Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,643,580
+$1,708,478 QoQ
Shares Held
41,861
+45.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#361
of 1,105 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 57%
Shared 43%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $10,201,677 across 6 Capital Markets names. IBKR ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
41,861 | $3,643,580 | |
| 2 | PIPR |
Piper Sandler Companies
|
35,449 | $2,564,380 | |
| 3 | TW |
Tradeweb Markets Inc.
|
13,299 | $1,325,378 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,743 | $1,268,065 | |
| 5 | MS |
Morgan Stanley
|
3,905 | $816,300 | |
| 6 | SF |
Stifel Financial Corp
|
8,370 | $583,974 |
All Filings in IBKR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,643,580 | 41,861 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,935,102 | 28,852 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,757,077 | 27,322 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,992,837 | 58,027 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $2,340,795 | 42,245 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,146,209 | 19,000 | Shares | Defined | 2025-05-22 | |
| 2024-12-31 | $5,549,027 | 31,409 | Shares | Defined | 2025-02-14 | |
| 2023-03-31 | $1,953,039 | 23,656 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||