UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in TW — Tradeweb Markets Inc.
CIK 1463217
IRVING, TX
Position in TW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$230,731
New position
Shares Held
1,961
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,193 | $617,724 |
All Filings in TW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,731 | 1,961 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||