Independent Advisor Alliance
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1696899
CHARLOTTE, NC
Position in IBKR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$344,001
-$52,726 QoQ
Shares Held
5,129
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. IBKR ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $69,091 | 1,669 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $65,235 | 1,477 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||