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Institutional and ETF skills surface 13F filings, institutional flows, ETF constituents, and ETF factor exposure from the Ithaca archive. Holdings data comes from SEC 13F filings; flows and ETF data come from the community archive.
13F filings are quarterly with a 45-day lag — freshness.lag_seconds will reflect this. Every result includes the provenance envelope.

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Skill summary

Skill IDTool nameSourceRuntimeDescription
institutional.holdingsinstitutional_holdingssecinteractive13F institutional holdings
institutional.flowsinstitutional_flowsarchive-communityinteractiveNet inflows/outflows by institution or ticker
etf.holdingsetf_holdingsarchive-communityinteractiveETF constituent list with weights
etf.exposureetf_exposurearchive-communityinteractiveFactor/sector exposure of an ETF

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institutional.holdings

13F institutional holdings — what each institution owns, by ticker and value, as of the most recent filing. Arguments
NameTypeRequiredDefaultDescription
institutionstringone of institution/symbol—Institution name or CIK
symbolstringone of institution/symbol—Filter to a single ticker across institutions
as_ofISO datenolatest filingSnapshot date (returns most recent filing on or before)
min_valuefloatno—Minimum position USD
min_pct_portfoliofloatno—Minimum % of institution’s portfolio
sort_bystringnovalue_usdvalue_usd, shares, pct_portfolio, change_shares
limitintno50Max results
Source: sec Example 
institutional_holdings({ "symbol": "NVDA", "min_value": 1000000000, "sort_by": "value_usd", "limit": 10 })

{
  "skill_id": "institutional.holdings",
  "data": {
    "as_of": "2025-03-31",
    "holders": [
      { "institution": "Vanguard Group", "shares": 2320000000, "value_usd": 297920000000, "pct_portfolio": 0.038, "change_shares": 12000000 },
      { "institution": "BlackRock", "shares": 1860000000, "value_usd": 238840000000, "pct_portfolio": 0.041, "change_shares": 5000000 }
    ]
  },
  "provenance": { "source": "sec", "freshness": { "as_of": "2025-05-15T00:00:00Z", "lag_seconds": 3888000 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": ["13F filed 2025-05-15 for period ending 2025-03-31"] }
}

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institutional.flows

Net inflows/outflows by institution or by ticker. Useful for spotting accumulation/distribution. Arguments
NameTypeRequiredDefaultDescription
symbolstringone of symbol/institution—Ticker to flow across institutions
institutionstringone of symbol/institution—Institution to flow across tickers
fromISO datenonow - 180dRange start
toISO datenonowRange end
granularitystringnomonthlydaily, weekly, or monthly
limitintno50Max results
Source: archive-community Example 
institutional_flows({ "symbol": "TSLA", "from": "2025-01-01", "granularity": "monthly" })

{
  "skill_id": "institutional.flows",
  "data": {
    "symbol": "TSLA",
    "series": [
      { "period": "2025-01", "net_flow_usd": 420000000, "n_buyers": 38, "n_sellers": 22 },
      { "period": "2025-02", "net_flow_usd": -180000000, "n_buyers": 19, "n_sellers": 41 },
      { "period": "2025-03", "net_flow_usd": 610000000, "n_buyers": 44, "n_sellers": 18 }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-27T20:00:00Z", "lag_seconds": 86400 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": ["flows estimated from 13F diff; intra-quarter activity not captured"] }
}

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etf.holdings

ETF constituent list with weights. Useful for “what’s inside X?” queries and for building proxy baskets. Arguments
NameTypeRequiredDefaultDescription
symbolstringyes—ETF ticker (e.g. SPY, QQQ, XLF)
as_ofISO datenolatestSnapshot date
min_weightfloatno—Minimum weight (decimal, e.g. 0.01)
limitintno100Max constituents (1–1000)
include_metadataboolnofalseInclude sector/industry per constituent
Source: archive-community Example 
etf_holdings({ "symbol": "XLF", "min_weight": 0.03, "include_metadata": true })

{
  "skill_id": "etf.holdings",
  "data": {
    "symbol": "XLF",
    "as_of": "2025-06-24",
    "constituents": [
      { "symbol": "BRK.B", "weight": 0.132, "sector": "Financials", "industry": "Diversified Financials" },
      { "symbol": "JPM", "weight": 0.091, "sector": "Financials", "industry": "Banks" },
      { "symbol": "V", "weight": 0.072, "sector": "Financials", "industry": "Payment Processing" }
    ]
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-24T00:00:00Z", "lag_seconds": 259200 }, "cost": { "credits": 2, "tier": "free" }, "warnings": [] }
}

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etf.exposure

Factor and sector exposure of an ETF — decomposes the ETF into style factors and GICS sectors. Arguments
NameTypeRequiredDefaultDescription
symbolstringyes—ETF ticker
as_ofISO datenolatestSnapshot date
factorsstring[]nocore setFactor names (e.g. ["momentum","value","quality","size","low_vol"])
include_sectorboolnotrueInclude GICS sector breakdown
include_countryboolnofalseInclude country breakdown
Source: archive-community Example 
etf_exposure({ "symbol": "QQQ", "factors": ["momentum","value","quality","growth","low_vol"] })

{
  "skill_id": "etf.exposure",
  "data": {
    "symbol": "QQQ",
    "as_of": "2025-06-24",
    "factors": { "momentum": 0.82, "growth": 0.91, "quality": 0.68, "value": -0.41, "low_vol": -0.55, "size": 0.62 },
    "sectors": { "Technology": 0.51, "Communications": 0.18, "Consumer Discretionary": 0.12, "Healthcare": 0.07 }
  },
  "provenance": { "source": "archive-community", "freshness": { "as_of": "2025-06-24T00:00:00Z", "lag_seconds": 259200 }, "cost": { "credits": 3, "tier": "basic" }, "warnings": [] }
}

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