ENVESTNET ASSET MANAGEMENT INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1407543
Berwyn, PA
Position in IBKR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$71,307,147
+$12,431,535 QoQ
Shares Held
1,063,175
+16.1% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,716,588,098 across 33 Capital Markets names. IBKR ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,622,983 | $528,447,942 | |
| 2 | MS |
Morgan Stanley
|
3,100,379 | $510,229,372 | |
| 3 | GS |
Goldman Sachs Group Inc
|
290,242 | $245,541,829 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
336,764 | $101,308,714 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,063,175 | $71,307,147 | |
| 6 | SF |
Stifel Financial Corp
|
640,348 | $47,334,524 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
329,441 | $47,314,316 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
523,771 | $36,297,330 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,307,147 | 1,063,175 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $58,875,612 | 915,497 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $68,772,636 | 999,457 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $55,689,432 | 1,005,043 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,719,837 | 307,261 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,602,482 | 330,616 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,931,585 | 342,468 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,113,795 | 329,977 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,751,221 | 349,162 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,923,992 | 285,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,076,685 | 280,808 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,458,508 | 262,839 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,844,946 | 331,635 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,242,043 | 234,529 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,411,579 | 213,524 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,901,818 | 211,003 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,404,465 | 206,613 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,620,320 | 182,338 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,587,795 | 166,044 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,639,897 | 160,651 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,663,221 | 145,850 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,115,490 | 73,243 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $743,291 | 61,518 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $525,059 | 50,281 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $496,131 | 45,970 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||