Tradeweb Markets Inc. (TW) — Institutional Holders, Q2 2026 (page 6)
566 institutional investment managers reported a TW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 566. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TW 13F holders ranked 501–566 of 566
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | JFS WEALTH ADVISORS#501 · 69 sh | 69 | $6.9K | <0.01% | +4.5% |
| 502 | WPG Advisers#502 · 56 sh | 56 | $5.6K | <0.01% | -3.4% |
| 503 | Tower Research Capital (TRC)#503 · 52 sh | 52 | $5.2K | <0.01% | -98.7% |
| 504 | MassMutual Private Wealth & , FSB#504 · 51 sh | 51 | $5.1K | — | -66.0% |
| 505 | SBI Securities , Ltd.#505 · 50 sh | 50 | $5.0K | — | -85.7% |
| 506 | Rakuten Securities#506 · 50 sh | 50 | $5.0K | <0.01% | New |
| 507 | ACTION POINT FINANCIAL PLANNING#507 · 53 sh | 53 | $5.0K | <0.01% | New |
| 508 | Versant Capital Management#508 · 48 sh | 48 | $4.8K | — | -42.2% |
| 509 | JPL Wealth Management#509 · 43 sh | 43 | $4.3K | <0.01% | -28.3% |
| 510 | Acumen Wealth Advisors#510 · 42 sh | 42 | $4.2K | <0.01% | -99.6% |
| 511 | Fortitude Family Office#511 · 41 sh | 41 | $4.1K | — | -33.9% |
| 512 | Bruce G. Allen Investments#512 · 41 sh | 41 | $4.1K | <0.01% | -66.9% |
| 513 | MATHER GROUP#513 · 38 sh | 38 | $3.8K | — | 0.0% |
| 514 | Physician Wealth Advisors#514 · 36 sh | 36 | $3.6K | — | +71.4% |
| 515 | WEBSTER BANK, N. A.#515 · 35 sh | 35 | $3.5K | <0.01% | New |
| 516 | Pier Capital#516 · 34 sh | 34 | $3.4K | <0.01% | -99.6% |
| 517 | Global X Japan , Ltd.#517 · 34 sh | 34 | $3.4K | — | New |
| 518 | Cornerstone Financial Management#518 · 30 sh | 30 | $3.0K | <0.01% | -14.3% |
| 519 | Private Wealth Management Group#519 · 29 sh | 29 | $2.9K | — | +262.5% |
| 520 | Buck Wealth Strategies#520 · 29 sh | 29 | $2.9K | <0.01% | New |
| 521 | Providence Capital Advisors#521 · 27 sh | 27 | $2.7K | <0.01% | New |
| 522 | MV CAPITAL MANAGEMENT#522 · 23 sh | 23 | $2.3K | <0.01% | +21.1% |
| 523 | Ancora Advisors#523 · 23 sh | 23 | $2.3K | 0.00% | -89.8% |
| 524 | Cromwell#524 · 23 sh | 23 | $2.3K | <0.01% | +9.5% |
| 525 | Pinnacle Wealth Planning Services#525 · 21 sh | 21 | $2.1K | <0.01% | -63.8% |
| 526 | Leonteq Securities AG#526 · 20 sh | 20 | $2.0K | <0.01% | 0.0% |
| 527 | LRI Investments#527 · 19 sh | 19 | $1.9K | <0.01% | New |
| 528 | MCGUIRE CAPITAL ADVISORS#528 · 17 sh | 17 | $1.7K | <0.01% | -19.0% |
| 529 | CVA Family Office#529 · 16 sh | 16 | $1.6K | <0.01% | -88.6% |
| 530 | Creative Capital Management Investments#530 · 13 sh | 13 | $1.3K | <0.01% | New |
| 531 | North Star Investment Management#531 · 12 sh | 12 | $1.2K | <0.01% | 0.0% |
