be combined using logical operators and/or. Supported operators: Numeric fields: > - greater than >= - greater than or equal < - less than <= - less than or equal = - equals <> - not equal String fields: like – pattern match (requires % as a wildcard) not_like - pattern does not match (requires % as a wildcard) contains - value exists in string not_contains - value does not exist in string startswith - string starts with value endswith - string ends with value % usage examples: %abc% - matches any string containing "abc" abc% - matches any string starting with "abc" %abc - matches any string ending with "abc" Example: "filters": [ [ "pct_held", ">", 0.0407 ] ] | |
| sort_by | No | Optional sorting configuration for result items. Each sorting setup is defined as [selector, desc]: selector - Metric used for sorting (e.g., value). desc - Sorting direction (true for descending, false for ascending). Sortings can be combined using ,. Example: { "selector": "value", "desc": true } |