INSIGNEO ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,668,753
- 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 | 884 | 2,668,753 | 13F-HR | INSIGNEO ADVISORY SERVICES, LLC |
| Q1 2026 | 5/12/2026 | 745 | 1,407,546 | 13F-HR | INSIGNEO ADVISORY SERVICES, LLC |
| 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):
4.546 K
(0.2% of total reported value)
· QoQ Δ:
+1.409 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.791 M | 67.2% | 919.9 K | 0 | 919.9 K |
| ETFs | 866.4 K | 32.5% | 335 K | 0 | 335 K |
| Debt | 6.435 K | 0.2% | 4.915 K | 0 | 4.915 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
2,668,753
Holdings
884
QoQ value change ($000)
1,261,207
(89.6%)
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.