COMMONWEALTH EQUITY SERVICES, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 312272
WALTHAM, MA
Position in IBKR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,558,199
+$764,278 QoQ
Shares Held
127,601
+5.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $217,677,320 across 37 Capital Markets names. IBKR ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
92,786 | $78,496,028 | |
| 2 | MS |
Morgan Stanley
|
372,346 | $61,276,981 | |
| 3 | SCHW |
Schwab Charles Corp
|
265,765 | $24,976,594 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
150,782 | $10,449,192 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
127,601 | $8,558,199 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
337,984 | $6,685,323 | |
| 7 | IREN |
IREN Ltd
|
127,991 | $4,387,531 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
42,863 | $4,089,558 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $850,967 | 20,556 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $751,200 | 17,008 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $558,067 | 16,018 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $436,915 | 14,255 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $384,533 | 13,769 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $442,375 | 21,345 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $138,084 | 6,381 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $129,755 | 6,248 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $89,061 | 4,315 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $98,124 | 5,425 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $52,486 | 3,285 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $54,227 | 3,291 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $55,415 | 2,791 | Shares | Sole | 2022-01-31 | |
| 2021-03-31 | $60,988 | 3,340 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $50,883 | 3,341 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||