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Livermore
Livermore
ZHEN

HighTower Advisors, LLC

SEC CIK
0001462245
Latest filing
Aug 25, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
3,638
+9 vs. Q3 2025
Portfolio value
$91.4B
+$3.38B (+3.8%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of HighTower Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABTCAmerican Bitcoin Corp.COM CL A45,746$77.8K<0.1%+45,746NewHistory
RMTIRockwell Medical, Inc.COM NEW93,524$78.0K<0.1%00.0%UnchangedHistory
WESTWestrock Coffee CoCOM19,181$78.1K<0.1%−194,347−91.0%ReducedHistory
AFCGAdvanced Flower Capital Inc.COM27,691$78.9K<0.1%+162+0.6%AddedHistory
AGENAgenus IncCOM NEW25,142$78.9K<0.1%−150−0.6%ReducedHistory
DGXXDigi Power X Inc.COM SUB VTG31,387$80.0K<0.1%+31,387NewHistory
GUTGabelli Utility TrustCOM13,306$80.2K<0.1%+721+5.7%AddedHistory
SMRTSmartRent, Inc.COM CL A39,840$80.5K<0.1%00.0%UnchangedHistory
BFLYButterfly Network, Inc.COM CL A21,303$81.0K<0.1%+21,303NewHistory
GLOClough Global Opportunities FundSH BEN INT14,401$81.5K<0.1%−487−3.3%ReducedHistory
DCHDauch CorpCOM12,806$82.1K<0.1%+208+1.7%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD28,404$82.7K<0.1%+368+1.3%AddedHistory
UAUnder Armour, Inc.CL C17,226$82.7K<0.1%−100,624−85.4%ReducedHistory
ENTXEntera Bio Ltd.SHS43,140$83.7K<0.1%+25,000+137.8%AddedHistory
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM10,538$88.2K<0.1%−1,956−15.7%ReducedHistory
LIQTLiqtech International IncCOM60,432$88.2K<0.1%+2,747+4.8%AddedHistory
CRVOCervoMed Inc.COM11,244$88.8K<0.1%00.0%UnchangedHistory
DFNST3 Defense Inc.COM NEW22,060$88.9K<0.1%00.0%UnchangedHistory
KODKEastman Kodak CoCOM NEW10,510$88.9K<0.1%+35+0.3%AddedHistory
ELTXElicio Therapeutics, Inc.COM11,186$89.0K<0.1%+11,186NewHistory
ADTADT Inc.COM11,326$91.4K<0.1%+322+2.9%AddedHistory
CXEMFS High Income Municipal TrustSH BEN INT24,727$91.5K<0.1%+3,750+17.9%AddedHistory
PCQPIMCO California Municipal Income FundCOM10,557$92.2K<0.1%+9+0.1%AddedHistory
UDMYUdemy, Inc.COM15,780$92.3K<0.1%−1,414−8.2%ReducedHistory
HUYAHUYA Inc.ADS REP SHS A32,276$93.0K<0.1%+157+0.5%AddedHistory
ASSTStrive, Inc.CL A COM126,581$93.4K<0.1%+92,081+266.9%AddedHistory
FRMIFermi Inc.COM11,831$94.6K<0.1%+11,831NewHistory
NEXTNextDecade CorpCOM18,092$95.3K<0.1%−15,935−46.8%ReducedHistory
CRDFCardiff Oncology, Inc.COM34,206$96.1K<0.1%00.0%UnchangedHistory
IHSIHS Holding LtdORD SHS12,951$96.6K<0.1%−1,085−7.7%ReducedHistory
CLDICalidi Biotherapeutics, Inc.COM83,523$97.7K<0.1%−1,433−1.7%ReducedHistory
RRRichtech Robotics Inc.CL B30,344$98.0K<0.1%+1,804+6.3%AddedHistory
SBETSharplink, Inc.COM NEW10,996$98.3K<0.1%−2,145−16.3%ReducedHistory
AIOTPowerfleet, Inc.COM19,008$101.1K<0.1%+40.0%AddedHistory
