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fair market value of $100 million or more in certain securities specified as “13(f) securities” by the Securities and Exchange Commission (“SEC”) at the end of any trading month to report these holdings to the SEC on Form 13F.\u003C\u002Fp>\u003Cp>\u003Cstrong>Who is an “institutional investment manager”?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Generally, an institutional investment manager is: (1) an entity that invests in, buys or sells securities for its own account; or (2) a natural person or an entity that exercises investment discretion over the account of any other natural person or entity.\u003C\u002Fp>\u003Cp>An institutional investment manager exercises investment discretion if the manager has the power to determine which securities are bought or sold for the account(s) under management or makes decisions about which securities are bought or sold for the account(s).\u003C\u002Fp>\u003Cp>Institutional investment managers may be investment advisors, banks, insurance companies, broker-dealers, pension funds, and corporations. All institutional investment managers that meet the requirements of Section 13(f) must file Form 13F, regardless of whether they are SEC-registered investment advisors.\u003C\u002Fp>\u003Cp>\u003Cstrong>What are “Section 13(f) securities”?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Section 13(f) securities generally include U.S. exchange-traded stocks, exchange-traded funds, certain convertible securities, equity options, warrants, shares of closed-end investment companies, and certain convertible debt securities. Shares of open-end investment companies (i.e., mutual funds) are not Section 13(f) securities.\u003C\u002Fp>\u003Cp>Section 13(f) securities are listed in the \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002Frules-regulations\u002Fstaff-guidance\u002Fdivision-investment-management-frequently-asked-questions\u002Fofficial-list-section-13f-securities\">SEC’s Official List of Section 13(f) Securities\u003C\u002Fa> updated quarterly. The SEC has stated that institutional investment managers may rely on the most recent list of these securities published by the SEC in determining their filing obligations.\u003C\u002Fp>\u003Cp>\u003Cstrong>Filing\u002Freporting requirements and deadlines\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Form 13F must be filed within 45 days of the end of a calendar quarter. It requires disclosure of the name of the institutional investment manager that files the report, and the name and class, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value with respect to each section 13(f) security over which it exercises investment discretion.\u003C\u002Fp>\u003Cp>Rule 13f-1 requires an investment manager to make four separate Form 13F filings if it meets the $100 million filing threshold on the last trading day of any month during a calendar year. Institutional investment managers must calculate the aggregate fair market value of their Section 13(f) security holdings as of the last trading day of each month to determine whether or not they meet the $100 million filing threshold.\u003C\u002Fp>\u003Cp>The four filings must be made at the beginning of the following calendar year and then quarterly after that. The rule requires an investment manager to make all four Form 13F filings even if it falls back under the $100 million threshold after initially exceeding it.\u003C\u002Fp>\u003Cp>The four mandatory Form 13F filings must be made on the following schedule:\u003C\u002Fp>\u003Cul>\u003Cli>The first filing is due within 45 days after the year in which the investment manager exceeds the $100 million threshold, i.e., by February 14 of the subsequent calendar year; and\u003C\u002Fli>\u003Cli>The next three filings are due within 45 days of the end of the first 3 quarters of that same year.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>For instance, if an investment manager exceeds the $100 million threshold in August 2015, it will need to make Form 13F filings by February 16, May 16, August 15 and November 14, 2016. The manager must make all these four filings even if the investment manager only briefly exceeds the $100 million threshold and never exceeds it again. The Form 13F filed must report the fair market value of each Section 13(f) security as of the close of trading on the last trading day of the calendar year (for the first filing) or quarter (for the three subsequent filings), even if that amount is less than $100 million.\u003C\u002Fp>\u003Cp>An investment manager may need to make one of the following types of filings, depending on whether another investment manager is also reporting some or all of the same holdings:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cstrong>A 13F Holdings Report –\u003C\u002Fstrong> appropriate if all of the investment manager’s Section 13(f) securities are listed only on its Form 13F;\u003C\u002Fli>\u003Cli>\u003Cstrong>A 13F Combination Report –\u003C\u002Fstrong> appropriate if some of the investment manager’s Section 13(f) securities are listed on someone else’s Form 13F; or\u003C\u002Fli>\u003Cli>\u003Cstrong>A 13F Notice –\u003C\u002Fstrong> appropriate if all of the investment manager’s Section 13(f) securities are reported on someone else’s Form 13F.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>There are many aggregation, de minimis, shared investment discretion, and other specific reporting rules that may impact what information must or may not be reported on Form 13 and who must report it. For instance, a manager may omit holdings otherwise reportable if it holds, on the last day of the reporting fewer than 10,000 shares (or less than $200,000 principal amount in the case of convertible debt securities) and less than $200,000 aggregate fair market value (including options to purchase such amounts). The SEC also expects any 13F reports to meet certain file format requirements.