HighTower Advisors, LLC
Registered adviserFiling Date
Global Rank
#100
/ 8,819
▼ 6
Top Industry
Drug Manufacturers - General
8.8%
Period ended 4 months ago
Filed Aug 26, 2026 · 2mo
26 quarters · since Mar 2020
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
$198,577,009,283
Main clients
Individuals and high net worth
(90% of AUM)
Private funds
1 fund
· Other private funds
Focus by fund count, roster of Oct 1, 2026
$181,634,713 gross assets
Private funds on Schedule D 7.B.(1)
As filed Oct 8, 2024; SEC's bulk Form ADV archive ends with 2024 filings.
$142,479,757 gross assets in 1 fund
Other private funds
$142,479,757
(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 | $198,577,009,283 | Individuals and high net worth (90%) |
| Apr 2025 to Mar 2026 | $164,789,471,551 | Individuals and high net worth (88%) |
| Apr 2024 to Mar 2025 | $130,239,337,374 | Individuals and high net worth (95%) |
| May 2023 to Mar 2024 | $105,230,209,755 | Individuals and high net worth (92%) |
| Apr 2023 | $105,230,209,755 | Individuals and high net worth (92%) |
| Jan 2023 to Mar 2023 | $103,511,057,608 | Individuals and high net worth (74%) |
4 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 35.3%, 43.0 effective positions, active share 46.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
13.7% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 22.4 quarters (12+), a floor since 63.8% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 46.2%; sector active share 34.6% against the combined 13F book's sector weights.
Over time 26 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
3,779 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.5%
+0.5 pts
Top 5
25.1%
+0.5 pts
Top 10
35.3%
+0.1 pts
HHI
234
Diversified+11
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.5% | $49,373,375,652 |
| Technology | 13.6% | $14,121,775,384 |
| Financial Services | 9.0% | $9,351,950,560 |
| Healthcare | 6.3% | $6,576,428,179 |
| Industrials | 5.3% | $5,503,155,654 |
| Consumer Cyclical | 5.3% | $5,489,209,446 |
| Communication Services | 3.7% | $3,835,232,929 |
| Consumer Defensive | 2.8% | $2,906,625,355 |
| Energy | 2.7% | $2,838,104,504 |
| Utilities | 1.5% | $1,533,587,472 |
| Basic Materials | 1.2% | $1,212,264,534 |
| Real Estate | 1.1% | $1,190,665,777 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +8,038,008 | 9,627,196 | $829,286,663 | |
| IWF | iShares Russell 1000 Growth ETF | +3,700,264 | 4,976,224 | $617,897,734 | |
| VO | VANGUARD MID-CAP INDEX FUND | +3,281,369 | 4,367,572 | $351,895,276 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +3,227,909 | 3,651,091 | $436,378,396 | |
| OWL | Blue Owl Capital Inc. | +1,913,489 | 12,721,492 | $111,313,055 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +1,280,302 | 3,053,931 | $63,643,922 | |
| GIS | General Mills Inc | +1,203,993 | 4,140,772 | $144,098,865 | |
| IUSG | iShares Core S&P U.S. Growth ETF | +1,000,838 | 1,465,956 | $275,731,664 | |
| STGW | Stagwell Inc | +989,345 | 2,583,858 | $19,198,064 | |
| BIPC | Brookfield Infrastructure Corp | +974,260 | 3,691,022 | $142,104,347 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +935,811 | 3,481,108 | $287,713,576 | |
| DFAI | Dimensional International Core Equity Market ETF | +927,428 | 3,441,572 | $141,964,845 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +901,476 | 1,127,973 | $99,160,106 | |
| SPGM | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF | +822,698 | 846,356 | $72,507,318 | |
| VXUS | Vanguard Total International Stock ETF | +814,215 | 4,485,289 | $383,447,356 | |
| PYLD | +717,641 | 11,494,387 | $304,831,143 | ||
| FLMI | Franklin Dynamic Municipal Bond ETF | +687,122 | 844,950 | $21,267,391 | |
| LEN | Lennar Corp | +681,678 | 709,352 | $64,189,262 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +677,158 | 3,540,844 | $183,344,902 | |
| JPST | JPMorgan Ultra-Short Income ETF | +662,886 | 1,988,463 | $100,556,573 | |
| KLAC | Kla Corp | +614,888 | 675,427 | $203,783,080 | |
| MOS | Mosaic Co | +603,253 | 620,328 | $13,144,750 | |
| FENI | Fidelity Enhanced International ETF | +565,527 | 1,143,098 | $45,872,522 | |
| RSPT | Victory Portfolios II | +546,201 | 932,392 | $60,139,284 | |
| — | +528,974 | 2,487,555 | $68,780,895 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QGRW | WisdomTree U.S. Quality Growth Fund | −3,008,750 | 540,515 | $35,690,205 | |
| RSPH | Victory Portfolios II | −1,979,820 | 156,104 | $5,181,091 | |
| HODO | House of Doge Inc. | −1,707,802 | 220,396 | $775,793 | |
| MO | Altria Group, Inc. | −1,692,559 | 1,405,083 | $101,095,721 | |