CATXPerspective Therapeutics, Inc.COM NEW36,882$101.4K<0.1%+70.0%AddedHistory
TELFYTelefonica S ASPONSORED ADR25,210$102.1K<0.1%−5,885−18.9%ReducedHistory
LARLithium Argentina AGStock18,338$102.3K<0.1%−19−0.1%ReducedHistory
DHFBNY Mellon High Yield Strategies FundSH BEN INT41,319$102.5K<0.1%−7,662−15.6%ReducedHistory
GOGrocery Outlet Holding Corp.COM10,304$104.1K<0.1%−3,012−22.6%ReducedHistory
SGCSuperior Group of Companies, Inc.COM10,797$104.5K<0.1%−40−0.4%ReducedHistory
VGIVirtus Global Multi-Sector Income FundCOM13,385$104.9K<0.1%00.0%UnchangedHistory
XXITwenty One Capital, Inc.COM SHS CL A12,086$105.9K<0.1%+12,086NewHistory
SLDPSolid Power, Inc.CLASS A COM25,044$106.4K<0.1%+7,858+45.7%AddedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A26,028$106.5K<0.1%−21,704−45.5%ReducedHistory
PTENPatterson Uti Energy IncCOM17,485$106.8K<0.1%+1,223+7.5%AddedHistory
ABEVAmbev S.A.SPONSORED ADR43,371$107.1K<0.1%+1,413+3.4%AddedHistory
ASGLiberty All Star Growth Fund Inc.COM20,394$108.1K<0.1%00.0%UnchangedHistory
SLIStandard Lithium Ltd.COM24,232$108.3K<0.1%+275+1.1%AddedHistory
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT13,310$110.1K<0.1%−2,621−16.5%ReducedHistory
VZLAVizsla Silver Corp.COM NEW20,219$110.6K<0.1%+1,488+7.9%AddedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK14,031$110.7K<0.1%−2,803−16.7%ReducedHistory
AGROAdecoagro S.A.COM13,992$111.0K<0.1%+396+2.9%AddedHistory
BVSBioventus Inc.COM CL A15,123$112.5K<0.1%−495−3.2%ReducedHistory
SBIWestern Asset Intermediate Muni Fund Inc.COM14,653$112.5K<0.1%−4,713−24.3%ReducedHistory
GUTSFractyl Health, Inc.COM51,442$113.2K<0.1%00.0%UnchangedHistory
VKQInvesco Municipal TrustCOM11,742$113.3K<0.1%+90+0.8%AddedHistory
SITCSITE Centers Corp.COM17,744$113.9K<0.1%−6,612−27.1%ReducedHistory
HTZHertz Global Holdings, IncCOM NEW22,204$114.1K<0.1%−1,890−7.8%ReducedHistory
KTFDWS Municipal Income TrustCOM12,586$114.4K<0.1%00.0%UnchangedHistory
FENCFennec Pharmaceuticals Inc.COM15,000$115.5K<0.1%00.0%UnchangedHistory
FMNFederated Hermes Premier Municipal Income FundCOM10,702$118.9K<0.1%+10,702NewHistory
TXOTXO Partners, L.P.COM UNIT11,155$119.0K<0.1%+7+0.1%AddedHistory
ICCCImmucell CorpCOM PAR19,354$119.0K<0.1%−2,000−9.4%ReducedHistory
SERVServe Robotics Inc.COM11,508$119.5K<0.1%+11,508NewHistory
CRGYCrescent Energy CoCL A COM14,249$119.6K<0.1%−4,517−24.1%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A14,104$119.9K<0.1%+14,104NewHistory
VFLabrdn National Municipal Income FundCEF11,717$120.3K<0.1%+940+8.7%AddedHistory
MRCCMonroe Capital CorpCOM19,151$122.0K<0.1%+19,151NewHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW14,319$122.0K<0.1%+14,319NewHistory
FRABlackRock Floating Rate Income Strategies Fund, Inc.COM10,426$122.8K<0.1%+10,426NewHistory
