Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,094,020
+$1,491,853 QoQ
Shares Held
92,992
-5.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 1,105 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,978,000,152 across 41 Capital Markets names. IBKR ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,476,735 | $3,365,708,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,945,312 | $1,967,430,191 | |
| 3 | MS |
Morgan Stanley
|
8,358,992 | $1,747,363,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,600,614 | $260,789,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,166,645 | $116,267,840 | |
| 6 | XP |
XP Inc.
|
4,470,393 | $72,688,588 | |
| 7 | HUT |
Hut 8 Corp.
|
590,099 | $68,123,977 | |
| 8 | EVR |
Evercore Inc.
|
117,846 | $40,237,335 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,094,020 | 92,992 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,602,167 | 98,437 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,575,224 | 86,693 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,034,945 | 58,639 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,588,199 | 46,710 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,945,349 | 11,748 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,511,587 | 8,556 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $194,685 | 1,397 | Shares | Defined | 2024-11-27 | |
| 2023-03-31 | $873,565 | 10,581 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||