INSIGNEO ADVISORY SERVICES, LLC
Registered adviserReports for
SEAVIEW INVESTMENT MANAGERS LLC
Files via
SEAVIEW INVESTMENT MANAGERS LLC
Filing Date
Global Rank
#1,352
/ 8,818
▲ 494
Top Industry
Semiconductors
17.8%
Period ended 4 months ago
Filed Aug 14, 2026 · 2mo
15 quarters · since Dec 2022
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$5,162,797,048
Main clients
Corporations
(50% of AUM)
Private funds
1 fund
· Private equity funds
Focus by gross assets, Schedule D of Dec 4, 2024
$26,789,890 gross assets
Private funds on Schedule D 7.B.(1)
As filed Dec 4, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
$18,815,905 gross assets in 1 fund
Private equity funds
$18,815,905
(1)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $5,162,797,048 | Corporations (50%) |
| Apr 2025 to Mar 2026 | $3,612,629,819 | Individuals and high net worth (50%) |
| Apr 2024 to Mar 2025 | $3,067,400,975 | Individuals and high net worth (54%) |
| Jan 2024 to Mar 2024 | $2,197,022,428 | Diversified |
| May 2023 to Dec 2023 | $1,939,057,202 | Diversified |
| Apr 2023 | $1,939,057,202 | Diversified |
5 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 38.2%, 48.0 effective positions, active share 44.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
15.6% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 12.1 quarters (12+)
Closest benchmark: every 13F filer's combined book, active share 44.9%; sector active share 23.5% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
830 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.2%
−1.4 pts
Top 5
24.7%
−3.3 pts
Top 10
38.2%
−4.2 pts
HHI
209
Diversified−41
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.6% | $919,042,159 |
| Technology | 27.9% | $742,647,267 |
| Financial Services | 9.1% | $241,552,674 |
| Communication Services | 8.7% | $230,452,722 |
| Consumer Cyclical | 5.2% | $138,186,788 |
| Industrials | 4.6% | $123,394,849 |
| Healthcare | 4.0% | $105,335,063 |
| Basic Materials | 2.6% | $69,284,444 |
| Consumer Defensive | 1.3% | $34,856,433 |
| Energy | 1.3% | $34,594,161 |
| Real Estate | 0.4% | $10,218,564 |
| Utilities | 0.3% | $9,051,235 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| B | Barrick Mining Corp | +591,728 | 599,497 | $22,019,523 | |
| BAC | Bank Of America Corp | +384,488 | 477,043 | $27,181,909 | |
| NFLX | Netflix Inc | +256,215 | 354,981 | $25,345,643 | |
| PHYS | Sprott Physical Gold Trust | +215,554 | 309,862 | $9,348,535 | |
| NVDA | Nvidia Corp | +211,300 | 518,796 | $103,805,891 | |
| DIS | Walt Disney Co | +199,602 | 229,592 | $22,098,229 | |
| AMZN | Amazon Com Inc | +145,114 | 360,322 | $85,879,144 | |
| ORCL | Oracle Corp | +136,646 | 160,799 | $23,565,093 | |
| AAPL | Apple Inc. | +131,560 | 521,460 | $150,889,665 | |
| APH | Amphenol Corp | +124,065 | 129,995 | $22,920,718 | |
| GOOGL | Alphabet Inc. | +109,874 | 217,885 | $77,865,562 | |
| ABBV | AbbVie Inc. | +100,409 | 115,953 | $29,178,412 | |
| AVGO | Broadcom Inc. | +100,332 | 130,878 | $49,439,163 | |
| MSFT | Microsoft Corp | +94,566 | 200,596 | $74,826,319 | |
| IBIT | iShares Bitcoin Trust ETF | +94,045 | 355,281 | $11,827,303 | |
| EFA | iShares MSCI EAFE ETF | +93,780 | 107,973 | $11,216,235 | |
| PSLV | Sprott Physical Silver Trust | +88,775 | 449,742 | $8,486,631 | |
| NUE | Nucor Corp | +87,935 | 89,249 | $19,880,214 | |
| PDI | PIMCO Dynamic Income Fund | +86,607 | 123,637 | $2,064,737 | |
| IBM | International Business Machines Corp | +74,037 | 82,135 | $23,097,183 | |
| JPM | Jpmorgan Chase & Co | +68,747 | 104,033 | $34,053,121 | |
| — | +65,300 | 364,221 | $12,403,910 | ||
| META | Meta Platforms, Inc. | +65,001 | 115,706 | $65,176,032 | |
| FFLC | Fidelity Fundamental Large Cap Core ETF | +59,724 | 184,959 | $10,895,934 | |
| BTBT | Bit Digital, Inc | +59,360 | 101,360 | $182,448 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −91,289 | 313,087 | $16,740,761 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | −45,323 | 13,234 | $604,793 | |
| REET | iShares Global REIT ETF | −45,185 | 16,344 | $451,421 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −28,067 | 68,249 | $1,102,903 | |
| KEEL | Keel Infrastructure Corp. | −20,300 | 115,927 | $665,420 | |
| XLF | State Street Corp | −19,319 | 44,443 | $2,382,589 | |
