Position in IBKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,420,631
+$5,370,043 QoQ
Shares Held
246,101
+2.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#153
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, 2026MILFORD FUNDS LTD holds $76,661,123 across 2 Capital Markets names. IBKR ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
264,258 | $55,240,492 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
246,101 | $21,420,631 |
All Filings in IBKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,420,631 | 246,101 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,050,588 | 239,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,799,906 | 416,730 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||