| Company Name |
Form Type |
SEC Filings |
|
|
|
|
JPMORGAN TRUST II
|
497
|
|
|
PRINCIPAL FINANCIAL GROUP INC
|
10-Q
|
Financial Statements
|
|
Musser Eric S
|
144
|
|
|
Ellevest, Inc.
|
N-PX
|
|
|
SEI INSTITUTIONAL INVESTMENTS TRUST
|
NPORT-P
|
|
|
PEARSON PLC
|
6-K
|
Financial Statements
|
|
PROFESSIONALLY MANAGED PORTFOLIOS
|
NPORT-P
|
|
|
BBCMS Mortgage Trust 2024-C28
|
10-D
|
|
|
MODINE MANUFACTURING CO
|
10-Q
|
Financial Statements
|
|
n0, Inc.
|
D
|
|
|
Investment Managers Series Trust III
|
497
|
|
|
BBCMS Mortgage Trust 2024-C28
|
ABS-EE
|
|
|
Rise Hillcrest Partners, LLC
|
D
|
|
|
Exchange Place Advisors Trust
|
NPORT-P
|
|
|
JLL Income Property Trust, Inc.
|
8-K
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
13F-HR
|
|
|
AdvisorShares Trust
|
N-CEN/A
|
|
|
Becker Stefan
|
144
|
|
|
PUTNAM VARIABLE TRUST
|
497K
|
|
|
BBCMS Mortgage Trust 2019-C4
|
10-D
|
|
|
HERITAGE INVESTORS MANAGEMENT CORP
|
13F-HR
|
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP5
|
10-D
|
|
|
PUTNAM FUNDS TRUST
|
497K
|
|
|
ALLSPRING FUNDS TRUST
|
N-CEN/A
|
|
|
BBCMS Mortgage Trust 2019-C4
|
ABS-EE
|
|
|
MYERS FRANKLIN
|
144
|
|
|
COMFORT SYSTEMS USA INC
|
144
|
Financial Statements
|
|
JPMCC Commercial Mortgage Securities Trust 2017-JP5
|
ABS-EE
|
|
|
PUTNAM FUNDS TRUST
|
497
|
|
|
PUTNAM VARIABLE TRUST
|
497
|
|
|
Sandgaard Thomas
|
144
|
|
|
ZYNEX INC
|
144
|
Financial Statements
|
|
RBB FUND, INC.
|
8-A12B
|
|
|
BBCMS Mortgage Trust 2021-C9
|
10-D
|
|
|
Golden Bay Investment Fund II, LLC Series 1
|
D/A
|
|
|
1847 Holdings LLC
|
424B4
|
Financial Statements
|
|
TREASURE GLOBAL INC
|
8-K/A
|
Financial Statements
|
|
ExchangeRight Income Fund
|
10-Q
|
|
|
EATON VANCE MUNICIPALS TRUST
|
24F-2NT
|
|
|
Series Portfolios Trust
|
NPORT-P
|
|
|
BBCMS Mortgage Trust 2021-C9
|
ABS-EE
|
|
|
JPMBB Commercial Mortgage Securities Trust 2015-C29
|
10-D
|
|
|
MONARCH DEBT RECOVERY FUND LP
|
D/A
|
|
|
Capital Investment Advisory Services, LLC
|
13F-HR
|
|
|
MASSIVE PF1, LLC
|
D
|
|
|
BBCMS Mortgage Trust 2020-C7
|
10-D
|
|
|
PARTNERS GROUP NEXT GENERATION INFRASTRUCTURE, LLC
|
4
|
|
|
BBCMS Mortgage Trust 2020-C7
|
ABS-EE
|
|
|
Hedlund Michael A
|
144
|
|
|
BBCMS Mortgage Trust 2018-C2
|
10-D
|
|
|
Senior Credit Investments, LLC
|
4
|
|
|
Platinum Falcon B 2018 RSC Ltd
|
4
|
|
|
Platinum International Investment Holding RSC Ltd
|
4
|
|
|
Abu Dhabi Investment Authority
|
4
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C7
|
10-D
|
|
|
JPMCC Commercial Mortgage Securities Trust 2016-JP2
|
10-D
|
|
|
ELI LILLY & Co
|
10-Q
|
Financial Statements
|
|
BBCMS Mortgage Trust 2018-C2
|
ABS-EE
|
|
|
ESAB Corp
|
144
|
|
|
Jordan Rhonda L
|
144
|
|
|
JPMDB Commercial Mortgage Securities Trust 2017-C7
|
ABS-EE
|
|
|
Benchmark 2019-B11 Mortgage Trust
|
10-D
|
|
|
Miramar Fiduciary Corp
|
13F-HR
|
|
|
WELLS FARGO COMMERCIAL MORTGAGE SECURITIES INC
|
SF-3/A
|
|
|
Benchmark 2019-B11 Mortgage Trust
|
ABS-EE
|
|
|
RBB Fund Trust
|
NPORT-P
|
|
|
IPC Alternative Real Estate Income Trust, Inc.
