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longbridge

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Top 20 Shareholders

shareholder_top
Read-onlyIdempotent

Fetch the top 20 major shareholders (institutions, individuals, insiders) for a given security, showing shares held, percent, changes, and filing dates across reporting periods.

Instructions

Get Top 20 major shareholders (institutions, individuals, insiders) across reporting periods. Returns info[]{period, share_holders[]{object_id, name, title, shares_held, percent_shares_held, shares_changed, filing_date}}. Use object_id with shareholder_detail to drill into a holder's full trade history.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
infoNoPer-period holder snapshots.
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true, and openWorldHint=true. The description adds no additional behavioral context beyond the return format. With strong annotations, a score of 3 is appropriate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three concise sentences: purpose, return structure, and usage tip. Front-loaded with core action. No fluff; every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity (one param, strong annotations, output schema exists), the description is complete. It explains the return format, scope (top 20 across periods), and connects to a sibling. No major gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The only parameter 'symbol' has 100% schema coverage with a description. The description adds no extra meaning beyond the schema, so baseline 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns top 20 major shareholders across reporting periods, distinguishing itself from sibling tools like 'shareholder' (individual) and 'shareholder_detail' (drill-down). It uses a specific verb 'Get' and names resource types (institutions, individuals, insiders).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly mentions using 'object_id with shareholder_detail to drill into a holder's full trade history', providing a clear when-to-use alternative. However, it does not address other related tools like 'shareholder' or 'institutional_views'.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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