Wealthfront Advisers LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1763921
Palo Alto, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,596,428
+$3,049,483 QoQ
Shares Held
144,720
+1.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#201
of 1,105 holders
Holding Since
Sep 2022
16 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, 2026Wealthfront Advisers LLC holds $143,133,917 across 12 Capital Markets names. IBKR ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,116 | $53,719,928 | |
| 2 | MS |
Morgan Stanley
|
184,586 | $38,585,857 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
164,596 | $16,505,686 | |
| 4 | SCHW |
Schwab Charles Corp
|
170,462 | $15,728,528 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
144,720 | $12,596,428 | |
| 6 | TW |
Tradeweb Markets Inc.
|
28,361 | $2,826,457 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
34,036 | $931,905 | |
| 8 | MARA |
MARA Holdings, Inc.
|
49,365 | $685,679 |
All Filings in IBKR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,596,428 | 144,720 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,546,945 | 142,343 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,054,891 | 125,251 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,598,291 | 124,957 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,063,571 | 109,431 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,189,923 | 25,303 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,989,031 | 22,579 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $2,662,612 | 19,106 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,238,995 | 10,106 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,081,687 | 9,683 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $812,420 | 9,800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,955,390 | 22,590 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $808,935 | 9,738 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $351,623 | 4,259 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $275,147 | 3,803 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $222,598 | 3,483 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||