Morse Asset Management, Inc
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1705711
DARIEN, CT
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,551,313
+$772,698 QoQ
Shares Held
17,823
+53.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#504
of 1,105 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Morse Asset Management, Inc holds $31,589,361 across 13 Capital Markets names. IBKR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
38,601 | $13,179,925 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,611 | $8,708,907 | |
| 3 | IREN |
IREN Ltd
|
92,487 | $4,229,430 | |
| 4 | MS |
Morgan Stanley
|
12,555 | $2,624,497 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
17,823 | $1,551,313 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,243 | $626,048 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
40,609 | $540,505 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
2,550 | $69,717 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,313 | 17,823 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $778,615 | 11,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,607 | 25 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||