Position in IBKR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$14,769,618
+$1,124,580 QoQ
Shares Held
220,212
+3.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
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)
Derivatives in IBKR
reported options exposure · as of Jun 30, 2024CallValue
$30,650
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $643,994,574 across 34 Capital Markets names. IBKR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,331,983 | $219,204,442 | |
| 2 | GS |
Goldman Sachs Group Inc
|
237,693 | $201,085,901 | |
| 3 | MC |
Moelis & Co
|
1,785,339 | $101,764,323 | |
| 4 | SCHW |
Schwab Charles Corp
|
383,653 | $36,055,708 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
193,014 | $27,720,670 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
220,212 | $14,769,618 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
163,317 | $11,317,868 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
13,248 | $3,985,395 |
All Filings in IBKR
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,769,618 | 220,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,645,038 | 212,176 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,822,981 | 215,419 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,066,786 | 235,820 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,104,027 | 50,825 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,609,504 | 59,082 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,530,638 | 72,636 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,650 | 1,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $1,298,916 | 42,379 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $321,277 | 11,504 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $221,322 | 10,679 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $212,007 | 9,797 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $43 | 2 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $160,013 | 7,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,442 | 4,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $92,951 | 5,139 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $92,270 | 5,775 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $63,839 | 4,642 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $65,349 | 3,966 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19 | 1 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $71,140 | 3,583 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $50,838 | 3,262 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $343,751 | 20,919 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $73 | 4 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $383,934 | 21,026 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $600,122 | 39,404 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $121 | 8 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $210,368 | 17,411 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $166,610 | 15,955 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $137,658 | 12,755 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||