Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
Nantahala Capital Management, LLC 2024 Q1 5/15/2024, 05:20 PM
Pensionmark Financial Group, LLC 2024 Q1 5/15/2024, 05:19 PM
Avidity Partners Management LP 2024 Q1 5/15/2024, 05:18 PM
Weaver Capital Management LLC 2024 Q1 5/15/2024, 05:18 PM
BONTEMPO OHLY CAPITAL MGMT LLC 2024 Q1 5/15/2024, 05:17 PM
BUCKINGHAM STRATEGIC PARTNERS, LLC 2024 Q1 5/15/2024, 05:15 PM
FRG Family Wealth Advisors LLC 2024 Q1 5/15/2024, 05:14 PM
Lavaca Capital LLC 2024 Q1 - RESTATEMENT 5/15/2024, 05:13 PM
GREENWOOD GEARHART INC 2024 Q1 5/15/2024, 05:13 PM
26North Partners LP 2024 Q1 5/15/2024, 05:13 PM
FourWorld Capital Management LLC 2024 Q1 5/15/2024, 05:13 PM
GLAZER CAPITAL, LLC 2024 Q1 5/15/2024, 05:12 PM
McDonough Capital Management, Inc 2024 Q1 5/15/2024, 05:10 PM
PAULSON & CO. INC. 2024 Q1 5/15/2024, 05:09 PM
THOMA BRAVO, L.P. 2024 Q1 5/15/2024, 05:09 PM
KITCHING PARTNERS, LLC 2024 Q1 5/15/2024, 05:08 PM
Nishkama Capital, LLC 2024 Q1 5/15/2024, 05:08 PM
DoubleLine ETF Adviser LP 2024 Q1 5/15/2024, 05:07 PM
Kolinsky Wealth Management, LLC 2024 Q1 5/15/2024, 05:06 PM
New Millennium Group LLC 2024 Q1 5/15/2024, 05:06 PM
NFJ INVESTMENT GROUP, LLC 2024 Q1 5/15/2024, 05:04 PM
BlackBarn Capital Partners LP 2024 Q1 5/15/2024, 05:04 PM
HARVEST VOLATILITY MANAGEMENT LLC 2024 Q1 5/15/2024, 05:04 PM
Castle Creek Capital Partners VI, LP 2024 Q1 5/15/2024, 05:02 PM
Clearline Capital LP 2024 Q1 5/15/2024, 05:02 PM
White Knight Strategic Wealth Advisors, LLC 2024 Q1 5/15/2024, 05:01 PM
Walgreens Boots Alliance, Inc. 2024 Q1 5/15/2024, 05:01 PM
SOROS FUND MANAGEMENT LLC 2024 Q1 5/15/2024, 05:01 PM
GREENOAKS CAPITAL PARTNERS LLC 2024 Q1 5/15/2024, 05:00 PM
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 2024 Q1 5/15/2024, 05:00 PM
LUMINUS MANAGEMENT LLC 2024 Q1 5/15/2024, 04:59 PM
Rockbridge Investment Management, LCC 2024 Q1 5/15/2024, 04:59 PM
VISTA INVESTMENT PARTNERS LLC 2023 Q4 5/15/2024, 04:58 PM
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2024 Q1 5/15/2024, 04:58 PM
Virtus ETF Advisers LLC 2024 Q1 5/15/2024, 04:57 PM
Cullen Capital Management, LLC 2024 Q1 5/15/2024, 04:56 PM
Providence Equity Partners L.L.C. 2024 Q1 5/15/2024, 04:56 PM
Keyframe Capital Partners, L.P. 2024 Q1 5/15/2024, 04:56 PM
JAT Capital Mgmt LP 2024 Q1 5/15/2024, 04:55 PM
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 2024 Q1 5/15/2024, 04:55 PM
CYRUS CAPITAL PARTNERS, L.P. 2024 Q1 5/15/2024, 04:55 PM
SEGALL BRYANT & HAMILL, LLC 2024 Q1 5/15/2024, 04:55 PM
Waverly Advisors, LLC 2024 Q1 5/15/2024, 04:54 PM
Apollo Management Holdings, L.P. 2024 Q1 5/15/2024, 04:54 PM
Schusterman Interests, LLC 2024 Q1 5/15/2024, 04:54 PM
Kinloch Capital, LLC 2024 Q1 5/15/2024, 04:53 PM
SILVERCREST ASSET MANAGEMENT GROUP LLC 2024 Q1 5/15/2024, 04:53 PM
Progeny 3, Inc. 2024 Q1 5/15/2024, 04:53 PM
CAPTRUST FINANCIAL ADVISORS 2024 Q1 5/15/2024, 04:52 PM
