Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,469,076
+$2,544,059 QoQ
Shares Held
85,812
+16.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 1,105 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. IBKR ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in IBKR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,469,076 | 85,812 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,925,017 | 73,431 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,491,840 | 54,297 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,465,133 | 50,358 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,263,886 | 40,857 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,673,783 | 10,108 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,757,335 | 9,947 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,142,193 | 8,196 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $952,356 | 7,768 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $773,367 | 6,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $492,425 | 5,940 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $867,676 | 10,024 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $770,806 | 9,279 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $535,153 | 6,482 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $405,232 | 5,601 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $357,512 | 5,594 | Shares | Sole | 2022-11-03 | |
| 2021-12-31 | $253,746 | 3,195 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||