Janney Montgomery Scott LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1329948 PHILADELPHIA, PA

Position in IBKR

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$13,385,159

+$385,022 QoQ

Shares Held

199,570

-1.3% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. IBKR ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	427,904	$70,420,161
2	SCHW	Schwab Charles Corp	445,881	$41,903,896
3	IBKR	Interactive Brokers Group, Inc. This page	199,570	$13,385,159
4	HOOD	Robinhood Markets, Inc.	103,423	$7,167,213
5	LPLA	LPL Financial Holdings Inc.	19,661	$5,914,618
6	SNEX	StoneX Group Inc.	44,601	$5,395,605
7	LAZ	Lazard, Inc.	70,653	$3,001,339
8	MC	Moelis & Co	49,620	$2,828,340

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,385,159	199,570	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$13,000,137	202,148	-5.5%	Shares	Sole	2026-02-11
2025-09-30	$14,726,853	214,022	-3.7%	Shares	Sole	2025-10-27
2025-06-30	$12,309,331	222,150	+201.1%	Shares	Sole	2025-07-17
2025-03-31	$12,215,574	73,770	-1.8%	Shares	Sole	2025-04-17
2024-12-31	$13,268,270	75,102	-2.1%	Shares	Sole	2025-01-17
2024-09-30	$10,694,207	76,738	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$9,373,996	76,460	+6.6%	Shares	Sole	2024-07-25
2024-03-31	$8,014,745	71,746	+2.4%	Shares	Sole	2024-05-01
2023-12-31	$5,806,067	70,037	-61.4%	Shares	Sole	2024-02-08
2023-09-30	$15,705,186	181,437	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$15,044,890	181,111	+9.9%	Shares	Sole	2023-07-26
2023-03-31	$13,601,016	164,741	+94.6%	Shares	Sole	2023-04-28
2022-12-31	$6,126,091	84,673	-0.6%	Shares	Sole	2023-02-01
2022-09-30	$5,441,553	85,144	+1.2%	Shares	Sole	2022-10-25
2022-06-30	$4,630,356	84,173	-5.6%	Shares	Sole	2022-08-03
2022-03-31	$5,878,842	89,195	-5.2%	Shares	Sole	2022-05-04
2021-12-31	$7,471,118	94,071	+0.5%	Shares	Sole	2022-01-27
2021-09-30	$5,837,143	93,634	+3.2%	Shares	Sole	2021-10-29
2021-06-30	$5,965,326	90,755	+5.0%	Shares	Sole	2021-07-26
2021-03-31	$6,313,431	86,438	+50.2%	Shares	Sole	2021-04-27
2020-12-31	$3,506,677	57,562	+7.1%	Shares	Sole	2021-01-25
2020-09-30	$2,597,689	53,749	+16.5%	Shares	Sole	2020-11-06
2020-06-30	$1,927,058	46,135	+14.0%	Shares	Sole	2020-07-23
2020-03-31	$1,747,089	40,470	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.