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v2026.5.20

virattt/dexterv2026.5.20May 20, 2026by virattt

AI Summary

This release adds SEC 13F institutional holdings tools for looking up who holds a ticker and what a filer holds, with CIK resolution and formatted CLI tables. It also fixes CLI tool status display when market data tools return no data sources.

Key Highlights

  • Add SEC 13F institutional holdings tools
  • Look up who holds a ticker
  • Look up what a filer holds (by name or CIK)
  • Resolve filer names to CIKs
  • Fix CLI tool status display for empty data sources

New Features

  • SEC 13F institutional holdings lookup by ticker
  • Portfolio lookup by filer name or CIK
  • Filer name to CIK resolution
  • Formatted CLI tables for holdings data
  • CLI tool status fix for empty data

Full Release Notes

### Changes

- Add SEC 13F institutional holdings tools: look up who holds a ticker, what a filer holds (by name or CIK), and resolve filer names to CIKs
- Route institutional holdings through `get_market_data` with formatted CLI tables for holder and portfolio views

### Fixes

- Fix CLI tool status when market data tools return no data sources (shows "Done" instead of a misleading source count)