Sanctuary Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1777271
INDIANAPOLIS, IN
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,889,820
-$87,109 QoQ
Shares Held
56,179
-24.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#317
of 1,105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $165,945,805 across 27 Capital Markets names. IBKR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,129 | $83,062,806 | |
| 2 | MS |
Morgan Stanley
|
159,334 | $33,307,179 | |
| 3 | SCHW |
Schwab Charles Corp
|
194,796 | $17,973,826 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
84,733 | $8,497,025 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
56,179 | $4,889,820 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
9,902 | $2,789,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
17,214 | $2,308,913 | |
| 8 | IREN |
IREN Ltd
|
47,790 | $2,185,436 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,889,820 | 56,179 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,976,929 | 74,205 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,751,737 | 73,888 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,376,268 | 20,001 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $3,910,228 | 70,569 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $3,311,965 | 20,001 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $3,759,537 | 21,280 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,015,332 | 21,637 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,495,400 | 20,354 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||