SERASera Prognostics, Inc.CLASS A COM42,234$124.6K<0.1%00.0%UnchangedHistory
RCReady Capital CorpCOM57,705$125.8K<0.1%−8,381−12.7%ReducedHistory
ANIXAnixa Biosciences IncCOM41,150$128.4K<0.1%00.0%UnchangedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG11,408$128.6K<0.1%−508−4.3%ReducedHistory
TDOCTeladoc Health, Inc.COM18,647$130.5K<0.1%+2,997+19.2%AddedHistory
MBLYMobileye Global Inc.Stock12,634$131.9K<0.1%−12,348−49.4%ReducedHistory
New Gold Inc Cda644535106COM15,253$132.9K<0.1%+580+4.0%Added–
GRFSGrifols SASP ADR REP B NVT14,313$133.8K<0.1%−5,824−28.9%ReducedHistory
SOCSable Offshore Corp.COM SHS14,879$134.2K<0.1%−11,985−44.6%ReducedHistory
BHKBlackRock Core Bond TrustSHS BEN INT14,107$135.3K<0.1%−6,742−32.3%ReducedHistory
CRD.ACrawford & CoCL A12,139$136.6K<0.1%−798−6.2%ReducedHistory
Putnam ETF Trust746729763FRANKLIN NY MUNI17,444$136.8K<0.1%+17,444New–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN13,765$137.7K<0.1%−4,782−25.8%ReducedHistory
EHEHang Holdings LtdADS10,583$139.5K<0.1%−27,026−71.9%ReducedHistory
BORRBorr Drilling LtdSHS34,638$139.6K<0.1%−16,122−31.8%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM18,030$140.6K<0.1%+930+5.4%AddedHistory
FTFFranklin Ltd Duration Income TrustCOM23,168$142.5K<0.1%+23,168NewHistory
CCChemours CoStock12,170$143.5K<0.1%+439+3.7%AddedHistory
PNNTPennantpark Investment CorpCOM24,250$144.5K<0.1%+829+3.5%AddedHistory
NUWNuveen AMT-Free Municipal Value FundCOM10,205$146.0K<0.1%+10,205NewHistory
ALITAlight, Inc. / DelawareCOM CL A75,148$146.5K<0.1%+75,148NewHistory
KIOKKR Income Opportunities FundCOM12,742$147.7K<0.1%−1,646−11.4%ReducedHistory
IQIInvesco Quality Municipal Income TrustCOM14,884$148.2K<0.1%+2,492+20.1%AddedHistory
ELVAElectrovaya Inc.COM NEW18,807$148.6K<0.1%+18,807NewHistory
NCZVirtus Convertible & Income Fund IICOM NEW10,824$149.2K<0.1%−2,138−16.5%ReducedHistory
ORGNOrigin Materials, Inc.COM705,673$149.4K<0.1%00.0%UnchangedHistory
MLCOMelco Resorts & Entertainment LTDADR19,766$149.6K<0.1%−3,394−14.7%ReducedHistory
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT15,369$149.8K<0.1%+3,081+25.1%AddedHistory
TDAYUSA TODAY Co., Inc.COM29,343$151.1K<0.1%−2,447−7.7%ReducedHistory
Bondbloxx ETF Trust09789C770USD HIGH YIELD B10,000$151.5K<0.1%−2,000−16.7%Reduced–

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of HighTower Advisors, LLC in Q4 2025
SecurityClassPutsCalls
Global X FDS37954Y483NASDAQ 100 COVER–$1.81M
Global X FDS37954Y475S&P 500 COVERED–$232.1K
Global X FDS37954Y459RUSSELL 2000–$27.5K
Global X FDS37960A859DOW 30 CO CA ETF–$22.0K
SLVOCredit Suisse AGETRA SILV SHS CO–$11.4K
Inno Ep Inc Dly Putwrite ETF45784N403EQUITY PREMIUM I$2.73K–

Sold out since Q3 2025 (231)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 231 by value last quarter.

