Position in TW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$404,420
New position
Shares Held
4,058
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. TW ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
445,166 | $93,057,500 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
56,373 | $5,653,084 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,595 | $4,647,245 | |
| 4 | EVR |
Evercore Inc.
|
9,205 | $3,142,955 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
54,210 | $2,709,415 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6,591 | $1,856,552 | |
| 7 | SF |
Stifel Financial Corp
|
22,928 | $1,599,686 | |
| 8 | IREN |
IREN Ltd
|
34,515 | $1,578,370 |
All Filings in TW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,420 | 4,058 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||