Position in IBKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,670,919
+$2,094,063 QoQ
Shares Held
76,642
+12.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#284
of 1,105 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TCW GROUP INC holds $66,420,709 across 6 Capital Markets names. IBKR ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
229,009 | $47,872,040 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
76,642 | $6,670,919 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,965 | $5,021,452 | |
| 4 | SCHW |
Schwab Charles Corp
|
40,500 | $3,736,934 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,419 | $1,808,103 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,076 | $1,311,261 |
All Filings in IBKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,670,919 | 76,642 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,576,856 | 68,240 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,828,760 | 59,536 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,524,035 | 51,214 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,975,390 | 71,745 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,151,177 | 19,030 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,398,376 | 24,896 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $3,258,376 | 23,381 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $3,119,311 | 25,443 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,499,036 | 13,419 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||