Position in IBKR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$51,408,148
+$1,796,585 QoQ
Shares Held
766,485
-0.6% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60.32225027234715.ToString("F0")%
Shared 0.ToString("F0")%
None 39.67774972765285.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026RHUMBLINE ADVISERS holds $1,472,696,182 across 46 Capital Markets names. IBKR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
501,345 | $424,132,856 | |
| 2 | MS |
Morgan Stanley
|
2,149,365 | $353,720,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,890,722 | $271,670,053 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,318,086 | $91,343,359 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
766,485 | $51,408,148 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
101,065 | $30,403,383 | |
| 7 | EVR |
Evercore Inc.
|
100,437 | $29,981,448 | |
| 8 | SF |
Stifel Financial Corp
|
389,919 | $28,822,812 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,408,148 | 766,485 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $49,611,563 | 771,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,938,576 | 783,877 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $70,565,854 | 1,273,522 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,226,708 | 319,505 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $12,429,529 | 281,418 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $9,878,847 | 283,549 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,176,062 | 364,635 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,145,725 | 291,674 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,274,327 | 302,742 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,702,578 | 309,731 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,282,916 | 302,536 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,986,673 | 290,052 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,308,174 | 293,472 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,484,452 | 280,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,375,867 | 245,473 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,505,126 | 212,722 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,099,759 | 206,485 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,098,142 | 198,790 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,216,711 | 195,753 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,538,221 | 193,769 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,974,860 | 195,329 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,215,120 | 183,333 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,943,171 | 186,083 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,982,636 | 183,705 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||