Prospera Financial Services Inc
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1541625
Dallas, TX
Position in IBKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$362,695
+$86,166 QoQ
Shares Held
4,167
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#761
of 1,105 holders
Holding Since
Mar 2022
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, 2026Prospera Financial Services Inc holds $30,907,541 across 13 Capital Markets names. IBKR ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,773 | $14,940,969 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,294 | $4,732,897 | |
| 3 | MS |
Morgan Stanley
|
18,136 | $3,791,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,249 | $2,531,969 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
34,662 | $1,064,470 | |
| 6 | IREN |
IREN Ltd
|
18,343 | $838,825 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,939 | $827,857 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
8,589 | $537,929 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,695 | 4,167 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $276,529 | 4,123 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $235,567 | 3,663 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $245,307 | 3,565 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $207,787 | 3,750 | Shares | Sole | 2025-08-06 | |
| 2022-06-30 | $115,300 | 2,096 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $156,865 | 2,380 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||