Advocate Investing Services LLC - Portfolio Stock Holdings

Advocate Investing Services LLC disclosed 481 stock positions in a recent SEC 13F filing. $129,807,066 of stock holdings were filed, with the largest holdings including GSY, TCAF, and XLP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $186,574,770 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.