Crewe Advisors LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1730033
SALT LAKE CITY, UT
Position in IBKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$890,593
+$204,333 QoQ
Shares Held
10,232
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#592
of 1,105 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. IBKR ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
10,232 | $890,593 | |
| 2 | MS |
Morgan Stanley
|
2,565 | $536,187 | |
| 3 | GS |
Goldman Sachs Group Inc
|
464 | $469,275 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,546 | $377,149 | |
| 5 | IREN |
IREN Ltd
|
6,350 | $290,385 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,371 | $126,502 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,000 | $125,260 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,384 | $65,273 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,593 | 10,232 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $686,260 | 10,232 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $655,447 | 10,192 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $701,311 | 10,192 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $564,738 | 10,192 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $421,923 | 2,548 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $450,155 | 2,548 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $355,089 | 2,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,384 | 2,548 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $284,637 | 2,548 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,524 | 2,636 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $220,554 | 2,548 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $211,662 | 2,548 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $210,362 | 2,548 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $184,347 | 2,548 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $166,869 | 2,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $143,631 | 2,611 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $167,938 | 2,548 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $202,362 | 2,548 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $158,842 | 2,548 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $167,480 | 2,548 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $186,105 | 2,548 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $155,224 | 2,548 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $123,144 | 2,548 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $106,429 | 2,548 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||