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
Even though sec_institutional_holdings 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 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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