|
8-K
|
|
|
NORTHSTAR ASSET MANAGEMENT Co LLC
|
13F-HR
|
|
|
AtriCure, Inc.
|
10-Q
|
Financial Statements
|
|
FT 11895
|
S-6
|
|
|
Codetta Bio Inc.
|
D/A
|
|
|
KDSA Watkins Co-Invest LLC
|
D
|
|
|
Transaera, Inc.
|
D
|
|
|
GOLISANO B THOMAS
|
144/A
|
|
|
PAYCHEX INC
|
144/A
|
Financial Statements
|
|
Senior Credit Investments, LLC
|
SC 13D/A
|
|
|
Abu Dhabi Investment Authority
|
SC 13D/A
|
|
|
TEREX CORP
|
10-Q
|
Financial Statements
|
|
POOL CORP
|
10-Q
|
Financial Statements
|
|
FT 11894
|
S-6
|
|
|
CP III NSW Co-investment B, LLC
|
D
|
|
|
Sherman Darrell
|
144
|
|
|
Taylor Morrison Home Corp
|
144
|
Financial Statements
|
|
INTERACTIVE FINANCIAL ADVISORS, INC.
|
13F-HR
|
|
|
YOUSIF CAPITAL MANAGEMENT, LLC
|
13F-HR
|
|
|
KASSAR RICHARD A
|
144
|
|
|
WORLD KINECT CORP
|
144
|
Financial Statements
|
|
Symmetry Panoramic Trust
|
NPORT-P
|
|
|
FISHMAN JAY A LTD/MI
|
13F-HR
|
|
|
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
|
FWP
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-5C27
|
10-D
|
|
|
BUTLER NATIONAL CORP
|
8-A12G/A
|
|
|
SEI TAX EXEMPT TRUST
|
NPORT-P
|
|
|
BBCMS Mortgage Trust 2024-5C27
|
ABS-EE
|
|
|
Intelibly, Inc
|
D
|
|
|
SEI Catholic Values Trust
|
NPORT-P
|
|
|
SEI Alternative Income Fund
|
NPORT-P
|
|
|
Innova Wealth Partners
|
13F-HR
|
|
|
Broker Investment Collective QP LP
|
D
|
|
|
BBCMS Mortgage Trust 2023-5C23
|
10-D
|
|
|
BBCMS Mortgage Trust 2022-C17
|
10-D
|
|
|
TORONTO DOMINION BANK
|
6-K
|
Financial Statements
|
|
BBCMS Mortgage Trust 2017-C1
|
10-D
|
|
|
BBCMS Mortgage Trust 2023-5C23
|
ABS-EE
|
|
|
BBCMS Mortgage Trust 2022-C17
|
ABS-EE
|
|
|
TRUST FOR PROFESSIONAL MANAGERS
|
24F-2NT
|
|
|
BBCMS Mortgage Trust 2020-C6
|
10-D
|
|
|
Watson Robert A.
|
5
|
|
|
BlueBay Destra International Event-Driven Credit Fund
|
5
|
|
|
Ampfield Management, L.P.
