Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,457,149
+$242,108 QoQ
Shares Held
74,186
-19.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#292
of 1,105 holders
Holding Since
Mar 2020
26 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. IBKR ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457,149 | 74,186 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,215,041 | 92,665 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,042,868 | 78,415 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,142,118 | 89,262 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,318,196 | 95,979 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,981,775 | 30,085 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,345,150 | 30,255 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,431,787 | 31,801 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,836,276 | 31,291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,638,729 | 32,573 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,443,334 | 41,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,216,309 | 37,157 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,341,158 | 40,221 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,398,830 | 41,168 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,950,433 | 40,780 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,778,678 | 43,478 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,462,797 | 44,770 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,527,041 | 53,513 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,201,159 | 52,898 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,467,288 | 55,619 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,317,475 | 65,685 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,262,979 | 58,365 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,167,291 | 51,991 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,453,037 | 50,756 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,951,118 | 46,711 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,761,336 | 40,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||