Pure Financial Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1571556
SAN DIEGO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$598,138
+$251,521 QoQ
Shares Held
6,872
+33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#677
of 1,111 holders
Holding Since
Mar 2026
2 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, 2026Pure Financial Advisors, LLC holds $5,701,550 across 7 Capital Markets names. IBKR ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,607 | $1,625,271 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,319 | $1,413,484 | |
| 3 | MS |
Morgan Stanley
|
6,502 | $1,359,178 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,872 | $598,138 | |
| 5 | NMR |
Nomura Holdings Inc
|
27,301 | $239,702 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,674 | $233,606 | |
| 7 | IREN |
IREN Ltd
|
5,077 | $232,171 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,138 | 6,872 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $346,617 | 5,168 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||