HighTower Advisors, LLC NDAA — TIDAL ETF TR

Ownership history in HighTower Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported TIDAL ETF TR (NDAA) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows NDAA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NDAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in TIDAL ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

NDAA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NDAA stock page HighTower Advisors, LLC fund profile HighTower Advisors, LLC full holdings
How HighTower Advisors, LLC held NDAA — position size vs. price
% of Fund (quarterly)    NDAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 50,758 — 0% 0.00% $1.2M 2026-11-10 $23.49
2026 Q2 ADDED — — — 50,758 +660 +1.3% 0.00% $1.2M 2026-08-26 $24.43
2026 Q1 ADDED — — — 50,098 +9 +0.0% 0.00% $1.1M 2026-05-05 $23.63
2025 Q4 UNCHANGED — — — 50,089 — 0% 0.00% $1.1M 2026-02-06 $22.58
2025 Q3 UNCHANGED — — — 50,089 — 0% 0.00% $1.1M 2025-11-07 $21.35
2025 Q2 ADDED — — — 50,089 +7,721 +18.2% 0.00% $1.0M 2025-08-11 $20.13
2025 Q1 ADDED — — — 42,368 +11,893 +39.0% 0.00% $824K 2025-05-13 $18.90
2024 Q4 INITIATED — — — 30,475 — — 0.00% $597K 2025-02-07 $19.46

🏢 Other funds also holding NDAA

As of 2026 Q3 — sorted by position size

Robertson Stephens Wealth Management, LLC 3Y 7Y 4.46% Ascentis Independent Advisors 3Y 0.02% JNBA Financial Advisors 3Y 7Y 0.0% Global Retirement Partners, LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About HighTower Advisors, LLC and NDAA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning NDAA?

HighTower Advisors, LLC reported NDAA across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported NDAA position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for NDAA was 0.00% in 2025 Q2.

What is the latest reported NDAA position on this page?

The most recent filing on this page is 2026 Q3, when HighTower Advisors, LLC reported 50,758 shares, equal to 0.00% of portfolio, with an estimated market value of $1.2M.

What does the chart on this NDAA ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly NDAA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HighTower Advisors, LLC time their NDAA position?

Based on 13F filing dates vs. subsequent NDAA price moves, HighTower Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on NDAA relative to SPY over the holding period was +224.8%.

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