Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
Ally Financial Inc. 2024 Q1 5/14/2024, 04:02 PM
Sompo Asset Management Co., Ltd. 2024 Q1 5/14/2024, 04:01 PM
Bandera Partners LLC 2024 Q1 5/14/2024, 04:01 PM
Callodine Capital Management, LP 2024 Q1 5/14/2024, 04:01 PM
SC US (TTGP), LTD. 2024 Q1 5/14/2024, 04:01 PM
Omega Fund Management, LLC 2024 Q1 5/14/2024, 04:01 PM
SC XII MANAGEMENT LLC 2024 Q1 5/14/2024, 04:01 PM
JACOBS ASSET MANAGEMENT, LLC 2024 Q1 5/14/2024, 04:01 PM
Roumell Asset Management, LLC 2024 Q1 5/14/2024, 04:01 PM
SkyKnight Capital, L.P. 2024 Q1 5/14/2024, 04:01 PM
Taylor Financial Group, Inc. 2024 Q1 5/14/2024, 04:01 PM
AVISO WEALTH MANAGEMENT 2024 Q1 5/14/2024, 04:00 PM
Pale Fire Capital SE 2024 Q1 5/14/2024, 04:00 PM
FORMULA GROWTH LTD 2024 Q1 5/14/2024, 04:00 PM
Waterfront Capital Partners, LLC 2024 Q1 5/14/2024, 04:00 PM
Mission Creek Capital Partners, Inc. 2024 Q1 5/14/2024, 04:00 PM
FORT, L.P. 2024 Q1 5/14/2024, 04:00 PM
MYDA Advisors LLC 2024 Q1 5/14/2024, 04:00 PM
Philadelphia Financial Management of San Francisco, LLC 2024 Q1 5/14/2024, 04:00 PM
CUSTOM INDEX SYSTEMS, LLC 2024 Q1 5/14/2024, 03:59 PM
TWIN CITY PRIVATE WEALTH, LLC 2024 Q1 5/14/2024, 03:58 PM
BERKSHIRE ASSET MANAGEMENT LLC/PA 2024 Q1 5/14/2024, 03:58 PM
Ritter Alpha, LP 2024 Q1 5/14/2024, 03:57 PM
P.A.W. CAPITAL CORP 2024 Q1 5/14/2024, 03:56 PM
Cutler Capital Management, LLC 2024 Q1 5/14/2024, 03:55 PM
DG Capital Management, LLC 2024 Q1 5/14/2024, 03:54 PM
Minerva Advisors LLC 2024 Q1 5/14/2024, 03:54 PM
CRAMER ROSENTHAL MCGLYNN LLC 2024 Q1 5/14/2024, 03:53 PM
Acorns Advisers, LLC 2024 Q1 5/14/2024, 03:52 PM
AMERICAN SECURITIES LLC 2024 Q1 5/14/2024, 03:51 PM
RK Capital Management, LLC 2024 Q1 5/14/2024, 03:51 PM
Reliant Wealth Planning 2024 Q1 5/14/2024, 03:50 PM
SELDON CAPITAL LP 2024 Q1 5/14/2024, 03:50 PM
MARTINGALE ASSET MANAGEMENT L P 2024 Q1 5/14/2024, 03:50 PM
Glenview Trust Co 2024 Q1 5/14/2024, 03:50 PM
SOMA EQUITY PARTNERS LP 2024 Q1 5/14/2024, 03:49 PM
Rockefeller Capital Management L.P. 2024 Q1 5/14/2024, 03:48 PM
Focused Investors LLC 2024 Q1 5/14/2024, 03:48 PM
SUN VALLEY GOLD LLC 2024 Q1 5/14/2024, 03:48 PM
NEXT CENTURY GROWTH INVESTORS LLC 2024 Q1 5/14/2024, 03:48 PM
Gladstone Institutional Advisory LLC 2024 Q1 5/14/2024, 03:46 PM
Rothschild Capital Partners, LLC 2024 Q1 5/14/2024, 03:46 PM
Wellesley Asset Management 2024 Q1 5/14/2024, 03:44 PM
Oaktree Fund Advisors, LLC 2024 Q1 5/14/2024, 03:44 PM
PRIO WEALTH LIMITED PARTNERSHIP 2024 Q1 5/14/2024, 03:43 PM
Aberdeen Wealth Management LLC 2024 Q1 5/14/2024, 03:42 PM
Marquard & Bahls AG 2024 Q1 5/14/2024, 03:42 PM
ShawSpring Partners LLC 2024 Q1 5/14/2024, 03:40 PM
Hill Investment Group Partners, LLC 2024 Q1 5/14/2024, 03:39 PM
