ATLAS CAPITAL ADVISORS INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1434165
JACKSON, WY
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,130
+$58,324 QoQ
Shares Held
1,047
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#918
of 1,105 holders
Holding Since
Mar 2023
4 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, 2026ATLAS CAPITAL ADVISORS INC. holds $3,006,059 across 10 Capital Markets names. IBKR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
23,585 | $1,404,958 | |
| 2 | SCHW |
Schwab Charles Corp
|
8,423 | $777,190 | |
| 3 | MS |
Morgan Stanley
|
1,941 | $405,746 | |
| 4 | NMR |
Nomura Holdings Inc
|
19,675 | $172,746 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,047 | $91,130 | |
| 6 | FUTU |
Futu Holdings Ltd
|
868 | $81,366 | |
| 7 | TW |
Tradeweb Markets Inc.
|
481 | $47,936 | |
| 8 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,130 | 1,047 | Shares | Sole | 2026-08-13 | |
| 2023-09-30 | $32,806 | 379 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,483 | 379 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,454 | 490 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||