| Company Name |
Form Type |
SEC Filings |
|
|
|
|
HIGHLAND OPPORTUNITIES & INCOME FUND
|
NPORT-P
|
|
|
HIGHLAND GLOBAL ALLOCATION FUND
|
NPORT-P
|
|
|
Equalize Community Development Fund
|
40-8B25
|
|
|
Niemiec Steven
|
4
|
|
|
STRATTON FREDERICK P JR
|
4
|
|
|
NC SLF Inc.
|
N-PX
|
|
|
Hayden Rachel
|
4
|
|
|
Achari Ventures Holdings Corp. I
|
10-Q
|
|
|
WEWARDS, INC.
|
10-K
|
|
|
FAN XIANZHI SEAN
|
144
|
|
|
RAMBUS INC
|
144
|
Financial Statements
|
|
Magellan Midstream Partners, L.P.
|
8-K
|
Financial Statements
|
|
Goldfield Burton M.
|
144
|
|
|
TRINET GROUP, INC.
|
144
|
Financial Statements
|
|
Fortune V Separate Account
|
N-CSRS
|
|
|
Cell MedX Corp.
|
NT 10-K
|
|
|
Direct Digital Holdings, Inc.
|
SC TO-I
|
|
|
PSQ Holdings, Inc.
|
8-K
|
|
|
Jones Stephen
|
4
|
|
|
Nomad Transportable Power Systems, Inc.
|
D
|
|
|
Marquie Group, Inc.
|
NT 10-K
|
|
|
Strom Jeffrey Robert
|
144
|
|
|
BOISE CASCADE Co
|
144
|
Financial Statements
|
|
Chase JR
|
4
|
|
|
INNSUITES HOSPITALITY TRUST
|
4
|
|
|
LIZHI INC.
|
6-K
|
Financial Statements
|
|
WIRTH JAMES F
|
4
|
|
|
McKasson Craig S.
|
4
|
|
|
Premier, Inc.
|
4
|
Financial Statements
|
|
RBB FUND, INC.
|
N-PX
|
|
|
CPG Carlyle Commitments Master Fund, LLC
|
NPORT-P
|
|
|
CPG Carlyle Commitments Fund, LLC
|
NPORT-P
|
|
|
Teslake, Inc.
|
C
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C32
|
10-D
|
|
|
VanWagner Adam
|
4
|
|
|
MONEYLION INC.
|
4
|
|
|
Hwang Tim
|
144
|
|
|
FiscalNote, Inc.
|
144
|
|
|
Klatsky David L
|
4
|
|
|
Torossian Mark
|
4
|
|
|
Hyundai Auto Receivables Trust 2022-B
|
ABS-EE
|
|
|
Hong Timmie
|
4
|
|
|
Cambria ETF Trust
|
485BXT
|
|
|
Mitesco, Inc.
|
RW
|
|
|
FA-0330 Fund I, a series of Roll Up Vehicles, LP
|
D
|
|
|
Correia Richard
|
4
|
|
|
Olson Peter C.
|
4
|
|
|
DIGITAL REALTY TRUST, INC.
|
4
|
Financial Statements
|
|
BANK OF MONTREAL /CAN/
|
424B2
|
Financial Statements
|
|
ESPORTS ENTERTAINMENT GROUP, INC.
|
8-K
|
|
|
Chang Tina M
|
4
|
|
|
Driggers Shane
|
4
|
|
|
EverCommerce Inc.
|
4
|
Financial Statements
|
|
Southwest Gas Holdings, Inc.
|
3/A
|
Financial Statements
|
|
ICAHN PARTNERS MASTER FUND LP
|
3/A
|
|
|
ICAHN PARTNERS LP
|
3/A
|
|
|
ICAHN CARL C
|
3/A
|
|
|
Choubey Diwakar
|
4
|
|
|
Hargraves David Alfred
|
4
|
|
|
Credo Technology Group Holding Ltd
|
10-Q
|
Financial Statements
|
|
nCino, Inc.
