U.S. Capital Wealth Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1808915
AUSTIN, TX
Position in IBKR
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$350,709
+$17,519 QoQ
Shares Held
5,229
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,380,541 across 8 Capital Markets names. IBKR ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,233 | $8,657,015 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
33,244 | $2,303,809 | |
| 3 | MS |
Morgan Stanley
|
13,541 | $2,228,442 | |
| 4 | EVR |
Evercore Inc.
|
4,932 | $1,472,251 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,824 | $1,017,239 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
5,229 | $350,709 | |
| 7 | WULF |
Terawulf Inc.
|
16,000 | $230,880 | |
| 8 | NMR |
Nomura Holdings Inc
|
15,234 | $120,196 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,709 | 5,229 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $333,190 | 5,181 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $344,806 | 5,011 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||