Kovack Advisors, Inc.
CIK 0001728321 · FT. LAUDERDALE, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.08B
2026 Q2
Positions
1,070
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.7%
Est. Net Flow (Q)
—
2026 Q2
AUM History
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.