|
10-Q
|
Financial Statements
|
|
FIBROGEN INC
|
8-K
|
Financial Statements
|
|
Lee Jeannie
|
4
|
|
|
Caplan John
|
4
|
|
|
Payoneer Global Inc.
|
4
|
|
|
Zacks Trust
|
N-PX
|
|
|
iCapital - ICG Strategic Equity Fund V
|
D
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND VI
|
NPORT-P/A
|
|
|
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
10-K
|
Financial Statements
|
|
FIRST TRUST VARIABLE INSURANCE TRUST
|
NPORT-P/A
|
|
|
Climer Crystal
|
4
|
|
|
Cardenas Alan B
|
4
|
|
|
Coursera, Inc.
|
4
|
Financial Statements
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C31
|
10-D
|
|
|
Eldh John Charles
|
4
|
|
|
Anderson Leigh
|
4
|
|
|
CRC Founders Fund, LP
|
D/A
|
|
|
Aggarwal Sanjeev
|
4
|
|
|
EVERSPIN TECHNOLOGIES INC
|
4
|
Financial Statements
|
|
TransUnion
|
4
|
Financial Statements
|
|
Martin Timothy J
|
4
|
|
|
Thoresen Erik
|
4
|
|
|
Aristotle Funds Series Trust
|
NPORT-P
|
|
|
ABBAS GIZMAN I
|
4
|
|
|
Gray Jonathan H.
|
4
|
|
|
Lee Stephen
|
4
|
|
|
Ham Jeremy Landon
|
4
|
|
|
CARILLON SERIES TRUST
|
N-CSRS
|
|
|
Freeman Bryan
|
4
|
|
|
Sweeney Daniel T.
|
4
|
|
|
Owen Robert Craig
|
4
|
|
|
Maniar Shweta
|
4
|
|
|
RxSight, Inc.
|
4
|
Financial Statements
|
|
AMERICAN BEACON SELECT FUNDS
|
CERT
|
|
|
Ford Brandy
|
4
|
|
|
ALGER PORTFOLIOS
|
N-CSRS
|
|
|
Krause Karen E
|
4
|
|
|
Alkire Michael J.
|
4
|
|
|
Fund III, a series of N49P, LP
|
D/A
|
|
|
QP-Fund III, a series of N49P, LP
|
D/A
|
|
|
Scaringe Robert J
|
4
|
|
|
Rivian Automotive, Inc. / DE
|
4
|
Financial Statements
|
|
McDonough Claire
|
4
|
|
|
Humankind Benefit Corp
|
N-PX
|
|
|
TFG Marek II GP Equity, LLC
|
D
|
|
|
Golub Capital Private Credit Fund
|
8-K
|
|
|
Tidal Trust II
|
485BPOS
|
|
|
FEDERAL HOME LOAN MORTGAGE CORP
|
ABS-15G
|
|
|
Cello Todd M
|
4
|
|
|
Nettles Cory L
|
4
|
|
|
OceanPal Inc.
|
6-K
|
|
|
Workman Jon
|
4
|
|
|
American Cannabis Company, Inc.
|
4
|
|
|
Franklin BSP Private Credit Fund
|
NPORT-P
|
|
|
Skinner Todd C.
|
4
|
|
|
RPT Realty
|
425
|
Financial Statements
|
|
Angrick William P III
|
144
|
|
|
LIQUIDITY SERVICES INC
|
144
|
Financial Statements
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C30
|
10-D
|
|
|
FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND
|
NPORT-P/A
|
|
|
Achanta Venkat
|
4
|
|
|
Mansueto Joseph D
|
4
|
|
|
Morningstar, Inc.
