Position in IBKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$165,589,122
+$12,405,211 QoQ
Shares Held
2,468,900
+3.6% QoQ
Ownership
0.554%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026TD Asset Management Inc holds $1,482,262,861 across 17 Capital Markets names. IBKR ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,131,499 | $350,780,789 | |
| 2 | GS |
Goldman Sachs Group Inc
|
390,689 | $330,518,986 | |
| 3 | EVR |
Evercore Inc.
|
958,472 | $286,113,476 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
554,133 | $166,699,830 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
2,468,900 | $165,589,122 | |
| 6 | SCHW |
Schwab Charles Corp
|
742,694 | $69,798,382 | |
| 7 | TW |
Tradeweb Markets Inc.
|
423,089 | $49,780,650 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
394,513 | $27,339,750 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,589,122 | 2,468,900 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $153,183,911 | 2,381,961 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $158,311,923 | 2,300,711 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,798,323 | 104,644 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,049,426 | 25,350 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $828,095 | 18,749 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $378,434 | 18,335 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $343,915 | 19,014 | Shares | Defined | 2023-02-07 | |
| 2020-03-31 | $145,202 | 13,454 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||