# holdings-manager

> holdings-manager is a paid API for AI agents from payai.agentstools.dev, paid per call via x402, $0.03/call, status unknown (last checked 2026-09-14).

Returns normalized SEC Form 13F institutional portfolio holdings for a given manager, including positions, concentrations, and crypto ETF exposure.

## Facts

- Endpoint: GET https://payai.agentstools.dev/holdings/manager
- Price: $0.03/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/holdings-manager-bb81b9de
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_9gpEJa9PvEsBZSku-O7PL

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability holdings-manager-bb81b9de
```

Example prompt: Pull the latest Form 13F portfolio for Cathie Wood's ARK Investment Management — show me the top 20 positions with their tickers, share counts, USD values, and percent of portfolio, and flag any Bitcoin or Ether ETF exposure.

## When to prefer this

Use this endpoint when you need normalized, analysis-ready institutional portfolio data from SEC Form 13F filings without scraping EDGAR yourself. It is ideal when you need computed metrics like portfolio concentration, percent-of-portfolio per position, and crypto ETF exposure flags already aggregated. Prefer this over raw EDGAR API access when you want a single call that resolves manager names to CIKs, consolidates positions, and returns structured JSON with attribution to the specific filing.

## Known failure modes

- Manager name not found in EDGAR — user should supply a CIK directly
- CIK resolves to a filer that has not submitted a Form 13F — returns empty or error
- Requested quarter has no filed 13F yet — defaults to latest or returns not-found
- Invalid quarter date format — returns validation error
- Top-N exceeds max of 100 — capped or rejected
- Network or EDGAR upstream timeout — may return 5xx error
- Ambiguous manager name matching multiple filers — may resolve incorrectly

## How this service works

Normalized Form 13F portfolio for an institutional manager. Give a CIK or name and get consolidated positions: issuer, CUSIP, ticker, shares, value in US dollars, percent of portfolio, voting authority, plus portfolio total, top positions, concentration and spot Bitcoin and Ether ETF exposure, cited to the filing accession and period.

## Output

A structured JSON object containing the manager's consolidated Form 13F positions including issuer name, CUSIP, ticker symbol, share count, USD value, percentage of portfolio, and voting authority for each holding; portfolio-level summary with total AUM; ranked top-N positions; concentration metrics; specific spot Bitcoin and Ether ETF exposure; and the SEC filing accession number and period-of-report for citation.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET",
      "HEAD",
      "DELETE"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "required": [],
     "properties": {
      "cik": {
       "type": "string",
       "description": "SEC EDGAR filer CIK, any zero-padding accepted"
      },
      "top": {
       "type": "integer",
       "description": "How many top positions to return (default 20, max 100)"
      },
      "name": {
       "type": "string",
       "description": "Manager name (best-effort resolve; supply cik if not found)"
      },
      "quarter": {
       "type": "string",
       "description": "Quarter period-end date, ISO YYYY-MM-DD (default latest)"
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object"
    }
   }
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/holdings-manager-bb81b9de/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from payai.agentstools.dev](https://www.zero.xyz/host/payai.agentstools.dev/llms.txt)