TOP WEALTH GROUP HLDG LTD (TWG)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
3
Reporting holders
$108.8K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Marex Group Ltd | $106.8K | 48,562 | 0.00% | 2q | -11.3%-$13.7K |
| UBS Group AG | $1.9K | 884 | 0.00% | 2q | +117.2%+$1.0K |
| Caitong International Asset Management Co., Ltd | $18 | 8 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-03 | 13G/A | BIGGER CAPITAL FUND L Pwith 2 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $108.8K | 49,454 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $203.6K | 55,185 | 3 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $37.6K | 11,439 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $763 | 111 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 5 | $36.5K | 283,264 | 2 | 0 | 2 | 0.0% |
| Q1 2025 | 3 | $61.3K | 378,701 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $93.2K | 337,492 | 3 | 1 | 0 | 0.0% |
| Q3 2024 | 4 | $106.7K | 82,421 | 0 | 1 | 3 | 0.0% |
| Q2 2024 | 4 | $24.3K | 75,871 | 4 | 0 | 0 | 0.0% |