GHP Investment Advisors, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1401561
Denver, CO
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$217,687
+$49,945 QoQ
Shares Held
2,501
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#867
of 1,105 holders
Holding Since
Jun 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, 2026GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. IBKR ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
119,657 | $16,049,592 | |
| 2 | SCHW |
Schwab Charles Corp
|
97,007 | $8,950,835 | |
| 3 | GS |
Goldman Sachs Group Inc
|
595 | $601,765 | |
| 4 | MS |
Morgan Stanley
|
1,529 | $319,622 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,501 | $217,687 | |
| 6 | EVR |
Evercore Inc.
|
172 | $58,727 | |
| 7 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
328 | $16,393 |
All Filings in IBKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,687 | 2,501 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $167,742 | 2,501 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $160,839 | 2,501 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $172,093 | 2,501 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $138,580 | 2,501 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $122,371 | 739 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $138,685 | 785 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $109,397 | 785 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $96,241 | 785 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $99,086 | 887 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $73,532 | 887 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $76,778 | 887 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $73,683 | 887 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||