Dakota Wealth Management
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,481,162
New position
Shares Held
28,506
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#428
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $23,462,402 across 7 Capital Markets names. IBKR ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,334 | $13,485,607 | |
| 2 | SCHW |
Schwab Charles Corp
|
28,405 | $2,620,929 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
28,506 | $2,481,162 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
38,608 | $2,299,878 | |
| 5 | MS |
Morgan Stanley
|
8,972 | $1,875,506 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,776 | $369,698 | |
| 7 | XP |
XP Inc.
|
20,272 | $329,622 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,481,162 | 28,506 | Shares | Defined | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||