Skip to main content
Available as MCP tool: sec_13f_list_top_managers — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.
Live   free · ranked list

What it does for your agent

sec_13f_list_top_managers enumerates the requested quarter’s SEC Form 13F Top 1,000 manager set ranked by 13F reportable value — rank 1 is the institution with the largest reportable value that quarter. Each quarter has its own Top 1,000, so an older quarter’s result stays stable when a newer quarter is released. Use it to build a fund pool when an agent doesn’t yet know a specific manager_cik or ticker: derive the Top N (e.g. 30) here, then fan out to sec_13f_list_manager_holdings to pull each manager’s holdings for consensus / overlap / Q-over-Q rank-diff analyses.

Two quarter fields — they point to the same quarter

  • manager_set_period — the quarter whose Top 1,000 manager set this response covers. Equal to the quarter you query (year + quarter); defaults to the most recent covered quarter when you omit both.
  • ranking_period — the quarter the response’s ranks and values are computed from. Equal to manager_set_period — each quarter is served from its own Top 1,000.
Query a different (year, quarter) to get that quarter’s own roster; rosters change across quarters as managers move in and out, and an older quarter’s roster stays stable when a newer quarter is released. Passing a (year, quarter) outside the covered range returns 200 OK with an empty managers array plus an explanatory meta.notice.

Response

TopManagersResult
required
number
Always 0 — this endpoint is free.
number
Credits left after this call.
string
Plain-English coverage note; extended with “has no ranking data” when a (year, quarter) outside the covered range is requested.
200 OK · sec_13f_list_top_managers

Notes

Canonical workflow — Smart Money Consensus pool:
  1. sec_13f_list_top_managers?limit=30 — pick the Top 30 fund pool.
  2. Loop each manager_cik into sec_13f_list_manager_holdings to fetch holdings.
  3. Aggregate client-side to build a consensus / overlap leaderboard.
Holdings are not included in this response — fan-out is required.
Typical agent queries: each quarter has its own Top 1,000 and rankings are computed per quarter — the agent can decide how many times to call the tool and which quarters to compare.

Top 30 smart money roster quarter-over-quarter

Top N fund pool for a specific quarter

Use aliases to match natural-language manager mentions (“BlackRock”, “Vanguard”) to the canonical manager_cik before calling sec_13f_list_manager_holdings. Saves a round trip through the manager_name resolver.
Each quarter has its own Top 1,000 manager set: passing a different (year, quarter) returns that quarter’s own roster — managers move in and out across quarters, so a roster diff is meaningful. A manager appears in the response for every quarter it was inside that quarter’s Top 1,000, and an older quarter’s roster stays stable when a newer quarter is released.
Top 1,000 only, ranked by 13F reportable value (an AUM proxy, not true AUM). Excludes fixed income, options, non-U.S. holdings, shorts.
This is not a semantic / keyword search — there is no free-text manager filter. For natural-language manager lookups, call sec_13f_list_manager_holdings with manager_name.

Direct invocation

Full parameter reference

integer
default:30
Number of managers to return, sorted by period_rank ascending. Default 30. Range [1, 1000]; server clamps out-of-range values.
integer
Calendar year of the quarter to query (e.g. 2025). Range [2013, 2030]. Must be paired with quarter; omit both for the most recent quarter the data covers.
integer
Calendar quarter 1-4 (Q1=Jan-Mar, Q4=Oct-Dec). Must be paired with year.

13F Holdings by Manager

Forward direction — fetch one fund’s full holdings (the natural fan-out from this tool).

13F Holders by Ticker

Reverse direction — which Top 1000 managers hold a given ticker?

MCP Server setup

Connect Claude / Cursor / any harness in 60 seconds.