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2017-C1
|
ABS-EE
|
|
|
BBCMS Mortgage Trust 2020-C6
|
ABS-EE
|
|
|
Liberty Broadband Corp
|
SCHEDULE 13G
|
Financial Statements
|
|
UBS Group AG
|
SCHEDULE 13G
|
Financial Statements
|
|
UNITED COMMUNITY BANKS INC
|
13F-NT
|
Financial Statements
|
|
BANC OF AMERICA MORTGAGE SECURITIES INC
|
ABS-15G
|
|
|
WATT JOHN H JR
|
144
|
|
|
NBT BANCORP INC
|
144
|
Financial Statements
|
|
Steel Key Capital LP
|
D/A
|
|
|
Federated Hermes Institutional Trust
|
497J
|
|
|
BBCMS Mortgage Trust 2023-C22
|
10-D
|
|
|
Voya EQUITY TRUST
|
POS EX
|
|
|
CP III NSW Co-investment A, LLC
|
D
|
|
|
BBCMS Mortgage Trust 2023-C22
|
ABS-EE
|
|
|
Utz John A.
|
144
|
|
|
ASSOCIATED BANC-CORP
|
144
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-C26
|
10-D
|
|
|
ADP III Holding 9 L.P.
|
D/A
|
|
|
HiTek Global Inc.
|
F-3/A
|
|
|
United Community Bank
|
13F-HR
|
|
|
ATS Corp /ATS
|
6-K
|
|
|
Monroe Capital Private Credit Master Fund V SCSp SICAV-RAIF
|
D/A
|
|
|
BBCMS Mortgage Trust 2024-C26
|
ABS-EE
|
|
|
NOKIA CORP
|
6-K
|
Financial Statements
|
|
ALLSPRING UTILITIES & HIGH INCOME FUND
|
N-CEN/A
|
|
|
MORRIS FINANCIAL CONCEPTS, INC.
|
13F-HR
|
|
|
Luminvest Wealth Management LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2023-C21
|
10-D
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
13F-HR
|
|
|
Monroe Capital Private Credit Intermediate V ICAV
|
D/A
|
|
|
BENDER ROBERT & ASSOCIATES
|
13F-HR
|
|
|
Aimfinity Investment Corp. I
|
425
|
|
|
Heritage Wealth Management, Inc./Texas
|
13F-HR
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
Soundlink Investment Partners, LP
|
D/A
|
|
|
BBCMS Mortgage Trust 2023-C21
|
ABS-EE
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
COMMERCE BANCSHARES INC /MO/
|
8-K
|
Financial Statements
|
|
Crestline Opportunistic Credit IA Fund, L.P.
|
D/A
|
|
|
Monroe Capital Private Credit
|
D/A
|
|
|
Aimfinity Investment Corp. I
|
8-K
|
|
|
TransMontaigne Partners LLC
|
8-K
|
|
|
BBCMS Mortgage Trust 2024-5C25
|
10-D
|
|
|
Lox of Love Ltd.
|
C
|
|
|
BBCMS Mortgage Trust 2020-C8
|
10-D
|
|
|
BBCMS Mortgage Trust 2024-5C25
|
ABS-EE
|
|
|
Nilsine Partners, LLC
|
13F-HR
|
|
|
BBCMS Mortgage Trust 2020-C8
|
ABS-EE
|
|
|
IFG Advisory, LLC
|
13F-HR
|
|
|
Monroe Capital Private Credit
|
D/A
|
|
|
HomeThrive, Inc.
|
D/A
|
|
|
BBCMS 2023-C20
|
10-D
|
|
|
MAGNOLIA CAPITAL ADVISORS LLC
|
13F-HR
|
|
|
GoodPeak Holdings, LLC
|
D/A
|
|
|
Jackson Hole Capital Partners, LLC
|
13F-HR
|
|
|
Federated Hermes Adjustable Rate Securities Trust
|
497J
|
|
|
Soundlink Healthcare Investment Partners, LP
|
D/A
|
|
|
APA Corp
|
3
|
Financial Statements
|
|
Fisher Kenneth M.
|
3
|
|
|
COVENANT AFFORDABLE HOUSING FUND I, L.P.
|
D
|
|
|
BBCMS 2023-C20
|
ABS-EE
|
|
|
Whitney David M
|
144
|
|
|
MCGRATH RENTCORP
|
144
|
Financial Statements
|
|
BBCMS Mortgage Trust 2024-C24
|
10-D
|
|
|
Monroe Capital Private Credit
|
D/A
|
|
|
COVENANT AFFORDABLE HOUSING FUND I
|
D
|
|
|
DANA INC
|
10-Q
|
Financial Statements
|
|
Amneal Pharmaceuticals, Inc.
