INSIGNEO ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,394,110
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 759 | 1,394,110 | 13F-HR | INSIGNEO ADVISORY SERVICES, LLC |
| Q3 2025 | 11/12/2025 | 748 | 1,424,343 | 13F-HR | INSIGNEO ADVISORY SERVICES, LLC |
| Q2 2025 | 8/12/2025 | 678 | 1,164,263 | 13F-HR | INSIGNEO ADVISORY SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
825
(0.1% of total reported value)
· QoQ Δ:
+108
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.23 M | 88.3% | 0 | 37.86 K | -37.86 K |
| ETFs | 160 K | 11.5% | 10.65 K | 0 | 10.65 K |
| Debt | 2.252 K | 0.2% | 0 | 3.039 K | -3.039 K |
| Other | 1.467 K | 0.1% | 389 | 0 | 389 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,394,110
Holdings
759
QoQ value change ($000)
-30,233
(-2.1%)
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.