Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,114,721
+$383,390 QoQ
Shares Held
12,807
+17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#554
of 1,109 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NAVELLIER & ASSOCIATES INC holds $7,885,445 across 6 Capital Markets names. IBKR ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
40,989 | $2,441,714 | |
| 2 | SNEX |
StoneX Group Inc.
|
21,760 | $1,719,079 | |
| 3 | WULF |
Terawulf Inc.
|
50,534 | $1,248,189 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
12,807 | $1,114,721 | |
| 5 | SCHW |
Schwab Charles Corp
|
9,555 | $881,639 | |
| 6 | MRX |
Marex Group Ltd
|
7,877 | $480,103 |
All Filings in IBKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,721 | 12,807 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $731,331 | 10,904 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $726,831 | 11,302 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,060,706 | 15,415 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $688,081 | 12,418 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $518,131 | 3,129 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $738,303 | 4,179 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $447,206 | 3,209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $514,674 | 4,198 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $481,246 | 4,308 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $346,936 | 4,185 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $354,116 | 4,091 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $242,315 | 2,917 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||