Federated Hermes Adjustable Rate Securities Trust files new registration
Federated Hermes Adjustable Rate Securities Trust has filed a new registration statement, signaling potential changes in investment offerings.
Kerusso Capital Management reports $306.2M in holdings
Kerusso Capital Management LLC files 13F-HR, revealing $306.2 million in holdings as of September 30, 2026, including major investments in Apple and Pfizer.
Gomide de Faria Mariano reports stock sale in VTEX
Gomide de Faria Mariano has disclosed a stock sale affecting his holdings in VTEX, raising interest in the prepackaged software services sector.
VTEX CEO do Carmo Thomaz Junior Geraldo Sells Shares
VTEX CEO do Carmo Thomaz Junior Geraldo sold 4,808 shares of Class A Common Shares, reflecting ongoing changes in executive holdings.
Pacific Excel Wealth Advisors reveals Q3 2026 holdings report
Pacific Excel Wealth Advisors, Inc. discloses its Q3 2026 holdings, valued at approximately $90 million, highlighting key investments in major companies.
Schwab Strategic Trust reports strong financial metrics
Schwab Strategic Trust reveals total assets of $15.67 billion, showcasing strong performance in the investment industry, particularly for ETFs.
Schwab Strategic Trust Reports Financial Data in Latest Filing
Schwab Strategic Trust's recent filing reveals total assets of over $5.8 billion, emphasizing transparency in the investment management industry.
Schwab Strategic Trust Reports Strong ETF Assets in Filing
Schwab Strategic Trust's recent filing shows substantial assets and liabilities for its ETF, indicating a strong position in the investment industry.
Schwab Strategic Trust Reports Financial Update on Assets
Schwab Strategic Trust's recent filing highlights its financial status with significant assets and liabilities, reflecting trends in the investment sector.
Schwab Strategic Trust Reports Strong Asset Holdings in Filing
Schwab Strategic Trust reveals significant asset holdings in its latest filing, showcasing its position in the investment management sector.
Schwab Strategic Trust reports $63 billion in assets
Schwab Strategic Trust files NPORT-P, revealing over $63 billion in assets under management, highlighting its competitive position in the investment sector.
Schwab Strategic Trust Reports Strong NPORT-P Filing Results
Schwab Strategic Trust reveals total assets of $74.2 billion in its latest NPORT-P filing, showcasing its strong position in the investment industry.
PGIM ETF Trust files certification with SEC on operational updates
PGIM ETF Trust has filed a certification with the SEC, signaling operational updates and strategic positioning within the investment trust landscape.
Hackett Group, LLC Files Update on Management Changes
Hackett Group, LLC has filed an update detailing changes in its management and regulatory disclosures, impacting the municipal advisory sector.
HMV Wealth Advisors reveals $263M in latest 13F filing
HMV Wealth Advisors, LLC disclosed over $263 million in assets under management in its recent 13F filing, showcasing its investment strategies and growth.
HSBC Global Asset Management files 13F Notice for Q3 2026
HSBC Global Asset Management submits 13F Notice detailing its investment holdings as of September 30, 2026, reflecting its strategy in the asset management sector.
Direxion Shares ETF Trust files registration for new ETFs
Direxion Shares ETF Trust files a new registration statement for two ETFs focused on Anthropic strategies, expanding its investment offerings.
Tidal Trust II Files Summary Prospectus for New ETF
Tidal Trust II has filed a summary prospectus for its Chesapeake Trend-Following Fixed Income ETF, outlining investment strategies and fees.
Parkside Financial Bank & Trust Reports $1.5 Billion Holdings
Parkside Financial Bank & Trust reveals $1.5 billion in holdings, showcasing strategic investments amid competitive banking landscape.
Lingotto Investment Management Reports $5.74 Billion Holdings
Lingotto Investment Management reveals $5.74 billion in holdings in its latest SEC filing, showcasing its investment strategies across various sectors.