Audience: application and coding agent.
Agent mode
Pass?view=agent to receive the compact agent shape: manager name, form, filingDate, accessionNumber + lifted filingUrl + nested holdings[] capped to the first 50 positions and trimmed to 6 fields per position (issuer, cusip, valueUsdThousands, shares, shareType, putCall). holdingCount reports the parsed filing total, holdingsReturned reports the agent payload rows, and holdingsTruncated makes partial payloads explicit. Classes, investment discretion, and metadata envelopes are dropped. Typical reduction: ~35–45% depending on position count. See api conventions → response formats for the full ?view= contract.
Canonical metadata
requestIdtraceparentprovenancefreshnessmaterialization
Example request
Example response
Give this prompt to your agent
Failure posture
- treat non-2xx responses as contract-aware failures, not free-form errors
- preserve
requestIdandtraceparentin logs and downstream reports - if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff

