Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,582,307
+$3,589,068 QoQ
Shares Held
52,646
+255.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 1,105 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $195,415,706 across 16 Capital Markets names. IBKR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,548 | $113,827,670 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
1,094,106 | $29,912,858 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
156,475 | $15,691,313 | |
| 4 | MS |
Morgan Stanley
|
61,492 | $12,854,287 | |
| 5 | SCHW |
Schwab Charles Corp
|
95,338 | $8,796,837 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
52,646 | $4,582,307 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
85,927 | $4,294,631 | |
| 8 | PIPR |
Piper Sandler Companies
|
55,953 | $4,047,640 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582,307 | 52,646 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $993,239 | 14,809 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $631,781 | 9,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $130,876 | 1,902 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,550 | 1,941 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,012 | 453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,278 | 511 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $113,160 | 812 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $92,685 | 756 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,069 | 672 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $46,755 | 564 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $83,530 | 965 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,667 | 947 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $77,854 | 943 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,864 | 938 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,150 | 284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,791 | 178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,970 | 303 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,064 | 303 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,432 | 424 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,306 | 385 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,529 | 240 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,620 | 240 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,825 | 224 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||