| NKE | NIKE, Inc. | −1,593,250 | 372,300 | $15,282,915 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | −1,267,537 | 7,356,889 | $248,957,123 | |
| VITL | Vital Farms, Inc. | −1,233,331 | 35,384 | $411,515 | |
| CSCO | Cisco Systems, Inc. | −1,201,695 | 4,056,824 | $476,514,547 | |
| QLTA | iShares Aaa - A Rated Corporate Bond ETF | −1,087,073 | 63,312 | $3,008,586 | |
| MDT | Medtronic plc | −929,333 | 393,328 | $30,770,049 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | −892,566 | 896,609 | $44,704,924 | |
| JEPI | JPMorgan Equity Premium Income ETF | −730,013 | 2,191,296 | $123,764,398 | |
| IJH | iShares Core S&P Mid-Cap ETF | −715,983 | 7,019,239 | $541,253,519 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −660,451 | 6,149,219 | $226,721,704 | |
| DFCA | Dimensional California Municipal Bond ETF | −613,293 | 431,110 | $21,633,099 | |
| JNJ | Johnson & Johnson | −591,434 | 9,892,767 | $2,512,466,034 | |
| WFC | Wells Fargo & Company | −590,915 | 2,642,793 | $218,400,413 | |
| — | −582,088 | 797,480 | $8,891,902 | ||
| QCOM | Qualcomm Inc | −532,092 | 691,801 | $127,837,906 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | −517,176 | 75,740 | $1,411,793 | |
| GAP | Gap Inc | −511,921 | 714,214 | $13,341,517 | |
| NFLX | Netflix Inc | −473,401 | 2,081,767 | $148,638,163 | |
| BOX | Box Inc | −466,655 | 54,314 | $1,441,493 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | −460,866 | 2,386,258 | $119,861,739 | |
| ABEV | Ambev S.A. | −455,042 | 41,049 | $128,893 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 404,138 | $69,051,018 | |
| HONA | Honeywell Aerospace Inc. | 201,482 | $44,543,640 | |
| ROCY | JPMorgan Equity Premium Yield ETF | 627,149 | $33,972,661 | |
| PCPI | 623,230 | $31,329,772 | ||
| FDXF | FedEx Freight Holding Company, Inc. | 153,333 | $23,153,283 | |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF | 964,286 | $22,554,649 | |
| VCOB | Voya Core Bond ETF | 391,007 | $19,375,178 | |
| IBCB | iShares iBonds Dec 2036 Term Corporate ETF | 553,949 | $13,937,356 | |
| LDRH | iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 495,136 | $12,210,053 | |
| DCRE | DoubleLine Commercial Real Estate Debt ETF | 215,167 | $11,146,726 | |
| — | 468,124 | $8,098,545 | ||
| DDTY | 304,224 | $6,151,409 | ||
| ROCQ | JPMorgan NASDAQ Equity Premium Yield ETF | 89,099 | $5,137,448 | |
| NHYM | Nuveen High Yield Municipal Income ETF | 193,523 | $4,861,297 | |
| DDTA | 234,251 | $4,788,090 | ||
| GAPR | FT Vest U.S. Equity Moderate Buffer ETF - April | 99,760 | $4,157,398 | |
| ACYN | First Trust Exchange-Traded Fund | 170,845 | $3,551,867 | |
| IDEQ | Lazard International Dynamic Equity ETF | 100,271 | $3,516,503 | |
| GMAY | FT Vest U.S. Equity Moderate Buffer ETF - May | 78,640 | $3,384,665 | |
| BELFB | Bel Fuse Inc | 9,263 | $3,084,949 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | 265,084 | $2,801,937 | |
| COCO | Vita Coco Company, Inc. | 40,177 | $2,657,306 | |
| GCGR | General Catalyst Global Resilience Merger Corp. | 242,140 | $2,443,192 | |
| SI | Shoulder Innovations, Inc. | 102,640 | $2,081,539 | |
| HLIO | Helios Technologies, Inc. | 22,680 | $2,024,190 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PXJ | Invesco Oil & Gas Services ETF | 668,746 | $27,719,521 | |
| — | 271,163 | $9,528,721 | ||
| NSTR | NorthStar Earth & Space Enterprises, Inc. | 929,986 | $9,234,760 | |
| IBHH | iShares iBonds 2028 Term High Yield and Income ETF | 360,449 | $8,459,738 | |
| VRIG | Invesco Variable Rate Investment Grade ETF | 290,844 | $7,281,279 | |
| OACC | Oaktree Acquisition Corp. III Life Sciences | 510,836 | $5,404,644 | |
| EFZ | ProShares Short MSCI EAFE | 350,753 | $4,408,965 | |
| THEQ | T. Rowe Price Hedged Equity ETF | 132,982 | $3,623,892 | |
| RWM | ProShares Short Russell2000 | 212,535 | $3,447,317 | |
| PXE | Victory Portfolios II | 80,298 | $3,147,681 | |
| IEZ | iShares U.S. Oil Equipment & Services ETF | 108,412 | $3,138,527 | |
| JFLX | JPMorgan Flexible Debt ETF | 62,513 | $3,105,083 | |
| CNA | Cna Financial Corp | 66,166 | $3,038,342 | |
| MGOV | First Trust Intermediate Government Opportunities ETF | 111,220 | $2,255,207 | |
| NQP | NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | 185,731 | $2,215,779 | |
| DOG | ProShares Short Dow30 | 79,220 | $1,934,552 | |
| AMRZ | Amrize Ltd | 28,276 | $1,584,021 | |
| DEC | Diversified Energy Co | 87,872 | $1,532,487 | |
| — | 56,450 | $1,353,106 | ||
| — | 16,204 | $1,224,889 | ||
| NORW | Global X MSCI Norway ETF | 31,613 | $1,207,932 | |
| ADTN | ADTRAN Holdings, Inc. | 93,101 | $1,171,210 | |
| AMRX | Amneal Pharmaceuticals, Inc. | 93,386 | $1,160,787 | |
| CUK | CARNIVAL PLC | 39,045 | $1,006,190 | |
