Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,672,343
+$3,902,725 QoQ
Shares Held
214,526
-2.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
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)
Derivatives in IBKR
reported options exposure · as of Jun 30, 2024CallValue
$2,250
CallShares
4,000
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 Jun 30, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. IBKR ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in IBKR
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,672,343 | 214,526 | Shares | Sole | 2026-08-05 | |
| 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 | $8,416,111 | 50,825 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,438,016 | 59,082 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,122,552 | 72,636 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,250 | 1,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $5,195,665 | 42,379 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,285,111 | 11,504 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $885,289 | 10,679 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $848,028 | 9,797 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $173 | 2 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $640,054 | 7,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $353,769 | 4,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $371,806 | 5,139 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $369,080 | 5,775 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $255,356 | 4,642 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $261,399 | 3,966 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $79 | 1 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $284,561 | 3,583 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $203,353 | 3,262 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,375,005 | 20,919 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $292 | 4 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $1,535,739 | 21,026 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,400,491 | 39,404 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $487 | 8 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $841,473 | 17,411 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $666,440 | 15,955 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $550,633 | 12,755 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||