|
SCHEDULE 13G
|
Financial Statements
|
|
Level Up Live Holdings, LLC
|
C
|
|
|
BBCMS Mortgage Trust 2024-C24
|
ABS-EE
|
|
|
Great Sky Inc.
|
D/A
|
|
|
Anchorage Lending CA, LLC
|
SC 13D
|
|
|
Gryphon Digital Mining, Inc.
|
SC 13D
|
|
|
Khanna Raj
|
144
|
|
|
EXTREME NETWORKS INC
|
144
|
Financial Statements
|
|
HAZLETT, BURT & WATSON, INC.
|
13F-HR
|
|
|
Figure HELOC Master Depositor Trust
|
ABS-15G/A
|
|
|
PUTNAM SUSTAINABLE LEADERS FUND
|
497J
|
|
|
Federated Hermes Intermediate Municipal Trust
|
497
|
|
|
Federated Hermes Short-Intermediate Duration Municipal Trust
|
497
|
|
|
Owens David
|
4
|
|
|
Nexalin Technology, Inc.
|
4
|
|
|
Kurv ETF Trust
|
NPORT-P
|
|
|
DRDGOLD LTD
|
6-K
|
Financial Statements
|
|
PUTNAM FUNDS TRUST
|
497J
|
|
|
RED CEDAR INVESTMENT MANAGEMENT, LLC
|
13F-HR
|
|
|
MARLIN FUND OFFSHORE II LTD.
|
D/A
|
|
|
Broker Investment Collective LP
|
D
|
|
|
EA Series Trust
|
NPORT-P
|
|
|
SARATOGA ADVANTAGE TRUST
|
NPORT-P
|
|
|
PUTNAM INTERNATIONAL EQUITY FUND
|
497J
|
|
|
Tidal Trust II
|
497J
|
|
|
Arlington Capital Management, Inc.
|
13F-HR
|
|
|
DIREXION FUNDS
|
NPORT-P
|
|
|
SECURITY FEDERAL CORP
|
8-K
|
|
|
Quintet Private Bank
|
13F-HR
|
|
|
Midwest Tubular Group LLC
|
D/A
|
|
|
AMANA MUTUAL FUNDS TRUST
|
NPORT-P
|
|
|
Martin William Scott
|
4
|
|
|
BANCFIRST CORP /OK/
|
4
|
Financial Statements
|
|
HTL Capital Ltd.
|
FWP
|
|
|
Mn Services Vermogensbeheer B.V.
|
13F-HR
|
|
|
DRENNAN MARK W
|
4
|
|
|
SOUTHSIDE BANCSHARES INC
|
4
|
Financial Statements
|
|
SATURNA INVESTMENT TRUST
|
NPORT-P
|
|
|
Tidal Trust II
|
485BPOS
|
|
|
FIELDS RANDALL K
|
4
|
|
|
ReposiTrak, Inc.
|
4
|
Financial Statements
|
|
Marlin Fund III, Limited Partnership
|
D/A
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
13F-HR
|
|
|
GUTHART GARY S
|
144
|
|
|
INTUITIVE SURGICAL INC
|
144
|
Financial Statements
|
|
Belvedere Trading LLC
|
13F-HR
|
|
|
Marlin Fund II, Limited Partnership
|
D/A
|
|
|
ALLIANZ LIFE VARIABLE ACCOUNT B
|
497J
|
|
|
FACTSET RESEARCH SYSTEMS INC
|
DEFA14A
|
Financial Statements
|
|
Repay Holdings Corp
|
SC 13G/A
|
Financial Statements
|
|
ROYCE & ASSOCIATES LP
|
SC 13G/A
|
|
|
Totaligent, Inc.
|
10-Q
|
|
|
CLEAN HARBORS INC
|
10-Q
|
Financial Statements
|
|
MAGNOLIA CAPITAL ADVISORS LLC
|
13F-HR/A
|
|
|
Sift Stack, Inc.
|
D
|
|
|
Triller Group Inc.
|
D
|
|
|
MERCER INTERNATIONAL INC.
|
8-K
|
Financial Statements
|
|
Impax Asset Management Group plc
|
13F-HR
|
|
|
OLD NATIONAL BANCORP /IN/
|
10-Q
|
Financial Statements
|
|
Marlin Fund, Limited Partnership
|
D/A
|
|
|
DRDGOLD LTD
|
20-F
|
Financial Statements
|
|
Pantheon Media, Inc.
