Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,287,147
+$271,439 QoQ
Shares Held
14,788
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 1,105 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. IBKR ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,318,993 | $859,863,483 | |
| 2 | MS |
Morgan Stanley
|
184,523 | $38,572,687 | |
| 3 | LCLN |
Lincoln International, Inc.
|
1,319,335 | $31,492,526 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,269 | $16,453,977 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
118,776 | $15,931,424 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,151 | $4,928,862 | |
| 7 | SF |
Stifel Financial Corp
|
24,351 | $1,698,969 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,809 | $1,475,864 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,147 | 14,788 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,015,708 | 15,144 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $962,463 | 14,966 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $998,708 | 14,514 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $803,278 | 14,497 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $588,506 | 3,554 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $628,238 | 3,556 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $671,854 | 4,821 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $600,249 | 4,896 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $546,708 | 4,894 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $395,267 | 4,768 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $412,631 | 4,767 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $395,911 | 4,766 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $455,731 | 5,520 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $311,466 | 4,305 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $275,132 | 4,305 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $231,014 | 3,505 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $480,093 | 6,045 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $376,845 | 6,045 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $401,150 | 6,103 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $456,134 | 6,245 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $368,261 | 6,045 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $292,154 | 6,045 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $252,499 | 6,045 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $260,962 | 6,045 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||