Registro del gestor · trimestre archivado

HighTower Advisors, LLC

Chicago, IL · CIK 1462245 · Declaraciones EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Dif. ⇄

$91.44BValor 13F declarado

3,644Posiciones

18.5%Ponderación del top 10

163.70Posiciones efectivas

—Rotación est.

+0Nuevo

−0Cierres

El valor de cartera 13F declarado cubre únicamente posiciones largas estadounidenses sujetas a reporte — no incluye efectivo, bonos, posiciones cortas ni activos no estadounidenses. No equivale a activos bajo gestión. Sin presentación anterior comparable — columnas de variación no disponibles este trimestre.

Valor declarado por trimestre Q4 2025 → Q2 2026

Exposición sectorial

Servicios financieros 54.3%

Tecnología 14.2%

Consumo cíclico 6.1%

Salud 5.7%

Industria 5.0%

Servicios de comunicación 4.6%

Energía 3.1%

Consumo defensivo 3.0%

Servicios públicos 1.6%

Materiales básicos 1.4%

Inmobiliario 1.1%

Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.

El portafolio · Q4 2025

#	Valor	Ponderación	Valor	Acciones	Δ acciones		Mantenida
1	AAPL Apple Inc.	3.3%	$2.99B	11.01M	—	n/c	1
2	MSFT Microsoft Corporation	2.6%	$2.42B	5.01M	—	n/c	1
3	IVV iShares Core S&P 500 ETF	2.0%	$1.84B	2.69M	—	n/c	1
4	VOO Vanguard S&P 500 ETF	1.8%	$1.62B	2.58M	—	n/c	1
5	BRK-A Berkshire Hathaway Inc.	1.7%	$1.57B	2.08K	—	n/c	1
6	SPY State Street SPDR S&P 500…	1.5%	$1.37B	2.01M	—	n/c	1
7	NVDA NVIDIA Corporation	1.5%	$1.34B	7.21M	—	n/c	1
8	AMZN Amazon.com, Inc.	1.4%	$1.30B	5.62M	—	n/c	1
9	BRK-B Berkshire Hathaway Inc.	1.4%	$1.26B	2.50M	—	n/c	1
10	GOOGL Alphabet Inc.	1.3%	$1.22B	3.88M	—	n/c	1
11	XONA.DE Exxon Mobil Corporation	1.1%	$971.51M	8.07M	—	n/c	1
12	META Meta Platforms, Inc.	1.0%	$900.44M	1.36M	—	n/c	1
13	JPM JPMorgan Chase & Co.	0.9%	$861.03M	2.67M	—	n/c	1
14	JNJ Johnson & Johnson	0.9%	$817.19M	3.95M	—	n/c	1
15	VUG Vanguard Morningstar Growth…	0.8%	$769.26M	1.58M	—	n/c	1
16	AVGO Broadcom Inc.	0.8%	$747.72M	2.16M	—	n/c	1
17	QQQ Invesco QQQ Trust, Series 1	0.8%	$739.36M	1.20M	—	n/c	1
18	VTI Vanguard Morningstar Total…	0.8%	$732.36M	2.18M	—	n/c	1
19	SN SharkNinja, Inc.	0.8%	$708.08M	6.33M	—	n/c	1
20	VEA Vanguard FTSE Developed…	0.8%	$692.92M	11.09M	—	n/c	1
21	GOOG Alphabet Inc.	0.7%	$667.40M	2.13M	—	n/c	1
22	VTV Vanguard Morningstar Value…	0.7%	$661.01M	3.46M	—	n/c	1
23	IWF iShares Russell 1000 Growth…	0.7%	$607.05M	1.28M	—	n/c	1
24	GLD SPDR Gold Shares	0.6%	$581.89M	1.47M	—	n/c	1
25	LLY Eli Lilly and Company	0.6%	$524.14M	487.72K	—	n/c	1
26	IJH iShares Core S&P Mid-Cap ETF	0.6%	$520.15M	7.88M	—	n/c	1
27	VIG Vanguard Dividend…	0.6%	$518.23M	2.36M	—	n/c	1
28	SCHF Schwab International Equity…	0.5%	$495.75M	20.62M	—	n/c	1
29	V Visa Inc.	0.5%	$493.01M	1.41M	—	n/c	1
30	PEP PepsiCo, Inc.	0.5%	$491.13M	3.42M	—	n/c	1
31	IEFA iShares Core MSCI EAFE ETF	0.5%	$488.75M	5.46M	—	n/c	1
32	SIXH EXCHANGE TRADED CONCEPTS TRU	0.5%	$486.20M	12.38M	—	n/c	1
33	CVX Chevron Corporation	0.5%	$455.42M	2.99M	—	n/c	1
34	CSCO Cisco Systems, Inc.	0.5%	$434.63M	5.64M	—	n/c	1
35	IBM International Business…	0.5%	$420.44M	1.42M	—	n/c	1
36	TSLA Tesla, Inc.	0.5%	$419.12M	931.96K	—	n/c	1
37	MCD McDonald's Corporation	0.5%	$413.55M	1.35M	—	n/c	1
38	IJR iShares Core S&P Small-Cap…	0.4%	$402.21M	3.35M	—	n/c	1
39	MRK Merck & Co., Inc.	0.4%	$401.90M	3.82M	—	n/c	1
40	SCHX Schwab U.S. Large-Cap ETF	0.4%	$380.54M	14.14M	—	n/c	1
41	BAC Bank of America Corporation	0.4%	$378.88M	6.89M	—	n/c	1
42	SIXA EXCHANGE TRADED CONCEPTS TRU	0.4%	$375.92M	7.53M	—	n/c	1
43	ABBV AbbVie Inc.	0.4%	$372.19M	1.63M	—	n/c	1
44	CAT Caterpillar Inc.	0.4%	$362.52M	632.81K	—	n/c	1
45	COST Costco Wholesale Corporation	0.4%	$361.77M	419.52K	—	n/c	1
46	RTX RTX Corporation	0.4%	$357.56M	1.95M	—	n/c	1
47	PG The Procter & Gamble Company	0.4%	$355.03M	2.48M	—	n/c	1
48	DGRO iShares Core Dividend…	0.4%	$347.21M	5.00M	—	n/c	1
49	SPYM State Street SPDR Portfolio…	0.4%	$342.91M	4.27M	—	n/c	1
50	VWO Vanguard FTSE Emerging…	0.4%	$341.71M	6.36M	—	n/c	1
51	WMT Walmart Inc.	0.4%	$326.33M	2.93M	—	n/c	1
52	HD The Home Depot, Inc.	0.3%	$317.92M	923.92K	—	n/c	1
53	WFC Wells Fargo & Company	0.3%	$317.72M	3.41M	—	n/c	1
54	SCHE Schwab Emerging Markets…	0.3%	$316.45M	9.66M	—	n/c	1
55	VGT Vanguard Information…	0.3%	$312.04M	413.96K	—	n/c	1
56	VO Vanguard Morningstar…	0.3%	$308.11M	1.06M	—	n/c	1
57	MA Mastercard Incorporated	0.3%	$306.00M	536.01K	—	n/c	1
58	ORCL Oracle Corporation	0.3%	$304.84M	1.56M	—	n/c	1
