Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,617
+$23,497 QoQ
Shares Held
538
+110.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 560 holders
Holding Since
Mar 2026
2 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, 2026Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. TW ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,942 | $29,271,070 | |
| 2 | MS |
Morgan Stanley
|
85,487 | $17,870,202 | |
| 3 | EVR |
Evercore Inc.
|
10,339 | $3,530,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,126 | $2,920,755 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,691 | $2,062,064 | |
| 6 | SCHW |
Schwab Charles Corp
|
17,467 | $1,611,680 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,775 | $499,982 | |
| 8 | GOLD |
Gold.com, Inc.
|
7,167 | $298,218 |
All Filings in TW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,617 | 538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,120 | 256 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||