Advocate Investing Services LLC
All 13F Filings
- Location
- Woodbine, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 129,815
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 460 | 129,815 | 13F-HR | Advocate Investing Services LLC |
| Q1 2026 | 4/22/2026 | 448 | 118,019 | 13F-HR | Advocate Investing Services LLC |
| Q4 2025 | 2/12/2026 | 450 | 111,641 | 13F-HR | Advocate Investing Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.78 K | 43.7% | 15.39 K | 0 | 15.39 K |
| ETFs | 73.02 K | 56.2% | 0 | 3.587 K | -3.587 K |
| Debt | 12 | 0.0% | 0 | 0 | 0 |
| Other | 7 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
129,815
Holdings
460
QoQ value change ($000)
11,796
(10.0%)
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.