59	BND Vanguard Total Bond Market…	0.3%	$301.56M	4.07M	—	n/c	1
60	UMI USCF ETF TR	0.3%	$283.60M	5.78M	—	n/c	1
61	IAU iShares Gold Trust	0.3%	$275.23M	3.39M	—	n/c	1
62	SCHG Schwab U.S. Large-Cap…	0.3%	$273.01M	8.37M	—	n/c	1
63	VZ Verizon Communications Inc.	0.3%	$272.00M	6.68M	—	n/c	1
64	VEU Vanguard FTSE All-World…	0.3%	$270.82M	3.68M	—	n/c	1
65	RSP Invesco S&P 500 Equal…	0.3%	$270.03M	1.41M	—	n/c	1
66	MS Morgan Stanley	0.3%	$269.24M	1.54M	—	n/c	1
67	BX Blackstone Inc.	0.3%	$260.94M	1.69M	—	n/c	1
68	VXUS Vanguard Total…	0.3%	$258.56M	3.43M	—	n/c	1
69	QUAL iShares MSCI USA Quality…	0.3%	$258.36M	1.30M	—	n/c	1
70	AMGN Amgen Inc.	0.3%	$257.47M	786.62K	—	n/c	1
71	WT WisdomTree, Inc.	0.9%	$256.58M	2.87M	—	n/c	1
72	DIS The Walt Disney Company	0.3%	$254.39M	2.24M	—	n/c	1
73	SPYG State Street SPDR Portfolio…	0.3%	$253.79M	2.38M	—	n/c	1
74	IVW iShares S&P 500 Growth ETF	0.3%	$250.91M	2.04M	—	n/c	1
75	PYLD PIMCO Multisector Bond…	0.3%	$247.26M	9.27M	—	n/c	1
76	VB Vanguard Morningstar…	0.3%	$245.37M	951.24K	—	n/c	1
77	TSM Taiwan Semiconductor…	0.3%	$237.22M	780.61K	—	n/c	1
78	IWD iShares Russell 1000 Value…	0.3%	$231.29M	1.10M	—	n/c	1
79	GS The Goldman Sachs Group…	0.3%	$231.17M	263.00K	—	n/c	1
80	ABT Abbott Laboratories	0.3%	$229.50M	1.83M	—	n/c	1
81	AEP American Electric Power…	0.2%	$227.79M	1.98M	—	n/c	1
82	DFAC Dimensional - US Core…	0.2%	$227.17M	5.74M	—	n/c	1
83	SCHB Schwab U.S. Broad Market ETF	0.2%	$226.41M	8.63M	—	n/c	1
84	AGG iShares Core U.S. Aggregate…	0.2%	$226.40M	2.27M	—	n/c	1
85	QCOM QUALCOMM Incorporated	0.2%	$222.69M	1.30M	—	n/c	1
86	VONG Vanguard Russell 1000…	0.2%	$222.25M	1.83M	—	n/c	1
87	TJX The TJX Companies, Inc.	0.2%	$220.13M	1.43M	—	n/c	1
88	XLK State Street Technology…	0.2%	$218.23M	1.52M	—	n/c	1
89	SPG Simon Property Group, Inc.	0.2%	$213.19M	1.15M	—	n/c	1
90	DFUV Dimensional - US Marketwide…	0.2%	$211.13M	4.53M	—	n/c	1
91	JAAA Janus Henderson AAA CLO ETF	0.2%	$209.43M	4.14M	—	n/c	1
92	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$209.01M	6.95M	—	n/c	1
93	LMT Lockheed Martin Corporation	0.2%	$205.30M	424.47K	—	n/c	1
94	CMI Cummins Inc.	0.2%	$204.91M	401.42K	—	n/c	1
95	VCIT Vanguard Intermediate-Term…	0.2%	$204.36M	2.44M	—	n/c	1
96	GILD Gilead Sciences, Inc.	0.2%	$203.91M	1.66M	—	n/c	1
97	KO The Coca-Cola Company	0.2%	$203.88M	2.92M	—	n/c	1
98	VYM Vanguard High Dividend…	0.2%	$203.85M	1.42M	—	n/c	1
99	WT WisdomTree, Inc.	0.9%	$203.84M	3.47M	—	n/c	1
100	IEMG iShares Core MSCI Emerging…	0.2%	$201.64M	3.00M	—	n/c	1
101	PLPC Preformed Line Products…	0.2%	$199.72M	966.18K	—	n/c	1
102	NEE NextEra Energy, Inc.	0.2%	$197.80M	2.46M	—	n/c	1
103	AVDE Avantis International…	0.2%	$192.11M	2.33M	—	n/c	1
104	VGIT Vanguard Intermediate-Term…	0.2%	$190.95M	3.19M	—	n/c	1
105	MUB iShares National Muni Bond…	0.2%	$187.70M	1.75M	—	n/c	1
106	AVUS Avantis U.S. Equity ETF	0.2%	$187.45M	1.68M	—	n/c	1
107	UNH UnitedHealth Group…	0.2%	$180.05M	545.44K	—	n/c	1
108	IWB iShares Russell 1000 ETF	0.2%	$179.38M	480.35K	—	n/c	1
109	SIXL EXCHANGE TRADED CONCEPTS TRU	0.2%	$179.04M	4.94M	—	n/c	1
110	DFIC Dimensional - International…	0.2%	$176.61M	5.13M	—	n/c	1
111	ETN Eaton Corporation plc	0.2%	$176.37M	553.72K	—	n/c	1
112	SPDW State Street SPDR Portfolio…	0.2%	$175.84M	3.96M	—	n/c	1
113	LRCX Lam Research Corporation	0.2%	$174.33M	1.02M	—	n/c	1
114	AVEM Avantis Emerging Markets…	0.2%	$173.07M	2.25M	—	n/c	1
115	DFIV Dimensional - International…	0.2%	$172.74M	3.46M	—	n/c	1
116	VBR Vanguard Morningstar…	0.2%	$171.96M	811.93K	—	n/c	1
117	VGK Vanguard FTSE Europe ETF	0.2%	$170.37M	2.04M	—	n/c	1
118	LOW Lowe's Companies, Inc.	0.2%	$166.80M	691.67K	—	n/c	1
119	JEPI JPMorgan Equity Premium…	0.2%	$164.94M	2.88M	—	n/c	1
120	NFLX Netflix, Inc.	0.2%	$164.91M	1.76M	—	n/c	1
121	MO Altria Group, Inc.	0.2%	$162.29M	2.81M	—	n/c	1
122	AXP American Express Company	0.2%	$159.89M	432.19K	—	n/c	1
123	EFA iShares MSCI EAFE ETF	0.2%	$158.62M	1.65M	—	n/c	1
124	IXUS iShares Core MSCI Total…	0.2%	$157.49M	1.86M	—	n/c	1
125	SYK Stryker Corporation	0.2%	$156.24M	444.54K	—	n/c	1
126	PM Philip Morris International…	0.2%	$156.18M	973.70K	—	n/c	1
127	IMCB iShares Morningstar Mid-Cap…	0.2%	$152.75M	1.85M	—	n/c	1
128	SBUX Starbucks Corporation	0.2%	$151.24M	1.80M	—	n/c	1
129	SCHD Schwab U.S. Dividend Equity…	0.2%	$148.45M	5.41M	—	n/c	1
130	IWM iShares Russell 2000 ETF	0.2%	$145.30M	590.25K	—	n/c	1
131	SPYV State Street SPDR Portfolio…	0.2%	$144.33M	2.54M	—	n/c	1
132	MU Micron Technology, Inc.	0.2%	$144.24M	505.38K	—	n/c	1
