Latest SEC Investors Portfolios

Since Apr 1, 2024

Investor Period Date Filed
PCJ Investment Counsel Ltd. 2024 Q1 5/8/2024, 10:22 AM
Gouws Capital LLC 2024 Q1 5/8/2024, 10:22 AM
Hapanowicz & Associates Financial Services, Inc 2024 Q1 5/8/2024, 10:22 AM
Bigelow Investment Advisors, LLC 2024 Q1 5/8/2024, 10:22 AM
RKL Wealth Management LLC 2024 Q1 5/8/2024, 10:22 AM
BCK CAPITAL MANAGEMENT LP 2024 Q1 5/8/2024, 10:20 AM
PROFUND ADVISORS LLC 2024 Q1 5/8/2024, 10:20 AM
Arcadia Wealth Management, LLC 2024 Q1 5/8/2024, 10:19 AM
ProShare Advisors LLC 2024 Q1 5/8/2024, 10:19 AM
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 2024 Q1 5/8/2024, 10:19 AM
AVANTAX ADVISORY SERVICES, INC. 2024 Q1 5/8/2024, 10:19 AM
Jackson, Grant Investment Advisers, Inc. 2024 Q1 5/8/2024, 10:18 AM
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2024 Q1 5/8/2024, 10:18 AM
Moors & Cabot, Inc. 2024 Q1 5/8/2024, 10:17 AM
CIDEL ASSET MANAGEMENT INC 2024 Q1 5/8/2024, 10:16 AM
AGILIS PARTNERS LLC 2024 Q1 5/8/2024, 10:16 AM
W.G. Shaheen & Associates DBA Whitney & Co 2024 Q1 5/8/2024, 10:16 AM
Gemsstock Ltd. 2024 Q1 5/8/2024, 10:15 AM
UNIVEST FINANCIAL Corp 2024 Q1 5/8/2024, 10:14 AM
New England Private Wealth Advisors LLC 2024 Q1 5/8/2024, 10:13 AM
MWA Asset Management 2024 Q1 5/8/2024, 10:12 AM
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2024 Q1 5/8/2024, 10:11 AM
Henry James International Management Inc. 2024 Q1 5/8/2024, 10:08 AM
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 2024 Q1 5/8/2024, 10:06 AM
Global Alpha Capital Management Ltd. 2024 Q1 5/8/2024, 10:06 AM
AMERICAN FINANCIAL GROUP INC 2024 Q1 5/8/2024, 10:05 AM
Milestone Resources Group Ltd 2024 Q1 5/8/2024, 10:04 AM
Gitterman Wealth Management, LLC 2024 Q1 5/8/2024, 09:59 AM
Ativo Capital Management LLC 2024 Q1 5/8/2024, 09:59 AM
Ruffer LLP 2024 Q1 5/8/2024, 09:58 AM
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2024 Q1 5/8/2024, 09:56 AM
SECTOR GAMMA AS 2024 Q1 5/8/2024, 09:56 AM
WADDELL & ASSOCIATES, LLC 2024 Q1 5/8/2024, 09:54 AM
EMERALD MUTUAL FUND ADVISERS TRUST 2024 Q1 5/8/2024, 09:49 AM
1888 Investments, LLC 2024 Q1 5/8/2024, 09:48 AM
CQS (US), LLC 2024 Q1 5/8/2024, 09:45 AM
MainStreet Investment Advisors LLC 2024 Q1 5/8/2024, 09:43 AM
Alken Asset Management Ltd 2024 Q1 5/8/2024, 09:42 AM
NORTH STAR ASSET MANAGEMENT INC 2024 Q1 5/8/2024, 09:31 AM
Cypress Capital Group 2024 Q1 5/8/2024, 09:28 AM
IA Venture Strategies Fund II, LP 2024 Q1 5/8/2024, 09:27 AM
EMERALD ADVISERS, LLC 2024 Q1 5/8/2024, 09:23 AM
Fund Evaluation Group, LLC 2024 Q1 5/8/2024, 09:17 AM
RWC Asset Management LLP 2024 Q1 5/8/2024, 09:14 AM
RWC ASSET ADVISORS (US) LLC 2024 Q1 5/8/2024, 09:12 AM
STEVENS CAPITAL MANAGEMENT LP 2024 Q1 5/8/2024, 09:10 AM
Long Road Investment Counsel, LLC 2024 Q1 5/8/2024, 09:10 AM
Arena Capital Advisors, LLC- CA 2024 Q1 5/8/2024, 09:09 AM
Sandy Spring Bank 2024 Q1 5/8/2024, 09:08 AM
