Position in TW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,106,891
+$2,889,158 QoQ
Shares Held
68,901
+42.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3.6312970784168592.ToString("F0")%
Shared 0.ToString("F0")%
None 96.36870292158314.ToString("F0")%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. TW ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
This page
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in TW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,106,891 | 68,901 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,217,733 | 48,519 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $231,837 | 2,089 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $793,634 | 5,421 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $327,502 | 2,206 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,350,799 | 17,956 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,463,630 | 19,921 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,408,426 | 22,721 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $131,150 | 1,259 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $65,888 | 725 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $57,022 | 711 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $48,689 | 711 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $55,393 | 701 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $39,542 | 609 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,048 | 249 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $114,114 | 1,672 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $47,361 | 539 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,502 | 15 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||