USAdvisors Wealth Management Reveals $351 Million in Holdings
USAdvisors Wealth Management disclosed approximately $351 million in holdings as of September 30, 2026, showcasing its investment strategies and compliance.
WASHINGTON TRUST Co reveals $3.2 billion in holdings
WASHINGTON TRUST Co's latest 13F filing shows over $3.2 billion in holdings, highlighting its investment strategy and competitive positioning.
Prudent Investor Advisors reports $127.6 million in holdings
Prudent Investor Advisors, LLC discloses its $127.6 million investment portfolio, reflecting key trends in the investment management industry.
ETF Opportunities Trust files certification with SEC
ETF Opportunities Trust has filed a certification with the SEC, highlighting its commitment to regulatory compliance in the investment sector.
Axos Invest files 13F-HR revealing $132.9 million in holdings
Axos Invest Inc. reports $132.9 million in holdings in its latest 13F-HR filing, reflecting its investment strategies and industry trends.
RWC Asset Advisors Reports Latest Holdings in 13F Filing
RWC Asset Advisors reveals its latest investment holdings in a recent 13F filing, highlighting key positions in major companies like Alibaba and Southern Copper.
Hosking Partners Reports $2.81 Billion Holdings in 13F-HR
Hosking Partners LLP's 13F-HR filing reveals $2.81 billion in assets as of September 30, 2026, showcasing diverse investments in major companies.
Arvest Investments Reports $834.84M in Holdings for Q3 2026
Arvest Investments, Inc. discloses $834.84 million in holdings as of September 30, 2026, reflecting its investment strategy and market positioning.
EA Series Trust files SEC certification for compliance
EA Series Trust has filed a certification with the SEC, marking a significant compliance step in the investment industry.
Albion Financial Group Reports $1.77B in Q3 Holdings
Albion Financial Group disclosed $1.77 billion in holdings for Q3 2026, showcasing its investment strategies and asset management growth.
Arcataur Capital Management discloses $404 million in holdings
Arcataur Capital Management LLC reveals over $404 million in holdings in its latest SEC filing, impacting investment management industry trends.
Northern Lights Fund Trust III files new prospectus for ETF
Northern Lights Fund Trust III has filed a new prospectus for its HCM Select 50 ETF, detailing management fees and investment strategies.
ETF Portfolio Partners reveals $399M in quarterly holdings
ETF Portfolio Partners, Inc. disclosed its quarterly holdings, totaling approximately $399.38 million, highlighting key investments in major ETFs.
RWC Partners Ltd files 13F notice for Q3 2026 holdings
RWC Partners Ltd discloses its investment holdings in a recent 13F notice, reflecting its strategies and commitments in the asset management industry.
Princeton Global Asset Management Reports $692.5M in Holdings
Princeton Global Asset Management LLC disclosed its quarterly holdings, totaling $692.5 million, in a recent SEC filing, highlighting key investments.
Victory Portfolios Updates Fund Ownership Information
Victory Portfolios has filed a supplement updating fund ownership and portfolio managers, enhancing transparency for investors in the investment sector.
Valliance Asset Management files 13F-HR with no new holdings
Valliance Asset Management Ltd submits its 13F-HR report, showing no new holdings as of September 30, 2026, reflecting a cautious investment strategy.
Invesco Unit Trusts Series 2484 files final 24F-2NT form
Invesco Unit Trusts Series 2484 reports over $6 million in net sales in its final 24F-2NT filing, signaling a significant change for the investment company.
Mission Financial Group reveals Q3 2026 investment holdings
Mission Financial Group, LLC discloses its Q3 2026 investment holdings in a recent 13F-HR filing, showcasing a diversified portfolio across multiple sectors.
Invesco Unit Trusts Series 2476 Reports $82M in Securities Sale
Invesco Unit Trusts Series 2476 reports significant securities sales in its latest filing, marking a pivotal moment for the investment firm.