KBC Group NV 2024 Q1 5/8/2024, 08:56 AM
Mandatum Life Insurance Co Ltd 2024 Q1 5/8/2024, 08:51 AM
De Lisle Partners LLP 2024 Q1 5/8/2024, 08:46 AM
Unigestion Holding SA 2024 Q1 5/8/2024, 08:13 AM
GREAT LAKES ADVISORS, LLC 2024 Q1 5/8/2024, 07:49 AM
Achmea Investment Management B.V. 2024 Q1 5/8/2024, 07:24 AM
Russell Investments Group, Ltd. 2024 Q1 5/8/2024, 07:00 AM
M&G INVESTMENT MANAGEMENT LTD 2023 Q4 - RESTATEMENT 5/8/2024, 06:38 AM
M&G INVESTMENTS (USA) INC. 2023 Q4 5/8/2024, 06:24 AM
FountainVest China Capital Partners GP3 Ltd. 2024 Q1 5/8/2024, 06:21 AM
Panview Asian Equity Master Fund 2024 Q1 5/8/2024, 06:10 AM
Provident Co of the Employees of the Hebrew University LTD 2024 Q1 5/8/2024, 06:06 AM
Waverton Investment Management Ltd 2024 Q1 5/8/2024, 06:01 AM
Leverage Partners Absolute Return Fund SPC 2024 Q1 5/7/2024, 09:17 PM
US BANCORP \DE\ 2024 Q1 5/7/2024, 08:30 PM
Value Star Asset Management (Hong Kong) Ltd 2024 Q1 5/7/2024, 08:14 PM
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2024 Q1 5/7/2024, 07:46 PM
SP Asset Management LLC 2024 Q1 5/7/2024, 07:29 PM
Addison Capital Co 2024 Q1 5/7/2024, 07:15 PM
Madrona Venture Group, LLC 2024 Q1 5/7/2024, 06:44 PM
HOHIMER WEALTH MANAGEMENT, LLC 2024 Q1 5/7/2024, 06:47 PM
ISTHMUS PARTNERS, LLC 2024 Q1 5/7/2024, 06:41 PM
Paralel Advisors LLC 2024 Q1 5/7/2024, 06:16 PM
Vannoy Advisory Group, Inc. 2024 Q1 5/7/2024, 05:48 PM
Symetra Investment Management Co 2024 Q1 5/7/2024, 05:46 PM
Monument Group Wealth Advisors, LLC 2024 Q1 5/7/2024, 05:47 PM
Growth Interface Management LLC 2024 Q1 5/7/2024, 05:38 PM
Geometric Wealth Advisors 2024 Q1 5/7/2024, 05:32 PM
REUTER JAMES WEALTH MANAGEMENT, LLC 2024 Q1 5/6/2024, 09:43 PM
Nelson Capital Management, LLC 2024 Q1 5/6/2024, 09:47 PM
Lisanti Capital Growth, LLC 2024 Q1 5/6/2024, 09:48 PM
OPPENHEIMER ASSET MANAGEMENT INC. 2024 Q1 5/6/2024, 09:46 PM
VERUS CAPITAL PARTNERS, LLC 2024 Q1 5/7/2024, 05:28 PM
Capital Square, LLC 2024 Q1 5/7/2024, 05:28 PM
Meeder Advisory Services, Inc. 2024 Q1 5/7/2024, 05:17 PM
MEEDER ASSET MANAGEMENT INC 2024 Q1 5/7/2024, 05:15 PM
Pointe Capital Management LLC 2024 Q1 5/7/2024, 05:15 PM
NorthRock Partners, LLC 2024 Q1 5/7/2024, 05:12 PM
Choate Investment Advisors 2024 Q1 5/7/2024, 05:10 PM
SFMG, LLC 2024 Q1 5/7/2024, 05:04 PM
American Planning Services, Inc. 2024 Q1 5/7/2024, 05:03 PM
FIDUCIARY FAMILY OFFICE, LLC 2024 Q1 5/7/2024, 05:02 PM
Regency Capital Management Inc.\DE 2024 Q1 5/7/2024, 05:01 PM
FIDUCIARY FAMILY OFFICE, LLC 2023 Q4 5/7/2024, 05:01 PM
Ardent Capital Management, Inc. 2024 Q1 5/7/2024, 04:59 PM
Williams Jones Wealth Management, LLC. 2024 Q1 5/7/2024, 04:58 PM
Seven Springs Wealth Group, LLC 2024 Q1 5/7/2024, 04:58 PM
Edgehill Endowment Partners, LLC 2024 Q1 5/7/2024, 04:57 PM
Semus Wealth Partners LLC 2024 Q1 5/7/2024, 04:56 PM
Keeler Thomas Management LLC 2024 Q1 5/7/2024, 04:56 PM
Paradice Investment Management LLC 2024 Q1 5/7/2024, 04:54 PM