Capital Investment Advisory Services, LLC quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Capital Investment Advisory Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1659203): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hardy Reed LLC | United States | $1.371B | 243 |
| NAPLES GLOBAL ADVISORS, LLC | United States | $1.371B | 441 |
| Hill Path Capital LP | United States | $1.370B | 7 |
| RWWM, Inc. | United States | $1.370B | 34 |
| Ethos Financial Group, LLC | United States | $1.369B | 540 |
| Ionic Capital Management LLC | United States | $1.368B | 165 |
| MHR FUND MANAGEMENT LLC | United States | $1.368B | 10 |
| SILVER OAK SECURITIES, INCORPORATED | United States | $1.368B | 781 |
| AVITY INVESTMENT MANAGEMENT INC. | United States | $1.375B | 114 |
| SMITH, MOORE & CO. | United States | $1.375B | 558 |