Positions of HighTower Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW442,378$26.2M<0.1%History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF737,476$18.6M<0.1%–
VBTXVeritex Holdings, Inc.COM497,661$16.7M<0.1%History
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB521,522$10.8M<0.1%–
iShares Tr46435U432IBONDS DEC 25248,217$6.65M<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS205,345$4.80M<0.1%–
LNWOLight & Wonder, Inc.COM52,013$4.37M<0.1%History
ProShares Tr74347G804K1 FRE CRD OIL105,461$4.23M<0.1%–
RIOTRiot Platforms, Inc.COM219,456$4.18M<0.1%History
COOPMaverick Merger Sub 2, LLCCOM18,510$3.90M<0.1%History
Tidal Trust I886364645SONICSHARES GBL108,010$3.35M<0.1%–
CVLTCommvault Systems IncCOM16,296$3.08M<0.1%History
Hartford FDS Exchange Traded41653L883LARGE CAP GRWT107,070$2.90M<0.1%–
TRMLTourmaline Bio, Inc.COM53,418$2.55M<0.1%History
AMCRAmcor plcORD297,011$2.43M<0.1%History
GHLDGuild Holdings CoCL A119,651$2.39M<0.1%History
AEHRAehr Test SystemsCOM78,340$2.36M<0.1%History
IPGInterpublic Group of Companies, Inc.COM78,155$2.18M<0.1%History
Pacer Trendpilot US Mid Cap ETF69374H204ETF60,738$2.18M<0.1%–
LAZLazard, Inc.COM40,021$2.11M<0.1%History
SPDR Series Trust78464A151SST SPDR BLOOMBE61,716$1.99M<0.1%–
IESCIES Holdings, Inc.COM4,793$1.91M<0.1%History
Invesco Exch TRD SLF Idx FD46138J528BULSHS 2025 MUNI76,515$1.88M<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER102,499$1.74M<0.1%–
BILIBilibili Inc.SPONS ADS REP Z54,667$1.54M<0.1%History
LIFLife360, Inc.COM14,150$1.50M<0.1%History
KKellanovaStock16,643$1.37M<0.1%History
Procure ETF Trust II74280R205SPACE ETF38,132$1.36M<0.1%–
HCMAHCM III Acquisition Corp.ORD SHS CL A132,517$1.34M<0.1%History
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN25,701$1.30M<0.1%–
DFINDonnelley Financial Solutions, Inc.COM23,856$1.23M<0.1%History
KTBKontoor Brands, Inc.Stock15,131$1.21M<0.1%History
First Tr Exchng Traded FD VI33740F631FT VEST US27,700$1.17M<0.1%–
VGVenture Global, Inc.COM CL A79,920$1.13M<0.1%History
2X Ether ETF92864M798ETF8,510$1.11M<0.1%–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR22,762$1.06M<0.1%–
iShares Inc464286715MSCI TURKEY ETF30,018$1.03M<0.1%–
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN43,009$966.0K<0.1%History
CBNAChain Bridge Bancorp IncCL A26,980$883.1K<0.1%History
Innovator ETFs Trust45783Y475INNOVATOR US EQ24,900$860.3K<0.1%–
PNFPPinnacle Financial Partners, Inc.COM8,874$832.2K<0.1%History
TRNTrinity Industries IncCOM28,936$811.4K<0.1%History
RDWRRadware LtdORD30,474$807.3K<0.1%History
Alps ETF Tr00162Q346SMITH CORE PLUS29,912$782.5K<0.1%–
VMEOVimeo, Inc.COMMON STOCK97,008$751.8K<0.1%History
Kraneshares Trust500767405BOSERA MSCI CHIN24,986$751.3K<0.1%–
BHFBrighthouse Financial, Inc.COM13,708$727.6K<0.1%History
PINCPremier, Inc.CL A25,287$702.9K<0.1%History
Investment Managers Ser Tr46143U526TRADR 2X LONG33,500$684.1K<0.1%–
