Institutional & ETF Skills

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.

Skill summary

Skill ID	Tool name	Source	Runtime	Description
`institutional.holdings`	`institutional_holdings`	sec	interactive	13F institutional holdings
`institutional.flows`	`institutional_flows`	archive-community	interactive	Net inflows/outflows by institution or ticker
`etf.holdings`	`etf_holdings`	archive-community	interactive	ETF constituent list with weights
`etf.exposure`	`etf_exposure`	archive-community	interactive	Factor/sector exposure of an ETF

institutional.holdings

13F institutional holdings — what each institution owns, by ticker and value, as of the most recent filing. Arguments

Name	Type	Required	Default	Description
`institution`	string	one of `institution`/`symbol`	—	Institution name or CIK
`symbol`	string	one of `institution`/`symbol`	—	Filter to a single ticker across institutions
`as_of`	ISO date	no	latest filing	Snapshot date (returns most recent filing on or before)
`min_value`	float	no	—	Minimum position USD
`min_pct_portfolio`	float	no	—	Minimum % of institution’s portfolio
`sort_by`	string	no	`value_usd`	`value_usd`, `shares`, `pct_portfolio`, `change_shares`
`limit`	int	no	`50`	Max 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"] }
}

institutional.flows

Net inflows/outflows by institution or by ticker. Useful for spotting accumulation/distribution. Arguments

Name	Type	Required	Default	Description
`symbol`	string	one of `symbol`/`institution`	—	Ticker to flow across institutions
`institution`	string	one of `symbol`/`institution`	—	Institution to flow across tickers
`from`	ISO date	no	`now - 180d`	Range start
`to`	ISO date	no	`now`	Range end
`granularity`	string	no	`monthly`	`daily`, `weekly`, or `monthly`
`limit`	int	no	`50`	Max 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"] }
}

etf.holdings

ETF constituent list with weights. Useful for “what’s inside X?” queries and for building proxy baskets. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	ETF ticker (e.g. `SPY`, `QQQ`, `XLF`)
`as_of`	ISO date	no	latest	Snapshot date
`min_weight`	float	no	—	Minimum weight (decimal, e.g. `0.01`)
`limit`	int	no	`100`	Max constituents (1–1000)
`include_metadata`	bool	no	`false`	Include 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": [] }
}

etf.exposure

Factor and sector exposure of an ETF — decomposes the ETF into style factors and GICS sectors. Arguments

Name	Type	Required	Default	Description
`symbol`	string	yes	—	ETF ticker
`as_of`	ISO date	no	latest	Snapshot date
`factors`	string[]	no	core set	Factor names (e.g. `["momentum","value","quality","size","low_vol"]`)
`include_sector`	bool	no	`true`	Include GICS sector breakdown
`include_country`	bool	no	`false`	Include 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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​Skill summary

​institutional.holdings

​institutional.flows

​etf.holdings

​etf.exposure

​Next steps

Sentiment & Macro Skills

Fundamentals Skills

Skill summary

institutional.holdings

institutional.flows

etf.holdings

etf.exposure

Next steps