Manual sources always take precedence over other sources. When the same relation is reported by multiple non-manual sources, the most recent update wins.
For the shareholders metrics insight, use
GET /entities/{entityId}/insights/metrics/shareholders with relations.relationType=shareholders. When Company Verification data is available, it uses shareholder rows from the entity’s most recent report; manually entered values take precedence for relations that have both sources.
Use promotion when a shareholder should become its own entity. Promotion creates an entity for the shareholder so you can connect datasources and continue working with that person or company directly.