Creative Planning

Position in TW — Tradeweb Markets Inc.

CIK 1540235 OVERLAND PARK, KS

Position in TW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$8,800,615

+$4,116,603 QoQ

Shares Held

74,797

+71.7% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0.7206171370509513.ToString("F0")% Shared 0.ToString("F0")% None 99.27938286294905.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $377,842,700 across 39 Capital Markets names. TW ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
6	MRX	Marex Group plc	208,711	$9,304,336
7	TW	Tradeweb Markets Inc. This page	74,797	$8,800,615
8	EVR	Evercore Inc.	25,207	$7,524,541

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,800,615	74,797	+71.7%	Shares	Sole	2026-05-12
2025-12-31	$4,684,012	43,556	+331.8%	Shares	Sole	2026-02-17
2025-09-30	$1,119,455	10,087	+3.0%	Shares	Sole	2025-11-14
2025-06-30	$1,433,402	9,791	+50.1%	Shares	Defined	2025-08-08
2025-03-31	$968,701	6,525	+20.9%	Shares	Sole	2025-05-15
2024-12-31	$706,705	5,398	+7.2%	Shares	Defined	2025-02-14
2024-09-30	$622,801	5,036	+6.1%	Shares	Defined	2024-10-11
2024-06-30	$503,182	4,747	+15.1%	Shares	Defined	2024-08-15
2024-03-31	$429,805	4,126	+52.9%	Shares	Sole	2024-05-13
2023-12-31	$245,284	2,699	+134850.0%	Shares	Defined	2024-02-14
2023-03-31	$158	2	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.