13F holdings
HighTower Advisors, LLC portfolio
Managed by . 3,790 reported positions worth $94.2B as of 2026-03-31, filed with the SEC on 2026-05-05. Parsed from the filing itself, not a reseller.
$94.2B
Book value
3,790
Positions
19%
Top 10 weight
+350
New this quarter
-198
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 35 days old on 2026-05-05, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (350)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $93.8M | 475,948 | 0.10% |
| PXJ | INVESCO EXCHANGE TRADED FD T | $27.7M | 668,746 | 0.03% |
| SH | PROSHARES TR | $15.6M | 411,283 | 0.02% |
| QLTI | GMO ETF TRUST | $9.6M | 385,922 | 0.01% |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $9.5M | 592,916 | 0.01% |
| FVAV | FORTRESS VALUE ACQU CORP V | $6.2M | 620,020 | 0.01% |
| HEFT | ETF OPPORTUNITIES TRUST | $6.0M | 226,401 | 0.01% |
| CSMD | PROFESIONALLY MANAGED PORTFO | $5.7M | 187,221 | 0.01% |
| AVTM | AMERICAN CENTY ETF TR | $5.6M | 118,996 | 0.01% |
| AINP | ALLSPRING EXCHANGE TRADED FU | $5.4M | 216,260 | 0.01% |
| XES | SPDR SERIES TRUST | $5.1M | 44,063 | 0.01% |
| LTPZ | PIMCO ETF TR | $5.1M | 99,010 | 0.01% |
| NANR | SPDR INDEX SHS FDS | $4.5M | 53,741 | 0.00% |
| EFZUSD | PROSHARES TR | $4.4M | 350,753 | 0.00% |
| AAUA | EA SERIES TRUST | $4.1M | 83,800 | 0.00% |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $3.7M | 265,284 | 0.00% |
| RWM | PROSHARES TR | $3.4M | 212,535 | 0.00% |
| PSQ | PROSHARES TR | $3.4M | 104,080 | 0.00% |
| MUNY | VANGUARD NY TAX FREE FDS | $3.2M | 31,501 | 0.00% |
| PXE | INVESCO EXCHANGE TRADED FD T | $3.1M | 80,298 | 0.00% |
| IEZ | ISHARES TR | $3.1M | 108,412 | 0.00% |
| EMEQ | NOMURA ETF TR | $3.1M | 69,495 | 0.00% |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $3.1M | 97,954 | 0.00% |
| UYLD | ANGEL OAK FUNDS TRUST | $3.0M | 59,149 | 0.00% |
| ALUB | ALUSSA ENERGY ACQUISIT CORP | $2.9M | 291,894 | 0.00% |
Closed out (198)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| EXK | EXACT SCIENCES CORP | $124.7M | 1,227,761 | 0.00% |
| AZNN | ASTRAZENECA PLC | $88.7M | 965,247 | 0.00% |
| PNQI | INVESCO EXCHANGE TRADED FD T | $34.5M | 639,183 | 0.00% |
| GGME | INVESCO EXCHANGE TRADED FD T | $24.6M | 413,647 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $10.1M | 688,353 | 0.00% |
| BKCI | BNY MELLON ETF TRUST | $8.0M | 156,015 | 0.00% |
| LSEQ | HARBOR ETF TRUST | $4.9M | 179,124 | 0.00% |
| WZRD | ETF OPPORTUNITIES TRUST | $4.5M | 202,518 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $3.7M | 8,279 | 0.00% |
| CMA | COMERICA INC | $3.6M | 41,133 | 0.00% |
| GXC | SPDR INDEX SHS FDS | $3.3M | 33,606 | 0.00% |
| IQQQ | PROSHARES TR | $3.0M | 66,855 | 0.00% |
| STEP | STEPSTONE GROUP INC | $2.9M | 44,573 | 0.00% |
| CLOZ | SERIES PORTFOLIOS TR | $2.8M | 106,885 | 0.00% |
| NPAC | NEW PROVIDENCE ACQUISITION C | $2.5M | 244,121 | 0.00% |
| CADE | CADENCE BANK | $2.3M | 53,715 | 0.00% |
| EDEN | ISHARES TR | $2.1M | 17,915 | 0.00% |
| XRLV | INVESCO EXCH TRADED FD TR II | $2.0M | 37,165 | 0.00% |
| STNE | STONECO LTD | $1.8M | 120,688 | 0.00% |
