Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,860
New position
Shares Held
3,020
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $16,140,804 across 8 Capital Markets names. IBKR ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,150 | $7,231,295 | |
| 2 | MS |
Morgan Stanley
|
17,739 | $3,708,160 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
21,437 | $2,149,702 | |
| 4 | SCHW |
Schwab Charles Corp
|
14,124 | $1,303,221 | |
| 5 | GOLD |
Gold.com, Inc.
|
26,903 | $1,119,433 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,020 | $262,860 | |
| 7 | EVR |
Evercore Inc.
|
642 | $219,204 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
11,039 | $146,929 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,860 | 3,020 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||