Position in IBKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$201,584
New position
Shares Held
2,316
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. IBKR ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,584 | 2,316 | Shares | Defined | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||