Managers / Q3 2023 · view latest →
Insight Advisors, LLC/ PA
CIK 0001844880 · 10 N STATE STREET, NEWTOWN, PA, 18940 · 2155506011
Reported Value
$438M
Q3 2023
Positions
276
Filings on Record
23
2019–present window
Filed
Nov 7, 2023
original filing
Summary
Insight Advisors, Llc/ Pa reported $438M in U.S.-listed holdings across 276 positions for Q3 2023.
The portfolio is heavily concentrated: Ea Series alone accounts for 32.8% of reported value.
Compared with Q2 2023, the fund opened 9 new positions and exited 18.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 73.6% · $322M
- Common Stock · 25.3% · $111M
- Other · 0.4% · $2M
- Closed-End Fund · 0.3% · $1M
- ADR · 0.2% · $929,378
- Other · 0.2% · $693,712
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $525M | 243 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $661M | 283 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $655M | 289 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $624M | 289 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $575M | 282 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $593M | 292 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $580M | 300 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $554M | 289 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $521M | 298 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $473M | 284 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $438M | 276 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $448M | 284 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $426M | 301 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $285.8B | 316 | Feb 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $295M | 300 | Aug 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $318M | 305 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $339M | 313 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $335M | 315 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $319M | 312 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $316M | 328 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $264M | 271 | Feb 12, 2021 | 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 ↗.