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

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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.

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

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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


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