| 532 | Bay Harbor Wealth Management#532 · 12 sh | 12 | $1.2K | <0.01% | -29.4% |
| 533 | Prestige Wealth Management Group#533 · 12 sh | 12 | $1.2K | <0.01% | 0.0% |
| 534 | Kilter Group#534 · 11 sh | 11 | $1.1K | <0.01% | 0.0% |
| 535 | FEDERATED HERMES#535 · 11 sh | 11 | $1.1K | 0.00% | New |
| 536 | SHP Wealth Management#536 · 11 sh | 11 | $1.1K | <0.01% | +57.1% |
| 537 | HFM Investment Advisors#537 · 8 sh | 8 | $798.00 | <0.01% | +60.0% |
| 538 | Quaker Wealth Management#538 · 7 sh | 7 | $698.00 | — | +75.0% |
| 539 | Rialto Wealth Management#539 · 7 sh | 7 | $698.00 | <0.01% | +16.7% |
| 540 | RAFFA WEALTH MANAGEMENT#540 · 6 sh | 6 | $598.00 | <0.01% | +500.0% |
| 541 | Activest Wealth Management#541 · 6 sh | 6 | $598.00 | — | -96.9% |
| 542 | CoreCap Advisors#542 · 6 sh | 6 | $598.00 | — | New |
| 543 | Principia Wealth Advisory#543 · 6 sh | 6 | $598.00 | <0.01% | -25.0% |
| 544 | Bogart Wealth#544 · 5 sh | 5 | $498.00 | 0.00% | -50.0% |
| 545 | Hughes Financial Services#545 · 5 sh | 5 | $498.00 | <0.01% | +150.0% |
| 546 | James T. Borello RIA#546 · 5 sh | 5 | $498.00 | — | -66.7% |
| 547 | GHP Investment Advisors#547 · 4 sh | 4 | $399.00 | — | 0.0% |
| 548 | Davis Capital Management#548 · 4 sh | 4 | $399.00 | — | +33.3% |
| 549 | Downshift Financial#549 · 4 sh | 4 | $399.00 | — | New |
| 550 | Transamerica Financial Advisors#550 · 4 sh | 4 | $398.00 | 0.00% | -81.0% |
| 551 | Continuum Advisory#551 · 3 sh | 3 | $299.00 | 0.00% | New |
| 552 | Quarry#552 · 3 sh | 3 | $299.00 | 0.00% | -99.8% |
| 553 | DecisionPoint Financial#553 · 2 sh | 2 | $203.00 | 0.00% | New |
| 554 | Seneschal Advisors#554 · 2 sh | 2 | $200.00 | <0.01% | 0.0% |
| 555 | Trust Co#555 · 2 sh | 2 | $199.00 | — | 0.0% |
| 556 | 1015 Capital Partners#556 · 2 sh | 2 | $199.00 | <0.01% | -50.0% |
| 557 | Manchester Capital Management#557 · 1 sh | 1 | $100.00 | — | 0.0% |
| 558 | TFC Financial Management#558 · 1 sh | 1 | $100.00 | — | -99.5% |
| 559 | MARYLAND CAPITAL ADVISORS#559 · 1 sh | 1 | $100.00 | — | — |
| 560 | ROSS\JOHNSON & Associates#560 · 1 sh | 1 | $100.00 | <0.01% | New |
| 561 | Silver Grove Financial Group#561 · 1 sh | 1 | $100.00 | <0.01% | New |
| 562 | Planning Strategies#562 · 1 sh | 1 | $100.00 | — | — |
| 563 | Pacer Advisors#563 · 3 sh | 3 | $0.00 | 0.00% | 0.0% |
| 564 | Evolution Advisers#564 · 2 sh | 2 | $0.00 | 0.00% | New |
| 565 | Erste Asset Management GmbH#565 · 0 sh | 0 | $0.00 | 0.00% | New |
| 566 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#566 · 216,066 sh | 216,066 | — | — | +23.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.