COMMONWEALTH EQUITY SERVICES, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 312272
WALTHAM, MA
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,540,892
+$1,982,693 QoQ
Shares Held
121,104
-5.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#220
of 1,105 holders
Holding Since
Dec 2020
20 quarters on record
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $250,921,798 across 36 Capital Markets names. IBKR ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
89,299 | $90,314,329 | |
| 2 | MS |
Morgan Stanley
|
361,074 | $75,478,908 | |
| 3 | SCHW |
Schwab Charles Corp
|
236,089 | $21,783,932 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
181,743 | $18,225,188 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
121,104 | $10,540,892 | |
| 6 | IREN |
IREN Ltd
|
122,511 | $5,602,428 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
310,524 | $4,133,074 | |
| 8 | WULF |
Terawulf Inc.
|
165,421 | $4,085,898 |
All Filings in IBKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,540,892 | 121,104 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,558,199 | 127,601 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,793,921 | 121,193 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,799,544 | 113,349 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,993,841 | 72,078 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,403,868 | 20,556 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,004,803 | 17,008 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,232,268 | 16,018 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,747,663 | 14,255 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,538,134 | 13,769 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,769,500 | 21,345 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $552,339 | 6,381 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $519,021 | 6,248 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $356,246 | 4,315 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $392,498 | 5,425 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $209,944 | 3,285 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $216,909 | 3,291 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $221,661 | 2,791 | Shares | Sole | 2022-01-31 | |
| 2021-03-31 | $243,953 | 3,340 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $203,533 | 3,341 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||