Advisory Services Network, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1573876
Atlanta, GA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,139,999
+$661,578 QoQ
Shares Held
31,907
+38.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $38,078,196 across 44 Capital Markets names. IBKR ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,164 | $14,520,563 | |
| 2 | MS |
Morgan Stanley
|
37,320 | $6,141,747 | |
| 3 | EVR |
Evercore Inc.
|
17,048 | $5,088,995 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,698 | $2,603,050 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
31,907 | $2,139,999 | |
| 6 | IREN |
IREN Ltd
|
35,300 | $1,210,084 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
26,682 | $1,038,463 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,130 | $909,903 |
All Filings in IBKR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $62,383 | 1,507 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $67,332 | 2,411 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $70,900 | 3,421 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $79,180 | 3,659 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,382 | 3,678 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $89,473 | 4,335 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $49,414 | 2,732 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $106,003 | 7,708 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $127,946 | 7,765 | Shares | Sole | 2022-05-23 | |
| 2021-06-30 | $163 | 10 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $152 | 10 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $120 | 10 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $10 | 1 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||