| MESH | Meshflow Acquisition Corp | 99,999 | $988,990 | |
| No positions match the current search. | ||||
3,779 tracked positions ·
$103,932,375,446 total
· filing declares
1 positions · $943,081,885
· 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 3,779 positions by value
· page 1 of 76
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,467,783 | $3,318,317,688 | 3.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,892,767 | $2,512,466,034 | 2.42% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 3,272,035 | $2,450,394,291 | 2.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,709,844 | $2,023,630,203 | 1.95% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 2,758,297 | $1,894,425,962 | 1.82% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,008,045 | $1,868,100,945 | 1.80% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,407,961 | $1,482,258,916 | 1.43% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,946 | $1,457,262,100 | 1.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,013,605 | $1,433,282,615 | 1.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,643,071 | $1,301,924,283 | 1.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,457,898 | $1,229,907,580 | 1.18% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Reduced | 6,335,917 | $964,770,081 | 0.93% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,897,907 | $943,081,845 | 0.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,230,679 | $906,272,015 | 0.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,626,400 | $859,699,512 | 0.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,231,188 | $842,831,267 | 0.81% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,250,580 | $832,804,623 | 0.80% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 9,627,196 | $829,286,663 | 0.80% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 11,632,063 | $828,784,488 | 0.80% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 3,662,549 | $798,179,303 | 0.77% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 2,104,869 | $743,713,363 | 0.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,294,473 | $729,163,696 | 0.70% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 4,976,224 | $617,897,734 | 0.59% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 564,930 | $601,593,957 | 0.58% | |
| SCHF |
Schwab International Equity ETF
|
Added | 21,613,963 | $598,706,775 | 0.58% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 6,144,370 | $593,423,254 | 0.57% | |
| VIG |
Vanguard Specialized Funds
|
Added | 2,356,586 | $557,615,379 | 0.54% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 7,019,239 | $541,253,519 | 0.52% | |
| SIXH |
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
|
Reduced | 12,408,321 | $531,262,263 | 0.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 436,561 | $523,624,403 | 0.50% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,409,760 | $519,327,388 | 0.50% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,483,966 | $509,133,894 | 0.49% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,756,348 | $508,609,519 | 0.49% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 435,432 | $502,614,803 | 0.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,967,343 | $495,062,192 | 0.48% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 3,320,768 | $492,503,102 | 0.47% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,912,517 | $482,778,817 | 0.46% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,716,120 | $482,590,105 | 0.46% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,056,824 | $476,514,547 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,679,920 | $472,869,720 | 0.45% | |
| SIXA |
ETC 6 Meridian Mega Cap Equity ETF
|
Added | 7,974,243 | $446,565,582 | 0.43% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 3,651,091 | $436,378,396 | 0.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,933,193 | $430,123,421 | 0.41% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 448,285 | $419,357,168 | 0.40% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 4,753,004 | $417,693,991 | 0.40% | |
| PLPC |
Preformed Line Products Co
Industrials
|
Added | 1,014,731 | $416,607,959 | 0.40% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 13,950,292 | $410,557,093 | 0.40% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 6,857,688 | $409,335,396 | 0.39% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 5,305,798 | $402,126,430 | 0.39% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 952,455 | $400,602,573 | 0.39% |
Showing the top 50 of 3,779 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.