search_owners
TOOLSearch ownersscope: dataflow:entities.search · read-only
Tool description, as exposed to the agent
Searches for owners (funds, asset managers, institutions, and individuals) by free-text name. Use this first to obtain the owner_id required by ownership tools such as get_owner_portfolio. The query can be a person's name (e.g. 'Stefan Persson'), a fund name (e.g. 'Vanguard Total Stock Market Index Fund'), an asset-manager name (e.g. 'BlackRock'), or an institution name (e.g. 'Norges Bank'). By default the search returns top-level entities (the parent group rather than every regional or per-fund sub-entity); set only_top_level to false to include sub-entities. Each match returns the owner_id, owner_name, owner_country, and owner_type. Rows with is_parent: true may have sub-entities that can be enumerated with another search_owners call. Successful calls may consume Dataflow credits.Parameters
| Parameter | Type | Description | |
|---|---|---|---|
| query | string | required | Free-text query. Accepts a person's name, fund name, asset-manager name, or institution name (e.g. 'BlackRock', 'Vanguard Total Stock Market Index Fund', 'Cevian Capital').min length 2 · max length 256 |
| countries | string[] | optional | Optional ISO 3166-1 alpha-2 filter on the owner's domicile country (e.g. 'US', 'SE', 'GB').max items 20 |
| only_top_level | boolean | optional | When true (default), excludes sub-entities (individual funds inside a fund family, regional sub-managers). Set to false to include them.default true |
| limit | integer | optional | Maximum number of owner matches. Hard cap 50.default 10 · min 1 · max 50 |
Billing
Pricing key: owner_search. Successful calls consume Dataflow credits per your contract. See Credits & pricing.