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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

Primerica Shareholder Services Files Amended Registration Form

Primerica Shareholder Services has filed an amended TA-1 form with the SEC, updating its registration details and compliance status.

Copeland Trust reveals fund performance in latest filing

Copeland Trust's latest NPORT-P filing shows fund performance and asset management strategies, highlighting its financial health amid industry trends.

Copeland Trust reports financials for International Small Cap Fund

Copeland Trust's latest filing shows total assets of $1.06 million for its International Small Cap Fund, emphasizing transparency in the investment sector.

Copeland Trust Reports Financial Position in Latest Filing

Copeland Trust's recent NPORT-P filing shows total assets of over $26 million, highlighting its financial health and regulatory compliance in the investment sector.

Zacks Trust Reports Asset Management Updates in Latest Filing

Zacks Trust's recent filing highlights its financial position and investment strategy, reflecting broader trends in the investment industry.

Zacks Trust Reports Asset Values in Latest NPORT-P Filing

Zacks Trust's recent filing shows total assets over $5.3 million, impacting investor confidence and the investment sector landscape.

Northern Lights Fund Trust II reports financials in NPORT-P filing

Northern Lights Fund Trust II discloses financials in its latest NPORT-P filing, showing total assets of $55.3 million and net assets of $43.2 million.

Zacks Trust Reports Financials in Latest NPORT-P Filing

Zacks Trust's latest NPORT-P filing reveals key financial metrics and asset management strategies, impacting the investment management industry.

Zacks Trust reports significant asset management updates

Zacks Trust reveals total net assets of $376.15 million in its latest filing, reflecting competitive dynamics in the investment management industry.

Northern Lights Fund Trust II reports financials for Q3 2026

Northern Lights Fund Trust II reveals Q3 2026 financials, showing total assets of $98.66 million, with major investments in Amazon and Visa.

Zacks Trust reports substantial assets in latest NPORT-P filing

Zacks Trust's latest NPORT-P filing shows significant assets and performance metrics for its Zacks Dividend Fund, impacting the investment management industry.

Zacks Trust Reports Latest NPORT-P Filing with $38.9M Assets

Zacks Trust's latest NPORT-P filing reveals a net asset value of $38.9 million, highlighting its investment strategies and market positioning.

ETF Opportunities Trust Names New Portfolio Manager

ETF Opportunities Trust announces John S. McNamara III as new portfolio manager, replacing David Salem effective October 30, 2026.

Simplify Exchange Traded Funds Files Summary Prospectus for New ETF

Simplify Exchange Traded Funds announces a summary prospectus for its new ETF, focusing on managed futures and US equity strategies, enhancing its product lineup.

Nationwide Variable Insurance Trust removes CEO from prospectus

Nationwide Variable Insurance Trust has removed CEO Keith P. Robinette from its prospectus, indicating a leadership change that could affect investor confidence.

Saratoga Advantage Trust reports NPORT-P filing results

Saratoga Advantage Trust reveals details in its latest NPORT-P filing, showcasing asset values and performance metrics for its Investment Quality Bond Portfolio.

Prothena's William P. Scully Acquires 566,444 Shares

William P. Scully of Prothena Corp acquires 566,444 shares, indicating confidence in the company's future in the pharmaceutical preparations sector.

Simplify Exchange Traded Funds files new prospectus for ETF

Simplify Exchange Traded Funds updates its prospectus for the Simplify Target 15 Distribution ETF, focusing on monthly income for investors.

Nationwide Variable Insurance Trust Updates Prospectus

Nationwide Variable Insurance Trust updates its prospectus, removing references to Keith P. Robinette, signaling potential changes in investment strategy.

Saratoga Advantage Trust reports financials in NPORT-P filing

Saratoga Advantage Trust shares its latest financials in a recent NPORT-P filing, highlighting asset and liability figures.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →