Position in TW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$665,230
-$188,510 QoQ
Shares Held
6,675
-8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 560 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW 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. TW ranks #26 (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 TW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,230 | 6,675 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $853,740 | 7,256 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $709,764 | 6,600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $697,731 | 6,287 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,193,160 | 8,150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,075,741 | 7,246 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $754,884 | 5,766 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $598,810 | 4,842 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $296,376 | 2,796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $251,570 | 2,415 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $459,671 | 5,058 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $392,097 | 4,889 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $237,009 | 3,461 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $233,504 | 2,955 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $226,021 | 3,481 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $228,910 | 3,354 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $286,544 | 3,261 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $326,356 | 3,259 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $221,983 | 2,748 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $216,219 | 2,557 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||