Empowered Funds, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1592828
NEWTOWN SQUARE, PA
Position in IBKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,334,065
+$1,273,276 QoQ
Shares Held
38,305
+24.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#379
of 1,105 holders
Holding Since
Sep 2023
10 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, 2026Empowered Funds, LLC holds $283,050,955 across 23 Capital Markets names. IBKR ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,766 | $86,741,151 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
713,559 | $42,506,707 | |
| 3 | MS |
Morgan Stanley
|
194,020 | $40,557,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
433,940 | $34,281,220 | |
| 5 | SCHW |
Schwab Charles Corp
|
193,980 | $17,898,529 | |
| 6 | GOLD |
Gold.com, Inc.
|
267,580 | $11,134,003 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,495 | $8,473,156 | |
| 8 | MC |
Moelis & Co
|
100,128 | $6,550,373 |
All Filings in IBKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,334,065 | 38,305 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $2,060,789 | 30,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,291,036 | 128,923 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $10,375,650 | 150,787 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,617,155 | 137,469 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $6,479,700 | 39,131 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $6,709,041 | 37,975 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $213,778 | 1,534 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $4,592,350 | 37,458 | Shares | Other | 2024-07-30 | |
| 2023-09-30 | $674,302 | 7,790 | Shares | Other | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||