Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$505,699
+$22,329 QoQ
Shares Held
5,810
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#702
of 1,105 holders
Holding Since
Mar 2021
22 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, 2026Advisor OS, LLC holds $3,479,982 across 7 Capital Markets names. IBKR ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,314 | $901,795 | |
| 2 | GS |
Goldman Sachs Group Inc
|
670 | $677,616 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
5,979 | $599,572 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
5,810 | $505,699 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,053 | $466,237 | |
| 6 | EVR |
Evercore Inc.
|
781 | $266,663 | |
| 7 | SBET |
Sharplink, Inc.
|
13,000 | $62,400 |
All Filings in IBKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,699 | 5,810 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $483,370 | 7,207 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $816,797 | 12,701 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $869,480 | 12,636 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $829,317 | 14,967 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $751,611 | 4,539 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $892,886 | 5,054 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,063,036 | 7,628 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,300,661 | 10,609 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,186,692 | 10,623 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $780,167 | 9,411 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $861,786 | 9,956 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,059,138 | 12,750 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $988,901 | 11,978 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $826,668 | 11,426 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $710,738 | 11,121 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $581,013 | 10,562 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $635,303 | 9,639 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $680,547 | 8,569 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $484,067 | 7,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $433,618 | 6,597 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $278,205 | 3,809 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||