| CMG | Chipotle Mexican Grill Inc | −18,140 | 10,088 | $342,992 | |
| DBB | Invesco Db Base Metals Fund | −13,446 | 15,732 | $379,141 | |
| XYZ | Block, Inc. | −12,270 | 9,984 | $758,784 | |
| QMAR | FT Vest Nasdaq-100 Buffer ETF - March | −10,199 | 18,782 | $699,347 | |
| SONY | Sony Group Corp | −9,683 | 12,311 | $246,958 | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | −8,063 | 3,049 | $813,198 | |
| IGLD | FT Vest Gold Strategy Target Income ETF | −8,000 | 17,200 | $362,232 | |
| GGAL | Grupo Financiero Galicia SA | −7,234 | 11,335 | $567,090 | |
| INTC | Intel Corp | −6,607 | 24,014 | $3,353,074 | |
| HON | Honeywell International Inc | −6,286 | 17,835 | $3,993,256 | |
| PFF | iShares Preferred and Income Securities ETF | −6,217 | 99,787 | $3,042,505 | |
| DOC | Healthpeak Properties, Inc. | −5,963 | 23,847 | $510,325 | |
| COIN | Coinbase Global, Inc. | −5,829 | 10,034 | $1,466,870 | |
| ABEV | Ambev S.A. | −5,541 | 78,329 | $245,953 | |
| FENI | Fidelity Enhanced International ETF | −5,100 | 8,300 | $333,079 | |
| ZURA | Zura Bio Ltd | −5,000 | 20,650 | $121,835 | |
| CMCSA | Comcast Corp | −4,494 | 23,049 | $565,852 | |
| ONDS | Ondas Inc. | −4,384 | 13,616 | $112,195 | |
| GMAR | FT Vest U.S. Equity Moderate Buffer ETF - March | −3,673 | 11,031 | $488,011 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XSMO | Victory Portfolios II | 135,692 | $12,704,841 | |
| DTCR | Global X Data Center & Digital Infrastructure ETF | 173,881 | $5,280,765 | |
| FRDM | Freedom 100 Emerging Markets ETF | 71,505 | $5,212,714 | |
| CHAT | Roundhill Generative AI & Technology ETF | 49,719 | $4,906,270 | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 60,739 | $4,390,214 | |
| PAVE | Global X U.S. Infrastructure Development ETF | 70,524 | $4,155,274 | |
| HONA | Honeywell Aerospace Inc. | 17,685 | $3,909,799 | |
| ALAB | Astera Labs, Inc. | 7,647 | $3,693,653 | |
| AVDV | Avantis International Small Cap Value ETF | 33,194 | $3,420,641 | |
| ARM | Arm Holdings PLC | 8,622 | $3,057,102 | |
| BAI | BlackRock ETF Trust | 50,748 | $2,675,434 | |
| SPCX | Space Exploration Technologies Corp | 15,606 | $2,666,441 | |
| HPE | Hewlett Packard Enterprise Co | 52,842 | $2,383,702 | |
| VPU | VANGUARD UTILITIES INDEX FUND | 11,947 | $2,338,386 | |
| CLOZ | Eldridge BBB-B CLO ETF | 82,276 | $2,173,731 | |
| FALN | iShares Fallen Angels USD Bond ETF | 75,089 | $2,045,423 | |
| SPPP | Sprott Physical Platinum & Palladium Trust | 161,484 | $2,010,475 | |
| BSJT | 91,705 | $1,937,726 | ||
| SNDK | Sandisk Corp | 825 | $1,875,827 | |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | 44,008 | $1,786,064 | |
| IWMI | NEOS Russell 2000(R) High Income ETF | 29,700 | $1,589,543 | |
| YYY | Amplify CEF High Income ETF | 125,508 | $1,447,106 | |
| SBSW | Sibanye Stillwater Ltd | 169,423 | $1,438,401 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 17,420 | $1,357,192 | |
| CF | CF Industries Holdings, Inc. | 12,063 | $1,305,940 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCL | Carnival Corp Ltd. | 53,821 | $1,392,887 | |
| RGLD | Royal Gold Inc | 1,687 | $429,324 | |
| XMLV | Invesco Ltd. | 6,560 | $413,083 | |
| ZTS | Zoetis Inc. | 3,287 | $388,556 | |
| BMA | Macro Bank Inc. | 4,957 | $383,523 | |
| WDEF | WisdomTree Europe Defense Fund | 12,024 | $372,022 | |
| FTHI | First Trust BuyWrite Income ETF | 14,407 | $330,640 | |
| AU | AngloGold Ashanti PLC | 3,352 | $326,350 | |
| LHX | L3harris Technologies, Inc. | 932 | $321,679 | |
| LNG | Cheniere Energy, Inc. | 1,097 | $311,284 | |
| — | 12,079 | $297,505 | ||
| MLM | Martin Marietta Materials Inc | 481 | $283,155 | |
| BMY | Bristol Myers Squibb Co | 4,590 | $278,383 | |
| FIX | Comfort Systems USA Inc | 199 | $274,419 | |
| LEU | Centrus Energy Corp | 1,574 | $273,230 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 13,767 | $272,311 | |
| KRE | State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 3,945 | $257,016 | |
| CTVA | Corteva, Inc. | 2,980 | $249,455 | |
| VO | VANGUARD MID-CAP INDEX FUND | 848 | $243,528 | |
| WWD | Woodward, Inc. | 679 | $243,027 | |
| ALB | Albemarle Corp | 1,350 | $242,365 | |
| FLOT | iShares Floating Rate Bond ETF | 4,696 | $239,261 | |
| IDXX | Idexx Laboratories Inc | 415 | $233,184 | |
| MSI | Motorola Solutions, Inc. | 534 | $231,739 | |
| WELL | Welltower Inc. | 1,162 | $229,739 | |
