Position in TW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$59,796
+$4,261 QoQ
Shares Held
600
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 560 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. TW ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in TW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,796 | 600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $55,535 | 472 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,028 | 521 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,926 | 1,405 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $222,820 | 1,522 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $135,098 | 910 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $35,348 | 270 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $69,255 | 560 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $56,392 | 532 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $167,401 | 1,607 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $17,812 | 196 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,558 | 194 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $13,285 | 194 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,329 | 194 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $19 | 340 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,095 | 303 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,679 | 303 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $34,796 | 396 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,210 | 72 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $152,378 | 2,440 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $132,472 | 2,284 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||