sec_institutional_holdings
Institutional holdings (13F-HR). Returns the latest 13F-HR holdings for an institutional manager (by CIK): issuer, value, shares, sorted by value. Credential-free public SEC data.
This record as markdown: /tools/crawlora-mcp/sec-institutional-holdings.md
What sec_institutional_holdings does on Crawlora
AI agents call sec_institutional_holdings 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 |
|---|---|---|---|
cik | string | Yes | Institutional manager CIK |
limit | integer | — | Max holdings, default 50, max 1000 |
Parameters from the server's own tool schema.
Why sec_institutional_holdings is rated Low
This tool retrieves and queries publicly available SEC filing information with no side effects. It does not create, modify, delete, execute code, or commit financial transactions—it simply fetches and presents existing public data. The low severity reflects that 13F-HR filings are already publicly disclosed information with no sensitive access or destructive capabilities.
From the tool's definition Tool returns SEC 13F-HR holdings data (issuer, value, shares). Description explicitly states 'Credential-free public SEC data' and action is 'Returns' without modification or execution.
Attacks that exploit this kind of access
The rule that runs sec_institutional_holdings 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 sec_institutional_holdings, this is the rule to start with:
sec_institutional_holdings 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 sec_institutional_holdings call is checked against it from then on.
Questions about sec_institutional_holdings
Institutional holdings (13F-HR). Returns the latest 13F-HR holdings for an institutional manager (by CIK): issuer, value, shares, sorted by value. Credential-free public SEC data. It is categorised as a Read tool in the Crawlora MCP Server, which means it retrieves data without modifying state.
sec_institutional_holdings accepts 2 parameters: cik, limit. Required: 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 sec_institutional_holdings: 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.
sec_institutional_holdings 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 sec_institutional_holdings 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 sec_institutional_holdings. 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.
sec_institutional_holdings 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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