Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$322,657
-$141,596 QoQ
Shares Held
3,707
-48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#785
of 1,105 holders
Holding Since
Mar 2023
13 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, 2026ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. IBKR ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
91,702 | $12,299,989 | |
| 2 | MC |
Moelis & Co
|
94,704 | $6,195,535 | |
| 3 | EVR |
Evercore Inc.
|
15,547 | $5,308,367 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4,758 | $4,812,098 | |
| 5 | LAZ |
Lazard, Inc.
|
82,903 | $3,476,951 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
29,762 | $3,377,689 | |
| 7 | PJT |
PJT Partners Inc.
|
15,195 | $2,293,533 | |
| 8 | MS |
Morgan Stanley
|
10,272 | $2,147,258 |
All Filings in IBKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,657 | 3,707 | Shares | Defined | 2026-07-29 | |
| 2025-12-31 | $464,253 | 7,219 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $492,610 | 7,159 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $461,676 | 8,332 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $340,784 | 2,058 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $489,022 | 2,768 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $385,748 | 2,768 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $393,546 | 3,210 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $360,599 | 3,228 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $280,367 | 3,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $309,278 | 3,573 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $328,541 | 3,955 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $324,460 | 3,930 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||