Wealth Manager / RIA News

News on RIAs, wealth managers and family offices active in alternative investments, including their quarterly 13F holdings disclosures.

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Filtered byWealth Manager / RIA ×32 articles

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Wealth Manager / RIAInsider & Ownership Filings

Weil Company Discloses 15.4% Stake in BlackRock’s Active ETF

Aug 18, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Benjamin Edwards Reports $7.85B in Holdings Across 1,697 Positions

Aug 15, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Eventide Discloses $5.7 Billion in Equity Holdings for Q2

Aug 15, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Capital Square Reports $187.6 Million in Managed Assets for Q2

Aug 12, 2025

Wealth Manager / RIAInsider & Ownership Filings

State Street Discloses 4.4% Stake in Summit Hotel Properties

Aug 12, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Valley Wealth Managers Reports Over $1.39 Billion in Assets Under Management

Aug 7, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Acuitas Investments Reports $125.7 Million in Holdings

Jul 31, 2025

Wealth Manager / RIAInsider & Ownership Filings

Foundations Investment Advisors Reveals 5.5% Ownership in First Trust ETF

Jul 29, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

TI-Trust Discloses $149M in Holdings

Jul 24, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

TFG Advisers Discloses $292M Portfolio

Jul 22, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Cantor Fitzgerald Reports $1.4 Billion in Holdings

Jul 21, 2025

Wealth Manager / RIAInsider & Ownership Filings

BlackRock Reports 15% Stake in Summit Hotel Properties

Jul 18, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Buttonwood Financial Reports $197M in Equity Holdings for Q2 2025

Jul 15, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

UMB Discloses $6.4 Billion in Q2 Holdings

Jul 11, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

CIM Discloses $673 Million in Equity Holdings

Jun 6, 2025

Wealth Manager / RIAAdvisor Holdings (13F)

Clark Capital Reports Nearly $14 Billion in Managed Assets for Q1 2025

May 16, 2025