Sowell Financial Services LLC

Position in TW — Tradeweb Markets Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in TW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$356,782

+$2,273 QoQ

Shares Held

3,580

+18.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#47

of 105 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. TW ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,917	$8,553,289
2	GS	Goldman Sachs Group Inc	6,214	$6,284,653
3	IBKR	Interactive Brokers Group, Inc.	26,868	$2,338,590
4	SCHW	Schwab Charles Corp	13,600	$1,254,872
5	HOOD	Robinhood Markets, Inc.	8,217	$824,000
6	TW	Tradeweb Markets Inc. This page	3,580	$356,782
7	SF	Stifel Financial Corp	4,928	$343,826
8	HLI	Houlihan Lokey, Inc.	2,482	$332,910

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,782	3,580	+18.8%	Shares	Sole	2026-07-20
2026-03-31	$354,509	3,013	+59.3%	Shares	Sole	2026-04-20
2025-12-31	$203,358	1,891	-1.4%	Shares	Sole	2026-01-21
2025-09-30	$212,859	1,918	-73.3%	Shares	Sole	2025-10-17
2025-06-30	$1,051,444	7,182	+6.5%	Shares	Sole	2025-07-14
2025-03-31	$1,001,065	6,743	+5209.4%	Shares	Sole	2025-04-17
2021-03-31	$9,398	127	-35.5%	Shares	Sole	2021-05-07
2020-12-31	$12,302	197	+39.7%	Shares	Sole	2021-01-13
2020-09-30	$8,178	141	+11.9%	Shares	Sole	2020-11-12
2020-06-30	$7,325	126	+14.5%	Shares	Sole	2020-08-13
2020-03-31	$4,624	110	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.