TWG · Top Wealth Group Holding Ltd · Holdings
Market Cap
$10.81M
Shares
65.91M
Volume · Oct 5
12.74M
Avg daily vol (3M)
4.42M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 3
Total Value: $108,797
Total Shares: 49,454
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
98.2%
−1.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,646
Highly concentrated−207
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
1
Unchanged
0
Holder count:
0
Institutional value:
-46.6%
Shares held:
-10.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +477 | 884 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Marex Group plc | −6,214 | 48,562 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Caitong International Asset Management Co., Ltd | 8 | $17 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CITIGROUP INC | 2 | $7 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Marex Group plc | $106,836 | 98.20% | 48,562 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $1,944 | 1.79% | 884 | Shares | 2026-08-13 | |
| Small Caitong International Asset Management Co., Ltd | $17 | 0.02% | 8 | Shares | 2026-08-05 |