Regal Investment Advisors LLC

Position in TW — Tradeweb Markets Inc.

CIK 1559789 KENTWOOD, MI

Position in TW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$799,871

-$114,935 QoQ

Shares Held

8,026

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#299

of 560 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 30% None 70%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,234,411 across 3 Capital Markets names. TW ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,008	$837,832
2	TW	Tradeweb Markets Inc. This page	8,026	$799,871
3	GS	Goldman Sachs Group Inc	590	$596,708

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$799,871	8,026	+3.2%	Shares	Sole	2026-08-14
2026-03-31	$914,806	7,775	+11.1%	Shares	Sole	2026-05-14
2025-12-31	$752,887	7,001	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.