SEC mandates monthly reporting of portfolio holdings for mutual funds and ETFs

The U.S. Securities and Exchange Commission (SEC) recently voted to require mutual funds and exchange-traded funds (ETFs) to report their portfolio holdings on a monthly basis instead of the previous quarterly schedule. This change aims to provide greater transparency for investors and improve regulatory oversight.

The new rule will take effect in November 2025 for funds with over $1 billion in holdings, and in May 2026 for smaller funds.

Sources:

www.benzinga.com/sec/24/08/40608150/etfs-must-report-portfolio-holdings-every-month-sec-rules-what-it-means-for-investors

finance.yahoo.com/news/us-sec-poised-require-monthly-140149422.html