Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,292,928
+$1,686,660 QoQ
Shares Held
63,144
+61.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. TW ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,292,928 | 63,144 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,606,268 | 39,149 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,459,129 | 32,166 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,417,203 | 256,057 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,088,563 | 239,676 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $18,024,080 | 121,407 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $18,865,831 | 144,102 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,129,766 | 154,684 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,747,246 | 129,691 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $7,375,128 | 70,799 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $6,608,155 | 72,713 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,893,535 | 110,892 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,863,418 | 114,828 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,450,400 | 81,630 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,131,675 | 79,034 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,573,064 | 81,054 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,613,150 | 82,244 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $30,126,227 | 342,850 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,702,615 | 336,555 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,972,359 | 333,899 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,828,861 | 329,102 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $28,890,858 | 390,417 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $23,442,478 | 375,380 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $20,130,930 | 347,085 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,256,979 | 262,418 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,017,757 | 262,078 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||