MISSION WEALTH MANAGEMENT, LP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1645382 Santa Barbara, CA

Position in IBKR

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

Position Value

$771,000

+$235,111 QoQ

Shares Held

8,858

+10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#623

of 1,105 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. IBKR ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,953	$10,066,165
2	MS	Morgan Stanley	17,293	$3,614,928
3	SCHW	Schwab Charles Corp	13,820	$1,275,171
4	WULF	Terawulf Inc.	51,522	$1,272,593
5	IBKR	Interactive Brokers Group, Inc. This page	8,858	$771,000
6	IREN	IREN Ltd	15,729	$719,287
7	HOOD	Robinhood Markets, Inc.	6,553	$657,134
8	CRCL	Circle Internet Group, Inc.	7,891	$494,213

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,000	8,858	+10.9%	Shares	Sole	2026-07-20
2026-03-31	$535,889	7,990	-40.5%	Shares	Sole	2026-05-15
2025-12-31	$863,040	13,420	-8.0%	Shares	Sole	2026-02-05
2025-09-30	$1,004,144	14,593	+56.6%	Shares	Sole	2025-11-04
2025-06-30	$516,199	9,316	+1.0%	Shares	Sole	2025-08-05
2025-03-31	$1,527,402	9,224	-18.3%	Shares	Sole	2025-04-17
2024-12-31	$1,994,957	11,292	-2.0%	Shares	Sole	2025-02-06
2024-09-30	$1,605,427	11,520	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$1,410,145	11,502	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.