운용사 기록 · 과거 분기 (아카이브)

HighTower Advisors, LLC

Chicago, IL · CIK 1462245 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$91.44B보고된 13F 가치

3,644포지션

18.5%상위 10개 비중

163.70유효 보유 종목

—추정 회전율

+0신규

−0청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다. 비교 가능한 이전 공시 없음 — 이번 분기 변경 열을 사용할 수 없습니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 54.3%

기술 14.2%

경기소비재 6.1%

헬스케어 5.7%

산업재 5.0%

커뮤니케이션 서비스 4.6%

에너지 3.1%

필수소비재 3.0%

유틸리티 1.6%

기초소재 1.4%

부동산 1.1%

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q4 2025

#	증권	비중	가치	주식 수	Δ 주식 수		보유
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 (미매핑)	—	$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

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

기초 자산	유형	기초 주식 수	보고 가치
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

13F는 옵션의 명목 가치(기초 주식 수 및 시장가치)를 보고하지만 행사가격, 만기일, 매수·매도 여부는 포함되지 않으므로 방향성을 추론할 수 없습니다. 방법론

포지션 보유 기간

33640–1 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Corient Private Wealth LP	2268	55.1%	0.8364	비교 ⇄
Commonwealth Equity Services, Llc	2823	63.8%	0.8148	비교 ⇄
Cerity Partners LLC	2388	55.9%	0.8142	비교 ⇄
Rockefeller Capital Management L.P.	3005	60.5%	0.8067	비교 ⇄
Osaic Holdings, Inc.	3405	53.8%	0.8062	비교 ⇄
Wells Fargo & Company/Mn	3258	53.6%	0.7892	비교 ⇄
Fifth Third Bancorp	2826	59.5%	0.7644	비교 ⇄
Stifel Financial Corp	2684	62.2%	0.7634	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 05 2026 13F-HR · 기간 Q2 2026

$103.19B · 3,797 포지션 · 원본 SEC 제출 서류 보기 ↗

May 05 2026 13F-HR · 기간 Q1 2026

$94.22B · 3,796 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 06 2026 13F-HR · 기간 Q4 2025

$91.44B · 3,644 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 07 2025 13F-HR · 기간 Q3 2025

$88.08B · 3,830 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 11 2025 13F-HR · 기간 Q2 2025

$79.83B · 3,752 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q4 2025 · 최근 공시 Aug 05, 2026 · 변동 산출 방법론

☆ HighTower Advisors, LLC

HighTower Advisors, LLC