Capital Advisors, Ltd. LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in IBKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,829
+$878 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,046
of 1,105 holders
Holding Since
Mar 2022
18 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, 2026Capital Advisors, Ltd. LLC holds $1,030,038 across 17 Capital Markets names. IBKR ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,084 | $435,639 | |
| 2 | GS |
Goldman Sachs Group Inc
|
427 | $431,854 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,067 | $98,452 | |
| 4 | GOLD |
Gold.com, Inc.
|
463 | $19,265 | |
| 5 | MC |
Moelis & Co
|
200 | $13,084 | |
| 6 | TW |
Tradeweb Markets Inc.
|
88 | $8,770 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
72 | $4,509 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
44 | $3,829 |
All Filings in IBKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,829 | 44 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,951 | 44 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,829 | 44 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,027 | 44 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,821 | 11 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,943 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2 | 11 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1 | 12 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1 | 12 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1 | 7 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1 | 7 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1 | 7 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1 | 7 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1 | 9 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,469 | 23 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,320 | 24 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $329 | 5 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||