Greenwich Wealth Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1439805 GREENWICH, CT

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Position in IBKR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$665,605,564

+$74,911,269 QoQ

Shares Held

9,924,043

+8.0% QoQ

Ownership

2.23%

of shares outstanding

% of Portfolio

31.21%

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, 2026

Greenwich Wealth Management LLC holds $1,010,738,452 across 10 Capital Markets names. IBKR ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	9,924,043	$665,605,564
2	FUTU	Futu Holdings Ltd	1,226,000	$167,667,760
3	HOOD	Robinhood Markets, Inc.	1,144,222	$79,294,584
4	PIPR	Piper Sandler Companies	416,769	$31,903,666
5	SCHW	Schwab Charles Corp	280,425	$26,354,341
6	ETOR	eToro Group Ltd.	430,000	$12,912,900
7	GS	Goldman Sachs Group Inc	11,155	$9,437,018
8	OPY	Oppenheimer Holdings Inc	100,872	$8,996,773

All Filings in IBKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$665,605,564	9,924,043	+8.0%	Shares	Sole	2026-05-12
2025-12-31	$590,694,295	9,185,108	-11.4%	Shares	Sole	2026-02-10
2025-09-30	$713,372,261	10,367,276	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$602,003,718	10,864,532	+301.6%	Shares	Sole	2025-08-13
2025-03-31	$111,995,016	2,705,357	-2.5%	Shares	Sole	2025-05-12
2024-12-31	$122,546,350	2,774,582	-6.9%	Shares	Sole	2025-02-10
2024-09-30	$103,796,129	2,979,223	-0.0%	Shares	Sole	2024-10-29
2024-06-30	$91,317,751	2,979,372	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$82,981,930	2,971,334	-4.7%	Shares	Sole	2024-05-13
2023-12-31	$64,624,197	3,118,176	+0.0%	Shares	Sole	2024-02-01
2023-09-30	$67,470,468	3,117,859	+6.5%	Shares	Sole	2023-11-07
2023-06-30	$60,813,553	2,928,304	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$60,395,963	2,926,161	-17.0%	Shares	Sole	2023-04-24
2022-12-31	$63,788,281	3,526,650	-30.7%	Shares	Sole	2023-02-06
2022-09-30	$81,305,902	5,088,775	+104.3%	Shares	Sole	2022-11-14
2022-06-30	$34,257,587	2,491,008	-33.3%	Shares	Sole	2022-08-08
2022-03-31	$61,510,408	3,732,994	-34.7%	Shares	Sole	2022-05-11
2021-12-31	$113,529,877	5,717,949	-29.8%	Shares	Sole	2022-01-28
2021-09-30	$126,955,145	8,145,983	+8.3%	Shares	Sole	2021-10-19
2021-06-30	$123,546,831	7,518,444	-14.4%	Shares	Sole	2021-07-27
2021-03-31	$160,325,958	8,780,173	-12.3%	Shares	Sole	2021-05-06
2020-12-31	$152,473,743	10,011,408	+1482.2%	Shares	Sole	2021-02-12
2020-09-30	$7,645,274	632,756	+6.8%	Shares	Sole	2020-10-29
2020-06-30	$6,187,410	592,522	-0.1%	Shares	Sole	2020-08-11
2020-03-31	$6,403,276	593,308	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.