# io.github.vlearner/mcp-etf-holdings (pypi · mcp-etf-holdings)

Find which ETFs hold any stock, compare funds, and pull holdings. Live Yahoo Finance data.

- Trust score: 82/100 (high trust)
- Change this week: −13
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-11-05

## Components

- pypi · `mcp-etf-holdings`: 82/100 (this document), [markdown](https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings.md), [page](https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings)

## Channel facts

- Registry: `pypi`
- Package: `mcp-etf-holdings`
- Version: `0.6.0`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-11-05.

- **Supply Chain Security**: 50/100
  - Malware scan not yet available for this package.
  - No known CVEs affecting this package version or its production dependencies.
  - Runs setuptools.build_meta at install time, a recognised build step with no custom scripting around it.
  - 0 of 47 dependencies flagged as unhealthy.
- **Provenance & Transparency**: 100/100
  - Source repository is publicly reachable at the declared URL.
  - Cryptographically verified build provenance (signed, bound to vlearner/mcp-etf-holdings).
  - Clear OSI-approved license (MIT).
  - Actively maintained (last published 9 days ago).
  - Publishes a security disclosure policy (SECURITY.md).
- **Schema Quality & AI Usability**: 85/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 954 tokens (~136/item across 7 items; 7 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 100/100
  - No destabilizing schema changes in the last 30 days.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 7 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 8 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the io.github.vlearner/mcp-etf-holdings server?

io.github.vlearner/mcp-etf-holdings runs locally as a PyPI package, launched with uvx mcp-etf-holdings. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add vlearner-mcp-etf-holdings -- uvx mcp-etf-holdings
```

### Cursor

```json
{
  "mcpServers": {
    "vlearner-mcp-etf-holdings": {
      "command": "uvx",
      "args": [
        "mcp-etf-holdings"
      ]
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "vlearner-mcp-etf-holdings": {
      "command": "uvx",
      "args": [
        "mcp-etf-holdings"
      ]
    }
  }
}
```

### Codex

```bash
codex mcp add vlearner-mcp-etf-holdings -- uvx mcp-etf-holdings
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "vlearner-mcp-etf-holdings": {
      "type": "local",
      "command": [
        "uvx",
        "mcp-etf-holdings"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add vlearner-mcp-etf-holdings --command uvx --arg mcp-etf-holdings
```

### Hermes

```yaml
mcp_servers:
  vlearner-mcp-etf-holdings:
    command: "uvx"
    args: ["mcp-etf-holdings"]
```

### Netclaw

```json
{
  "McpServers": {
    "vlearner-mcp-etf-holdings": {
      "Transport": "stdio",
      "Command": "uvx",
      "Arguments": [
        "mcp-etf-holdings"
      ]
    }
  }
}
```

### Vellum

```bash
assistant mcp add vlearner-mcp-etf-holdings -t stdio -c uvx -a mcp-etf-holdings
```

### Other

