Focus Partners Wealth

Position in TW — Tradeweb Markets Inc.

CIK 1542153 ST LOUIS, MO

Position in TW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$39,153,822

-$13,622,335 QoQ

Shares Held

392,874

-12.4% QoQ

Ownership

0.168%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#53

of 564 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. TW ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	257,173	$260,097,057
2	SCHW	Schwab Charles Corp	2,498,544	$230,540,654
3	MS	Morgan Stanley	345,268	$72,174,822
4	VIRT	Virtu Financial, Inc.	1,051,137	$62,616,231
5	TW	Tradeweb Markets Inc. This page	392,874	$39,153,822
6	EVR	Evercore Inc.	32,650	$11,148,016
7	JEF	Jefferies Financial Group Inc.	218,333	$10,912,283
8	HOOD	Robinhood Markets, Inc.	80,655	$8,088,083

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,153,822	392,874	-12.4%	Shares	Sole	2026-08-12
2026-03-31	$52,776,157	448,548	-2.0%	Shares	Sole	2026-05-15
2025-12-31	$49,198,797	457,493	+6.8%	Shares	Sole	2026-02-13
2025-09-30	$47,557,149	428,520	+4.1%	Shares	Sole	2025-11-14
2025-06-30	$60,255,458	411,581	-12.2%	Shares	Sole	2025-08-14
2025-03-31	$69,566,277	468,586	-1.2%	Shares	Sole	2025-05-20
2024-12-31	$62,078,598	474,172	-2.0%	Shares	Sole	2025-05-20
2024-09-30	$59,827,588	483,768	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$53,271,466	502,561	+25103.7%	Shares	Sole	2024-08-15
2024-03-31	$207,714	1,994	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.