Ally Invest Advisors Inc.

All 13F Filings

Location
Charlotte, NC
Most recent 13F
Q2 2026
Holdings value ($000)
1,656,131
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 75 1,656,131 13F-HR Ally Invest Advisors Inc.
Q1 2026 5/12/2026 75 1,485,682 13F-HR Ally Invest Advisors Inc.
Q4 2025 2/13/2026 76 1,448,930 13F-HR Ally Invest Advisors Inc.
Q3 2025 11/13/2025 77 1,393,915 13F-HR Ally Invest Advisors Inc.
Q2 2025 8/13/2025 75 1,282,959 13F-HR Ally Invest Advisors Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 867 0.1% 158 0 158
ETFs 1.652 M 99.8% 170.1 K 0 170.1 K
Debt 3.049 K 0.2% 198 0 198
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,656,131
Holdings
75
QoQ value change ($000)
170,449 (11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.