Blue Fin Capital, Inc. 2024 Q1 5/14/2024, 03:39 PM
OAKTREE CAPITAL MANAGEMENT LP 2024 Q1 5/14/2024, 03:38 PM
ADVENT CAPITAL MANAGEMENT /DE/ 2024 Q1 5/14/2024, 03:37 PM
FJ Capital Management LLC 2024 Q1 5/14/2024, 03:37 PM
EPG Wealth Management LLC 2024 Q1 5/14/2024, 03:37 PM
Financial Network Wealth Advisors LLC 2024 Q1 5/14/2024, 03:36 PM
Quantinno Capital Management LP 2024 Q1 5/14/2024, 03:36 PM
Orcam Financial Group 2024 Q1 5/14/2024, 03:36 PM
Harvest Portfolios Group Inc. 2024 Q1 5/14/2024, 03:35 PM
Regis Acquisition Inc. 2024 Q1 5/14/2024, 03:35 PM
Provident Investment Management, Inc. 2024 Q1 5/14/2024, 03:29 PM
Per Stirling Capital Management, LLC. 2024 Q1 5/14/2024, 03:27 PM
Connectus Wealth, LLC 2024 Q1 5/14/2024, 03:27 PM
HORIZON KINETICS ASSET MANAGEMENT LLC 2024 Q1 5/14/2024, 03:27 PM
ALPS ADVISORS INC 2024 Q1 5/14/2024, 03:27 PM
SYNOVUS FINANCIAL CORP 2024 Q1 5/14/2024, 03:27 PM
STONE POINT CAPITAL LLC 2024 Q1 5/14/2024, 03:27 PM
Birchview Capital, LP 2024 Q1 5/14/2024, 03:26 PM
BECK MACK & OLIVER LLC 2024 Q1 5/14/2024, 03:26 PM
Pearl River Capital, LLC 2024 Q1 5/14/2024, 03:25 PM
GERMAN AMERICAN BANCORP, INC. 2024 Q1 5/14/2024, 03:22 PM
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2024 Q1 5/14/2024, 03:21 PM
Twenty Acre Capital LP 2024 Q1 5/14/2024, 03:20 PM
Allianz Investment Management U.S. LLC 2024 Q1 5/14/2024, 03:19 PM
Cascade Financial Partners, LLC 2024 Q1 5/14/2024, 03:19 PM
EPACRIA CAPITAL PARTNERS, LLC 2024 Q1 5/14/2024, 03:18 PM
Endurance Services Ltd 2024 Q1 5/14/2024, 03:17 PM
BROWNING WEST LP 2024 Q1 5/14/2024, 03:17 PM
PRAGMA GESTAO DE PATRIMONIO LTD 2024 Q1 5/14/2024, 03:16 PM
ALLIANCEBERNSTEIN L.P. 2024 Q1 5/14/2024, 03:16 PM
MVM Partners, LLC 2024 Q1 5/14/2024, 03:14 PM
MVM Partners, LLC 2023 Q3 5/14/2024, 03:14 PM
MVM Partners, LLC 2023 Q2 5/14/2024, 03:13 PM
MVM Partners, LLC 2023 Q1 5/14/2024, 03:13 PM
Cheviot Value Management, LLC 2024 Q1 5/14/2024, 03:12 PM
BANK OF HAWAII 2024 Q1 5/14/2024, 03:12 PM
Dean Capital Management 2024 Q1 5/14/2024, 03:10 PM
MSA Advisors, LLC 2024 Q1 5/14/2024, 03:10 PM
WorthPointe, LLC 2024 Q1 5/14/2024, 03:06 PM
Antara Capital LP 2024 Q1 5/14/2024, 03:05 PM
BLACKHILL CAPITAL INC 2024 Q1 5/14/2024, 03:05 PM
Estate Counselors, LLC 2024 Q1 5/14/2024, 03:03 PM
Raab & Moskowitz Asset Management LLC 2024 Q1 5/14/2024, 03:03 PM
Brick & Kyle, Associates 2024 Q1 5/14/2024, 03:01 PM
AXQ CAPITAL, LP 2024 Q1 5/14/2024, 03:00 PM
Ramirez Asset Management, Inc. 2024 Q1 5/14/2024, 03:00 PM
Campion Asset Management 2024 Q1 5/14/2024, 03:00 PM
Bratton Capital Management, L.P. 2024 Q1 5/14/2024, 02:59 PM
ML & R WEALTH MANAGEMENT LLC 2024 Q1 5/14/2024, 02:59 PM
Kiely Wealth Advisory Group, Inc. 2024 Q1 5/14/2024, 02:58 PM
JB CAPITAL PARTNERS LP 2024 Q1 5/14/2024, 02:56 PM