Position in IBKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,510
+$11,847 QoQ
Shares Held
385
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#958
of 1,105 holders
Holding Since
Dec 2024
5 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, 2026MATHER GROUP, LLC. holds $7,091,323 across 19 Capital Markets names. IBKR ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,757 | $3,084,803 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,835 | $1,855,863 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,944 | $732,992 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
44,146 | $347,429 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,396 | $340,550 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
939 | $264,497 | |
| 7 | IREN |
IREN Ltd
|
3,613 | $165,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
584 | $78,331 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,510 | 385 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,663 | 323 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $20,161 | 293 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $11,425 | 69 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,190 | 69 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||