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The dataset generation failed
Error code:   DatasetGenerationError
Exception:    CastError
Message:      Couldn't cast
mgrno: string
permco: string
fdate: timestamp[s]
shares: double
price: double
dollar_holding: double
quarter: string
year: int64
qtr: int64
-- schema metadata --
huggingface: '{"info": {"features": {"mgrno": {"dtype": "string", "_type"' + 414
to
{'permco': Value(dtype='string', id=None), 'embedding': Sequence(feature=Value(dtype='float32', id=None), length=32, id=None)}
because column names don't match
Traceback:    Traceback (most recent call last):
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/builder.py", line 1855, in _prepare_split_single
                  for _, table in generator:
                File "/src/services/worker/src/worker/job_runners/config/parquet_and_info.py", line 690, in wrapped
                  for item in generator(*args, **kwargs):
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/packaged_modules/arrow/arrow.py", line 76, in _generate_tables
                  yield f"{file_idx}_{batch_idx}", self._cast_table(pa_table)
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/packaged_modules/arrow/arrow.py", line 59, in _cast_table
                  pa_table = table_cast(pa_table, self.info.features.arrow_schema)
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/table.py", line 2293, in table_cast
                  return cast_table_to_schema(table, schema)
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/table.py", line 2241, in cast_table_to_schema
                  raise CastError(
              datasets.table.CastError: Couldn't cast
              mgrno: string
              permco: string
              fdate: timestamp[s]
              shares: double
              price: double
              dollar_holding: double
              quarter: string
              year: int64
              qtr: int64
              -- schema metadata --
              huggingface: '{"info": {"features": {"mgrno": {"dtype": "string", "_type"' + 414
              to
              {'permco': Value(dtype='string', id=None), 'embedding': Sequence(feature=Value(dtype='float32', id=None), length=32, id=None)}
              because column names don't match
              
              The above exception was the direct cause of the following exception:
              
              Traceback (most recent call last):
                File "/src/services/worker/src/worker/job_runners/config/parquet_and_info.py", line 1431, in compute_config_parquet_and_info_response
                  parquet_operations, partial, estimated_dataset_info = stream_convert_to_parquet(
                File "/src/services/worker/src/worker/job_runners/config/parquet_and_info.py", line 992, in stream_convert_to_parquet
                  builder._prepare_split(
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/builder.py", line 1742, in _prepare_split
                  for job_id, done, content in self._prepare_split_single(
                File "/src/services/worker/.venv/lib/python3.9/site-packages/datasets/builder.py", line 1898, in _prepare_split_single
                  raise DatasetGenerationError("An error occurred while generating the dataset") from e
              datasets.exceptions.DatasetGenerationError: An error occurred while generating the dataset

