SHELTON CAPITAL MANAGEMENT
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1002784
Denver, CO
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$275,220
+$63,145 QoQ
Shares Held
3,162
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#808
of 1,105 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. IBKR ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
|
4,946 | $345,082 |
All Filings in IBKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,220 | 3,162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,075 | 3,162 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $900,467 | 16,251 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $680,740 | 4,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $761,094 | 4,308 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $618,061 | 4,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $559,178 | 4,561 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $537,995 | 4,816 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,246 | 4,816 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $430,203 | 4,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $437,945 | 5,272 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $449,043 | 5,439 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $323,476 | 4,471 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $298,587 | 4,672 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,006 | 4,672 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $307,931 | 4,672 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $371,050 | 4,672 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $291,252 | 4,672 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $307,090 | 4,672 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $341,242 | 4,672 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $284,618 | 4,672 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $225,797 | 4,672 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $210,755 | 4,882 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||