Greenwich Wealth Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1439805 GREENWICH, CT

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Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$863,589,555

+$197,983,991 QoQ

Shares Held

9,921,755

-0.0% QoQ

Ownership

2.19%

of shares outstanding

% of Portfolio

35.04%

of 13F equity value

Holder Rank

of 1,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $1,162,252,371 across 11 Capital Markets names. IBKR ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	9,921,755	$863,589,555
2	FUTU	Futu Holdings Ltd	1,500,000	$140,610,000
3	SCHW	Schwab Charles Corp	600,673	$55,424,097
4	HOOD	Robinhood Markets, Inc.	370,622	$37,165,974
5	PIPR	Piper Sandler Companies	420,805	$30,441,033
6	GS	Goldman Sachs Group Inc	11,139	$11,265,650
7	VIRT	Virtu Financial, Inc.	146,960	$8,754,407
8	ETOR	eToro Group Ltd.	202,926	$8,009,489

All Filings in IBKR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,589,555	9,921,755	-0.0%	Shares	Sole	2026-08-12
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	$447,980,065	2,705,357	-2.5%	Shares	Sole	2025-05-12
2024-12-31	$490,185,401	2,774,582	-6.9%	Shares	Sole	2025-02-10
2024-09-30	$415,184,517	2,979,223	-0.0%	Shares	Sole	2024-10-29
2024-06-30	$365,271,007	2,979,372	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$331,927,721	2,971,334	-4.7%	Shares	Sole	2024-05-13
2023-12-31	$258,496,790	3,118,176	+0.0%	Shares	Sole	2024-02-01
2023-09-30	$269,881,875	3,117,859	+6.5%	Shares	Sole	2023-11-07
2023-06-30	$243,254,213	2,928,304	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$241,583,852	2,926,161	-17.0%	Shares	Sole	2023-04-24
2022-12-31	$255,153,127	3,526,650	-30.7%	Shares	Sole	2023-02-06
2022-09-30	$325,223,610	5,088,775	+104.3%	Shares	Sole	2022-11-14
2022-06-30	$137,030,350	2,491,008	-33.3%	Shares	Sole	2022-08-08
2022-03-31	$246,041,634	3,732,994	-34.7%	Shares	Sole	2022-05-11
2021-12-31	$454,119,509	5,717,949	-29.8%	Shares	Sole	2022-01-28
2021-09-30	$507,820,580	8,145,983	+8.3%	Shares	Sole	2021-10-19
2021-06-30	$494,187,324	7,518,444	-14.4%	Shares	Sole	2021-07-27
2021-03-31	$641,303,835	8,780,173	-12.3%	Shares	Sole	2021-05-06
2020-12-31	$609,894,975	10,011,408	+1482.2%	Shares	Sole	2021-02-12
2020-09-30	$30,581,097	632,756	+6.8%	Shares	Sole	2020-10-29
2020-06-30	$24,749,643	592,522	-0.1%	Shares	Sole	2020-08-11
2020-03-31	$25,613,106	593,308	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.