Position in IBKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$56,823,514
+$6,742,552 QoQ
Shares Held
847,227
+8.8% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.273738915308412.ToString("F0")%
Shared 0.ToString("F0")%
None 96.72626108469159.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,206,777,835 across 44 Capital Markets names. IBKR ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
492,177 | $416,376,820 | |
| 2 | MS |
Morgan Stanley
|
1,992,841 | $327,961,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,793,721 | $168,573,899 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
847,227 | $56,823,514 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
773,484 | $53,602,441 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
142,118 | $42,753,357 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,070,874 | $21,181,887 | |
| 8 | IREN |
IREN Ltd
|
516,634 | $17,710,213 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $7,013,564 | 169,420 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,681,306 | 151,272 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,837,081 | 138,837 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,898,771 | 127,203 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,299,159 | 118,133 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,430,128 | 69,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,251,635 | 57,839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,090,501 | 52,510 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $951,586 | 46,104 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $489,375 | 27,056 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $158,017 | 9,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,709 | 9,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $218,953 | 13,288 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $323,219 | 16,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $283,911 | 18,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $178,374 | 10,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $194,998 | 10,679 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $160,295 | 10,525 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $128,932 | 10,671 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $114,052 | 10,922 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $94,887 | 8,792 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||