Horizon Funds discloses financials in recent NPORT-P filing
Horizon Funds reveals its financials in an NPORT-P filing, showing $802.86 million in total assets. Key insights for investors and industry competitors.
Horizon Funds reports $494.9 million in total assets
Horizon Funds files NPORT-P report, showing $494.9 million in total assets and ongoing investment strategies.
Richwood Investment Advisors Reports $141.6 Million Portfolio
Richwood Investment Advisors discloses a $141.6 million portfolio in its latest 13F-HR filing, showcasing its investment strategy and market position.
RCW Management reveals $110 million in 13F-HR filing
RCW Management, LLC reports over $110 million in investments in its latest 13F-HR filing, highlighting key holdings in major corporations.
Tidal Trust II Announces Name Change from Tidal ETF Trust II
Tidal Trust II has officially changed its name from Tidal ETF Trust II, reflecting a significant rebranding effort in the investment sector.
One Day In July LLC Discloses $1.45 Billion in Holdings
One Day In July LLC reveals $1.45 billion in investments in its latest 13F filing, highlighting key positions in major corporations.
Associated Banc-Corp reports $4.24 billion in investments
Associated Banc-Corp's latest filing shows over $4.24 billion in investments, highlighting its strategic positioning in the state commercial banking sector.
Lyell Wealth Management reports $1.69 billion in holdings
Lyell Wealth Management, LP reports $1.69 billion in holdings as of September 30, 2026, reflecting its investment strategy and market positioning.
TrinityBridge Ltd Reports $3.42M in Latest Holdings
TrinityBridge Ltd reveals $3.42 million in holdings, showcasing investments in major firms like Alphabet Inc. and DXC Technology Co. in its latest SEC filing.
Hughes Financial Services reveals $786 million portfolio value
Hughes Financial Services, LLC reports a portfolio value of $786 million in its latest 13F-HR filing, showcasing diverse investments across various sectors.
Associated Trust Company files 13F Notice for Q3 2026
Associated Trust Company, N.A. reveals its investment holdings in a 13F Notice, reflecting its strategies as of September 30, 2026.
Invesco Trust Reports $290.4M in Assets in Latest Filing
Invesco Exchange-Traded Self-Indexed Fund Trust reports $290.4 million in total assets in its latest NPORT-P filing, focusing on municipal bonds.
Kurv ETF Trust Reports Financial Update for Q3 2026
Kurv ETF Trust reveals financial data for Q3 2026, showing total assets of $12.1 million and strategic investments in Microsoft options and Treasury bills.
Kurv ETF Trust Reports $27.9 Million in Total Assets
Kurv ETF Trust's latest filing shows total assets of $27.9 million, reflecting its investment strategy focused on the semiconductor sector.
Kurv ETF Trust Reports Financials in Latest NPORT-P Filing
Kurv ETF Trust's NPORT-P filing reveals $5.34 million in net assets, focusing on U.S. Treasury Bills and Netflix options, impacting the ETF investment sector.
Kurv ETF Trust reports financials in latest NPORT-P filing
Kurv ETF Trust's NPORT-P filing reveals total assets of $127.36 million, showcasing its financial health and commitment to transparency in the investment sector.
Valued Advisers Trust Reports Financial Update in Filing
Valued Advisers Trust's latest filing shows total assets of $109.9 million and net assets of $78.7 million, reflecting a strong financial position.
AIM Tax-Exempt Funds reports financials in latest filing
AIM Tax-Exempt Funds files NPORT-P report, revealing $610 million in assets and $595 million in net assets as of August 31, 2026.
Legacy CG reports $396.8 million in quarterly holdings
Legacy CG, LLC files 13F-HR report, revealing $396.8 million in assets under management as of September 30, 2026, reflecting its investment strategy.
AIM Tax-Exempt Funds Reports Financial Position in NPORT-P
AIM Tax-Exempt Funds filed an NPORT-P report showing $413.3 million in assets and $388.2 million in net assets as of August 31, 2026.