SEC Proposes Amendments to Reduce Burdens in Reporting of Fund Portfolio Holdings

The Securities and Exchange Commission today proposed amendments to the form used by most registered investment companies to report portfolio-related information. The changes are designed to reduce reporting burdens without significantly affecting the SEC’s use of the data or the public’s ability to assess relevant information about a fund. The proposed amendments to Form N-PORT follow a review (in accordance with a Presidential Memorandum) of the amendments the Commission made to the form in 2024. The proposal considers developments that have occurred after the Commission’s adoption of those amendments. “Reducing unnecessary reporting burdens and increasing efficiency in disclosure requirements is a top priority of the Commission,” said SEC Chairman Paul S.