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permco
string
embedding
sequence
1249
[ 0.022636735811829567, -0.03247649595141411, 0.07830594480037689, -0.057638902217149734, -0.043634891510009766, 0.009026792831718922, -0.004116313066333532, 0.00794393289834261, -0.009529194794595242, -0.011379971168935299, 0.020319979637861252, -0.0025470671243965626, 0.003581503638997674, ...
1962
[ 0.009438373148441315, -0.02260788343846798, 0.013396994210779667, -0.0020840782672166824, 0.0010900265770033002, -0.005231074523180723, 0.01689865067601204, 0.005473298020660877, -0.005247375927865505, -0.029957927763462067, 0.00392390601336956, -0.005118696019053459, 0.03202402964234352, ...
20010
[ 0.016762245446443558, -0.04020845517516136, -0.00009214162128046155, -0.0022156815975904465, 0.025513313710689545, 0.006559613160789013, 0.007845438085496426, -0.02775617688894272, 0.02763117291033268, -0.006990991998463869, 0.000002223136561951833, 0.002759875264018774, -0.01949724741280079...
20017
[ 0.07067360728979111, 0.04390951618552208, 0.046503886580467224, -0.062204789370298386, 0.0047844997607171535, 0.05428304523229599, 0.003118534106761217, 0.040091559290885925, -0.042859189212322235, -0.029571471735835075, 0.03230242431163788, -0.004538470879197121, 0.0034999423660337925, 0....
20030
[ 0.04322746396064758, -0.01287902519106865, 0.006186523009091616, -0.06598493456840515, -0.06410869210958481, -0.0246204175055027, 0.00605422630906105, 0.0009546660585328937, 0.0024145503994077444, 0.0037114107981324196, 0.008646241389214993, -0.03494616597890854, -0.07920044660568237, 0.00...
20060
[ 0.06127915903925896, -0.0004352075338829309, 0.01596861705183983, -0.0017526971641927958, 0.04519118741154671, 0.04565681144595146, -0.020522434264421463, 0.09066053479909897, 0.08109024912118912, 0.013624778017401695, -0.005273384507745504, 0.04733871668577194, -0.06549803912639618, -0.05...
20063
[ 0.0529160350561142, -0.019163768738508224, -0.004652827046811581, -0.004756583366543055, -0.05260806903243065, 0.038328833878040314, -0.07803132385015488, 0.03805401921272278, 0.014622427523136139, -0.017953911796212196, -0.054431818425655365, 0.042955510318279266, -0.0007645898731425405, ...
20086
[ 0.08818195015192032, 0.10585356503725052, -0.027788052335381508, 0.024158772081136703, -0.01618507131934166, -0.052512895315885544, -0.01724245771765709, -0.07013984024524689, -0.06516174972057343, 0.025378741323947906, -0.01826067827641964, -0.026483120396733284, -0.025079622864723206, 0....
20103
[ 0.11132872104644775, 0.1487792432308197, 0.05864005535840988, 0.11230122298002243, 0.0494014210999012, -0.10753316432237625, -0.012628745287656784, -0.00626636715605855, 0.07078658044338226, -0.10387635976076126, -0.004317488055676222, 0.01728734001517296, -0.02470056153833866, 0.002509511...
20191
[ 0.10238376259803772, 0.11922171711921692, 0.07178672403097153, 0.0678960457444191, 0.011867628432810307, -0.004857003688812256, -0.07084525376558304, 0.03552160784602165, -0.011487501673400402, -0.07670515775680542, -0.0511692576110363, -0.004372738301753998, -0.007280854973942041, -0.0094...
20207
[ 0.028571823611855507, -0.043055012822151184, 0.05808523669838905, 0.027932798489928246, -0.03558658808469772, 0.035891614854335785, 0.04685831069946289, 0.022071970626711845, -0.009089354425668716, -0.015717575326561928, -0.007618916220963001, -0.006836074870079756, 0.04316385090351105, 0....
20227
[ 0.10444985330104828, 0.11971494555473328, 0.11766565591096878, 0.04061471298336983, 0.05013718828558922, -0.01739969663321972, -0.025432832539081573, 0.01284643355756998, 0.015706602483987808, -0.06515160202980042, 0.008613529615104198, -0.01283310353755951, -0.04967654496431351, 0.0058994...
20258
[ 0.030948083847761154, -0.011963019147515297, -0.04331795871257782, 0.021190790459513664, -0.012325813993811607, -0.03462257608771324, 0.030382132157683372, -0.04119089990854263, 0.036385197192430496, -0.04734862223267555, 0.027183881029486656, -0.032942965626716614, 0.010982665233314037, -...
20277
[ 0.05542910844087601, 0.002027577953413129, 0.030196182429790497, -0.09839299321174622, -0.014698931016027927, 0.022503584623336792, 0.005088317207992077, -0.039290882647037506, -0.015907583758234978, -0.0003993603168055415, 0.02180837094783783, -0.020023163408041, -0.045345209538936615, -0...
20306
[ 0.04911348596215248, -0.0075098322704434395, -0.011464156210422516, -0.050352323800325394, -0.04111712425947189, 0.002401147037744522, -0.03403318300843239, -0.03666491061449051, 0.017013633623719215, -0.019500674679875374, -0.0103955939412117, -0.061280082911252975, -0.04581092298030853, ...
20327
[ 0.0015122608747333288, -0.0035523581318557262, 0.0034099745098501444, 0.002207193523645401, -0.005490985698997974, -0.007854994386434555, 0.00717212725430727, 0.0053720963187515736, 0.006029732525348663, -0.0033032617066055536, 0.016562843695282936, -0.013737175613641739, -0.0121864071115851...
20350
[ 0.033554039895534515, -0.035815633833408356, -0.0029309738893061876, 0.009426376782357693, 0.009401106275618076, 0.0614219605922699, -0.0060263886116445065, 0.002251958241686225, 0.06879230588674545, -0.027104783803224564, -0.02129153162240982, -0.04140209034085274, 0.04898183420300484, 0....
20354
[ 0.055170465260744095, 0.0030810334719717503, -0.020280590280890465, -0.02971743792295456, 0.03854680433869362, 0.0202353335916996, 0.003928362857550383, 0.008627047762274742, -0.018856680020689964, 0.0856921449303627, 0.017420899122953415, 0.033016834408044815, -0.08283773064613342, -0.070...