|
4
|
Financial Statements
|
|
RED ROBIN GOURMET BURGERS INC
|
8-K
|
Financial Statements
|
|
FIRST TRUST EXCHANGE-TRADED FUND
|
NPORT-P/A
|
|
|
FIRST TRUST ENHANCED EQUITY INCOME FUND
|
NPORT-P/A
|
|
|
Bausch & Lomb Corp
|
8-K/A
|
Financial Statements
|
|
AQR Funds
|
N-PX
|
|
|
iDonate Inc.
|
D
|
|
|
Cape Ann Global Developing Markets Fund
|
D/A
|
|
|
SEP Element FL, LP
|
D
|
|
|
Dugas Eric J.
|
144
|
|
|
CLEAN HARBORS INC
|
144
|
Financial Statements
|
|
FIRST TRUST EXCHANGE-TRADED FUND II
|
NPORT-P/A
|
|
|
AMG Funds IV
|
N-PX
|
|
|
MAULDIN RICHARD DANE
|
4
|
|
|
FOTIADES GEORGE L
|
4
|
|
|
APTARGROUP, INC.
|
4
|
Financial Statements
|
|
McFarland Joseph Michael
|
4
|
|
|
LOWES COMPANIES INC
|
4
|
Financial Statements
|
|
Rivian Automotive, Inc. / DE
|
8-K
|
Financial Statements
|
|
Hall Ashley
|
4
|
|
|
Reneo Pharmaceuticals, Inc.
|
4
|
Financial Statements
|
|
Leitgeb Terri
|
4
|
|
|
Blue Apron Holdings, Inc.
|
4
|
Financial Statements
|
|
Deutsch Meredith L
|
4
|
|
|
RUSSELL HEATHER J
|
4
|
|
|
Hatteras Core Alternatives Fund, L.P.
|
NPORT-P
|
|
|
Popolo Joseph V
|
3
|
|
|
Ondas Holdings Inc.
|
3
|
|
|
Ghasripoor Farshad
|
144
|
|
|
Energy Recovery, Inc.
|
144
|
Financial Statements
|
|
Wilson Andrew
|
4
|
|
|
ELECTRONIC ARTS INC.
|
4
|
Financial Statements
|
|
HOFFMAN JAMES DONALD
|
144
|
|
|
RELIANCE STEEL & ALUMINUM CO
|
144
|
Financial Statements
|
|
Trust for Advised Portfolios
|
N-PX
|
|
|
Findley Linda
|
4
|
|
|
MONROE CAPITAL Corp
|
N-2/A
|
Financial Statements
|
|
Hatteras Core Alternatives Institutional Fund, L.P.
|
NPORT-P
|
|
|
Hatteras Core Alternatives TEI Institutional Fund, L.P.
|
NPORT-P
|
|
|
Hatteras Master Fund, L.P.
|
NPORT-P
|
|
|
Hatteras Core Alternatives TEI Fund, L.P.
|
NPORT-P
|
|
|
VICTORY PORTFOLIOS III
|
485BPOS
|
|
|
CHAOUKI STEVEN M
|
4
|
|
|
Nearwater Capital Markets, Ltd
|
SBSE/A
|
|
|
CYANOTECH CORP
|
8-K
|
Financial Statements
|
|
SYSCO CORP
|
8-K
|
Financial Statements
|
|
Martin Tami Tillotson
|
4
|
|
|
SUPERNUS PHARMACEUTICALS, INC.
|
4
|
Financial Statements
|
|
United States Oil Fund, LP
|
8-K
|
|
|
Benchmark 2021-B24 Mortgage Trust
|
10-D
|
|
|
Cartwright Christopher A
|
4
|
|
|
Hoskins Craig Howard
|
4
|
|
|
Performance Food Group Co
|
4
|
Financial Statements
|
|
VLAHCEVIC CHRISTINE R
|
4
|
|
|
HOLM GEORGE L
|
4
|
|
|
Hatcher Hugh Patrick
|
4
|
|
|
Wheels Up Experience Inc.