| BCAR | D. BORAL ARC ACQ I CORP. | $1.7M | 168,867 | 0.00% |
| CUBI | CUSTOMERS BANCORP INC | $1.5M | 20,985 | 0.00% |
| FUTU | FUTU HLDGS LTD | $1.5M | 9,103 | 0.00% |
| FUBOGBP | FUBOTV INC | $1.3M | 522,406 | 0.00% |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $1.3M | 33,065 | 0.00% |
| REFI | CHICAGO ATLANTIC REAL ESTATE | $1.2M | 97,258 | 0.00% |
Added to (1769)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $3.0B | 11,772,399 | 3.17% | +7% |
| JNJ | JOHNSON & JOHNSON | $2.6B | 10,484,201 | 2.72% | +166% |
| IVV | ISHARES TR | $2.1B | 3,184,798 | 2.21% | +18% |
| MSFT | MICROSOFT CORP | $1.9B | 5,058,749 | 1.99% | +1% |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.8B | 2,802,707 | 1.93% | +40% |
| VOO | VANGUARD INDEX FDS | $1.6B | 2,651,883 | 1.68% | +3% |
| NVDA | NVIDIA CORPORATION | $1.3B | 7,713,149 | 1.43% | +7% |
| AMZN | AMAZON COM INC | $1.2B | 5,745,966 | 1.27% | +2% |
| META | META PLATFORMS INC | $789.9M | 1,380,422 | 0.84% | +1% |
| VEA | VANGUARD TAX-MANAGED FDS | $748.9M | 11,686,674 | 0.79% | +5% |
| VTI | VANGUARD INDEX FDS | $717.9M | 2,237,801 | 0.76% | +2% |
| SN | SHARKNINJA INC | $701.8M | 6,627,185 | 0.74% | +5% |
| AVGO | BROADCOM INC | $697.2M | 2,252,481 | 0.74% | +4% |
| VTV | VANGUARD INDEX FDS | $690.8M | 3,521,088 | 0.73% | +2% |
| CVX | CHEVRON CORPORATION | $666.6M | 3,221,753 | 0.71% | +8% |
Trimmed (1136)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PBW | INVESCO EXCHANGE TRADED FD T | $206,564 | 6,540 | 0.00% | -99% |
| MORT | VANECK ETF TRUST | $150,689 | 14,687 | 0.00% | -99% |
| T86 | TRI POINTE HOMES INC | $265,473 | 5,681 | 0.00% | -97% |
| COLD | AMERICOLD REALTY TRUST INC | $565,835 | 49,375 | 0.00% | -97% |
| SPGM | SPDR INDEX SHS FDS | $1.8M | 23,658 | 0.00% | -97% |
| WCBR | WISDOMTREE TR | $1.2M | 48,752 | 0.00% | -95% |
| NVG | NUVEEN AMT FREE MUN CR INC F | $222,668 | 18,060 | 0.00% | -95% |
| SNAP | SNAP INC | $129,760 | 28,209 | 0.00% | -95% |
| VNQI | VANGUARD INTL EQUITY INDEX F | $369,763 | 8,319 | 0.00% | -93% |
| MISL | FIRST TR EXCHANGE-TRADED FD | $249,314 | 5,576 | 0.00% | -92% |
| KJUL | INNOVATOR ETFS TRUST | $578,618 | 18,065 | 0.00% | -92% |
| HBM | HUDBAY MINERALS INC | $455,578 | 21,798 | 0.00% | -91% |
| TCOM | TRIP COM GROUP LTD | $331,712 | 6,662 | 0.00% | -91% |
| SLG | SL GREEN RLTY CORP | $472,670 | 12,795 | 0.00% | -90% |
| SLVR | SPROTT FDS TR | $398,045 | 6,726 | 0.00% | -89% |
The book
Largest 150 of 3,790 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $3.0B | 11,772,399 | 3.17% | — |
| JNJ | JOHNSON & JOHNSON | $2.6B | 10,484,201 | 2.72% | — |
| IVV | ISHARES TR | $2.1B | 3,184,798 | 2.21% | — |
| MSFT | MICROSOFT CORP | $1.9B | 5,058,749 | 1.99% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.8B | 2,802,707 | 1.93% | — |
| VOO | VANGUARD INDEX FDS | $1.6B | 2,651,883 | 1.68% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4B | 2,006 | 1.53% | — |
| NVDA | NVIDIA CORPORATION | $1.3B | 7,713,149 | 1.43% | — |
| EXMOC | EXXON MOBIL CORP | $1.2B | 7,188,999 | 1.29% | — |
