Steward Partners Investment Advisory, LLC
Position in TW — Tradeweb Markets Inc.
CIK 1723397
STAMFORD, CT
Position in TW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$414,633
+$39,749 QoQ
Shares Held
3,524
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 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, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in TW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414,633 | 3,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $374,884 | 3,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $382,770 | 3,449 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $512,107 | 3,498 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $530,892 | 3,576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $478,905 | 3,658 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $456,713 | 3,693 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,830 | 2,055 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $214,069 | 2,055 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,638 | 3,055 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $325,211 | 4,055 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $288,985 | 4,220 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $320,426 | 4,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $263,291 | 4,055 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $228,783 | 4,055 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $273,000 | 4,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $351,480 | 4,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $400,560 | 4,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $323,120 | 4,000 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $98,171 | 1,572 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $91,176 | 1,572 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $91,396 | 1,572 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||