Global Retirement Partners, LLC
PensionPosition in TW — Tradeweb Markets Inc.
CIK 1749744
San Rafael, CA
Position in TW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,682
+$14,537 QoQ
Shares Held
639
+39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#460
of 560 holders
Holding Since
Jun 2021
18 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. TW ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in TW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,682 | 639 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $49,145 | 457 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,883 | 44 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,856 | 40 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,011 | 23 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,607 | 13 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,590 | 15 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,562 | 15 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,363 | 15 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,042 | 13 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $890 | 13 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,027 | 13 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,933 | 230 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,976 | 230 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,697 | 230 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,210 | 230 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $18,579 | 230 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $19,448 | 230 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||