Managers / Q3 2020 · view latest →
Kovack Advisors, Inc.
CIK 0001728321 · 6451 N. FEDERAL HWY., STE 1201, FT. LAUDERDALE, FL, 33308 · 954-670-8134
Reported Value
$562M
Q3 2020
Positions
549
Filings on Record
38
2019–present window
Filed
Nov 2, 2020
original filing
Summary
Kovack Advisors, Inc. reported $562M in U.S.-listed holdings across 549 positions for Q3 2020.
Its largest position, AMZN, represents 4.9% of the portfolio.
Compared with Q2 2020, the fund opened 74 new positions and exited 45.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.9B | 1,011 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.2B | 1,013 | Feb 17, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 611 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 618 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $945M | 577 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 610 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $944M | 586 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $909M | 572 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $826M | 472 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $842M | 572 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $717M | 551 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $780M | 580 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $734M | 605 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $684.2B | 577 | Feb 22, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $681M | 587 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $758M | 637 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $974M | 762 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.0B | 728 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $920M | 721 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $879M | 722 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $769M | 657 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $695M | 646 | Jan 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $562M | 549 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $514M | 510 | Jul 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $433M | 478 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $559M | 502 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $487M | 551 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $437M | 503 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $16M | 49 | May 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $342M | 434 | Feb 6, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.