Independent Advisor Alliance
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1696899
CHARLOTTE, NC
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$478,197
+$134,196 QoQ
Shares Held
5,494
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 1,105 holders
Holding Since
Dec 2024
7 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, 2026Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names. IBKR ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
45,127 | $9,433,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,973 | $9,075,022 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,052 | $4,802,837 | |
| 4 | HUT |
Hut 8 Corp.
|
20,339 | $2,348,035 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,670 | $1,771,947 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,839 | $1,363,049 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
5,494 | $478,197 | |
| 8 | NMR |
Nomura Holdings Inc
|
40,360 | $354,360 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,197 | 5,494 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $344,001 | 5,129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $396,727 | 6,169 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $412,240 | 5,991 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $371,745 | 6,709 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $276,368 | 1,669 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $260,941 | 1,477 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||