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Tidal Investments’s Interactive Brokers IBKR Stock Holding History

Tidal Investments’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.59M Buy
69,315
+11,047
+19% +$789K 0.01% 840
2025
Q4 		$3.75M Buy
58,268
+812
+1% +$54.4K 0.01% 742
2025
Q3 		$3.95M Buy
57,456
+7,490
+15% +$471K 0.01% 656
2025
Q2 		$2.77M Sell
49,966
-12,798
-20% -$607K 0.02% 611
2025
Q1 		$2.6M Buy
62,764
+6,944
+12% +$344K 0.02% 581
2024
Q4 		$2.47M Buy
55,820
+540
+1% +$22.7K 0.02% 620
2024
Q3 		$1.93M Sell
55,280
-58,524
-51% -$1.81M 0.02% 665
2024
Q2 		$3.49M Buy
113,804
+904
+0.8% +$27K 0.05% 345
2024
Q1 		$3.15M Buy
112,900
+66,436
+143% +$1.65M 0.05% 370
2023
Q4 		$963K Sell
46,464
-344
-0.7% -$7.04K 0.02% 647
2023
Q3 		$1.01M Buy
46,808
+532
+1% +$11.8K 0.03% 541
2023
Q2 		$961K Buy
46,276
+33,932
+275% +$669K 0.03% 551
2023
Q1 		$255K Buy
+12,344
New +$251K 0.01% 1084

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tidal Investments's IBKR Position: Q1 2026 in Review

Tidal Investments increased its Interactive Brokers (IBKR) stake by 19% in Q1 2026, buying an estimated $789K and bringing the position to 69,315 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #840.

Tidal Investments first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Tidal Investments held 69,315 shares of Interactive Brokers worth $4.59M as of Q1 2026.
  • Tidal Investments bought 11,047 Interactive Brokers shares in Q1 2026, an estimated $789K.
  • Interactive Brokers made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #840 holding.
  • Tidal Investments first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.