Yorktown Management & Research Co Inc

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1313559 Forest, VA

Position in IBKR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,079,296

+$247,628 QoQ

Shares Held

12,400

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#560

of 1,105 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Yorktown Management & Research Co Inc holds $7,231,809 across 12 Capital Markets names. IBKR ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	23,625	$1,866,375
2	IBKR	Interactive Brokers Group, Inc. This page	12,400	$1,079,296
3	LPLA	LPL Financial Holdings Inc.	2,850	$802,788
4	HLI	Houlihan Lokey, Inc.	3,850	$516,400
5	SF	Stifel Financial Corp	7,350	$512,809
6	RIOT	Riot Platforms, Inc.	16,500	$451,770
7	IREN	IREN Ltd	9,450	$432,148
8	MRX	Marex Group Ltd	5,900	$359,605

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,296	12,400	0.0%	Shares	Sole	2026-07-23
2026-03-31	$831,668	12,400	0.0%	Shares	Sole	2026-04-20
2025-12-31	$797,444	12,400	0.0%	Shares	Sole	2026-01-23
2025-09-30	$853,244	12,400	0.0%	Shares	Sole	2025-10-29
2025-06-30	$687,084	12,400	+300.0%	Shares	Sole	2025-08-04
2025-03-31	$513,329	3,100	0.0%	Shares	Sole	2025-04-23
2024-12-31	$547,677	3,100	-35.4%	Shares	Sole	2025-01-27
2023-09-30	$415,488	4,800	-33.8%	Shares	Sole	2023-10-26
2022-06-30	$398,822	7,250	0.0%	Shares	Sole	2022-07-29
2022-03-31	$477,847	7,250	0.0%	Shares	Sole	2022-04-29
2021-12-31	$575,795	7,250	0.0%	Shares	Sole	2022-02-09
2021-09-30	$451,965	7,250	0.0%	Shares	Sole	2021-11-04
2021-06-30	$476,542	7,250	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.