Moran Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1965334
Naples, FL
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,698,267
+$2,565,587 QoQ
Shares Held
157,379
-5.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#39
of 483 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $42,796,290 across 8 Capital Markets names. IBKR ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
202,225 | $14,109,238 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
157,379 | $13,698,267 | |
| 3 | TW |
Tradeweb Markets Inc.
|
103,061 | $10,271,058 | |
| 4 | MC |
Moelis & Co
|
30,409 | $1,989,355 | |
| 5 | LAZ |
Lazard, Inc.
|
42,602 | $1,786,727 | |
| 6 | MS |
Morgan Stanley
|
2,414 | $504,622 | |
| 7 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 8 | DSEEY |
Daiwa Securities Group Inc.
|
11,407 | $113,385 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,698,267 | 157,379 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,132,680 | 165,986 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,559,169 | 101,993 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $7,410,148 | 107,690 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,115,823 | 110,374 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||