| No positions match the current search. | ||||
830 tracked positions ·
$2,658,616,359 total
· filing declares
1,105 positions · $2,668,752,709
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 830 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 521,460 | $150,889,665 | 5.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 170,726 | $127,493,054 | 4.80% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 518,796 | $103,805,891 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 360,322 | $85,879,144 | 3.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 217,885 | $77,865,562 | 2.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 200,596 | $74,826,319 | 2.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 95,878 | $70,604,558 | 2.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 115,706 | $65,176,032 | 2.45% | |
| MU |
Micron Technology Inc
Technology
|
Added | 53,106 | $61,299,723 | 2.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 130,878 | $49,439,163 | 1.86% | |
| GLD |
Spdr Gold Trust
|
Added | 133,182 | $49,061,584 | 1.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 85,570 | $42,818,372 | 1.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 73,374 | $42,623,690 | 1.60% | |
| ASML |
Asml Holding NV
Technology
|
Added | 18,107 | $36,022,787 | 1.35% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 71,256 | $34,998,096 | 1.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 104,033 | $34,053,121 | 1.28% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 70,050 | $33,453,777 | 1.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 26,099 | $31,303,925 | 1.18% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 87,321 | $30,853,128 | 1.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 115,953 | $29,178,412 | 1.10% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 477,043 | $27,181,909 | 1.02% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 25,517 | $27,173,053 | 1.02% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 354,981 | $25,345,643 | 0.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 24,445 | $24,722,939 | 0.93% | |
| ORCL |
Oracle Corp
Technology
|
Added | 160,799 | $23,565,093 | 0.89% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 82,135 | $23,097,183 | 0.87% | |
| APH |
Amphenol Corp
Technology
|
Added | 129,995 | $22,920,718 | 0.86% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 229,592 | $22,098,229 | 0.83% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 599,497 | $22,019,523 | 0.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 50,181 | $21,106,128 | 0.79% | |
| RSP |
Victory Portfolios II
|
Added | 94,469 | $20,100,168 | 0.76% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 89,249 | $19,880,214 | 0.75% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 28,895 | $19,845,374 | 0.75% | |
| SLV |
iShares Silver Trust
|
Reduced | 313,087 | $16,740,761 | 0.63% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 20,466 | $15,326,782 | 0.58% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 22,846 | $14,984,462 | 0.56% | |
| CPAI |
Northern Lights Fund Trust III
|
Added | 263,897 | $13,712,088 | 0.52% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 37,734 | $12,868,048 | 0.48% | |
| XSMO |
Victory Portfolios II
|
NEW | 135,692 | $12,704,841 | 0.48% | |
|
|
Added | 364,221 | $12,403,910 | 0.47% | ||
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 355,281 | $11,827,303 | 0.44% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 107,973 | $11,216,235 | 0.42% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 15,084 | $10,905,732 | 0.41% | |
| FFLC |
Fidelity Fundamental Large Cap Core ETF
|
Added | 184,959 | $10,895,934 | 0.41% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Added | 47,889 | $10,508,283 | 0.40% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 10,975 | $10,266,782 | 0.39% | |
| V |
Visa Inc.
Financial Services
|
Added | 28,157 | $9,660,384 | 0.36% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 309,862 | $9,348,535 | 0.35% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 92,175 | $9,123,481 | 0.34% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 23,716 | $8,775,868 | 0.33% |
Showing the top 50 of 830 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.