133	TXN Texas Instruments…	0.2%	$144.22M	831.30K	—	n/c	1
134	UNP Union Pacific Corporation	0.2%	$143.48M	620.28K	—	n/c	1
135	TMUS T-Mobile US, Inc.	0.2%	$142.62M	702.41K	—	n/c	1
136	MDY State Street SPDR S&P…	0.2%	$142.43M	236.09K	—	n/c	1
137	MKL Markel Corporation	0.2%	$141.24M	65.70K	—	n/c	1
138	JCPB JPMorgan Core Plus Bond ETF	0.2%	$140.37M	2.96M	—	n/c	1
139	IVE iShares S&P 500 Value ETF	0.2%	$139.87M	659.57K	—	n/c	1
140	MDT Medtronic plc	0.2%	$138.80M	1.44M	—	n/c	1
141	GE GE Aerospace	0.2%	$138.54M	449.75K	—	n/c	1
142	ITOT iShares Core S&P Total U.S.…	0.2%	$138.31M	930.17K	—	n/c	1
143	SHW The Sherwin-Williams Company	0.2%	$138.24M	426.63K	—	n/c	1
144	BA The Boeing Company	0.1%	$137.53M	633.41K	—	n/c	1
145	SO The Southern Company	0.1%	$134.89M	1.55M	—	n/c	1
146	VTIP Vanguard Short-Term…	0.1%	$134.86M	2.73M	—	n/c	1
147	AVUV Avantis U.S. Small Cap…	0.1%	$134.41M	1.32M	—	n/c	1
148	LIN Linde plc	0.1%	$130.81M	306.79K	—	n/c	1
149	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$128.08M	2.55M	—	n/c	1
150	HYD VanEck High Yield Muni ETF	0.1%	$127.77M	2.50M	—	n/c	1
151	SDVY First Trust SMID Cap Rising…	0.1%	$126.68M	3.31M	—	n/c	1
152	PANW Palo Alto Networks, Inc.	0.1%	$126.08M	684.47K	—	n/c	1
153	EXAS Exact Sciences Corporation	0.1%	$124.69M	1.23M	—	n/c	1
154	XLF State Street Financial…	0.1%	$124.50M	2.27M	—	n/c	1
155	DFEM Dimensional - Emerging…	0.1%	$124.39M	3.76M	—	n/c	1
156	EPD Enterprise Products…	0.1%	$123.71M	3.86M	—	n/c	1
157	SPEM State Street SPDR Portfolio…	0.1%	$122.93M	2.63M	—	n/c	1
158	MCO Moody's Corporation	0.1%	$121.58M	238.00K	—	n/c	1
159	ASML ASML Holding N.V.	0.1%	$121.26M	113.34K	—	n/c	1
160	IWV iShares Russell 3000 ETF	0.1%	$120.94M	312.64K	—	n/c	1
161	CRM Salesforce, Inc.	0.1%	$120.01M	453.04K	—	n/c	1
162	WT WisdomTree, Inc.	0.9%	$119.72M	2.38M	—	n/c	1
163	MGV Vanguard Morningstar Mega…	0.1%	$118.26M	837.78K	—	n/c	1
164	AMAT Applied Materials, Inc.	0.1%	$118.26M	460.16K	—	n/c	1
165	BIPC Brookfield Infrastructure…	0.1%	$117.71M	2.59M	—	n/c	1
166	VFLO VictoryShares Free Cash…	0.1%	$117.25M	2.98M	—	n/c	1
167	PLTR Palantir Technologies Inc.	0.1%	$116.88M	657.58K	—	n/c	1
168	SPMD State Street SPDR Portfolio…	0.1%	$116.73M	2.02M	—	n/c	1
169	GEV GE Vernova Inc.	0.1%	$115.29M	176.40K	—	n/c	1
170	SCI Service Corporation…	0.1%	$114.76M	1.47M	—	n/c	1
171	GLDM SPDR Gold MiniShares Trust	0.1%	$114.02M	1.34M	—	n/c	1
172	ISRG Intuitive Surgical, Inc.	0.1%	$113.53M	200.45K	—	n/c	1
173	SRE Sempra	0.1%	$113.45M	1.28M	—	n/c	1
174	VGSH Vanguard Short-Term…	0.1%	$112.21M	1.91M	—	n/c	1
175	WT WisdomTree, Inc.	0.9%	$112.10M	1.20M	—	n/c	1
176	AZO AutoZone, Inc.	0.1%	$111.57M	32.90K	—	n/c	1
177	NKE NIKE, Inc.	0.1%	$111.36M	1.75M	—	n/c	1
178	SPIB State Street SPDR Portfolio…	0.1%	$110.25M	3.26M	—	n/c	1
179	DFAT Dimensional - US Targeted…	0.1%	$110.07M	1.85M	—	n/c	1
180	SIXS EXCHANGE TRADED CONCEPTS TRU	0.1%	$108.40M	2.14M	—	n/c	1
181	EMN Eastman Chemical Company	0.1%	$108.25M	1.70M	—	n/c	1
182	ACN Accenture plc	0.1%	$106.57M	397.20K	—	n/c	1
183	GPIX Goldman Sachs S&P 500…	0.1%	$105.65M	2.00M	—	n/c	1
184	DE Deere & Company	0.1%	$104.53M	224.52K	—	n/c	1
185	CRWD CrowdStrike Holdings, Inc.	0.1%	$102.38M	218.41K	—	n/c	1
186	SLV iShares Silver Trust	0.1%	$102.27M	1.59M	—	n/c	1
187	VBK Vanguard Morningstar…	0.1%	$101.96M	337.48K	—	n/c	1
188	COWZ Pacer US Cash Cows 100 ETF	0.1%	$101.38M	1.68M	—	n/c	1
189	WMB The Williams Companies, Inc.	0.1%	$101.22M	1.68M	—	n/c	1
190	IQLT iShares MSCI Intl Quality…	0.1%	$101.13M	2.23M	—	n/c	1
191	RDVY First Trust Rising Dividend…	0.1%	$100.96M	1.45M	—	n/c	1
192	LAMR Lamar Advertising Company	0.1%	$97.71M	771.96K	—	n/c	1
193	QQQM Invesco NASDAQ 100 ETF	0.1%	$97.13M	384.04K	—	n/c	1
194	CME CME Group Inc.	0.1%	$96.38M	352.92K	—	n/c	1
195	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$96.24M	4.12M	—	n/c	1
196	VPL Vanguard FTSE Pacific ETF	0.1%	$96.12M	1.06M	—	n/c	1
197	IUSG iShares Core S&P U.S.…	0.1%	$96.05M	571.92K	—	n/c	1
198	DHR Danaher Corporation	0.1%	$95.93M	419.05K	—	n/c	1
199	DFAI Dimensional - International…	0.1%	$95.62M	2.51M	—	n/c	1
200	MC Moelis & Company	0.1%	$95.25M	1.39M	—	n/c	1
201	DIVO Amplify CWP Enhanced…	0.1%	$95.06M	2.14M	—	n/c	1
202	MGK Vanguard Morningstar Mega…	0.1%	$94.72M	229.47K	—	n/c	1
203	VICI VICI Properties Inc.	0.1%	$93.89M	3.34M	—	n/c	1
204	IGSB iShares 1-5 Year Investment…	0.1%	$93.59M	1.77M	—	n/c	1
205	VMC Vulcan Materials Company	0.1%	$93.22M	326.84K	—	n/c	1