\u003C\u002Fp>\u003Cp>For more information on Form 13F and Section 13(f) securities, please review these resources on the SEC’s website:\u003C\u002Fp>\u003Cp>SEC Overview of Form 13F: \u003Ca href=\"http:\u002F\u002Fwww.sec.gov\u002Fanswers\u002Fform13f.htm\">http:\u002F\u002Fwww.sec.gov\u002Fanswers\u002Fform13f.htm\u003C\u002Fa>\u003C\u002Fp>\u003Cp>Division of Investment Management – Frequently Asked Questions about Form 13F: \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002Fdivisions\u002Finvestment\u002F13ffaq.htm\">https:\u002F\u002Fwww.sec.gov\u002Fdivisions\u002Finvestment\u002F13ffaq.htm\u003C\u002Fa>\u003C\u002Fp>\u003Cp>Form 13F and Instructions: \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002Fabout\u002Fforms\u002Fform13f.pdf\">https:\u002F\u002Fwww.sec.gov\u002Fabout\u002Fforms\u002Fform13f.pdf\u003C\u002Fa>\u003C\u002Fp>\u003Cp>Official List of Section 13(f) Securities:  \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002Fdivisions\u002Finvestment\u002F13flists.htm\">https:\u002F\u002Fwww.sec.gov\u002Fdivisions\u002Finvestment\u002F13flists.htm\u003C\u002Fa>\u003C\u002Fp>",[1205,1211,1213],{"id":540,"title":541,"feedback_context":1206},{"request_context":1207,"type":1208,"id":540,"faq_id":540,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:JFaqHTTP5-86357b0b-23b3-4389-9720-ad8ae40deccc","FAQ_NAVIGATION",1794538923361,"a22e7fa0-4704-4f2b-be0e-62878c06608c",{"id":593,"title":594,"feedback_context":1212},{"request_context":1207,"type":1208,"id":593,"faq_id":593,"timestamp":1209,"cir_id":1210},{"id":601,"title":602,"feedback_context":1214},{"request_context":1207,"type":1208,"id":601,"faq_id":601,"timestamp":1209,"cir_id":1210},"\u003Cp>\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Section 13(f) and Rule 13f-1 of the Securities Exchange Act of 1934 require certain institutional investment managers exercising investment discretion over accounts having an aggregate fair market value of $100 million or more in certain securities specified as “13(f) securities” by the Securities and Exchange Commission (“SEC”) at the end of any trading month to report these holdings to the SEC on Form 13F…\u003C\u002Fp>",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"1117390903","Schedule 13D and 13G reporting by certain benefical owners of voting equity securities",{"request_context":1207,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1210},"FAQ_SIMILAR",1794538923389,"\u003Cp>\u003Cstrong>UpdaOverview\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The Securities and Exchange Commission (“SEC”) requires large holders of certain securities to file a Schedule 13D. Specifically, people or groups that beneficially own more than 5% of a voting class of any equity security registered under Section 12 of the Securities Exchange Act of 1934 (the “Act”) must file a Schedule 13D with the SEC. In some situations, these people may be eligible to make an abbreviated filing, Schedule 13G instead of Schedule 13D…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1117390903","FAQ","schedule-13d-13g-reporting-certain-1117390903",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235,"slug":1237},"654609854","Why is interest not payable on cash held in the commodities segment of my account?",{"request_context":1207,"type":1221,"id":1231,"faq_id":1231,"timestamp":1222,"cir_id":1210},"\u003Cp>For accounts contracted by the \u003Ca href=\"https:\u002F\u002Fndcdyn.interactivebrokers.com\u002FUniversal\u002Fservlet\u002FRegistration_v2.formSampleView?formdb=3207\">triparty agreement\u003C\u002Fa> and carried by IBLLC in the US the account is authorized to trade both securities products and commodities\u002Ffutures products and therefore consists of two underlying accounts or account segments: a securities account (\"IBKR securities\") governed by rules of the U.S. Securities and Exchange Commission (SEC) and a futures account (\"IBKR futures\") governed by rules of the U.S. Commodity Futures Trading Commission (CFTC)…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1236,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=654609854","interest-not-payable-cash-held-654609854",{"id":1239,"title":1240,"feedback_context":1241,"short_description":1242,"source":1243,"slug":1245},"164292818","Are shares received through an IPO eligible for margin once they begin trading?",{"request_context":1207,"type":1221,"id":1239,"faq_id":1239,"timestamp":1222,"cir_id":1210},"\u003Cp>Pursuant to the Securities Exchange Act of 1934 and the rules thereunder, any shares purchased through an US IPO offering will be subject to 100% margin for at least 30 days following the date on which the shares begin trading in the secondary market…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1244,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=164292818","shares-received-through-ipo-eligible-164292818",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251,"slug":1253},"663028553","What is Section 13 monitoring and do you offer it?",{"request_context":1207,"type":1221,"id":1247,"faq_id":1247,"timestamp":1222,"cir_id":1210},"\u003Cp>Yes, through our Advisor Compliance Obligations Reporting System, IBKR provides Section 13 monitoring, alerts and on-demand reporting for advisors trading through us that may need to file Form 13F or Schedules 13D\u002F13G with the U.S. Securities and Exchange Commission (SEC) because of the types and amount of positions held in their client and proprietary accounts. This system was designed to support Form…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1252,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=663028553","section-13-monitoring-offer-663028553",{"request_context":1207,"type":1255,"id":1201,"faq_id":1201,"timestamp":1209,"cir_id":1210},"FAQ_CONTENT","form-13f-reporting-institutional-investment-1128485713"]