total_holdings_in_filing

MCP tool from Secedgar MCP Server by cyanheads

counts raw info-table rows; totalpositions counts distinct positions after consolidation (both before limit)

How to use it

total_holdings_in_filing is exposed by the Secedgar MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the total_holdings_in_filing tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.

Install Secedgar MCP Server

$docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server

FULL SECEDGAR MCP SERVER LISTING

Other tools in Secedgar MCP Server (22)

caveats

surface a filer missing one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, period ends that differ inside one aligned period, and concepts whose unit differs across companies

item_distribution

counts every code across the scanned window before the filter, so a zero-hit filter comes back with the items that are present rather than a dead end

periods

bounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as a df<id> dataframe for growth rates and spreads via secedgardataframequery

quarter

targets a reporting period ("2026-Q1"); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back

related_tags

flags alternate-definition tags some filers use as their primary line (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

secedgar_company_search

Find companies and retrieve entity info with optional recent filings

secedgar_compare_companies

Compare named companies across several concepts, aligned on calendar periods

secedgar_dataframe_describe

List canvas dataframes with provenance, TTL, and schema

secedgar_dataframe_drop

Drop a canvas dataframe by name. Opt-in via EDGARDATAFRAMEDROPENABLED=true — off by default since TTL already handles cleanup

secedgar_dataframe_query

Run a single-statement SELECT across dataframes

secedgar_fetch_frames

Fetch SEC XBRL frames for one concept × one period across all reporting companies

secedgar_find_holders

Reverse 13F lookup — which institutional managers reported holding an issuer

secedgar_get_beneficial_owners

5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings

secedgar_get_filing

Fetch a specific filing's metadata and document content

secedgar_get_financials

Get historical XBRL financial data for a company

secedgar_get_fund_holdings

ETF and mutual fund portfolio holdings from the quarterly NPORT-P report

secedgar_get_insider_transactions

Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML

secedgar_get_institutional_holdings

13F-HR quarterly institutional holdings parsed from the information table

secedgar_get_material_events

8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance

secedgar_get_snapshot

One-call financial profile — the latest value of every supported concept, grouped by statement

secedgar_search_concepts

Discover supported XBRL concept names or reverse-lookup a raw tag

secedgar_search_filings

Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges