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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

First Trust Exchange-Traded Fund VIII Files Monthly Report

First Trust Exchange-Traded Fund VIII files its monthly portfolio investments report, highlighting its investment strategy and commitment to transparency.

Yelin Lapidot submits quarterly 13F-HR report for Q3 2026

Yelin Lapidot Holdings Management Ltd. files its quarterly 13F-HR report, showcasing investment holdings as of September 30, 2026.

Managed Portfolio Series Files Monthly Investment Report

Managed Portfolio Series submits its monthly portfolio investment report, showing commitment to transparency and compliance in the investment management sector.

First Trust Exchange-Traded Fund VIII Files Monthly Portfolio Report

First Trust Exchange-Traded Fund VIII submits its monthly portfolio report, showcasing its investment strategies and commitment to transparency.

Yelin Lapidot files quarterly report for September 2026

Yelin Lapidot Mutual Funds Management Ltd files quarterly report for September 2026, highlighting its investment strategies and holdings.

Simon Quick Advisors files quarterly 13F-HR report

Simon Quick Advisors, LLC has submitted its quarterly 13F-HR report detailing institutional holdings as of September 30, 2026.

Managed Portfolio Series Files Monthly Portfolio Report

Managed Portfolio Series has submitted its monthly portfolio investments report, shedding light on its investment strategies and market positioning.

First Trust Exchange-Traded Fund VIII Files Monthly Report

First Trust Exchange-Traded Fund VIII has filed its monthly portfolio investments report, shedding light on its current holdings and industry trends.

Local Pensions Partnership Investment files latest 13F-HR report

Local Pensions Partnership Investment Ltd has filed its 13F-HR report, detailing its investment holdings as of September 30, 2026.

Hunter Associates files latest 13F-HR report for Q3 2026

Hunter Associates Investment Management LLC reports its Q3 2026 holdings in the latest 13F-HR filing, revealing insights into its investment strategy.

First Trust Exchange-Traded Fund VIII Reports Monthly Investments

First Trust Exchange-Traded Fund VIII updates its monthly portfolio investments, showcasing its management strategies in the investment sector.

Rockline Wealth Management files latest 13F-HR report

Rockline Wealth Management has submitted its 13F-HR report, detailing its institutional holdings as of September 30, 2026, shedding light on its investment strategies.

Plimoth Trust Co LLC files quarterly investment report

Plimoth Trust Co LLC has filed its quarterly 13F-HR report, reflecting its investment holdings and strategies as of September 30, 2026.

PKS Advisory Services files quarterly 13F-HR report

PKS Advisory Services, LLC has filed its quarterly 13F-HR report, revealing its institutional investment holdings as of September 30, 2026.

First Bancorp files quarterly 13F-HR report on investments

First Bancorp, Inc. has filed its quarterly 13F-HR report, detailing institutional investment holdings as of September 30, 2026.

Marathon Asset Management reports quarterly holdings for Q3 2026

Marathon Asset Management Ltd filed its quarterly report detailing investment holdings as of September 30, 2026, impacting the asset management industry.

Tidal Trust II Files Post-Effective Amendment to Registration

Tidal Trust II has submitted a post-effective amendment to its registration statement, impacting its multi-asset ETF strategies.

Alta Capital Management files latest 13F-HR report

Alta Capital Management's recent 13F-HR filing reveals its investment holdings as of September 30, 2026, highlighting its strategies in the asset management industry.

Abundance Wealth Counselors Files Amended Quarterly Report

Abundance Wealth Counselors submits an amended quarterly report, indicating updates to its institutional holdings, reflecting transparency in wealth management.

Sun Group Wealth Partners files latest 13F-HR report

Sun Group Wealth Partners submits its 13F-HR report, revealing investment holdings and strategies in the wealth management sector as of September 30, 2026.

Financialist News Desk

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