Optimize Financial Inc

Position in TW — Tradeweb Markets Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in TW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$449,814

New position

Shares Held

3,823

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,668,669 across 6 Capital Markets names. TW ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	580	$490,674
2	MS	Morgan Stanley	2,972	$489,102
3	HLI	Houlihan Lokey, Inc.	3,152	$452,690
4	TW	Tradeweb Markets Inc. This page	3,823	$449,814
5	MKTX	Marketaxess Holdings Inc	2,559	$422,183
6	GOLD	Gold.com, Inc.	9,087	$364,206

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$449,814	3,823	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.