```json
{
  "mcpServers": {
    "vlearner-mcp-etf-holdings": {
      "command": "uvx",
      "args": [
        "mcp-etf-holdings"
      ]
    }
  }
}
```

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-11-05 (score 82, −15)

- [security regression] Malware scan: pass → unverified

### 2026-11-04 (score 97, +15)

- [security improvement] Malware scan: unverified → pass

### 2026-11-03 (score 82, −15)

- [security regression] Malware scan: pass → unverified

### 2026-11-02 (score 97, 0)

- [security] Stability: 0.97 → pass

### 2026-11-01 (score 97, +1)

No change was recorded against any check on this day. Stability & Change Management went from 93 to 97. That category is still filling its 30-day observation window: 28 days of observed history at the previous scan, 29 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-30 (score 96, +1)

No change was recorded against any check on this day. Stability & Change Management went from 87 to 90. That category is still filling its 30-day observation window: 26 days of observed history at the previous scan, 27 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-27 (score 95, +1)

- [functional] Package version: 0.5.0 → 0.6.0

### 2026-10-25 (score 94, +1)

No change was recorded against any check on this day. Stability & Change Management went from 70 to 73. That category is still filling its 30-day observation window: 21 days of observed history at the previous scan, 22 at this one. The score rises as the window fills, whether or not the server changes.

## MCP tools (7)

### `etf_info` (~71 tokens)

Return metadata for a single ETF: name, category, AUM, expense ratio, NAV, and trailing returns.

For two or more ETFs, use compare_etfs instead — it returns one table.

Input parameters:

- `ticker` (string, required): ETF ticker symbol, e.g. 'SPY' or 'QQQ'

Output parameters:

- `result` (string)

### `compare_etfs` (~116 tokens)

Compare several ETFs side by side in a single table: name, category, AUM,
expense ratio, dividend yield, and YTD / 3-yr / 5-yr returns.

Use this whenever the user mentions more than one ETF — it is one call
instead of several etf_info calls, and the result is already tabular.

Input parameters:

- `tickers` (array, required): ETF tickers to compare side by side, e.g. ['SPY', 'QQQ', 'VTI', 'SCHD']

Output parameters:

- `result` (string)

### `etf_holdings` (~40 tokens)

Return the top holdings of an ETF with their portfolio weight percentages.

Input parameters:

- `ticker` (string, required): ETF ticker symbol, e.g. 'SPY'

Output parameters:

- `result` (string)

### `find_etfs_holding_stock` (~168 tokens)

Reverse-lookup: find ETFs (from a ~365-ETF universe or a custom list)
that hold a given stock in their disclosed top holdings.

Results are sorted by the stock's weight in each ETF, highest first.
For a version that also reports each ETF's expense ratio and size, use
stock_exposure_summary.

Input parameters:

- `custom_etf_universe` (string): Optional JSON array of ETF tickers to search instead of the default universe. Example: '["SPY","QQQ","XLK"]'
- `limit` (integer): Maximum number of ETFs to return (1-50, default 20)
- `stock_ticker` (string, required): Stock ticker or company name to search for, e.g. 'NVDA' or 'Nvidia'

Output parameters:

- `result` (string)

### `stock_exposure_summary` (~120 tokens)

Find the ETFs that give exposure to a stock, with each fund's weight in that
stock alongside its expense ratio and AUM.

Answers "what is the cheapest / largest ETF for exposure to X?" — the weight
column shows how much exposure you get, expense ratio what it costs.

Input parameters:

- `limit` (integer): Maximum number of ETFs to return (1-25, default 10)
- `stock` (string, required): Stock ticker or company name to find ETF exposure for, e.g. 'NVDA' or 'Nvidia'

Output parameters:

- `result` (string)

### `search_etfs` (~131 tokens)

Search for ETFs by name, theme, or category using Yahoo Finance search.

Returns matching ETF tickers with their full names and exchanges.
Useful for discovering ETFs to pass to etf_info, compare_etfs,
etf_holdings, or find_etfs_holding_stock.

To resolve a stock or company name rather than find ETFs, use lookup_symbol.

Input parameters:

- `limit` (integer): Maximum number of ETFs to return (1-25, default 10)
- `query` (string, required): Search term: fund name, theme, or category, e.g. 'semiconductor' or 'dividend'

Output parameters:

- `result` (string)

### `lookup_symbol` (~135 tokens)

Resolve a company or fund name to its ticker symbol.

Call this first whenever the user names a company instead of giving a
ticker — "Which ETFs hold Nvidia?" needs NVDA. Covers stocks and ETFs;
use asset_type='stock' to exclude funds from the results.

Input parameters:

- `asset_type` (string): Filter results: 'any' (default), 'stock', or 'etf'
- `limit` (integer): Maximum number of results (1-25, default 10)
- `query` (string, required): Company or fund name to resolve, e.g. 'Nvidia' or 'Vanguard total stock market'

Output parameters:

- `result` (string)

## Diagnostics

Captured diagnostic sections: Provenance, Install scripts, Dependencies. The full working is on the page: https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings#diagnostics

## Score history

- 2026-11-05: 82
- 2026-11-04: 97
- 2026-11-03: 82
- 2026-11-02: 97
- 2026-11-01: 97
- 2026-10-31: 96
- 2026-10-30: 96
- 2026-10-29: 95
- 2026-10-28: 95
- 2026-10-27: 95
- 2026-10-26: 94
- 2026-10-25: 94
- 2026-10-24: 93
- 2026-10-23: 93
- 2026-10-22: 92
- 2026-10-21: 92
- 2026-10-20: 91
- 2026-10-19: 76
- 2026-10-18: 75
- 2026-10-17: 75
- 2026-10-16: 89
- 2026-10-15: 74
- 2026-10-14: 35
- 2026-10-13: 35
- 2026-10-12: 39
- 2026-10-05: 68
- 2026-10-04: 68
- 2026-10-03: 83

## Common questions

### What is the io.github.vlearner/mcp-etf-holdings server?

io.github.vlearner/mcp-etf-holdings is listed in the public MCP registry as io.github.vlearner/mcp-etf-holdings. Find which ETFs hold any stock, compare funds, and pull holdings. Live Yahoo Finance data. This page covers its PyPI package (mcp-etf-holdings).

### Is the io.github.vlearner/mcp-etf-holdings server safe to use?

io.github.vlearner/mcp-etf-holdings scores 82 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 5 November 2026. Its build provenance is signed and verified. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the io.github.vlearner/mcp-etf-holdings server expose?

io.github.vlearner/mcp-etf-holdings exposes 7 tools: etf_info, compare_etfs, etf_holdings, find_etfs_holding_stock, stock_exposure_summary, and 2 more. Their descriptions and schemas cost roughly 781 tokens of context every time the server is loaded.

### Is the io.github.vlearner/mcp-etf-holdings server still maintained?

io.github.vlearner/mcp-etf-holdings is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

### What licence is the io.github.vlearner/mcp-etf-holdings server under?

io.github.vlearner/mcp-etf-holdings declares the MIT licence, which is OSI-approved. That covers the source only, and says nothing about the cost of any service it calls.

## Links

- PyPI project: https://pypi.org/project/mcp-etf-holdings/
- Socket report: https://socket.dev/pypi/package/mcp-etf-holdings
- Repository: https://github.com/vlearner/mcp-etf-holdings
- Changelog RSS feed: https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings.xml
- Changelog JSON feed: https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings.json
- HTML version of this page: https://verifymcp.io/servers/vlearner-mcp-etf-holdings/mcp-etf-holdings