Cardano Risk Management Reports $18.2 Billion in Holdings
Cardano Risk Management B.V. reports $18.2 billion in holdings as of September 30, 2026, highlighting its investment strategies and market position.
J.P. Morgan Trust files new prospectus for tech ETF
J.P. Morgan Exchange-Traded Fund Trust files a new prospectus for its JPMorgan U.S. Tech Leaders ETF, effective November 1, 2026.
J.P. Morgan ETF Trust Files New Prospectus for Data Science Fund
J.P. Morgan Exchange-Traded Fund Trust files a new prospectus for its JPMorgan Fundamental Data Science Large Core ETF, focusing on long-term capital growth.
Ironsides Asset Advisors reports $414M in latest 13F-HR
Ironsides Asset Advisors, LLC reveals $414 million in investments in its latest 13F-HR filing, showcasing its portfolio management strategy.
J.P. Morgan Trust Files Summary Prospectus for New ETF
J.P. Morgan Exchange-Traded Fund Trust introduces its new ETF focused on small-cap companies, emphasizing a data-driven investment strategy.
DIVERSIFY WEALTH MANAGEMENT Reports $6.7 Billion in Holdings
DIVERSIFY WEALTH MANAGEMENT, LLC reveals $6.7 billion in assets under management in its latest SEC filing, showcasing its commitment to transparency.
Capital Management Associates reveals latest investment holdings
Capital Management Associates, Inc. discloses its latest investment holdings in a recent SEC filing, showcasing changes in its portfolio and strategies.
Paylocity announces details for 2026 Annual Meeting of Stockholders
Paylocity Holding Corp has filed its definitive proxy statement for the upcoming annual meeting, set for December 3, 2026, outlining key details for shareholders.
Owl Creek Wealth Partners reports Q3 2026 holdings
Owl Creek Wealth Partners LLC disclosed $354.96 million in assets under management as of September 30, 2026, in its latest SEC filing.
Diversify Advisory Services reveals $6.7B in assets in filing
Diversify Advisory Services, LLC's 13F-HR filing shows $6.7 billion in assets under management, highlighting its strategic investments in major firms.
Beach Point Capital Management Reports Q3 Holdings Update
Beach Point Capital Management LP disclosed its Q3 2026 holdings, totaling approximately $228.7 million, reflecting its investment strategy and market position.
Randall & Associates Wealth Management Reports $164.99M Holdings
Randall & Associates Wealth Management discloses $164.99 million in holdings in its latest SEC filing, highlighting investments in major tech and consumer companies.
North Forty Two & Co. reports $121 million in 13F filing
North Forty Two & Co. files 13F-HR, revealing $121 million in assets under management as of September 30, 2026, highlighting investment strategies.
Whipplewood Advisors Reports Q3 2026 Holdings in SEC Filing
Whipplewood Advisors, LLC reveals its Q3 2026 holdings, showcasing a diverse portfolio worth over $148 million in its latest SEC filing.
Carrhae Capital reports $3.1 billion in latest holdings
Carrhae Capital LLP disclosed over $3.1 billion in investments in its latest 13F filing, reflecting its strategic positioning in the investment management sector.
Carrhae Capital files 13F Notice, signaling investment shifts
Carrhae Capital (DIFC) Ltd files a 13F Notice, indicating potential investment strategy changes as of September 30, 2026.
Accurate Wealth Management reports $1.15 billion in holdings
Accurate Wealth Management, LLC disclosed a portfolio valued at over $1.15 billion in its latest SEC filing, showcasing diverse investments in various companies.
HEVO Inc. reports significant losses in annual filing
HEVO Inc. reveals major financial losses in its annual report, raising concerns about its future in the electric vehicle charging industry.
Breachway Investments reveals Q3 holdings in major tech firms
Breachway Investments LLC's latest 13F-HR filing discloses significant stakes in major tech companies, reflecting its investment strategy.
Seed Wealth Management reports $159M in holdings for Q3 2026
Seed Wealth Management, Inc. disclosed $159.26 million in holdings as of September 30, 2026, showcasing diverse investments across key sectors.