NewEdge Advisors, LLC

Position in TW — Tradeweb Markets Inc.

CIK 1633516 NEW ORLEANS, LA

Position in TW

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

Position Value

$303,863

+$25,951 QoQ

Shares Held

3,049

+29.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#403

of 560 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. TW ranks #20 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	62,498	$63,208,602
2	MS	Morgan Stanley	278,364	$58,189,210
3	MIAX	Miami International Holdings, Inc.	681,610	$25,328,627
4	SCHW	Schwab Charles Corp	165,885	$15,306,208
5	HOOD	Robinhood Markets, Inc.	68,920	$6,911,297
6	IREN	IREN Ltd	118,577	$5,422,526
7	JEF	Jefferies Financial Group Inc.	68,577	$3,427,478
8	BMNR	Bitmine Immersion Technologies, Inc.	169,649	$2,258,028

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,863	3,049	+29.1%	Shares	Sole	2026-08-12
2026-03-31	$277,912	2,362	+1453.9%	Shares	Sole	2026-06-03
2025-12-31	$16,346	152	-14.1%	Shares	Sole	2026-02-18
2025-09-30	$19,643	177	+12.7%	Shares	Sole	2025-11-17
2025-06-30	$22,984	157	0.0%	Shares	Sole	2025-08-14
2025-03-31	$23,308	157	-58.2%	Shares	Sole	2025-05-15
2024-12-31	$49,225	376	+41.9%	Shares	Sole	2025-02-13
2024-09-30	$32,772	265	+32.5%	Shares	Sole	2024-11-14
2024-06-30	$21,200	200	-95.2%	Shares	Sole	2024-08-16
2024-03-31	$431,055	4,138	-6.1%	Shares	Sole	2024-05-14
2023-12-31	$400,417	4,406	+1601.2%	Shares	Sole	2024-02-13
2022-12-31	$86	259	-94.6%	Shares	Sole	2023-02-14
2022-06-30	$328,282	4,810	+54.2%	Shares	Sole	2022-08-09
2021-12-31	$312,436	3,120	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.