Position in TW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,421,875
+$6,992,720 QoQ
Shares Held
63,079
+1824.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 99.58306250891738.ToString("F0")%
Shared 0.ToString("F0")%
None 0.41693749108261074.ToString("F0")%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $132,848,198 across 25 Capital Markets names. TW ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
442,836 | $41,617,727 | |
| 2 | GS |
Goldman Sachs Group Inc
|
37,429 | $31,664,559 | |
| 3 | EVR |
Evercore Inc.
|
40,780 | $12,173,237 | |
| 4 | WULF |
Terawulf Inc.
|
541,094 | $7,807,986 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
109,256 | $7,571,440 | |
| 6 | TW |
Tradeweb Markets Inc.
This page
|
63,079 | $7,421,875 | |
| 7 | MS |
Morgan Stanley
|
34,688 | $5,708,604 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
57,932 | $3,885,499 |
All Filings in TW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,421,875 | 63,079 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $429,155 | 3,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $739,174 | 5,977 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $628,898 | 5,933 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $516,058 | 4,954 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $234,288 | 2,578 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $443,907 | 5,535 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $378,625 | 5,529 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||