Anchor Investment Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1634149
COLUMBIA, SC
Position in IBKR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$181,223
+$7,458 QoQ
Shares Held
2,702
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. IBKR ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,598 | $3,889,862 | |
| 2 | SCHW |
Schwab Charles Corp
|
38,632 | $3,630,635 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
10,884 | $3,274,233 | |
| 4 | MS |
Morgan Stanley
|
4,777 | $786,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,702 | $181,223 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
450 | $64,629 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
374 | $61,702 | |
| 8 | PJT |
PJT Partners Inc.
|
25 | $3,493 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,223 | 2,702 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $173,765 | 2,702 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $184,204 | 2,677 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,406 | 2,552 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $105,646 | 638 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $112,715 | 638 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,911 | 638 | Shares | Sole | 2024-11-21 | |
| No filing history on record for this holder in this stock. | ||||||