Caldwell Investment Management Ltd.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1904373
TORONTO, A6
Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,209,856
+$277,583 QoQ
Shares Held
13,900
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#540
of 1,105 holders
Holding Since
Dec 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 Jun 30, 2026Caldwell Investment Management Ltd. holds $23,505,856 across 2 Capital Markets names. IBKR ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIAX |
Miami International Holdings, Inc.
|
600,000 | $22,296,000 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
13,900 | $1,209,856 |
All Filings in IBKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,856 | 13,900 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $932,273 | 13,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,742,801 | 27,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,864,751 | 27,100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,684,464 | 30,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,126,012 | 6,800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,201,356 | 6,800 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||