Orion Porfolio Solutions, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1360533
OMAHA, NE
Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,732,189
+$669,727 QoQ
Shares Held
70,556
+11.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $77,073,285 across 22 Capital Markets names. IBKR ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,932 | $15,170,292 | |
| 2 | MS |
Morgan Stanley
|
87,343 | $14,374,037 | |
| 3 | SCHW |
Schwab Charles Corp
|
130,739 | $12,286,850 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
70,556 | $4,732,189 | |
| 5 | SF |
Stifel Financial Corp
|
58,461 | $4,321,437 | |
| 6 | PIPR |
Piper Sandler Companies
|
52,992 | $4,056,537 | |
| 7 | EVR |
Evercore Inc.
|
11,135 | $3,323,908 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
46,201 | $3,201,729 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,732,189 | 70,556 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,062,462 | 63,170 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,124,455 | 45,407 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,970,601 | 35,564 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $924,323 | 5,582 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $241,684 | 1,368 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||