Invst, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,025,797
- 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 | 8/14/2026 | 343 | 1,025,797 | 13F-HR | Invst, LLC |
| Q1 2026 | 5/13/2026 | 336 | 885,847 | 13F-HR | Invst, LLC |
| Q4 2025 | 2/11/2026 | 308 | 920,135 | 13F-HR | Invst, LLC |
| Q3 2025 | 2/4/2026 | 307 | 879,567 | 13F-HR | Invst, LLC |
| Q2 2025 | 10/16/2025 | 297 | 802,570 | 13F-HR | Invst, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 263.7 K | 25.7% | 31.49 K | 0 | 31.49 K |
| ETFs | 761.8 K | 74.3% | 110 K | 0 | 110 K |
| Debt | 349 | 0.0% | 0 | 74 | -74 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,025,797
Holdings
343
QoQ value change ($000)
139,950
(15.8%)
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.