Zurich Insurance Group Ltd/FI 2024 Q1 5/15/2024, 04:51 PM
ASHFORD CAPITAL MANAGEMENT INC 2024 Q1 5/15/2024, 04:51 PM
CAXTON ASSOCIATES LP 2024 Q1 5/15/2024, 04:50 PM
BERKLEY W R CORP 2024 Q1 5/15/2024, 04:50 PM
Waterford Advisors, LLC 2024 Q1 5/15/2024, 04:50 PM
Redmile Group, LLC 2024 Q1 5/15/2024, 04:50 PM
Monarch Alternative Capital LP 2024 Q1 5/15/2024, 04:49 PM
Lavaca Capital LLC 2024 Q1 5/15/2024, 04:48 PM
ROBOTTI ROBERT 2024 Q1 5/15/2024, 04:47 PM
Hein Park Capital Management LP 2024 Q1 5/15/2024, 04:47 PM
Econ Financial Services Corp 2024 Q1 5/15/2024, 04:46 PM
Sandia Investment Management LP 2024 Q1 5/15/2024, 04:45 PM
Bornite Capital Management LP 2024 Q1 - RESTATEMENT 5/15/2024, 04:46 PM
Paloma Partners Management Co 2024 Q1 5/15/2024, 04:46 PM
STEELHEAD PARTNERS LLC 2024 Q1 5/15/2024, 04:45 PM
FLOW TRADERS U.S. LLC 2024 Q1 5/15/2024, 04:45 PM
INCLUSIVE CAPITAL PARTNERS, L.P. 2024 Q1 5/15/2024, 04:45 PM
NEA Management Company, LLC 2024 Q1 5/15/2024, 04:44 PM
Mount Yale Investment Advisors, LLC 2024 Q1 5/15/2024, 04:43 PM
Sarissa Capital Management LP 2024 Q1 5/15/2024, 04:43 PM
Evergreen Wealth Solutions, LLC 2024 Q1 5/15/2024, 04:42 PM
PERRITT CAPITAL MANAGEMENT INC 2024 Q1 5/15/2024, 04:41 PM
Cruiser Capital Advisors, LLC 2024 Q1 5/15/2024, 04:37 PM
Beaird Harris Wealth Management, LLC 2024 Q1 5/15/2024, 04:40 PM
MASTERS CAPITAL MANAGEMENT LLC 2024 Q1 5/15/2024, 04:40 PM
Atairos Partners GP, Inc. 2024 Q1 5/15/2024, 04:38 PM
Talisman Wealth Advisors LLC 2024 Q1 5/15/2024, 04:37 PM
BAKER BROS. ADVISORS LP 2024 Q1 5/15/2024, 04:37 PM
Capital Markets Trading UK LLP 2024 Q1 5/15/2024, 04:36 PM
Estuary Capital Management LP 2024 Q1 5/15/2024, 04:38 PM
Blue Water Life Science Advisors, LP 2024 Q1 5/15/2024, 04:37 PM
Yiheng Capital Management, L.P. 2024 Q1 5/15/2024, 04:36 PM
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 2024 Q1 5/15/2024, 04:36 PM
venBio Partners LLC 2024 Q1 5/15/2024, 04:35 PM
Whale Rock Capital Management LLC 2024 Q1 5/15/2024, 04:35 PM
Appian Way Asset Management LP 2024 Q1 5/15/2024, 04:35 PM
Wick Capital Partners, LLC 2024 Q1 5/15/2024, 04:34 PM
Darwin Global Management, Ltd. 2024 Q1 5/15/2024, 04:33 PM
First Light Asset Management, LLC 2024 Q1 5/15/2024, 04:33 PM
Lansing Management LP 2024 Q1 5/15/2024, 04:33 PM
QVR LLC 2024 Q1 5/15/2024, 04:32 PM
Ascent Group, LLC 2024 Q1 5/15/2024, 04:35 PM
TORNO CAPITAL, LLC 2024 Q1 5/15/2024, 04:34 PM
SCGE MANAGEMENT, L.P. 2024 Q1 5/15/2024, 04:32 PM
Investment Management Corp of Ontario 2024 Q1 5/15/2024, 04:30 PM
Federation des caisses Desjardins du Quebec 2024 Q1 - RESTATEMENT 5/15/2024, 04:28 PM
Condire Management, LP 2024 Q1 5/15/2024, 04:34 PM
ORACLE INVESTMENT MANAGEMENT INC 2024 Q1 5/15/2024, 04:34 PM
Ursa Fund Management, LLC 2024 Q1 5/15/2024, 04:34 PM
Third Point LLC 2024 Q1 5/15/2024, 04:33 PM
V3 Capital Management, L.P. 2024 Q1 5/15/2024, 04:32 PM