Capital Analysts, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1624758
FORT WASHINGTON, PA
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,415
+$2,947 QoQ
Shares Held
292
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#971
of 1,105 holders
Holding Since
Sep 2023
9 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 Analysts, LLC holds $64,956,377 across 9 Capital Markets names. IBKR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
34,585 | $34,978,231 | |
| 2 | MS |
Morgan Stanley
|
121,253 | $25,346,726 | |
| 3 | SCHW |
Schwab Charles Corp
|
48,221 | $4,449,350 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
265 | $74,645 | |
| 5 | IREN |
IREN Ltd
|
1,214 | $55,516 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
292 | $25,415 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,366 | $19,875 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,618 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,415 | 292 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $22,468 | 335 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $28,745 | 447 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $31,927 | 464 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,710 | 464 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,208 | 116 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,493 | 116 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,165 | 116 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $952 | 11 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||