20387
[ 0.014495310373604298, -0.008885649032890797, 0.015219848603010178, 0.00804649293422699, -0.026459354907274246, 0.012839306145906448, 0.010482787154614925, 0.04306326061487198, 0.0045701018534600735, -0.020054182037711143, -0.03605647385120392, -0.011392218992114067, -0.010717757046222687, ...
20408
[ 0.0887073203921318, 0.10217107087373734, 0.00020246858184691519, -0.055452872067689896, 0.023605529218912125, -0.08693324774503708, 0.01831095851957798, -0.007821794599294662, -0.009498413652181625, -0.002174698282033205, -0.017612751573324203, 0.04201161861419678, -0.027745582163333893, -...
20413
[ 0.016807489097118378, -0.035591885447502136, 0.01743396557867527, -0.005570335313677788, 0.03685811161994934, -0.004067794419825077, -0.03137585148215294, -0.02678174152970314, -0.024177521467208862, -0.030530862510204315, 0.07123436033725739, 0.05228595808148384, 0.0583212785422802, 0.013...
20414
[ 0.06254468858242035, 0.03877180069684982, -0.06112571433186531, -0.008522232063114643, -0.05043087154626846, -0.005285079125314951, 0.05675084516406059, -0.03714660555124283, 0.0004653606447391212, -0.05383455008268356, 0.006936348043382168, -0.0033890153281390667, 0.08050236105918884, -0....
20440
[ 0.09675448387861252, 0.11191203445196152, 0.05020581930875778, 0.06412922590970993, 0.022639280185103416, 0.010294864885509014, -0.04914733022451401, 0.03308402746915817, -0.016637148335576057, -0.033619895577430725, -0.004462065175175667, -0.0043918536975979805, -0.0045248293317854404, -0...
20456
[ 0.07740996032953262, 0.07378745824098587, -0.03798879683017731, -0.030074343085289, 0.019768644124269485, -0.044625479727983475, 0.07800900936126709, -0.06000170856714249, -0.04023674502968788, 0.04830978438258171, 0.0028900003526359797, -0.007787277922034264, 0.08985093981027603, -0.00725...
20466
[ 0.009220859035849571, -0.017706045880913734, 0.026926372200250626, 0.05089781433343887, -0.03423638641834259, 0.012156273238360882, 0.0306642297655344, -0.03607039898633957, 0.01179004181176424, 0.006724304985255003, -0.00468651344999671, -0.018218068405985832, 0.01510947197675705, -0.0171...
20478
[ 0.04097077250480652, -0.02391755022108555, -0.03385232016444206, 0.007350697182118893, -0.04538167268037796, 0.06462471932172775, -0.04310588166117668, -0.02597537636756897, -0.008406088687479496, -0.022084835916757584, -0.02922872081398964, 0.008639906533062458, -0.02898331917822361, 0.07...
20486
[ 0.0572061724960804, 0.019377896562218666, -0.053940147161483765, -0.0024734255857765675, -0.01087692566215992, 0.006573364604264498, 0.10016435384750366, -0.055441807955503464, -0.020015927031636238, -0.08293826878070831, -0.00490942457690835, 0.033817779272794724, 0.05484294146299362, -0....
20490
[ 0.016611769795417786, -0.029920777305960655, 0.011749202385544777, 0.01587638258934021, -0.03188718855381012, -0.007120972499251366, 0.029543785378336906, -0.018487384542822838, 0.0323016494512558, 0.008131050504744053, 0.012109043076634407, 0.023896237835288048, -0.027954913675785065, -0....
20514
[ 0.02990140952169895, -0.05660923197865486, 0.04129689186811447, 0.040006447583436966, 0.04876818507909775, 0.022094814106822014, 0.0454060398042202, -0.012264341115951538, -0.01677831821143627, -0.020783914253115654, -0.060255296528339386, -0.028939424082636833, -0.001083376002497971, -0.0...
20569
[ 0.038387563079595566, -0.02553579770028591, 0.00871224794536829, -0.06096780672669411, 0.08335667103528976, -0.043759167194366455, 0.012742558494210243, 0.002848598640412092, 0.054780006408691406, 0.04049820452928543, 0.022718805819749832, 0.062638059258461, -0.012656467966735363, -0.01350...
20583
[ 0.06681781262159348, -0.0033056067768484354, 0.10571108758449554, -0.11489764600992203, 0.05779177322983742, 0.03978310897946358, 0.06180104613304138, 0.0063184453174471855, 0.03957797959446907, 0.010991989634931087, -0.02648812159895897, -0.05658072978258133, 0.056945934891700745, 0.05620...
20587
[ 0.04898395016789436, -0.020473932847380638, 0.011339881457388401, -0.06042587384581566, 0.0015070086810737848, 0.017487049102783203, 0.012690001167356968, -0.03681091219186783, -0.005547800101339817, -0.0037894013803452253, -0.08345820754766464, -0.057576484978199005, -0.022185157984495163, ...
20597
[ 0.08764452487230301, 0.10397478938102722, 0.0058296858333051205, 0.029896801337599754, -0.011696914210915565, -0.02149972692131996, -0.05491745471954346, -0.0013591714669018984, -0.06466448307037354, -0.016959618777036667, -0.02266317792236805, -0.006995032541453838, -0.031233152374625206, ...
20606
[ 0.08610175549983978, 0.09528739005327225, -0.018651025369763374, 0.036788925528526306, 0.01747710630297661, -0.03760839253664017, -0.0189479049295187, 0.015897557139396667, 0.04903944209218025, 0.047434043139219284, -0.028965985402464867, 0.02393224649131298, -0.0031972872093319893, -0.017...
20626
[ 0.10166797041893005, 0.13533912599086761, 0.043533362448215485, 0.050182320177555084, 0.050042249262332916, -0.0993819609284401, -0.0037840609438717365, -0.05040999501943588, 0.012213977985084057, -0.021008819341659546, -0.006672759540379047, 0.005231641232967377, -0.04122612625360489, -0....
20643
