Sowell Financial Services LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IBKR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,338,590

+$618,044 QoQ

Shares Held

26,868

+4.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#55

of 266 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. IBKR ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,917	$8,553,289
2	GS	Goldman Sachs Group Inc	6,214	$6,284,653
3	IBKR	Interactive Brokers Group, Inc. This page	26,868	$2,338,590
4	SCHW	Schwab Charles Corp	13,600	$1,254,872
5	HOOD	Robinhood Markets, Inc.	8,217	$824,000
6	TW	Tradeweb Markets Inc.	3,580	$356,782
7	SF	Stifel Financial Corp	4,928	$343,826
8	HLI	Houlihan Lokey, Inc.	2,482	$332,910

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,338,590	26,868	+4.7%	Shares	Sole	2026-07-20
2026-03-31	$1,720,546	25,653	+3.1%	Shares	Sole	2026-04-20
2025-12-31	$1,600,868	24,893	+9.3%	Shares	Sole	2026-01-21
2025-09-30	$1,567,147	22,775	-43.8%	Shares	Sole	2025-10-17
2025-06-30	$2,243,606	40,491	+292.7%	Shares	Sole	2025-07-14
2025-03-31	$426,808	10,310	-17.8%	Shares	Sole	2025-04-17
2024-12-31	$553,992	12,543	+125330.0%	Shares	Sole	2025-02-07
2021-03-31	$182	10	-97.2%	Shares	Sole	2021-05-07
2020-12-31	$5,482	360	0.0%	Shares	Sole	2021-01-13
2020-09-30	$4,349	360	0.0%	Shares	Sole	2020-11-12
2020-06-30	$3,759	360	-31.4%	Shares	Sole	2020-08-13
2020-03-31	$5,666	525	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.