Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$606,494
+$205,416 QoQ
Shares Held
6,968
+16.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#673
of 1,105 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. IBKR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in IBKR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,494 | 6,968 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $401,078 | 5,980 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $455,572 | 7,084 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $506,648 | 7,363 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $397,843 | 7,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $272,561 | 1,646 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $243,451 | 1,378 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $208,203 | 1,494 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $176,666 | 1,441 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $156,505 | 1,401 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $116,889 | 1,410 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $78,769 | 910 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $22,595 | 272 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,896 | 241 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,038 | 42 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,428 | 38 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,650 | 30 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $197 | 3 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $238 | 3 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $187 | 3 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||