Position in IBKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$430,935
+$140,925 QoQ
Shares Held
4,951
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#725
of 1,105 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. IBKR ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,935 | 4,951 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $290,010 | 4,324 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $250,809 | 3,900 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $252,807 | 3,674 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $189,280 | 3,416 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $141,413 | 854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $172,783 | 978 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $189,390 | 1,359 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $152,146 | 1,241 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $106,794 | 956 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $77,345 | 933 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $107,074 | 1,237 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $42,781 | 515 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $57,957 | 702 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $47,678 | 659 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $39,688 | 621 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $36,086 | 656 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,261 | 95 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,129 | 52 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,932 | 31 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $920 | 14 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,022 | 14 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $852 | 14 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $2,849 | 66 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||