VCVisteon CorpCOM NEW5,648$677.0K<0.1%History
BNY Mellon ETF Trust09661T800HIGH YIELD ETF13,625$663.6K<0.1%–
MSGEMadison Square Garden Entertainment Corp.COM CL A14,509$656.4K<0.1%History
PIMCO ETF Tr72201R627SR LN ACTIVE ETF12,675$647.3K<0.1%–
DRDDrdgold LtdSPON ADR REPSTG23,275$642.4K<0.1%History
NTLAIntellia Therapeutics, Inc.COM36,986$638.7K<0.1%History
BWINBaldwin Insurance Group, Inc.COM CL A20,666$583.0K<0.1%History
SRPTSarepta Therapeutics, Inc.COM29,977$577.7K<0.1%History
WSCWillScot Holdings CorpCOM CL A26,692$563.5K<0.1%History
NAKANakamoto Inc.COM520,030$556.4K<0.1%History
ENXEaton Vance New York Municipal Bond FundCOM53,540$527.9K<0.1%History
Flexshares Tr33939L795STOXX GLOBR INF8,226$517.7K<0.1%–
PKXPosco Holdings Inc.SPONSORED ADR10,450$514.2K<0.1%History
QFINQfin Holdings, Inc.AMERICAN DEP17,717$509.9K<0.1%History
AMBAAmbarella IncSHS6,142$506.8K<0.1%History
NMADNomad Power Solutions, Inc.COM99,432$500.1K<0.1%History
Invesco India Exchange-Trade46137R109INDIA ETF19,479$488.3K<0.1%–
Invesco Exchange Traded FD Tr46138G474COM11,424$486.9K<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF20,698$480.6K<0.1%–
LBRDALiberty Broadband CorpCOM SER A7,213$456.8K<0.1%History
ANIPAni Pharmaceuticals IncCOM4,969$455.2K<0.1%History
TTGTTechTarget, Inc.COM NEW77,659$451.2K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM17,772$438.2K<0.1%–
QGENQiagen N.V.COMMON STOCK9,763$436.3K<0.1%History
CWSTCasella Waste Systems IncCL A4,484$425.4K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S6,259$425.4K<0.1%–
ATAIAtai Beckley N.V.SHS79,356$419.8K<0.1%History
SDRLSEADRILL LtdCOM13,843$418.2K<0.1%History
ESTCElastic N.V.ORD SHS4,796$405.2K<0.1%History
TNKTeekay Tankers Ltd.CL A7,806$394.6K<0.1%History
TXG10x Genomics, Inc.CL A COM32,920$384.8K<0.1%History
Innovator ETFs Trust45782C672US EQT ULTRA BF9,590$377.0K<0.1%–
Volatility Shs Tr92864M3012X BITCOIN STRAT6,754$372.0K<0.1%–
AKROAkero Therapeutics, Inc.COM7,684$364.8K<0.1%History
First Tr Exchange-Traded FD33739Q309HIGH INCM STRGC8,052$363.7K<0.1%–
Invesco Exchange Traded FD T46137V324S&P500 EQL IND6,471$363.0K<0.1%–
METCRamaco Resources, Inc.COM CL A10,837$359.7K<0.1%History
Volatility92864M830SHS TR 2X SOLANA ETF15,618$359.5K<0.1%–
SMSM Energy CoCOM13,743$343.2K<0.1%History
DCOMDime Commercial Bancshares, Inc.COM11,436$341.1K<0.1%History
FMCFMC CorpCOM NEW9,752$328.0K<0.1%History
Sprott FDS Tr85208P808JUNIOR URANIUM11,238$327.6K<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF23,194$323.8K<0.1%–
RNGRingCentral, Inc.CL A11,413$323.4K<0.1%History
EVTCEVERTEC, Inc.COM9,538$322.2K<0.1%History
MGNIMagnite, Inc.COM14,780$321.9K<0.1%History
FOURShift4 Payments, Inc.CL A4,148$321.1K<0.1%History
Tidal Tr II88636R834STKD BITCOIN7,374$317.2K<0.1%–
KBRKBR, Inc.COM6,650$314.5K<0.1%History
Innov PRM Inc 9BUFF ETF Oct45783Y467ETP12,895$307.3K<0.1%–
ALEAllete IncCOM NEW4,621$306.8K<0.1%History