[ 0.06527943164110184, 0.04381904751062393, -0.039354607462882996, -0.08824153244495392, -0.03082859329879284, -0.013827410526573658, -0.026679569855332375, -0.013502154499292374, -0.08117863535881042, -0.009498885832726955, -0.004256909247487783, -0.005966245662420988, -0.0556892529129982, ...
20678
[ 0.1150609478354454, 0.15429113805294037, 0.08120623230934143, 0.10570008307695389, 0.044855475425720215, -0.10452157258987427, -0.04831159487366676, 0.017704349011182785, 0.05881707742810249, -0.10688697546720505, -0.011970443651080132, 0.0024380197282880545, -0.03302408754825592, -0.01777...
20684
[ 0.06320233643054962, 0.023793112486600876, -0.06563813984394073, -0.025222601369023323, -0.0414624884724617, -0.010874545201659203, 0.0795246809720993, -0.029276438057422638, 0.052091918885707855, -0.03898443654179573, -0.020912306383252144, -0.000289036484900862, 0.1011633574962616, -0.01...
20737
[ 0.004363388754427433, 0.0025561638176441193, 0.024222789332270622, -0.027647750452160835, -0.016543174162507057, 0.0030283110681921244, -0.0035565756261348724, 0.0015397609677165747, 0.012296699918806553, -0.000042474581277929246, -0.006914842873811722, -0.0020918925292789936, 0.009218033403...
20786
[ 0.01737150177359581, -0.03590559959411621, -0.01269593182951212, 0.04001738503575325, 0.010417780838906765, -0.044075459241867065, 0.016993531957268715, 0.017496639862656593, 0.018886538222432137, 0.04539906606078148, 0.018079489469528198, 0.006672504357993603, 0.003956565633416176, 0.0355...
20792
[ 0.10571379214525223, 0.14312979578971863, 0.0398402102291584, 0.07336660474538803, 0.04073899984359741, -0.09714541584253311, -0.03010009415447712, 0.005374277010560036, 0.032824937254190445, -0.05063381418585777, -0.02013820968568325, 0.028456881642341614, -0.05426722764968872, 0.00475248...
20799
[ 0.0986257940530777, 0.12383770197629929, 0.015859505161643028, 0.08292852342128754, 0.04792659357190132, -0.06186601519584656, -0.013050547800958157, -0.02741295099258423, 0.018230997025966644, -0.03312016278505325, -0.006162568926811218, 0.020787294954061508, 0.0012079926673322916, 0.0240...
20803
[ 0.035166285932064056, -0.022033214569091797, 0.03951217234134674, -0.08304186910390854, -0.0586513914167881, -0.0206893440335989, -0.030567098408937454, 0.0021254720631986856, 0.04242192208766937, 0.06102004647254944, -0.04705261439085007, -0.09566722065210342, 0.030647635459899902, 0.0065...
20819
[ 0.0014779339544475079, -0.0013830686220899224, 0.006432026624679565, 0.010201037861406803, -0.005739500280469656, -0.011341385543346405, -0.00030632936977781355, 0.012344587594270706, 0.0159540306776762, -0.015687178820371628, 0.013859666883945465, -0.0006354704964905977, -0.0149452481418848...
20902
[ 0.020297078415751457, -0.030266128480434418, 0.04962659254670143, -0.015438098460435867, -0.03674309700727463, 0.00814136490225792, 0.020892297849059105, 0.024763701483607292, 0.012065509334206581, 0.05878566578030586, -0.02117975987493992, -0.017840184271335602, -0.03293900936841965, 0.03...
20908
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20939
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21177
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21179
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21211
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21258
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21286
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21362
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21384
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21398
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21401
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21414
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21485
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21492
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21547
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21576
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21592
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21729
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21734
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21740
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21805
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21810
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21814
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21845
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21882
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21945
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22405
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22506
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22919
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23459
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23520
[ 0.05139008164405823, -0.02069978415966034, 0.06966084986925125, -0.07119891047477722, 0.02973093092441559, 0.05598342791199684, -0.02543863281607628, 0.015811560675501823, -0.02065921016037464, 0.0024717252235859632, 0.06752218306064606, 0.0621057003736496, -0.09514990448951721, 0.00855875...
23550
[ 0.018271060660481453, -0.027613434940576553, 0.021843235939741135, -0.00944204069674015, 0.00017386059334967285, 0.005953048821538687, -0.018853282555937767, 0.00005860349119757302, -0.04647497087717056, -0.02651122212409973, -0.02019970864057541, 0.011693173088133335, -0.03260120376944542, ...
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Check out the documentation for more information.

