datasets_sec_institutional_positions_search
Search the SEC institutional positions dataset. Searches institutional investment managers' quarterly 13F portfolio holdings stored in a search index. Filter by manager_cik for a manager's full reported portfolio (an exact, reliable filter), or by issuer_name/cusip for a best-effort view of which...
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What datasets_sec_institutional_positions_search does on Crawlora
AI agents call datasets_sec_institutional_positions_search to retrieve information from Crawlora without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
page | integer | — | Page number, defaults to 1 |
sort | string | — | Sort enum: value_desc, value_asc, shares_desc |
cusip | string | — | Exact CUSIP filter, max 16 characters |
page_size | integer | — | Page size, defaults to 20 and maxes at 100; page * page_size must be <= 10000 |
issuer_name | string | — | Issuer-name text filter (best-effort match, not a resolved CIK join), max 256 characters |
manager_cik | string | — | Exact institutional-manager CIK filter, numeric or zero-padded |
Parameters from the server's own tool schema.
Why datasets_sec_institutional_positions_search is rated Low
Even though datasets_sec_institutional_positions_search only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs datasets_sec_institutional_positions_search safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Crawlora, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For datasets_sec_institutional_positions_search, this is the rule to start with:
datasets_sec_institutional_positions_search is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Crawlora, apply this rule, and every datasets_sec_institutional_positions_search call is checked against it from then on.
Questions about datasets_sec_institutional_positions_search
Search the SEC institutional positions dataset. Searches institutional investment managers' quarterly 13F portfolio holdings stored in a search index. Filter by manager_cik for a manager's full reported portfolio (an exact, reliable filter), or by issuer_name/cusip for a best-effort view of which managers reported a position in an issuer — SEC publishes no authoritative CUSIP-to-CIK mapping, so the issuer side is never a guaranteed-resolved join. Sort enum: value_desc, value_asc, shares_desc. It is categorised as a Read tool in the Crawlora MCP Server, which means it retrieves data without modifying state.
datasets_sec_institutional_positions_search accepts 6 parameters: page, sort, cusip, page_size, issuer_name, manager_cik. The full parameter table on this page comes from the server's own tool schema.
Register the Crawlora MCP server in PolicyLayer and add a rule for datasets_sec_institutional_positions_search: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Crawlora. Nothing to install.
datasets_sec_institutional_positions_search is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the datasets_sec_institutional_positions_search rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for datasets_sec_institutional_positions_search. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
datasets_sec_institutional_positions_search is provided by the Crawlora MCP server (crawlora-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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