Virtue Capital Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1729985
BRENTWOOD, TN
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,073,817
+$1,099,008 QoQ
Shares Held
35,315
+19.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#389
of 1,105 holders
Holding Since
Jun 2024
9 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, 2026Virtue Capital Management, LLC holds $9,804,461 across 5 Capital Markets names. IBKR ranks #2 (31.4% of the industry book) .
All Filings in IBKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,073,817 | 35,315 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,974,809 | 29,444 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,921,068 | 29,872 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $153,927 | 2,237 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,651,218 | 29,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,356,678 | 8,193 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,212,309 | 6,862 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $898,872 | 6,450 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $770,663 | 6,286 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||