NexPoint Funds I files new registration statement for funds
NexPoint Funds I files a new registration statement, signaling potential expansion in its investment offerings and reflecting industry trends.
Direxion Shares ETF Trust Files New Prospectus Detailing Risks
Direxion Shares ETF Trust has filed a new prospectus outlining investment strategies and associated risks, impacting the ETF market significantly.
Global Assets Advisory reports $452M in latest 13F-HR filing
Global Assets Advisory, LLC's latest 13F-HR filing shows over $452 million in assets under management, reflecting its investment strategies and market positions.
GraniteShares ETF Trust files new registration statement
GraniteShares ETF Trust updates its investment offerings with a new 497 registration statement, reflecting industry trends in the ETF space.
Summit Global Investments Reveals $2.02M in Holdings
Summit Global Investments discloses $2.02 million in holdings in its latest 13F-HR filing, showcasing its investment strategy as of September 30, 2026.
Opincus Capital reveals $185.6M in latest 13F-HR filing
Opincus Capital's latest 13F-HR filing shows a total investment value of $185.6 million as of September 30, 2026, highlighting key holdings in major companies.
Invera Wealth Advisors reports $193.7 million in holdings
Invera Wealth Advisors, LLC disclosed its holdings worth $193.7 million in a recent SEC filing, showcasing its investment strategy and portfolio diversity.
GraniteShares ETF Trust files new registration statement
GraniteShares ETF Trust has filed a new registration statement, expanding its investment offerings in the competitive ETF market.
Evolution Wealth Management reports $173.9M in assets
Evolution Wealth Management Inc. reports $173.9 million in assets in its latest 13F-HR filing, reflecting its investment strategies as of September 30, 2026.
Cornerstone Wealth Partners files 13F-HR for Q3 2026
Cornerstone Wealth Partners, LLC reports $251.8 million in assets in its latest 13F-HR filing, detailing its investment strategy and holdings.
Wells Fargo Commercial Mortgage Trust Reports Distribution Failure
Wells Fargo Commercial Mortgage Trust 2025-C65 reported a failure to make a required distribution, raising concerns in the asset-backed securities market.
Clean Yield Group reports $412 million in latest 13F filing
Clean Yield Group's 13F filing shows $412 million in assets as of September 30, 2026, reflecting its investment strategies in a competitive market.
Seneca Financial Advisors reports Q3 2026 holdings update
Seneca Financial Advisors LLC reveals its Q3 2026 holdings, totaling $377 million in assets under management, showcasing its investment strategy.
Cromwell Holdings reports $221.5M in latest 13F-HR filing
Cromwell Holdings LLC's latest 13F-HR filing reveals $221.5 million in holdings, showcasing its investment strategy and asset allocation.
Intrua Financial reports over $1 billion in investments
Intrua Financial, LLC's latest 13F-HR filing shows over $1 billion in investments, highlighting its growing portfolio and competitive position in asset management.
GPI Capital files 13F-HR report with no reported holdings
GPI Capital, L.P. files its 13F-HR report showing zero reported holdings, indicating a potential shift in investment strategy.
Hennessy Advisors reveals $2.65 billion in holdings
Hennessy Advisors Inc discloses over $2.65 billion in investments in latest SEC filing, highlighting strategic positioning in the investment advice sector.
SBI Holdings reveals major investment in Circle Internet Group
SBI Holdings USA, Inc. discloses significant investment in Circle Internet Group Inc. in its latest 13F-HR filing, signaling strategic positioning in fintech.
Moss Adams Wealth Advisors reports $1.5B in investments
Moss Adams Wealth Advisors LLC reveals over $1.5 billion in investments, showcasing major stakes in tech and consumer sectors in its latest SEC filing.
Tributary Capital Management reports $1B portfolio value
Tributary Capital Management's latest filing shows a portfolio value exceeding $1 billion, reflecting its investment strategy and market position.