Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,068,679
-$1,420,101 QoQ
Shares Held
23,767
-54.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#453
of 1,105 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mariner, LLC holds $770,115,959 across 31 Capital Markets names. IBKR ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,375,832 | $219,218,018 | |
| 2 | GS |
Goldman Sachs Group Inc
|
209,144 | $211,521,966 | |
| 3 | MS |
Morgan Stanley
|
927,484 | $193,881,255 | |
| 4 | SNEX |
StoneX Group Inc.
|
417,024 | $32,944,896 | |
| 5 | EVR |
Evercore Inc.
|
61,662 | $21,053,872 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
206,356 | $20,693,378 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
334,270 | $16,706,813 | |
| 8 | TW |
Tradeweb Markets Inc.
|
78,519 | $7,825,203 |
All Filings in IBKR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,679 | 23,767 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,488,780 | 52,017 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $234,345 | 3,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,849,199 | 26,874 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,904,829 | 34,377 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,491,303 | 9,006 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,135,281 | 6,426 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $837,274 | 6,008 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $672,093 | 5,482 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $541,681 | 4,849 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $400,489 | 4,831 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,727 | 4,745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $414,519 | 4,990 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $431,293 | 5,224 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $325,285 | 4,496 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $235,444 | 3,684 | Shares | Sole | 2022-11-10 | |
| 2020-03-31 | $696,073 | 16,124 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||