US Institutional 13F Holdings Record-level Embeddings Dataset (Merged Quarterly Snapshots 1980–2024)

This dataset provides a single merged Hugging Face DatasetDict combining all 179 quarterly snapshots of U.S. institutional 13F filings (1980 Q1 → 2024 Q3).

Every quarter’s folder has been concatenated into three splits:

  • holdings (113,114,724 rows): record-level positions with fields: • mgrno (string) – Institutional manager ID (SEC) • permco (string) – Permanent company identifier • fdate (timestamp[s]) – Quarter-end report date • shares (float64) – Shares held • price (float64) – Price per share on fdate • dollar_holding (float64) – Market value (shares × price)
  • asset_embeddings (919,599 rows): PERMCO-level 32-dimensional vectors • permco (string) – PERMCO identifier • embedding (float32[32]) – Asset embedding vector
  • investor_embeddings (445,036 rows): manager-level 32-dimensional vectors • mgrno (string) – Institutional manager ID • embedding (float32[32]) – Investor embedding vector

Quick Load Example:

from datasets import load_dataset

ds = load_dataset("kurry/institutional-holdings-13f-quarterly")
print({s: ds[s].num_rows for s in ds})  # {'holdings': 113114724, 'asset_embeddings': 919599, 'investor_embeddings': 445036}
print(ds["holdings"][0])
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