HighTower Advisors Portfolio holdings
Hightower Advisors is a wealth management firm that serves clients through a network of advisor practices, each with its own focus and strategy. It was co-founded by Elliot Weissbluth, a former president of U.S. Fiduciary Services, and three partners, for brokerage advisors who wanted to go independent while keeping the support of a big firm. By 2013 it had moved away from its original partnership model toward an outsourced platform for advisors and had begun buying advisory firms outright. Funds run by Thomas H. Lee Partners hold a controlling stake in Hightower, which serves individuals and institutions, including pension plans.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$118M |
| 2 |
SpaceX
SPCX
|
+$92.7M |
| 3 |
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
|
+$85.7M |
| 4 |
Comcast
CMCSA
|
+$75.9M |
| 5 |
Domino's
DPZ
|
+$73.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SharkNinja
SN
|
+$455M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$233M |
| 3 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$125M |
| 4 |
VICI Properties
VICI
|
+$115M |
| 5 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.7% |
| 2 | Technology | 14.47% |
| 3 | Financials | 7.98% |
| 4 | Healthcare | 6.61% |
| 5 | Industrials | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2576
Ball Corp
BALL
$17B
| $618K | ﹤0.01% |
11,026
-580
| -5% | -$35.9K |
2020 Q1
26 quarters
|
|
2577
OneMain Financial
OMF
$6.34B
| $617K | ﹤0.01% |
11,140
+5,030
| +82% | +$310K |
2020 Q4
23 quarters
|
|
2578
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.84B
| $616K | ﹤0.01% |
5,603
-33
| -0.6% | -$3.85K |
2022 Q4
15 quarters
|
|
2579
Immuneering
IMRX
$240M
| $615K | ﹤0.01% |
150,286
+6,800
| +5% | +$32.1K |
2024 Q2
9 quarters
|
|
2580
Sixth Street Specialty
TSLX
$1.69B
| $615K | ﹤0.01% |
34,122
-133
| -0.4% | -$2.39K |
2020 Q2
25 quarters
|
|
2581
Elanco Animal Health
ELAN
$13.4B
| $614K | ﹤0.01% |
27,414
-2,778
| -9% | -$67.1K |
2024 Q2
9 quarters
|
|
2582
Teleflex
TFX
$6.15B
| $614K | ﹤0.01% |
4,908
-239
| -5% | -$31.9K |
2020 Q1
26 quarters
|
|
2583
iShares MSCI Taiwan ETF
EWT
$9.46B
| $612K | ﹤0.01% |
5,425
+534
| +11% | +$56.3K |
2025 Q2
5 quarters
|
|
2584
LoveSac
LOVE
$218M
| $612K | ﹤0.01% |
40,675
-2
| -0% | -$33 |
2026 Q1
2 quarters
|
|
2585
iShares MSCI Hong Kong ETF
EWH
$1.29B
| $611K | ﹤0.01% |
27,646
+619
| +2% | +$13.9K |
2026 Q1
2 quarters
|
|
2586
Saia
SAIA
$9.13B
| $610K | ﹤0.01% |
1,828
-137
| -7% | -$51.2K |
2022 Q1
18 quarters
|
|
2587
Clough Select Equity ETF
CBSE
$44.6M
| $609K | ﹤0.01% |
13,092
+2,458
| +23% | +$118K |
2025 Q4
3 quarters
|
|
2588
Teekay
TK
$1.2B
| $607K | ﹤0.01% |
+42,607
| New | +$527K |
2026 Q3
0 quarters
|
|
2589
ARK Blockchain & Fintech Innovation ETF
ARKF
$697M
| $605K | ﹤0.01% |
13,294
-902
| -6% | -$39.3K |
2020 Q4
23 quarters
|
|
2590
T-REX 2X Long BMNR Daily Target ETF
BMNU
$169M
| $604K | ﹤0.01% |
+29,099
| New | +$421K |
2026 Q3
0 quarters
|
|
2591
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$688M
| $603K | ﹤0.01% |
5,170
| – | – |
2021 Q1
22 quarters
|
|
2592
Choiceone Financial
COFS
$551M
| $601K | ﹤0.01% |
18,613
+60
| +0.3% | +$2.02K |
2020 Q1
26 quarters
|
|
2593
Mueller Water Products
MWA
$3.76B
| $601K | ﹤0.01% |
28,308
+9,814
| +53% | +$240K |
2023 Q1
14 quarters
|
|
2594
FT Vest US Equity Deep Buffer ETF January
DJAN
$459M
| $599K | ﹤0.01% |
12,832
| – | – |
2026 Q1
2 quarters
|
|
2595
Liberty Media Corporation Series A Common Stock
FWONA
$26.6B
| $597K | ﹤0.01% |
+7,049
| New | +$638K |
2026 Q3
0 quarters
|
|
2596
Hyatt Hotels
H
$17.5B
| $596K | ﹤0.01% |
3,758
-834
| -18% | -$146K |
2016 Q1
42 quarters
|
|
2597
Unifirst Corp
UNF
$4.26B
| $596K | ﹤0.01% |
2,378
-200
| -8% | -$55.9K |
2019 Q3
28 quarters
|
|
2598
StoneX
SNEX
$6.9B
| $593K | ﹤0.01% |
9,177
-8,441
| -48% | -$599K |
2025 Q1
6 quarters
|
|
2599
Lennox International
LII
$12B
| $593K | ﹤0.01% |
1,671
-451
| -21% | -$199K |
2016 Q3
40 quarters
|
|
2600
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$261M
| $593K | ﹤0.01% |
3,950
-115
| -3% | -$18.1K |
2023 Q2
13 quarters
|
|
Similar funds
HighTower Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, HighTower Advisors held 4,026 positions worth $106B, up 1.4% from $104B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
HighTower Advisors's Q3 2026 filing shows 230 new, 1,795 increased, 1,600 reduced and 206 closed positions. Its largest new stake was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M. The largest sale was SharkNinja, an estimated $455M.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
- HighTower Advisors's largest Q3 2026 buy was Invesco Energy Exploration & Production ETF: 959,370 shares worth $37.8M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $118M increase.
- HighTower Advisors's biggest Q3 2026 reduction was SharkNinja, cutting an estimated $455M.
- HighTower Advisors fully exited U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2026, selling an estimated $233M.
- HighTower Advisors's ten largest holdings make up 20% of its $106B portfolio in Q3 2026.
- HighTower Advisors opened 230 new positions and closed 206 in Q3 2026.
- HighTower Advisors's portfolio value rose 1.4% quarter-over-quarter to $106B.
Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.