Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$74,688,240
+$17,864,726 QoQ
Shares Held
858,091
+1.3% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#82
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. IBKR ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,688,240 | 858,091 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $56,823,514 | 847,227 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $50,080,962 | 778,743 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $49,787,613 | 723,552 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,211,511 | 689,614 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,054,257 | 169,420 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,725,224 | 151,272 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $19,348,324 | 138,837 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,595,087 | 127,203 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,196,637 | 118,133 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,720,514 | 69,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,006,543 | 57,839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,362,005 | 52,510 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,806,346 | 46,104 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,957,501 | 27,056 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $632,069 | 9,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,838 | 9,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $875,812 | 13,288 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,292,878 | 16,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,135,647 | 18,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $713,499 | 10,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $779,994 | 10,679 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $641,183 | 10,525 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $515,729 | 10,671 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $456,211 | 10,922 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $379,550 | 8,792 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||