| AMZN | AMAZON COM INC | $1.2B | 5,745,966 | 1.27% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2B | 2,432,963 | 1.24% | — |
| GOOGL | ALPHABET INC | $1.1B | 3,759,185 | 1.15% | — |
| META | META PLATFORMS INC | $789.9M | 1,380,422 | 0.84% | — |
| JPM | JPMORGAN CHASE & CO | $783.2M | 2,662,407 | 0.83% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $748.9M | 11,686,674 | 0.79% | — |
| VTI | VANGUARD INDEX FDS | $717.9M | 2,237,801 | 0.76% | — |
| SN | SHARKNINJA INC | $701.8M | 6,627,185 | 0.74% | — |
| AVGO | BROADCOM INC | $697.2M | 2,252,481 | 0.74% | — |
| VUG | VANGUARD INDEX FDS | $694.3M | 1,589,188 | 0.74% | — |
| VTV | VANGUARD INDEX FDS | $690.8M | 3,521,088 | 0.73% | — |
| QQQ | INVESCO QQQ TR | $689.1M | 1,193,756 | 0.73% | — |
| CVX | CHEVRON CORPORATION | $666.6M | 3,221,753 | 0.71% | — |
| GOOG | ALPHABET INC | $614.9M | 2,143,650 | 0.65% | — |
| GLD | SPDR GOLD TR | $614.0M | 1,426,918 | 0.65% | — |
| PEP | PEPSICO INC | $574.0M | 3,696,273 | 0.61% | — |
| IWF | ISHARES TR | $544.1M | 1,275,960 | 0.58% | — |
| SIXH | EXCHANGE TRADED CONCEPTS TRU | $526.4M | 12,488,185 | 0.56% | — |
| SCHF | SCHWAB STRATEGIC TR | $524.5M | 21,192,861 | 0.56% | — |
| IJH | ISHARES TR | $522.4M | 7,735,222 | 0.55% | — |
| IEFA | ISHARES TR | $515.4M | 5,692,802 | 0.55% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $505.7M | 2,351,156 | 0.54% | — |
| IJR | ISHARES TR | $438.1M | 3,524,240 | 0.46% | — |
| MRK | MERCK & CO INC | $437.3M | 3,635,404 | 0.46% | — |
| COST | COSTCO WHOLESALE CORPORATION | $433.4M | 434,914 | 0.46% | — |
| MCD | MCDONALDS CORP | $427.3M | 1,374,665 | 0.45% | — |
| CAT | CATERPILLAR INC | $419.7M | 592,391 | 0.45% | — |
| V | VISA INC | $418.2M | 1,383,690 | 0.44% | — |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $408.7M | 7,849,463 | 0.43% | — |
| CSCO | CISCO SYS INC | $408.0M | 5,258,519 | 0.43% | — |
| LLY | ELI LILLY & CO | $405.5M | 440,797 | 0.43% | — |
| PG | PROCTER & GAMBLE CO | $396.2M | 2,742,694 | 0.42% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $393.5M | 7,281,199 | 0.42% | — |
| UMI | USCF ETF TR | $373.1M | 6,367,995 | 0.40% | — |
| WMT | WALMART INC | $366.3M | 2,947,023 | 0.39% | — |
| DGRO | ISHARES TR | $361.4M | 5,148,918 | 0.38% | — |
| ABBV | ABBVIE INC | $360.6M | 1,658,024 | 0.38% | — |
| SCHX | SCHWAB STRATEGIC TR | $359.1M | 14,005,999 | 0.38% | — |
| TSLA | TESLA INC | $358.0M | 963,041 | 0.38% | — |
| RTX | RTX CORPORATION | $342.9M | 1,777,434 | 0.36% | — |
| SPYM | SPDR SERIES TRUST | $334.3M | 4,367,372 | 0.35% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $325.6M | 1,343,133 | 0.35% | — |
| BAC | BANK AMERICA CORP | $320.5M | 6,574,113 | 0.34% | — |
| VZ | VERIZON COMMUNICATIONS INC | $318.1M | 6,336,673 | 0.34% | — |
| SCHE | SCHWAB STRATEGIC TR | $312.2M | 9,475,403 | 0.33% | — |
| VO | VANGUARD INDEX FDS | $312.0M | 1,086,203 | 0.33% | — |
| HD | HOME DEPOT INC | $311.2M | 946,200 | 0.33% | — |
| BND | VANGUARD BD INDEX FDS | $298.5M | 4,053,484 | 0.32% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $297.7M | 1,551,101 | 0.32% | — |
