ETF Opportunities Trust reports financials in latest filing
ETF Opportunities Trust shares key financial details in its latest NPORT-P filing, highlighting asset management and investment strategies.
Essential Investment Partners reports $147.76 million in assets
Essential Investment Partners LLC disclosed $147.76 million in assets as of September 30, 2026, highlighting its investment strategy amid industry competition.
CJM Wealth Advisers reveals $378.9M in latest 13F-HR filing
CJM Wealth Advisers, Ltd. discloses $378.9 million in holdings in its latest 13F-HR report, reflecting its investment strategies as of September 30, 2026.
Grayscale Funds Trust Sets New Effective Date for ETF
Grayscale Funds Trust has filed a post-effective amendment for its Grayscale Compute ETF, designating November 18, 2026, as the new effective date.
Haven Private, LLC Files 13F-HR Report for Q3 2026
Haven Private, LLC reports a portfolio value of $253 million in its latest 13F-HR filing, highlighting key investments in major companies.
Fire Capital Management reports $384 million in holdings
Fire Capital Management LLC discloses $384 million in holdings in its latest SEC filing, showcasing its investment strategy and portfolio diversity.
Santa Monica Partners LP files 13F-HR for Q3 2026
Santa Monica Partners LP reports $167 million in holdings in its latest 13F-HR filing, reflecting its investment strategy as of September 30, 2026.
Bullish reveals major crypto holdings in latest filing
Bullish's recent filing highlights significant investments in cryptocurrency firms, showcasing its commitment to the finance services industry.
Graetz Wealth LLC reports $126.8 million in latest 13F-HR
Graetz Wealth LLC's latest 13F-HR filing reveals a portfolio valued at $126.8 million, showcasing its investment strategies and key holdings.
Mirabaud & Cie SA reveals Q3 investment holdings
Mirabaud & Cie SA reports Q3 holdings valued at over $258 million, reflecting its investment strategies in a dynamic market.
Birch Capital Management Reveals Latest Investment Holdings
Birch Capital Management's latest 13F-HR filing shows its investment holdings, highlighting key positions in major companies as of September 30, 2026.
Investmark Advisory Group reports $308.2M in holdings
Investmark Advisory Group LLC's latest 13F-HR filing reveals $308.2 million in holdings as of September 30, 2026, highlighting its investment strategies.
Sterling Investment Advisors reveals $606 million in holdings
Sterling Investment Advisors, Ltd. reports over $606 million in investments, focusing on tech and healthcare sectors, as revealed in recent SEC filing.
Clearwave Capital reports third-quarter holdings for 2026
Clearwave Capital, LLC reveals its Q3 2026 investment holdings, totaling $190.4 million in 176 positions, focusing on tech and healthcare sectors.
SOFI Wealth reveals quarterly holdings in SEC filing
SOFI Wealth, LLC discloses its latest investment holdings in a recent SEC filing, showcasing its strategy in the wealth management sector.
Fidelity Covington Trust files new registration statement
Fidelity Covington Trust has filed a new registration statement, enhancing its investment offerings and responding to market demands.
GR Financial Group Reports $754.5M in Latest 13F-HR Filing
GR Financial Group, LLC reveals $754.5 million in assets under management in its latest 13F-HR filing, showcasing its investment strategy and holdings.
Comprehensive Financial Planning reports $187.55M in holdings
Comprehensive Financial Planning, Inc./PA reveals $187.55 million in investments, highlighting its strategy in asset management and competitive positioning.
Alterna Wealth Management files quarterly 13F-HR report
Alterna Wealth Management, Inc. reports $180.3 million in holdings in its latest 13F-HR filing, revealing key investment strategies and market insights.
Schneider Downs Wealth Management Reports $1B in Holdings
Schneider Downs Wealth Management Advisors, LP files quarterly report showing over $1 billion in assets under management, highlighting key investments.