Vann Equity Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2018412 PLANO, TX

Position in IBKR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$232,919

New position

Shares Held

2,676

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#852

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vann Equity Management LLC holds $3,949,844 across 5 Capital Markets names. IBKR ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,338	$2,161,055
2	SCHW	Schwab Charles Corp	7,190	$663,421
3	GS	Goldman Sachs Group Inc	651	$658,401
4	MRX	Marex Group Ltd	3,840	$234,048
5	IBKR	Interactive Brokers Group, Inc. This page	2,676	$232,919

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,919	2,676	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.