| VGT | VANGUARD WORLD FD | $295.3M | 423,182 | 0.31% | — |
| IAU | ISHARES GOLD TR | $290.1M | 3,290,890 | 0.31% | — |
| AMGN | AMGEN INC | $288.7M | 820,320 | 0.31% | — |
| VXUS | VANGUARD STAR FDS | $283.1M | 3,671,074 | 0.30% | — |
| PYLD | PIMCO ETF TR | $282.4M | 10,776,746 | 0.30% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $274.3M | 3,652,492 | 0.29% | — |
| BX | BLACKSTONE INC | $274.1M | 2,383,661 | 0.29% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $271.6M | 803,761 | 0.29% | — |
| MA | MASTERCARD INCORPORATED | $267.0M | 534,332 | 0.28% | — |
| PLPC | PREFORMED LINE PRODS CO | $262.1M | 968,067 | 0.28% | — |
| AEP | AMERICAN ELEC PWR CO INC | $259.9M | 1,982,456 | 0.28% | — |
| QUAL | ISHARES TR | $258.9M | 1,349,671 | 0.27% | — |
| WFC | WELLS FARGO & CO | $257.4M | 3,233,708 | 0.27% | — |
| SCHG | SCHWAB STRATEGIC TR | $251.2M | 8,624,426 | 0.27% | — |
| VB | VANGUARD INDEX FDS | $251.2M | 958,835 | 0.27% | — |
| DGRW | WISDOMTREE TR | $248.8M | 2,832,094 | 0.26% | — |
| NFLX | NETFLIX INC. | $245.7M | 2,555,168 | 0.26% | — |
| LMT | LOCKHEED MARTIN CORP | $238.0M | 393,550 | 0.25% | — |
| SPYG | SPDR SERIES TRUST | $237.7M | 2,427,309 | 0.25% | — |
| NEE | NEXTERA ENERGY INC | $236.7M | 2,548,903 | 0.25% | — |
| IWD | ISHARES TR | $232.8M | 1,089,645 | 0.25% | — |
| IVW | ISHARES TR | $232.0M | 2,050,705 | 0.25% | — |
| TJX | TJX COS INC NEW | $228.8M | 1,432,450 | 0.24% | — |
| KO | COCA COLA CO | $225.4M | 2,963,312 | 0.24% | — |
| SCHB | SCHWAB STRATEGIC TR | $225.1M | 8,967,340 | 0.24% | — |
| AVDE | AMERICAN CENTY ETF TR | $222.9M | 2,626,851 | 0.24% | — |
| IEMG | ISHARES INC | $222.7M | 3,192,744 | 0.24% | — |
| DFUV | DIMENSIONAL ETF TRUST | $216.5M | 4,467,375 | 0.23% | — |
| VYM | VANGUARD WHITEHALL FDS | $215.5M | 1,455,190 | 0.23% | — |
| MS | MORGAN STANLEY | $215.1M | 1,331,983 | 0.23% | — |
| DFAC | DIMENSIONAL ETF TRUST | $211.2M | 5,433,706 | 0.22% | — |
| SCHM | SCHWAB STRATEGIC TR | $210.8M | 6,809,670 | 0.22% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $210.6M | 2,545,297 | 0.22% | — |
| XLK | SELECT SECTOR SPDR TR | $209.3M | 1,574,822 | 0.22% | — |
| VONG | VANGUARD SCOTTSDALE FDS | $205.2M | 1,870,728 | 0.22% | — |
| MO | ALTRIA GROUP INC | $204.4M | 3,097,642 | 0.22% | — |
| DIS | DISNEY WALT CO | $204.0M | 2,116,141 | 0.22% | — |
| GILD | GILEAD SCIENCES INC | $202.1M | 1,450,177 | 0.21% | — |
| GS | GOLDMAN SACHS GROUP INC | $201.1M | 237,693 | 0.21% | — |
| AGG | ISHARES TR | $199.8M | 2,013,080 | 0.21% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $199.4M | 3,348,987 | 0.21% | — |
| SPG | SIMON PPTY GROUP INC NEW | $198.9M | 1,066,090 | 0.21% | — |
| SBUX | STARBUCKS CORP | $195.3M | 2,179,958 | 0.21% | — |
| SPDW | SPDR INDEX SHS FDS | $193.0M | 4,227,683 | 0.20% | — |
| JAAA | JANUS DETROIT STR TR | $192.6M | 3,823,315 | 0.20% | — |
| CMI | CUMMINS INC | $190.1M | 353,256 | 0.20% | — |
| QGRW | WISDOMTREE TR | $189.6M | 3,549,265 | 0.20% | — |
| IWB | ISHARES TR | $186.9M | 524,139 | 0.20% | — |
| SIXL | EXCHANGE TRADED CONCEPTS TRU | $186.4M | 4,952,195 | 0.20% | — |