|
SC 13D/A
|
Financial Statements
|
|
DELTA AIR LINES, INC.
|
SC 13D/A
|
Financial Statements
|
|
MONEYLION INC.
|
8-K
|
|
|
KING A BRENT
|
4
|
|
|
Hagerty Patrick T.
|
4
|
|
|
Lazar David E.
|
SC 13D/A
|
|
|
DAVIS ERIKA T
|
4
|
|
|
LENDWAY, INC.
|
SC 13D/A
|
Financial Statements
|
|
Bulmer Donald S.
|
4
|
|
|
iCapital-SEG Partners Fund, L.P.
|
D/A
|
|
|
Anderson Judy
|
4
|
|
|
Benchmark 2021-B24 Mortgage Trust
|
ABS-EE
|
|
|
Envest Plus, LLC
|
D
|
|
|
Valkyrie ETF Trust II
|
N-PX
|
|
|
Williams Jennifer A.
|
4
|
|
|
KEMPER J MARINER
|
4
|
|
|
UMB FINANCIAL CORP
|
4
|
Financial Statements
|
|
MachTen, Inc.
|
8-K
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2015-C25
|
10-D
|
|
|
Georgia Growth 1 DST
|
D/A
|
|
|
Smith Mark Peter
|
4
|
|
|
SMITH & WESSON BRANDS, INC.
|
4
|
|
|
Hernandez Mark Anthony
|
4
|
|
|
EASTERN CO
|
4
|
Financial Statements
|
|
Skye Bioscience, Inc.
|
D
|
|
|
Avalon GloboCare Corp.
|
PRE 14A
|
Financial Statements
|
|
Muigai Susan W.
|
4
|
|
|
MARDY MICHAEL J
|
4
|
|
|
Temecula Football Club LLC
|
C
|
|
|
Bogota Financial Corp.
|
4
|
|
|
Masterson John J.
|
4
|
|
|
Symbotic Inc.
|
144
|
|
|
Ernst Thomas C JR
|
144
|
|
|
MARKEL STEVEN A
|
144
|
|
|
MARKEL GROUP INC.
|
144
|
Financial Statements
|
|
Bank of America Merrill Lynch Commercial Mortgage Trust 2015-UBS7
|
10-D
|
|
|
MAILANDER TAD M
|
4
|
|
|
Fund I, a series of Locker One Ventures, LP
|
D/A
|
|
|
C5 Acquisition Corp
|
8-K
|
|
|
Seritage Growth Properties
|
SC 13G
|
Financial Statements
|
|
Sanda Par Olof
|
SC 13G
|
|
|
FENCL ERIC R
|
144
|
|
|
BUILD-A-BEAR WORKSHOP INC
|
144
|
Financial Statements
|
|
Cook James Steele
|
4
|
|
|
Boyd William M III
|
144
|
|
|
MANITOWOC CO INC
|
4
|
Financial Statements
|
|
ROOS THOMAS E
|
144
|
|
|
UNITEDHEALTH GROUP INC
|
144
|
Financial Statements
|
|
LKCM Funds
|
NPORT-P
|
|
|
Better Choice Co Inc.
|
8-K
|
|
|
Destinon Katherine
|
4
|
|
|
KANE CHARLES
|
144
|
|
|
Dockery Kimberly C.
|
4
|
|
|
COLONY BANKCORP INC
|
4
|
Financial Statements
|
|
MEYROWITZ CAROL
|
144
|
|
|
TJX COMPANIES INC /DE/
|
144
|
Financial Statements
|
|
American Water Works Company, Inc.
|
4
|
Financial Statements
|
|
GOSS MARTHA CLARK
|
4
|
|
|
Mission Property Holdings LLC
|
1-A/A
|
|
|
Federal Home Loan Bank of Boston
|
8-K
|
|
|
Armon Ronnen
|
144
|
|
|
Cellebrite DI Ltd.
