Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,939,962
+$11,425,125 QoQ
Shares Held
481,847
+5.9% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALLIANCEBERNSTEIN L.P. holds $4,016,596,869 across 42 Capital Markets names. IBKR ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
11,226,699 | $1,035,887,515 | |
| 2 | GS |
Goldman Sachs Group Inc
|
810,986 | $820,206,910 | |
| 3 | MS |
Morgan Stanley
|
2,622,343 | $548,174,580 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,385,759 | $390,340,595 | |
| 5 | SF |
Stifel Financial Corp
|
2,637,266 | $184,002,048 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
3,347,848 | $167,325,443 | |
| 7 | HUT |
Hut 8 Corp.
|
1,381,337 | $159,468,449 | |
| 8 | MRX |
Marex Group Ltd
|
2,600,436 | $158,496,574 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,939,962 | 481,847 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,514,837 | 454,970 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,307,458 | 486,821 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,364,402 | 499,410 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $33,410,955 | 602,977 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,143,686 | 139,765 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,733,174 | 151,317 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $21,820,988 | 156,580 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,547,860 | 143,131 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,559,443 | 148,236 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,614,584 | 164,229 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,601,460 | 168,686 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,251,635 | 243,790 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $19,605,027 | 237,464 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,179,362 | 237,448 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $9,375,341 | 146,696 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,264,675 | 132,061 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,699,973 | 223,031 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,298,947 | 129,677 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,068,790 | 129,432 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $8,165,177 | 124,223 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $9,098,081 | 124,563 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $7,488,895 | 122,930 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,967,305 | 123,470 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,151,076 | 123,320 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,478,704 | 126,910 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||