| LRCX | LAM RESEARCH CORP | $186.1M | 870,883 | 0.20% | — |
| MUB | ISHARES TR | $184.4M | 1,737,213 | 0.20% | — |
| AVUS | AMERICAN CENTY ETF TR | $179.3M | 1,612,702 | 0.19% | — |
| ORCL | ORACLE CORP | $178.6M | 1,214,246 | 0.19% | — |
| DFIV | DIMENSIONAL ETF TRUST | $177.8M | 3,368,869 | 0.19% | — |
| ETN | EATON CORP PLC | $175.8M | 491,632 | 0.19% | — |
| SPYV | SPDR SERIES TRUST | $174.3M | 3,080,319 | 0.18% | — |
| UNP | UNION PAC CORP | $173.7M | 716,065 | 0.18% | — |
| ABT | ABBOTT LABORATORIES | $172.3M | 1,678,382 | 0.18% | — |
| TXN | TEXAS INSTRS INC | $168.2M | 866,573 | 0.18% | — |
| MU | MICRON TECHNOLOGY INC | $167.6M | 496,097 | 0.18% | — |
| VBR | VANGUARD INDEX FDS | $167.5M | 770,962 | 0.18% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $165.6M | 2,921,309 | 0.18% | — |
| UNH | UNITEDHEALTH GROUP INC | $165.1M | 609,743 | 0.18% | — |
| TMUS | T-MOBILE US INC | $162.7M | 774,484 | 0.17% | — |
| EFA | ISHARES TR | $162.0M | 1,668,203 | 0.17% | — |
| IXUS | ISHARES TR | $160.9M | 1,856,710 | 0.17% | — |
| IMCB | ISHARES TR | $160.8M | 1,927,513 | 0.17% | — |
| PM | PHILIP MORRIS INTL INC | $160.7M | 971,746 | 0.17% | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $160.5M | 1,946,613 | 0.17% | — |
| IWM | ISHARES TR | $159.3M | 642,416 | 0.17% | — |
| AMAT | APPLIED MATLS INC | $159.0M | 465,197 | 0.17% | — |
| QCOM | QUALCOMM INC | $157.6M | 1,223,893 | 0.17% | — |
| SCHD | SCHWAB STRATEGIC TR | $157.5M | 5,134,661 | 0.17% | — |
| AVUV | AMERICAN CENTY ETF TR | $156.0M | 1,412,354 | 0.17% | — |
| LIN | LINDE PLC | $155.3M | 313,277 | 0.16% | — |
| GEV | GE VERNOVA INC | $154.4M | 176,863 | 0.16% | — |
| DFIC | DIMENSIONAL ETF TRUST | $153.4M | 4,316,541 | 0.16% | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $151.8M | 3,223,744 | 0.16% | — |
| AVEM | AMERICAN CENTY ETF TR | $151.3M | 1,878,025 | 0.16% | — |
| LOW | LOWES COS INC | $150.9M | 638,590 | 0.16% | — |
| SYK | STRYKER CORPORATION | $147.5M | 448,736 | 0.16% | — |
| GLDM | WORLD GOLD TR | $147.1M | 1,586,932 | 0.16% | — |
| SO | SOUTHERN CO | $146.3M | 1,515,829 | 0.16% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $146.3M | 3,866,288 | 0.16% | — |
| AXP | AMERICAN EXPRESS CO | $145.9M | 482,342 | 0.15% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $144.9M | 235,008 | 0.15% | — |
| ASML | ASML HLDG NV | $143.9M | 108,951 | 0.15% | — |
| VTIP | VANGUARD MALVERN FDS | $142.2M | 2,847,124 | 0.15% | — |
| PANW | PALO ALTO NETWORKS INC | $140.6M | 877,060 | 0.15% | — |
| IVE | ISHARES TR | $140.1M | 663,680 | 0.15% | — |
| BA | BOEING CO | $134.8M | 677,497 | 0.14% | — |
| SPEM | SPDR INDEX SHS FDS | $134.3M | 2,863,686 | 0.14% | — |
This table is the 150 largest positions by value, out of 3,790 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 6 options positions with a combined notional of $2.5M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by HighTower Advisors, LLC (CIK 1462245, accession 0001085146-26-000383). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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