Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,134,376
+$17,379,621 QoQ
Shares Held
334,724
+91.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#133
of 1,105 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Inspire Investing, LLC holds $39,005,726 across 14 Capital Markets names. IBKR ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
334,724 | $29,134,376 | |
| 2 | EVR |
Evercore Inc.
|
13,789 | $4,708,116 | |
| 3 | TW |
Tradeweb Markets Inc.
|
12,253 | $1,221,133 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
21,712 | $1,085,165 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
6,473 | $683,160 | |
| 6 | SF |
Stifel Financial Corp
|
8,001 | $558,229 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,528 | $473,210 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
14,709 | $402,144 |
All Filings in IBKR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,134,376 | 334,724 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,754,755 | 175,261 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,334,014 | 191,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,919,093 | 202,283 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,951,382 | 215,690 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,839,196 | 47,341 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $6,997,368 | 39,607 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,353,004 | 45,587 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,320,717 | 43,399 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,504,957 | 49,279 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,846,394 | 46,398 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,881,523 | 44,842 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,787,241 | 57,629 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,641,605 | 56,221 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,669,374 | 50,717 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $373,042 | 5,837 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $366,916 | 6,670 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $434,676 | 6,595 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $537,832 | 6,772 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $349,665 | 5,609 | Shares | Defined | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||