Advocate Investing Services LLC
All 13F Filings
- Location
- Woodbine, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 118,019
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.39 K | 35.1% | 0 | 49.1 K | -49.1 K |
| ETFs | 76.6 K | 64.9% | 55.47 K | 0 | 55.47 K |
| Debt | 12 | 0.0% | 0 | 0 | 0 |
| Other | 8 | 0.0% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
118,019
Holdings
448
QoQ value change ($000)
6,378
(5.7%)
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.