Position in TW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,089,994
+$332,468 QoQ
Shares Held
17,763
+8.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. TW ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
91,496 | $15,057,496 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,381 | $9,628,212 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,024 | $4,795,235 | |
| 4 | TW |
Tradeweb Markets Inc.
This page
|
17,763 | $2,089,994 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,503 | $1,956,297 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,564 | $1,009,285 | |
| 7 | SF |
Stifel Financial Corp
|
6,928 | $512,117 | |
| 8 | EVR |
Evercore Inc.
|
1,513 | $451,645 |
All Filings in TW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,089,994 | 17,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,757,526 | 16,343 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,695,441 | 15,277 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,276,959 | 15,553 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $47,804 | 322 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $37,574 | 287 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $31,535 | 255 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $27,242 | 257 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $25,834 | 248 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,178 | 101 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,571 | 57 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $13,559 | 198 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,278 | 206 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,661 | 195 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,468 | 221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,252 | 370 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $13,971 | 159 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $15,021 | 150 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,117 | 150 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,684 | 150 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,100 | 150 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||