Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
CROWN ADVISORS MANAGEMENT, INC. 2024 Q1 5/9/2024, 09:42 PM
Towercrest Capital Management 2024 Q1 5/9/2024, 07:09 PM
Pinkerton Retirement Specialists, LLC 2024 Q1 5/9/2024, 06:27 PM
MB Generational Wealth, LLC 2024 Q1 5/8/2024, 06:08 PM
BANK OF KOREA 2024 Q1 5/8/2024, 08:18 PM
Callan Family Office, LLC 2024 Q1 5/8/2024, 08:19 PM
CONCENTRIC WEALTH MANAGEMENT, LLC 2024 Q1 5/8/2024, 08:56 PM
TIFF ADVISORY SERVICES, LLC 2024 Q1 5/9/2024, 08:12 PM
CHESAPEAKE CAPITAL CORP /IL/ 2024 Q1 5/9/2024, 08:05 PM
Resolute Advisors LLC 2024 Q1 5/10/2024, 05:17 PM
JOHNSON & JOHNSON 2024 Q1 5/10/2024, 05:14 PM
Garrison Asset Management, LLC 2024 Q1 5/10/2024, 05:05 PM
Share Andrew L. 2024 Q1 5/10/2024, 04:56 PM
Capital Wealth Alliance, LLC 2024 Q1 5/10/2024, 04:55 PM
CONTINENTAL INVESTORS SERVICES, INC. 2024 Q1 5/10/2024, 04:54 PM
Ironwood Investment Counsel, LLC 2024 Q1 5/10/2024, 04:51 PM
NFC Investments, LLC 2024 Q1 5/10/2024, 04:50 PM
Catalytic Wealth RIA, LLC 2024 Q1 5/10/2024, 04:49 PM
Northern Capital Management, Inc. 2024 Q1 5/10/2024, 04:49 PM
Summit Creek Advisors LLC 2024 Q1 5/10/2024, 04:46 PM
Jacobi Capital Management LLC 2024 Q1 5/10/2024, 04:46 PM
Crestview Partners IV GP, L.P. 2024 Q1 5/10/2024, 04:45 PM
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2024 Q1 5/10/2024, 04:43 PM
Edgestream Partners, L.P. 2024 Q1 5/10/2024, 04:43 PM
Hirtle Callaghan & Co LLC 2024 Q1 5/10/2024, 04:43 PM
Strait & Sound Wealth Management LLC 2024 Q1 5/10/2024, 04:43 PM
MFN Partners Management, LP 2024 Q1 5/10/2024, 04:41 PM
Crestview Partners II GP, L.P. 2024 Q1 5/10/2024, 04:40 PM
NICOLA WEALTH MANAGEMENT LTD. 2024 Q1 5/10/2024, 04:39 PM
Ironsides Asset Advisors, LLC 2024 Q1 5/10/2024, 04:38 PM
HUTNER CAPITAL MANAGEMENT INC 2024 Q1 5/10/2024, 04:38 PM
Bracebridge Capital, LLC 2024 Q1 5/10/2024, 04:38 PM
RETIREMENT FINANCIAL SOLUTIONS, LLC 2024 Q1 5/10/2024, 04:36 PM
Cercano Management LLC 2024 Q1 5/10/2024, 04:33 PM
Crestview Partners III GP, L.P. 2024 Q1 5/10/2024, 04:32 PM
CHIRON CAPITAL MANAGEMENT, LLC 2024 Q1 5/10/2024, 04:31 PM
PATTEN & PATTEN INC/TN 2024 Q1 5/10/2024, 04:30 PM
CenterBook Partners LP 2024 Q1 5/10/2024, 04:30 PM
DELTA AIR LINES, INC. 2024 Q1 5/10/2024, 04:30 PM
General Motors Holdings LLC 2024 Q1 5/10/2024, 04:28 PM
Baker Hughes Holdings LLC 2024 Q1 5/10/2024, 04:27 PM
ALLSTATE CORP 2024 Q1 5/10/2024, 04:26 PM
CITIZENS FINANCIAL GROUP INC/RI 2024 Q1 5/10/2024, 04:25 PM
DONALD SMITH & CO., INC. 2024 Q1 5/10/2024, 04:24 PM
ONTARIO TEACHERS PENSION PLAN BOARD 2024 Q1 5/10/2024, 04:22 PM
OSAIC HOLDINGS, INC. 2024 Q1 5/10/2024, 04:18 PM
Blue Barn Wealth, LLC 2024 Q1 5/10/2024, 04:18 PM
NVP Associates, LLC 2024 Q1 5/10/2024, 04:18 PM
Graves Light Lenhart Wealth, Inc. 2019 Q1 - RESTATEMENT 5/10/2024, 04:17 PM
CONNORS INVESTOR SERVICES INC 2024 Q1 5/10/2024, 04:17 PM
GGV Capital LLC 2024 Q1 5/10/2024, 04:15 PM