206	VICTORY PORTFOLIOS II (sin mapear)	—	$92.64M	3.29M	—		—
207	EMR Emerson Electric Co.	0.1%	$92.43M	696.46K	—	n/c	1
208	BLK BlackRock, Inc.	0.1%	$92.36M	86.29K	—	n/c	1
209	DUK Duke Energy Corporation	0.1%	$92.08M	785.63K	—	n/c	1
210	PSA Public Storage	0.1%	$92.03M	354.66K	—	n/c	1
211	FDX FedEx Corporation	0.1%	$91.31M	316.10K	—	n/c	1
212	DFSD Dimensional - Short…	0.1%	$90.52M	1.89M	—	n/c	1
213	DUHP Dimensional - US High…	0.1%	$88.89M	2.34M	—	n/c	1
214	AZN AstraZeneca PLC	0.1%	$88.74M	965.25K	—	n/c	1
215	BABA Alibaba Group Holding…	0.1%	$88.72M	605.24K	—	n/c	1
216	FBND Fidelity Total Bond ETF	0.1%	$87.05M	1.89M	—	n/c	1
217	AFL Aflac Incorporated	0.1%	$86.80M	787.12K	—	n/c	1
218	ANET Arista Networks, Inc.	0.1%	$85.80M	654.82K	—	n/c	1
219	AMD Advanced Micro Devices, Inc.	0.1%	$85.75M	400.41K	—	n/c	1
220	COF Capital One Financial…	0.1%	$85.74M	353.77K	—	n/c	1
221	UPS United Parcel Service, Inc.	0.1%	$85.65M	863.45K	—	n/c	1
222	JCI Johnson Controls…	0.1%	$85.40M	713.19K	—	n/c	1
223	SPGI S&P Global Inc.	0.1%	$84.96M	162.57K	—	n/c	1
224	TMO Thermo Fisher Scientific…	0.1%	$84.04M	145.04K	—	n/c	1
225	EMXC iShares MSCI Emerging…	0.1%	$82.37M	1.13M	—	n/c	1
226	ADI Analog Devices, Inc.	0.1%	$81.60M	300.89K	—	n/c	1
227	VT Vanguard Total World Stock…	0.1%	$81.53M	578.01K	—	n/c	1
228	NSC Norfolk Southern Corporation	0.1%	$81.45M	282.09K	—	n/c	1
229	VUSB Vanguard Ultra-Short Bond…	0.1%	$80.68M	1.62M	—	n/c	1
230	XLE State Street Energy Select…	0.1%	$80.49M	1.80M	—	n/c	1
231	XLV State Street Health Care…	0.1%	$79.71M	514.90K	—	n/c	1
232	ADBE Adobe Inc.	0.1%	$79.21M	226.31K	—	n/c	1
233	PNC The PNC Financial Services…	0.1%	$79.19M	379.37K	—	n/c	1
234	CGDV Capital Group Dividend…	0.1%	$78.70M	1.80M	—	n/c	1
235	SCHV Schwab U.S. Large-Cap Value…	0.1%	$78.67M	2.66M	—	n/c	1
236	PPA Invesco Aerospace & Defense…	0.1%	$78.06M	498.34K	—	n/c	1
237	WHR Whirlpool Corporation	0.1%	$76.95M	1.07M	—	n/c	1
238	HON Honeywell International Inc.	0.1%	$76.81M	393.74K	—	n/c	1
239	SGOL abrdn Physical Gold Shares…	0.1%	$75.33M	1.83M	—	n/c	1
240	SCL Stepan Co	0.1%	$75.30M	1.59M	—	n/c	1
241	GLPI Gaming and Leisure…	0.1%	$75.11M	1.68M	—	n/c	1
242	AWK American Water Works…	0.1%	$74.42M	570.29K	—	n/c	1
243	SGOV iShares 0-3 Month Treasury…	0.1%	$74.09M	738.13K	—	n/c	1
244	DFLV Dimensional - US Large Cap…	0.1%	$73.99M	2.16M	—	n/c	1
245	NOW ServiceNow, Inc.	0.1%	$73.96M	482.83K	—	n/c	1
246	FVD First Trust Value Line…	0.1%	$73.62M	1.60M	—	n/c	1
247	TBG EA SERIES TRUST	0.1%	$72.78M	2.18M	—	n/c	1
248	LMBS First Trust Low Duration…	0.1%	$72.69M	1.45M	—	n/c	1
249	DIHP Dimensional International…	0.1%	$72.66M	2.29M	—	n/c	1
250	SHY iShares 1-3 Year Treasury…	0.1%	$72.63M	876.99K	—	n/c	1
251	IUSV iShares Core S&P U.S. Value…	0.1%	$72.54M	707.47K	—	n/c	1
252	SLB Slb N.V.	0.1%	$72.30M	1.88M	—	n/c	1
253	DFCF Dimensional - Core Fixed…	0.1%	$71.89M	1.69M	—	n/c	1
254	VYMI Vanguard International High…	0.1%	$70.59M	784.32K	—	n/c	1
255	RYH INVESCO EXCHANGE TRADED FD T	0.1%	$70.04M	2.20M	—	n/c	1
256	PWR Quanta Services, Inc.	0.1%	$69.78M	165.34K	—	n/c	1
257	DFAS Dimensional - US Small Cap…	0.1%	$69.61M	999.20K	—	n/c	1
258	ADP Automatic Data Processing…	0.1%	$69.46M	270.04K	—	n/c	1
259	USMF WISDOMTREE TR	0.1%	$69.29M	1.35M	—	n/c	1
260	INBX Inhibrx Biosciences Inc.	0.1%	$68.77M	870.51K	—	n/c	1
261	HEDG SERIES PORTFOLIOS TR	0.1%	$68.18M	2.32M	—	n/c	1
262	IYW iShares U.S. Technology ETF	0.1%	$67.94M	340.24K	—	n/c	1
263	EEM iShares MSCI Emerging…	0.1%	$67.65M	1.24M	—	n/c	1
264	T AT&T Inc.	0.1%	$67.44M	2.72M	—	n/c	1
265	MDLZ Mondelez International, Inc.	0.1%	$67.16M	1.25M	—	n/c	1
266	SDY State Street SPDR S&P…	0.1%	$67.06M	481.88K	—	n/c	1
267	BSV Vanguard Short-Term Bond ETF	0.1%	$66.63M	845.41K	—	n/c	1
268	MMM 3M Company	0.1%	$66.02M	412.34K	—	n/c	1
269	APD Air Products and Chemicals…	0.1%	$65.92M	266.87K	—	n/c	1
270	DFAE Dimensional - Emerging Core…	0.1%	$65.83M	2.02M	—	n/c	1
271	SXQG EXCHANGE TRADED CONCEPTS TRU	0.1%	$65.81M	2.00M	—	n/c	1
272	FELC Fidelity Enhanced Large Cap…	0.1%	$65.24M	1.71M	—	n/c	1
273	WM Waste Management, Inc.	0.1%	$65.21M	296.82K	—	n/c	1
274	GIS General Mills, Inc.	0.1%	$65.17M	1.40M	—	n/c	1
275	PFE Pfizer Inc.	0.1%	$65.03M	2.61M	—	n/c	1
276	CL Colgate-Palmolive Company	0.1%	$64.54M	816.73K	—	n/c	1
277	GD General Dynamics Corporation	0.1%	$64.38M	191.23K	—	n/c	1
278	MCK McKesson Corporation	0.1%	$64.28M	78.37K	—	n/c	1
279	COP ConocoPhillips	0.1%	$64.14M	685.13K	—	n/c	1
