get_managers
Browse institutional managers with their latest 13F-HR filing and AUM. Filter by name or minimum AUM to find specific managers and pair with holdings data.
Instructions
Browse the institutional manager index — each manager with their latest 13F-HR filing and AUM. Filter by name (partial match — "Berkshire" returns Berkshire Hathaway) or minimum AUM. Pair with get_holdings to see what a given manager owns. Requires Business plan.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Filter by manager name (partial, case-insensitive). Example: "Berkshire" matches Berkshire Hathaway. | |
| page | No | Page number for pagination | |
| min_aum | No | Minimum AUM in USD at the latest filed quarter | |
| per_page | No | Results per page (max 100) |