Position in TW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$262,504
-$98,359 QoQ
Shares Held
2,634
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#424
of 560 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. TW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
This page
|
2,634 | $262,504 |
All Filings in TW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,504 | 2,634 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $360,863 | 3,067 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $359,183 | 3,340 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $402,635 | 3,628 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $587,210 | 4,011 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $985,922 | 6,641 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $820,303 | 6,633 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $705,112 | 6,652 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $487,932 | 4,684 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||