secedgar_get_beneficial_owners
shallowio.github.cyanheads/secedgar-mcp-server · Verify this server
List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input is the manager. 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose field at all, which is the substantive difference between a stake that intends to influence control and one that does not. Every filing is returned with each reporting person listed separately, because voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report overlapping shares — summing those percentages double-counts the same position. Coverage starts at 2024-12-18, when SEC replaced the legacy SC 13D / SC 13G text filings with this XML format; earlier stakes are readable but not parseable, and the response reports how many of them the issuer has. The full parsed set is materialized as df_<id> when a canvas is available, one row per reporting person, so it joins against the insider and 13F dataframes on issuer CIK.
1 trials · measured 8 days ago
secedgar_get_beneficial_owners scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.cyanheads/secedgar-mcp-server, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.
Component breakdown
| Component | Weight | Value |
|---|---|---|
| Reliability | 35% | not applicable |
| Schema integrity | 25% | 100.0 |
| Failure behaviour | 15% | not applicable |
| Latency | 15% | not applicable |
| Concurrency | 10% | not applicable |
Tool details
- Transport
- remote + stdio
- Credential class
- self-provisionable
- Category
- Finance & compliance
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-25 | 100.0 | shallow | v0.2.0 |
Probe evidence
| Probe | Outcomes |
|---|---|
| schema_integrity | pass: 1 |
Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.
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