Position in SF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$721,840
-$755,303 QoQ
Shares Held
10,346
-48.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 592 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. SF ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in SF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,840 | 10,346 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,477,143 | 19,983 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,165,422 | 9,307 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,894,495 | 16,696 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,668,886 | 16,081 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,506,840 | 15,986 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $931,064 | 8,777 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $745,002 | 7,934 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $669,665 | 7,958 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $547,971 | 7,010 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $463,028 | 6,696 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $393,953 | 6,412 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $465,008 | 7,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $349,871 | 5,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $290,390 | 4,975 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $263,287 | 5,072 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $309,454 | 5,524 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $691,494 | 10,184 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $739,903 | 10,507 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $595,533 | 8,763 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $586,983 | 9,050 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $635,731 | 9,924 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $533,008 | 10,563 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $364,082 | 7,201 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||