Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,526,030
+$19,130,385 QoQ
Shares Held
224,334
+3702.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#160
of 1,105 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMERCE BANK holds $363,398,585 across 12 Capital Markets names. IBKR ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,219,953 | $255,018,974 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61,807 | $62,509,745 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
224,334 | $19,526,030 | |
| 4 | SCHW |
Schwab Charles Corp
|
88,912 | $8,203,909 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
35,858 | $4,809,632 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
87,675 | $4,381,996 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13,172 | $3,710,288 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,736 | $1,468,588 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,526,030 | 224,334 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $395,645 | 5,899 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $391,712 | 6,091 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $225,765 | 3,281 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||