280	VNQ Vanguard Real Estate ETF	0.1%	$63.98M	723.05K	—	n/c	1
281	FIXD First Trust Smith…	0.1%	$63.86M	1.44M	—	n/c	1
282	MRSH Marsh & McLennan Companies…	0.1%	$63.80M	343.89K	—	n/c	1
283	HELO JPMorgan Hedged Equity…	0.1%	$63.79M	960.22K	—	n/c	1
284	PH Parker-Hannifin Corporation	0.1%	$63.22M	71.93K	—	n/c	1
285	USMV iShares MSCI USA Min Vol…	0.1%	$63.20M	671.20K	—	n/c	1
286	IGIB iShares 5-10 Year…	0.1%	$63.14M	1.17M	—	n/c	1
287	CWI State Street SPDR MSCI ACWI…	0.1%	$63.05M	1.76M	—	n/c	1
288	VTWO Vanguard Russell 2000 ETF	0.1%	$62.99M	632.96K	—	n/c	1
289	VMI Valmont Industries, Inc.	0.1%	$62.96M	156.49K	—	n/c	1
290	FYLD CAMBRIA ETF TR	0.1%	$62.92M	1.94M	—	n/c	1
291	NEM Newmont Corporation	0.1%	$62.83M	629.22K	—	n/c	1
292	BIL State Street SPDR Bloomberg…	0.1%	$62.34M	682.17K	—	n/c	1
293	CB Chubb Limited	0.1%	$62.27M	199.50K	—	n/c	1
294	OTIS Otis Worldwide Corporation	0.1%	$61.42M	703.18K	—	n/c	1
295	ACWI iShares MSCI ACWI ETF	0.1%	$61.26M	432.96K	—	n/c	1
296	UBER Uber Technologies, Inc.	0.1%	$61.04M	747.06K	—	n/c	1
297	UCON First Trust Smith…	0.1%	$60.92M	2.42M	—	n/c	1
298	DHI D.R. Horton, Inc.	0.1%	$60.90M	422.85K	—	n/c	1
299	BMY Bristol-Myers Squibb Company	0.1%	$60.68M	1.13M	—	n/c	1
300	FPE First Trust Preferred…	0.1%	$60.14M	3.30M	—	n/c	1
301	MOAT VanEck Morningstar Wide…	0.1%	$59.91M	578.48K	—	n/c	1
302	MTN Vail Resorts, Inc.	0.1%	$59.77M	450.07K	—	n/c	1
303	BINC iShares Flexible Income…	0.1%	$59.75M	1.13M	—	n/c	1
304	SPTS State Street SPDR Portfolio…	0.1%	$59.39M	2.03M	—	n/c	1
305	MUSA Murphy USA Inc.	0.1%	$59.27M	146.88K	—	n/c	1
306	DFAR DIMENSIONAL ETF TRUST	0.1%	$58.98M	2.58M	—	n/c	1
307	TER Teradyne, Inc.	0.1%	$58.76M	303.58K	—	n/c	1
308	OWL Blue Owl Capital Inc.	0.1%	$58.63M	3.92M	—	n/c	1
309	KLAC KLA Corporation	0.1%	$58.44M	48.10K	—	n/c	1
310	VOE Vanguard Morningstar…	0.1%	$58.38M	329.12K	—	n/c	1
311	XLY State Street Consumer…	0.1%	$58.37M	488.85K	—	n/c	1
312	TFC Truist Financial Corporation	0.1%	$57.44M	1.17M	—	n/c	1
313	TRGP Targa Resources Corp.	0.1%	$57.36M	310.89K	—	n/c	1
314	IJS iShares S&P Small-Cap 600…	0.1%	$57.10M	502.10K	—	n/c	1
315	VMBS Vanguard Mortgage-Backed…	0.1%	$56.97M	1.21M	—	n/c	1
316	FNDF Schwab Fundamental…	0.1%	$56.44M	1.25M	—	n/c	1
317	IJK iShares S&P Mid-Cap 400…	0.1%	$56.31M	581.19K	—	n/c	1
318	PVAL Putnam Focused Large Cap…	0.1%	$56.00M	1.23M	—	n/c	1
319	GPIQ Goldman Sachs Nasdaq-100…	0.1%	$55.88M	1.06M	—	n/c	1
320	CSX CSX Corporation	0.1%	$55.69M	1.54M	—	n/c	1
321	IJJ iShares S&P Mid-Cap 400…	0.1%	$55.69M	423.21K	—	n/c	1
322	GRPM INVESCO EXCHANGE TRADED FD T	0.1%	$55.43M	461.90K	—	n/c	1
323	GSLC Goldman Sachs ActiveBeta…	0.1%	$54.74M	413.51K	—	n/c	1
324	TLT iShares 20+ Year Treasury…	0.1%	$54.65M	626.97K	—	n/c	1
325	XLI State Street Industrial…	0.1%	$54.51M	351.39K	—	n/c	1
326	AVDV Avantis International Small…	0.1%	$54.41M	579.00K	—	n/c	1
327	IDV iShares International…	0.1%	$54.40M	1.38M	—	n/c	1
328	FCX Freeport-McMoRan Inc.	0.1%	$54.26M	1.07M	—	n/c	1
329	JPST JPMorgan Ultra-Short Income…	0.1%	$53.75M	1.06M	—	n/c	1
330	SCZ iShares MSCI EAFE Small-Cap…	0.1%	$53.60M	691.41K	—	n/c	1
331	ROK Rockwell Automation, Inc.	0.1%	$53.40M	137.24K	—	n/c	1
332	SUB iShares Short-Term National…	0.1%	$53.02M	496.91K	—	n/c	1
333	SPGM SPDR INDEX SHS FDS	0.1%	$52.99M	690.82K	—	n/c	1
334	FNDX Schwab Fundamental U.S.…	0.1%	$52.71M	1.94M	—	n/c	1
335	SCHA Schwab U.S. Small-Cap ETF	0.1%	$52.54M	1.84M	—	n/c	1
336	AKRE Akre Focus ETF	0.1%	$52.42M	800.19K	—	n/c	1
337	AGZ ISHARES TR	0.1%	$52.32M	474.52K	—	n/c	1
338	TT Trane Technologies plc	0.1%	$52.32M	134.42K	—	n/c	1
339	IJT iShares S&P Small-Cap 600…	0.1%	$52.04M	368.63K	—	n/c	1
340	BKR Baker Hughes Company	0.1%	$51.58M	1.13M	—	n/c	1
341	DIA State Street SPDR Dow Jones…	0.1%	$51.30M	106.76K	—	n/c	1
342	IDEV iShares Core MSCI…	0.1%	$51.29M	621.91K	—	n/c	1
343	BBJP JPMorgan BetaBuilders Japan…	0.1%	$51.29M	778.23K	—	n/c	1
344	LVHI Franklin International Low…	0.1%	$51.29M	1.39M	—	n/c	1
345	QLTA iShares Aaa - A Rated…	0.1%	$51.19M	1.06M	—	n/c	1
346	BBRE JPMorgan BetaBuilders MSCI…	0.1%	$51.07M	551.57K	—	n/c	1
347	TRV The Travelers Companies…	0.1%	$50.90M	175.48K	—	n/c	1
348	DFCA DIMENSIONAL ETF TRUST	0.1%	$50.82M	1.01M	—	n/c	1
349	IBDV iShares iBonds Dec 2030…	0.1%	$50.60M	2.29M	—	n/c	1
350	HLT Hilton Worldwide Holdings…	0.1%	$50.46M	175.68K	—	n/c	1
351	IWR iShares Russell Mid-Cap ETF	0.1%	$50.29M	522.39K	—	n/c	1
352	DCI Donaldson Company, Inc.	0.1%	$50.27M	567.02K	—	n/c	1