|
144
|
|
|
GENWORTH FINANCIAL INC
|
8-K/A
|
Financial Statements
|
|
Six Circles Trust
|
N-CSRS
|
|
|
Copeland R Dallis Jr
|
4
|
|
|
White Aaron M
|
4
|
|
|
BRINKER INTERNATIONAL, INC
|
4
|
Financial Statements
|
|
Bpifrance Participations SA
|
SC 13D/A
|
|
|
SEQUANS COMMUNICATIONS
|
SC 13D/A
|
Financial Statements
|
|
Synthetica Bio, Inc.
|
D/A
|
|
|
Keep It Frank LLC
|
C
|
|
|
Boersma Travis
|
4
|
|
|
Dutch Bros Inc.
|
4
|
Financial Statements
|
|
Patterson Nicholas A.
|
4
|
|
|
Aris Water Solutions, Inc.
|
4
|
Financial Statements
|
|
Taylor Joseph G
|
4
|
|
|
Gerrity Robert W
|
4
|
|
|
Vitesse Energy, Inc.
|
4
|
|
|
Dun & Bradstreet Holdings, Inc.
|
144
|
Financial Statements
|
|
PIETRONTONE ANTHONY JR
|
144
|
|
|
Wealthcasa Capital Fund, LP
|
1-A/A
|
|
|
GenesisAI Corp
|
C/A
|
|
|
ScanHash LLC
|
C/A
|
|
|
Bateman Leonard H JR
|
4
|
|
|
Evening Fund II, a series of Evening Fund, LP
|
D/A
|
|
|
Lane Brian E.
|
144
|
|
|
COMFORT SYSTEMS USA INC
|
144
|
Financial Statements
|
|
PROVOST STEVE
|
4
|
|
|
DoubleLine Yield Opportunities Fund
|
NPORT-P
|
|
|
DoubleLine Funds Trust
|
NPORT-P
|
|
|
DoubleLine Opportunistic Credit Fund
|
NPORT-P
|
|
|
Blow Marla J
|
4
|
|
|
ETSY INC
|
4
|
Financial Statements
|
|
EA Series Trust
|
497J
|
|
|
Patra Pankaj K
|
4
|
|
|
Schloesser Tyler A
|
4
|
|
|
Patterson Nicholas A.
|
3
|
|
|
Aris Water Solutions, Inc.
|
3
|
Financial Statements
|
|
DoubleLine Income Solutions Fund
|
NPORT-P
|
|
|
Fuller Daniel S
|
4
|
|
|
Simplify Exchange Traded Funds
|
497
|
|
|
FS MVP Private Markets Fund
|
NPORT-P
|
|
|
DAVIS MICHAEL A /
|
SC 13D/A
|
|
|
CYANOTECH CORP
|
SC 13D/A
|
Financial Statements
|
|
Hahne Vicky
|
4
|
|
|
Celcuity Inc.
|
4
|
Financial Statements
|
|
Village Bank & Trust Financial Corp.
|
8-K
|
|
|
Stellantis N.V.
|
144
|
|
|
Palmer Richard Keith
|
144
|
|
|
Chemnitz Gregory R.
|
144
|
|
|
MATERION Corp
|
144
|
Financial Statements
|
|
CAPITAL SOUTHWEST CORP
|
DEF 14A
|
Financial Statements
|
|
VirExit Technologies, Inc.
|
4
|
|
|
KATZAROFF JAMES C
|
4
|
|
|
TAT TECHNOLOGIES LTD
|
6-K
|
Financial Statements
|
|
Babcock & Wilcox Enterprises, Inc.
|
4
|
Financial Statements
|
|
Young Kenneth M
|
4
|
|
|
NetWire LLC
|
C/A
|
|
|
Cust Corp.
|
C/A
|
|
|
HiveSkill
|
C/A
|
|
|
Grayscale Bitcoin Trust
|
8-K
|
|
|
Alger ETF Trust
|
N-CSRS
|
|