Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,281,862
+$4,526,432 QoQ
Shares Held
644,227
+103.3% QoQ
Ownership
0.685%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 163 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $2,356,408,586 across 38 Capital Markets names. PWP ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,648,847 | $971,794,974 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,429,659 | $343,926,202 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
975,627 | $274,814,611 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
2,901,146 | $181,698,773 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,282,797 | $127,843,548 | |
| 6 | XP |
XP Inc.
|
6,528,760 | $106,157,635 | |
| 7 | ETOR |
eToro Group Ltd.
|
1,636,719 | $64,601,298 | |
| 8 | FUTU |
Futu Holdings Ltd
|
460,493 | $43,166,612 |
All Filings in PWP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,281,862 | 644,227 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,755,430 | 316,929 | Shares | Other | 2026-05-15 | |
| 2022-03-31 | $1,161,584 | 122,919 | Shares | Other | 2022-05-16 | |
| 2021-09-30 | $423,191 | 31,939 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||