Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$993,239
+$361,458 QoQ
Shares Held
14,809
+50.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026CI INVESTMENTS INC. holds $108,449,067 across 13 Capital Markets names. IBKR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
100,128 | $84,707,286 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
144,147 | $9,989,387 | |
| 3 | SCHW |
Schwab Charles Corp
|
60,077 | $5,646,036 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
85,677 | $3,535,889 | |
| 5 | MS |
Morgan Stanley
|
14,059 | $2,313,689 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
14,809 | $993,239 | |
| 7 | SF |
Stifel Financial Corp
|
7,210 | $532,963 | |
| 8 | ETOR |
eToro Group Ltd.
|
7,552 | $226,786 |
All Filings in IBKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $18,753 | 453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,569 | 511 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,290 | 812 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,171 | 756 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,767 | 672 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,688 | 564 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,882 | 965 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,666 | 947 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $19,463 | 943 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,966 | 938 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,537 | 284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,447 | 178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,992 | 303 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,016 | 303 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,608 | 424 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,326 | 385 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,382 | 240 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,655 | 240 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,706 | 224 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||