353	GRNY TIDAL TRUST I	0.1%	$50.06M	2.02M	—	n/c	1
354	XLC State Street Communication…	0.1%	$49.94M	424.26K	—	n/c	1
355	ARCC Ares Capital Corporation	0.1%	$49.50M	2.45M	—	n/c	1
356	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$49.37M	519.23K	—	n/c	1
357	SLYV State Street SPDR S&P 600…	0.1%	$49.35M	542.53K	—	n/c	1
358	BKNG Booking Holdings Inc.	0.1%	$48.95M	9.14K	—	n/c	1
359	MTD Mettler-Toledo…	0.1%	$48.92M	35.09K	—	n/c	1
360	TTE TotalEnergies SE	0.1%	$48.90M	747.54K	—	n/c	1
361	JEPQ JPMorgan Nasdaq Equity…	0.1%	$48.86M	840.62K	—	n/c	1
362	SPSM State Street SPDR Portfolio…	0.1%	$48.64M	1.04M	—	n/c	1
363	VISN Vistance Networks, Inc.	0.1%	$48.59M	2.68M	—	n/c	1
364	VCSH Vanguard Short-Term…	0.1%	$48.54M	608.85K	—	n/c	1
365	GEHC GE HealthCare Technologies…	0.1%	$48.46M	590.84K	—	n/c	1
366	EYLD CAMBRIA ETF TR	0.1%	$47.96M	1.25M	—	n/c	1
367	PKG Packaging Corporation of…	0.1%	$47.77M	231.63K	—	n/c	1
368	PSX Phillips 66	0.1%	$47.69M	369.59K	—	n/c	1
369	IGV iShares Expanded…	0.1%	$47.68M	451.16K	—	n/c	1
370	GRID First Trust NASDAQ Clean…	0.1%	$47.19M	308.38K	—	n/c	1
371	CEG Constellation Energy…	0.1%	$46.84M	132.58K	—	n/c	1
372	DVY iShares Select Dividend ETF	0.1%	$46.80M	331.56K	—	n/c	1
373	CP Canadian Pacific Kansas…	0.1%	$46.43M	630.62K	—	n/c	1
374	NOC Northrop Grumman Corporation	0.1%	$46.39M	81.36K	—	n/c	1
375	DYNF iShares U.S. Equity Factor…	0.1%	$46.13M	758.63K	—	n/c	1
376	IBDT iShares iBonds Dec 2028…	0.1%	$46.10M	1.81M	—	n/c	1
377	DISV Dimensional - International…	0.1%	$46.01M	1.21M	—	n/c	1
378	MSCI MSCI Inc.	0.1%	$45.98M	80.15K	—	n/c	1
379	ESGU iShares ESG Aware MSCI USA…	0.1%	$45.65M	306.45K	—	n/c	1
380	CARR Carrier Global Corporation	0.0%	$45.05M	852.61K	—	n/c	1
381	INTU Intuit Inc.	0.0%	$45.01M	67.95K	—	n/c	1
382	ET Energy Transfer LP	0.0%	$44.84M	2.72M	—	n/c	1
383	VONV Vanguard Russell 1000 Value…	0.0%	$44.60M	483.24K	—	n/c	1
384	VOOV Vanguard S&P 500 Value ETF	0.0%	$44.51M	217.30K	—	n/c	1
385	GDX VanEck Gold Miners ETF	0.0%	$44.03M	513.40K	—	n/c	1
386	SPTI State Street SPDR Portfolio…	0.0%	$44.00M	1.53M	—	n/c	1
387	FRPH FRP HLDGS INC	0.0%	$43.97M	1.93M	—	n/c	1
388	IBDS iShares iBonds Dec 2027…	0.0%	$43.70M	1.80M	—	n/c	1
389	USB U.S. Bancorp	0.0%	$43.23M	810.14K	—	n/c	1
390	DFUS Dimensional U.S. Equity ETF	0.0%	$43.04M	580.33K	—	n/c	1
391	VIS Vanguard Industrials ETF	0.0%	$42.85M	143.59K	—	n/c	1
392	PSI INVESCO EXCHANGE TRADED FD T	0.0%	$42.84M	543.24K	—	n/c	1
393	BNY Bank of New York Mellon Corp	0.0%	$42.72M	367.98K	—	n/c	1
394	IBIT iShares Bitcoin Trust ETF	0.0%	$42.60M	858.08K	—	n/c	1
395	XLG Invesco S&P 500 Top 50 ETF	0.0%	$42.58M	718.25K	—	n/c	1
396	GBTC Grayscale Bitcoin Trust ETF	0.0%	$42.41M	620.36K	—	n/c	1
397	XLU State Street Utilities…	0.0%	$42.36M	992.28K	—	n/c	1
398	ALNY Alnylam Pharmaceuticals…	0.0%	$42.35M	106.49K	—	n/c	1
399	JPIB J P MORGAN EXCHANGE TRADED F	0.0%	$42.22M	866.91K	—	n/c	1
400	SMLF iShares U.S. Small-Cap…	0.0%	$42.09M	562.14K	—	n/c	1
401	VOOG Vanguard S&P 500 Growth ETF	0.0%	$41.84M	94.10K	—	n/c	1
402	IBDU iShares iBonds Dec 2029…	0.0%	$41.46M	1.77M	—	n/c	1
403	LQD iShares iBoxx $ Investment…	0.0%	$41.39M	375.60K	—	n/c	1
404	BAB INVESCO EXCH TRADED FD TR II	0.0%	$41.08M	1.51M	—	n/c	1
405	HTRB Hartford Total Return Bond…	0.0%	$40.98M	1.20M	—	n/c	1
406	JMUB JPMorgan Municipal ETF	0.0%	$40.90M	809.82K	—	n/c	1
407	MINT PIMCO Enhanced Short…	0.0%	$40.69M	405.52K	—	n/c	1
408	ZTS Zoetis Inc.	0.0%	$40.64M	323.02K	—	n/c	1
409	B Barrick Mining Corporation	0.0%	$40.37M	927.07K	—	n/c	1
410	COR Cencora, Inc.	0.0%	$40.18M	118.98K	—	n/c	1
411	URI United Rentals, Inc.	0.0%	$39.87M	49.26K	—	n/c	1
412	JD JD.com, Inc.	0.0%	$39.74M	1.38M	—	n/c	1
413	ICE Intercontinental Exchange…	0.0%	$39.60M	244.53K	—	n/c	1
414	APO Apollo Global Management…	0.0%	$39.40M	272.14K	—	n/c	1
415	GLW Corning Inc	0.0%	$39.29M	448.71K	—	n/c	1
416	BOXX EA SERIES TRUST	0.0%	$39.24M	340.95K	—	n/c	1
417	BBCA JPMorgan BetaBuilders…	0.0%	$39.04M	419.79K	—	n/c	1
418	BOND PIMCO Active Bond…	0.0%	$38.99M	418.86K	—	n/c	1
419	HLI Houlihan Lokey, Inc.	0.0%	$38.82M	222.86K	—	n/c	1
420	DFAX Dimensional World ex U.S.…	0.0%	$38.54M	1.18M	—	n/c	1
421	ULTA Ulta Beauty, Inc.	0.0%	$38.51M	63.65K	—	n/c	1
422	BIV Vanguard Intermediate-Term…	0.0%	$38.27M	491.38K	—	n/c	1
423	ITW Illinois Tool Works Inc.	0.0%	$37.90M	153.86K	—	n/c	1
424	ALLE Allegion plc	0.0%	$37.84M	237.64K	—	n/c	1
425	ITA iShares U.S. Aerospace &…	0.0%	$37.51M	174.70K	—	n/c	1
