MV CAPITAL MANAGEMENT, INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1633366
BETHESDA, MD
Position in IBKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,218
+$950 QoQ
Shares Held
14
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,081
of 1,105 holders
Holding Since
Mar 2025
6 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,210,292 across 17 Capital Markets names. IBKR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
804 | $813,141 | |
| 2 | MS |
Morgan Stanley
|
960 | $200,678 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,534 | $141,542 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
367 | $36,802 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22 | $6,196 | |
| 6 | XP |
XP Inc.
|
249 | $4,048 | |
| 7 | TW |
Tradeweb Markets Inc.
|
23 | $2,292 | |
| 8 | NMR |
Nomura Holdings Inc
|
211 | $1,852 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218 | 14 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $268 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $257 | 4 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $275 | 4 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $221 | 4 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $331 | 2 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||