TruNorth Capital Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1639695
KALAMAZOO, MI
Position in IBKR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$597,703
+$137,134 QoQ
Shares Held
6,867
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#677
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026TruNorth Capital Management, LLC holds $848,679 across 2 Capital Markets names. IBKR ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,867 | $597,703 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
891 | $250,976 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,703 | 6,867 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $460,569 | 6,867 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $447,854 | 6,964 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $66,057 | 960 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||