Global Retirement Partners, LLC
PensionPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1749744
San Rafael, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$871,966
-$1,652,265 QoQ
Shares Held
10,018
-74.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#597
of 1,105 holders
Holding Since
Mar 2023
8 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. IBKR ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in IBKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,966 | 10,018 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,524,231 | 39,251 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $989,763 | 14,384 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $760,890 | 13,732 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,140,404 | 6,455 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $99,503 | 714 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $95,260 | 777 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $1,568 | 19 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||