UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1463217
IRVING, TX
Position in IBKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$921,318
+$220,839 QoQ
Shares Held
10,585
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 1,105 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. IBKR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,193 | $617,724 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,318 | 10,585 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $700,479 | 10,444 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $378,978 | 5,893 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $517,451 | 7,520 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,688 | 5,192 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $208,808 | 1,261 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $225,430 | 1,276 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||