... investments and the portfolio investments of any consolidated subsidiaries (e.g., CFCs), as of the close of the preceding month. Form N-PORT will require registered management investment companies (mutual funds, closed-end funds and exchange-traded funds (ETFs)) as well as ETFs organized as unit...

...Nathan J. Greene Purpose – To explain proposed rules recently issued by the US Securities and Exchange Commission (SEC) that would dramatically expand both public and non-public reporting of portfolios and other data by US registered investment companies. A companion article covers new reports...