426	PAVE Global X - U.S.…	0.0%	$37.49M	784.50K	—	n/c	1
427	MLM Martin Marietta Materials…	0.0%	$37.34M	59.97K	—	n/c	1
428	VOT Vanguard Morningstar…	0.0%	$37.29M	133.57K	—	n/c	1
429	APH Amphenol Corporation	0.0%	$36.97M	273.53K	—	n/c	1
430	C Citigroup Inc.	0.0%	$36.85M	315.79K	—	n/c	1
431	JPME J P MORGAN EXCHANGE TRADED F	0.0%	$36.79M	338.57K	—	n/c	1
432	VONE Vanguard Russell 1000 ETF	0.0%	$36.77M	118.98K	—	n/c	1
433	SCHW The Charles Schwab…	0.0%	$36.63M	366.61K	—	n/c	1
434	PHYS Sprott Physical Gold Trust	0.0%	$36.37M	1.10M	—	n/c	1
435	HEI HEICO Corporation	0.0%	$36.34M	112.31K	—	n/c	1
436	DKS DICK'S Sporting Goods, Inc.	0.0%	$36.14M	182.53K	—	n/c	1
437	VV Vanguard Morningstar…	0.0%	$35.89M	114.01K	—	n/c	1
438	EOG EOG Resources, Inc.	0.0%	$35.65M	339.46K	—	n/c	1
439	TXUE THORNBURG ETF TR	0.0%	$35.60M	1.14M	—	n/c	1
440	REGN Regeneron Pharmaceuticals…	0.0%	$35.57M	46.09K	—	n/c	1
441	SNOW Snowflake Inc.	0.0%	$35.48M	161.76K	—	n/c	1
442	AMLP Alerian MLP ETF	0.0%	$35.39M	752.64K	—	n/c	1
443	HUBG Hub Group, Inc.	0.0%	$35.25M	827.26K	—	n/c	1
444	CIBR First Trust Nasdaq…	0.0%	$35.20M	492.72K	—	n/c	1
445	KMI Kinder Morgan, Inc.	0.0%	$34.94M	1.27M	—	n/c	1
446	XMMO Invesco S&P MidCap Momentum…	0.0%	$34.85M	251.67K	—	n/c	1
447	SOXX iShares Semiconductor ETF	0.0%	$34.81M	115.60K	—	n/c	1
448	EFV iShares MSCI EAFE Value ETF	0.0%	$34.73M	486.30K	—	n/c	1
449	NVS Novartis AG	0.0%	$34.66M	251.38K	—	n/c	1
450	PNQI INVESCO EXCHANGE TRADED FD T	0.0%	$34.48M	639.18K	—	n/c	1
451	LNG Cheniere Energy, Inc.	0.0%	$34.24M	176.12K	—	n/c	1
452	MPC Marathon Petroleum…	0.0%	$34.22M	210.43K	—	n/c	1
453	TIP iShares TIPS Bond ETF	0.0%	$34.09M	310.14K	—	n/c	1
454	IBDR iShares iBonds Dec 2026…	0.0%	$33.84M	1.40M	—	n/c	1
455	SPMO Invesco S&P 500 Momentum ETF	0.0%	$33.73M	282.66K	—	n/c	1
456	DFNM DIMENSIONAL ETF TRUST	0.0%	$33.56M	696.65K	—	n/c	1
457	SHOP Shopify Inc.	0.0%	$33.44M	207.71K	—	n/c	1
458	JGRO JPMorgan Active Growth ETF	0.0%	$33.25M	358.26K	—	n/c	1
459	SRLN State Street Blackstone…	0.0%	$32.89M	797.03K	—	n/c	1
460	CCJ Cameco Corporation	0.0%	$32.76M	358.08K	—	n/c	1
461	APTV Aptiv PLC	0.0%	$32.55M	427.75K	—	n/c	1
462	GGG Graco Inc.	0.0%	$32.53M	396.83K	—	n/c	1
463	INTC Intel Corp.	0.0%	$32.29M	875.07K	—	n/c	1
464	IWP iShares Russell Mid-Cap…	0.0%	$32.23M	235.33K	—	n/c	1
465	USRT iShares Core U.S. REIT ETF	0.0%	$32.13M	564.16K	—	n/c	1
466	ORLY O'Reilly Automotive, Inc.	0.0%	$31.95M	350.30K	—	n/c	1
467	D Dominion Energy, Inc.	0.0%	$31.89M	544.35K	—	n/c	1
468	VWOB Vanguard Emerging Markets…	0.0%	$31.73M	470.54K	—	n/c	1
469	DFEV DIMENSIONAL ETF TRUST	0.0%	$31.47M	932.68K	—	n/c	1
470	BDX Becton, Dickinson and…	0.0%	$31.31M	161.34K	—	n/c	1
471	AGGY WISDOMTREE TR	0.0%	$31.26M	709.75K	—	n/c	1
472	GBDC Golub Capital BDC, Inc.	0.0%	$31.19M	2.30M	—	n/c	1
473	REET iShares Global REIT ETF	0.0%	$31.18M	1.25M	—	n/c	1
474	FLQM Franklin U.S. Mid Cap…	0.0%	$30.95M	550.20K	—	n/c	1
475	PBD INVESCO EXCH TRADED FD TR II	0.0%	$30.84M	1.92M	—	n/c	1
476	IWS iShares Russell Mid-Cap…	0.0%	$30.83M	218.54K	—	n/c	1
477	PDBC Invesco Optimum Yield…	0.0%	$30.82M	2.33M	—	n/c	1
478	SLYG State Street SPDR S&P 600…	0.0%	$30.82M	327.17K	—	n/c	1
479	EMB iShares J.P. Morgan USD…	0.0%	$30.80M	319.88K	—	n/c	1
480	AMT American Tower Corporation	0.0%	$30.47M	173.53K	—	n/c	1
481	PYPL PayPal Holdings, Inc.	0.0%	$30.43M	521.25K	—	n/c	1
482	PRF Invesco RAFI US 1000 ETF	0.0%	$30.18M	643.21K	—	n/c	1
483	MUNI PIMCO Intermediate…	0.0%	$30.16M	575.41K	—	n/c	1
484	XLP State Street Consumer…	0.0%	$30.12M	387.69K	—	n/c	1
485	AIRR First Trust RBA American…	0.0%	$29.92M	304.33K	—	n/c	1
486	RING ISHARES INC	0.0%	$29.88M	405.78K	—	n/c	1
487	NDAQ Nasdaq, Inc.	0.0%	$29.84M	307.19K	—	n/c	1
488	STWD Starwood Property Trust…	0.0%	$29.81M	1.66M	—	n/c	1
489	TFLO iShares Treasury Floating…	0.0%	$29.76M	589.85K	—	n/c	1
490	XME State Street SPDR S&P…	0.0%	$29.62M	285.85K	—	n/c	1
491	NYF ISHARES TR	0.0%	$29.52M	551.68K	—	n/c	1
492	FDN First Trust Dow Jones…	0.0%	$29.42M	109.28K	—	n/c	1
493	OKE ONEOK, Inc.	0.0%	$29.40M	399.98K	—	n/c	1
494	RPG INVESCO EXCHANGE TRADED FD T	0.0%	$29.38M	629.55K	—	n/c	1
495	ENB Enbridge Inc.	0.0%	$29.30M	612.62K	—	n/c	1
496	WT WisdomTree, Inc.	0.9%	$29.25M	510.98K	—	n/c	1
497	WT WisdomTree, Inc.	0.9%	$29.22M	1.05M	—	n/c	1
498	FBTC Fidelity Wise Origin…	0.0%	$29.09M	381.60K	—	n/c	1
499	DFSV Dimensional - US Small Cap…	0.0%	$28.98M	881.08K	—	n/c	1
500	IEF iShares 7-10 Year Treasury…	0.0%	$28.95M	301.06K	—	n/c	1

Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.

Subyacente	Tipo	Acciones subyacentes	Valor declarado
QYLD	Call	10.26M	$1.81M
XYLD	Call	571.30K	$232,120
RYLD	Call	180.00K	$27,540
DJIA	Call	100.10K	$22,022
UBS AG	Call	11.39K	$11,379
INNOVATOR ETFS TRUST	Put	10.00K	$2,729

Los 13F reportan el nocional de opciones (acciones subyacentes y valor de mercado), pero no el precio de ejercicio, el vencimiento ni si la opción fue comprada o emitida — no es posible inferir la dirección. Metodología

Antigüedad de la posición

33640–1 trimestres

Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.

Gestores similares

Gestor	Posiciones comunes	Superposición de nombres	Similitud ponderada
Corient Private Wealth LP	2268	55.1%	0.8364	Comparar ⇄
Commonwealth Equity Services, Llc	2823	63.8%	0.8148	Comparar ⇄
Cerity Partners LLC	2388	55.9%	0.8142	Comparar ⇄
Rockefeller Capital Management L.P.	3005	60.5%	0.8067	Comparar ⇄
Osaic Holdings, Inc.	3405	53.8%	0.8062	Comparar ⇄
Wells Fargo & Company/Mn	3258	53.6%	0.7892	Comparar ⇄
Fifth Third Bancorp	2826	59.5%	0.7644	Comparar ⇄
Stifel Financial Corp	2684	62.2%	0.7634	Comparar ⇄

Similitud basada únicamente en posiciones largas declaradas — las coberturas y los activos no sujetos a 13F no son visibles. Metodología

Historial de declaraciones

Aug 05 2026 13F-HR · período Q2 2026

$103.19B · 3,797 posiciones · Ver presentación original ante la SEC ↗

May 05 2026 13F-HR · período Q1 2026

$94.22B · 3,796 posiciones · Ver presentación original ante la SEC ↗

Feb 06 2026 13F-HR · período Q4 2025

$91.44B · 3,644 posiciones · Ver presentación original ante la SEC ↗

Nov 07 2025 13F-HR · período Q3 2025

$88.08B · 3,830 posiciones · Ver presentación original ante la SEC ↗

Aug 11 2025 13F-HR · período Q2 2025

$79.83B · 3,752 posiciones · Ver presentación original ante la SEC ↗

Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits. Período de reporte: Q4 2025 · última presentación Aug 05, 2026 · Metodología de cambios

☆ HighTower Advisors, LLC

HighTower Advisors, LLC