HighTower Advisors

HighTower Advisors’s DoubleVerify DV Stock Holding History

HighTower Advisors’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Buy	+14,133	New	+$144K	﹤0.01%	3588
2025 Q3	–	Sell	-21,032	Closed	-$315K	–	3893
2025 Q2	$315K	Sell	21,032 -1,803	-8%	-$24.7K	﹤0.01%	2892
2025 Q1	$305K	Buy	22,835 +10,464	+85%	+$194K	﹤0.01%	2859
2024 Q4	$238K	Sell	12,371 -2,322	-16%	-$43.7K	﹤0.01%	3065
2024 Q3	$249K	Sell	14,693 -16,165	-52%	-$308K	﹤0.01%	2961
2024 Q2	$590K	Sell	30,858 -5,846	-16%	-$141K	﹤0.01%	2200
2024 Q1	$1.29M	Buy	36,704 +16,843	+85%	+$627K	﹤0.01%	1663
2023 Q4	$738K	Buy	+19,861	New	+$619K	﹤0.01%	2025
2023 Q3	–	Sell	-38,236	Closed	-$1.48M	–	3611
2023 Q2	$1.48M	Buy	+38,236	New	+$1.23M	﹤0.01%	1523

Other funds holding DV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return