ACADIAN ASSET MANAGEMENT LLC 2024 Q1 5/10/2024, 04:15 PM
Rodgers & Associates, LTD 2024 Q1 5/10/2024, 04:14 PM
Bristol Gate Capital Partners Inc. 2024 Q1 5/10/2024, 04:13 PM
South Street Advisors LLC 2024 Q1 5/10/2024, 04:12 PM
CAPITAL MANAGEMENT CORP /VA 2024 Q1 5/10/2024, 04:11 PM
FIDUCIENT ADVISORS LLC 2024 Q1 5/10/2024, 04:10 PM
TIAA TRUST, NATIONAL ASSOCIATION 2024 Q1 5/10/2024, 04:07 PM
VANGUARD GROUP INC 2024 Q1 5/10/2024, 04:07 PM
Alera Investment Advisors, LLC 2024 Q1 5/10/2024, 04:06 PM
Cornerstone Advisors, LLC 2024 Q1 5/10/2024, 04:05 PM
RPO LLC 2024 Q1 5/10/2024, 04:02 PM
VIAWEALTH, LLC 2024 Q1 5/10/2024, 04:02 PM
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2024 Q1 5/10/2024, 04:02 PM
SPIREPOINT PRIVATE CLIENT, LLC 2024 Q1 5/10/2024, 04:01 PM
WESTFIELD CAPITAL MANAGEMENT CO LP 2024 Q1 5/10/2024, 04:01 PM
INTECH INVESTMENT MANAGEMENT LLC 2024 Q1 5/10/2024, 04:01 PM
HARVARD MANAGEMENT CO INC 2024 Q1 5/10/2024, 04:00 PM
DAVIS R M INC 2024 Q1 5/10/2024, 03:58 PM
NEW YORK LIFE INSURANCE CO 2024 Q1 5/10/2024, 03:58 PM
Partners Group Holding AG 2024 Q1 5/10/2024, 03:56 PM
Resurgent Financial Advisors LLC 2024 Q1 5/10/2024, 03:55 PM
Alley Investment Management Company, LLC 2024 Q1 5/10/2024, 03:55 PM
Covestor Ltd 2024 Q1 5/10/2024, 03:54 PM
ELEVATUS WELATH MANAGEMENT 2024 Q1 5/10/2024, 03:52 PM
Founders Circle Capital LLC 2024 Q1 5/10/2024, 03:51 PM
NYL Investors LLC 2024 Q1 5/10/2024, 03:51 PM
United American Securities Inc. (d/b/a UAS Asset Management) 2024 Q1 5/10/2024, 03:50 PM
MetLife Investment Management, LLC 2022 Q1 - NEW HOLDINGS 5/10/2024, 03:48 PM
MetLife Investment Management, LLC 2022 Q1 - RESTATEMENT 5/10/2024, 03:47 PM
V2 Financial group LLC 2023 Q4 5/10/2024, 03:47 PM
MetLife Investment Management, LLC 2022 Q2 - NEW HOLDINGS 5/10/2024, 03:46 PM
KCL Capital, L.P. 2024 Q1 5/10/2024, 03:46 PM
Peak Asset Management, LLC 2024 Q1 5/10/2024, 03:45 PM
MetLife Investment Management, LLC 2022 Q2 - RESTATEMENT 5/10/2024, 03:45 PM
MetLife Investment Management, LLC 2022 Q3 - NEW HOLDINGS 5/10/2024, 03:43 PM
MetLife Investment Management, LLC 2022 Q3 - RESTATEMENT 5/10/2024, 03:42 PM
VISTA FINANCE, LLC 2024 Q1 5/10/2024, 03:41 PM
Groupe Bruxelles Lambert 2024 Q1 5/10/2024, 03:40 PM
MetLife Investment Management, LLC 2022 Q4 - NEW HOLDINGS 5/10/2024, 03:40 PM
Aufman Associates Inc 2024 Q1 5/10/2024, 03:40 PM
MetLife Investment Management, LLC 2022 Q4 - RESTATEMENT 5/10/2024, 03:39 PM
Beaumont Financial Advisors, LLC 2024 Q1 5/10/2024, 03:39 PM
EXENCIAL WEALTH ADVISORS, LLC 2024 Q1 5/10/2024, 03:37 PM
Cynosure Group, LLC 2024 Q1 5/10/2024, 03:36 PM
Octahedron Capital Management L.P. 2024 Q1 5/10/2024, 03:36 PM
Hillsdale Investment Management Inc. 2024 Q1 5/10/2024, 03:35 PM
ESL Trust Services, LLC 2024 Q1 5/10/2024, 03:32 PM
Orion Capital Management LLC 2024 Q1 5/10/2024, 03:31 PM
NWK Group, Inc. 2024 Q1 5/10/2024, 03:31 PM