|
C
|
|
|
Advisor Managed Portfolios
|
497K
|
|
|
Green Jared C.
|
4
|
|
|
Capital Investment Services of America, Inc.
|
13F-HR
|
|
|
Tidal Trust III
|
485APOS
|
|
|
Capital Wealth Alliance, LLC
|
13F-HR
|
|
|
Brookfield Infrastructure Income Fund Inc.
|
424B3
|
|
|
PROSPECTOR FUNDS, INC.
|
N-CEN
|
|
|
Foxhaven Capital
|
D/A
|
|
|
Powerfleet, Inc.
|
SC 13G/A
|
|
|
Orion Group Holdings Inc
|
SC 13G/A
|
Financial Statements
|
|
CELESTICA INC
|
6-K
|
Financial Statements
|
|
NOODLES & Co
|
SC 13G/A
|
Financial Statements
|
|
NORTHERN LIGHTS FUND TRUST II
|
497K
|
|
|
Foxhaven Capital, LP
|
D/A
|
|
|
NewtekOne, Inc.
|
SC 13G/A
|
Financial Statements
|
|
Manitex International, Inc.
|
SC 13G/A
|
Financial Statements
|
|
HURCO COMPANIES INC
|
SC 13G/A
|
Financial Statements
|
|
FIDELITY GARRISON STREET TRUST
|
POS AMI
|
|
|
HAYNES INTERNATIONAL INC
|
SC 13G/A
|
Financial Statements
|
|
Prieur Marc
|
4
|
|
|
APTARGROUP, INC.
|
4
|
Financial Statements
|
|
GRAHAM CORP
|
SC 13G/A
|
Financial Statements
|
|
Yang Yingmei
|
144
|
|
|
Newegg Commerce, Inc.
|
144
|
|
|
GREENWOOD CAPITAL ASSOCIATES LLC
|
13F-HR
|
|
|
FIRST TRUST EXCHANGE-TRADED FUND V
|
NPORT-P/A
|
|
|
Madden Advisory Services, Inc.
|
13F-HR
|
|
|
UNIFIED SERIES TRUST
|
NPORT-P
|
|
|
Sanford Glenn Darrel
|
4
|
|
|
EXP World Holdings, Inc.
|
4
|
Financial Statements
|
|
FSM Wealth Advisors, LLC
|
13F-HR
|
|
|
STANDARD MOTOR PRODUCTS, INC.
|
8-K
|
Financial Statements
|
|
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP /DC/
|
424B3
|
|
|
SENVEST TECHNOLOGY PARTNERS, L.P.
|
D/A
|
|
|
FT 11908
|
S-6
|
|
|
Wolverine TopCo, LP
|
D
|
|
|
FT 11866
|
S-6
|
|
|
FT 11840
|
S-6
|
|
|
Fidelity Merrimack Street Trust
|
497K
|
|
|
GENERAL NEW YORK MUNICIPAL MONEY MARKET FUND
|
497
|
|
|
Greenbacker Renewable Energy Co LLC
|
8-K
|
|
|
Fidelity Merrimack Street Trust
|
497
|
|
|
ALTERNA WEALTH MANAGEMENT, INC
|
13F-HR
|
|
|
Moloney Securities Asset Management, LLC
|
13F-HR
|
|
|
GREENPOWER MOTOR Co INC.
|
424B5
|
|
|
Legacy CG, LLC
|
13F-HR
|
|
|
FBBC, LLC
|
C
|
|
|
NeuroSense Therapeutics Ltd.
|
6-K
|
|
|
Che Austin
|
144
|
|
|
Ginkgo Bioworks Holdings, Inc.
|
144
|
|
|
GENERAL MUNICIPAL MONEY MARKET FUNDS, INC.
|
497
|
|
|
Northcliffe Trustees Ltd
|
SC 13G
|
|
|
AB CarVal Credit Opportunities Fund
|
SC 13G
|
|
|
Solitude Financial Services
|
13F-HR
|
|
|
RICCELLI JOSEPH A
|
3
|
|
|
INNOVATIVE DESIGNS INC
|
3
|
|
|
ASTRAZENECA PLC
|
6-K
|
Financial Statements
|
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Embr Labs Inc.
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D
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Catalyst Capital Advisors LLC
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13F-HR
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