Advisory Services Network, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1573876
Atlanta, GA
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,088,869
+$948,870 QoQ
Shares Held
35,488
+11.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#389
of 1,109 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $48,059,361 across 17 Capital Markets names. IBKR ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,208 | $19,426,387 | |
| 2 | MS |
Morgan Stanley
|
37,305 | $7,798,233 | |
| 3 | EVR |
Evercore Inc.
|
14,837 | $5,065,942 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
35,488 | $3,088,869 | |
| 5 | SCHW |
Schwab Charles Corp
|
26,157 | $2,413,499 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,510 | $1,755,897 | |
| 7 | IREN |
IREN Ltd
|
34,531 | $1,579,100 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
39,722 | $1,476,069 |
All Filings in IBKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,088,869 | 35,488 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,139,999 | 31,907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,478,421 | 22,989 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,505,492 | 21,879 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $600,865 | 10,844 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $249,540 | 1,507 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $269,332 | 2,411 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $283,600 | 3,421 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $316,722 | 3,659 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $305,530 | 3,678 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $357,896 | 4,335 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $197,659 | 2,732 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $424,017 | 7,708 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $511,790 | 7,765 | Shares | Sole | 2022-05-23 | |
| 2021-06-30 | $656 | 10 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $608 | 10 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $482 | 10 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $43 | 1 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||