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Capital Investment Advisors, LLC - Portfolio Stock Holdings

Capital Investment Advisors, LLC disclosed 809 stock positions in a recent SEC 13F filing. $7,579,145,775 of stock holdings were filed, with the largest holdings including DGRO, IQLT, and SDVY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $8,212,613,694 and has 107 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

809

Est. Stock Holding Value:

$7,579,145,775

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Capital Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Capital Investment Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.