Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$250,240
+$57,750 QoQ
Shares Held
2,875
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#830
of 1,105 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. IBKR ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,240 | 2,875 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $192,490 | 2,870 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $174,665 | 2,716 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $267,258 | 3,884 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $272,063 | 4,910 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $288,954 | 1,745 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $389,734 | 2,206 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $334,185 | 2,398 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $83,245 | 679 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,383 | 84 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,813 | 46 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $73,662 | 851 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,987 | 48 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $908 | 11 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $51 | 587 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,135 | 96 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,410 | 62 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,952 | 151 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $79 | 1 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $647 | 15 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||