Position in IBKR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,306,939
+$1,621,009 QoQ
Shares Held
34,396
+222.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026OPPENHEIMER & CO INC holds $92,820,777 across 16 Capital Markets names. IBKR ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,621 | $53,822,729 | |
| 2 | MS |
Morgan Stanley
|
57,828 | $9,516,753 | |
| 3 | SCHW |
Schwab Charles Corp
|
83,674 | $7,863,682 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
161,541 | $6,666,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
69,494 | $4,815,934 | |
| 6 | WULF |
Terawulf Inc.
|
203,672 | $2,938,986 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
34,396 | $2,306,939 | |
| 8 | IREN |
IREN Ltd
|
40,012 | $1,371,611 |
All Filings in IBKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,306,939 | 34,396 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $685,930 | 10,666 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,553,316 | 22,574 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $326,808 | 5,898 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $223,753 | 5,405 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $66,692 | 1,510 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $57,311 | 1,645 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $81,632 | 2,923 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $75,285 | 3,479 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $72,000 | 3,467 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $92,735 | 4,493 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $75,569 | 4,178 | Shares | Sole | 2023-02-08 | |
| 2021-03-31 | $60,258 | 3,300 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $249,772 | 16,400 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||