Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,651,325
+$693,217 QoQ
Shares Held
30,461
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#411
of 1,105 holders
Holding Since
Sep 2022
16 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, 2026Inspire Advisors, LLC holds $7,238,351 across 6 Capital Markets names. IBKR ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
59,637 | $2,980,657 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
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|
30,461 | $2,651,325 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
5,019 | $673,198 | |
| 4 | MRX |
Marex Group Ltd
|
6,025 | $367,223 | |
| 5 | IREN |
IREN Ltd
|
7,343 | $335,795 | |
| 6 | MS |
Morgan Stanley
|
1,101 | $230,153 |
All Filings in IBKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,651,325 | 30,461 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,958,108 | 29,195 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,864,346 | 28,990 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,436,424 | 35,408 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,022,187 | 36,495 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,281,832 | 7,741 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,791,787 | 10,142 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,413,389 | 10,142 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,350,929 | 11,019 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,338,509 | 11,982 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $871,444 | 10,512 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $323,820 | 3,741 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $310,017 | 3,732 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $274,429 | 3,324 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $247,075 | 3,415 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $220,872 | 3,456 | Shares | Defined | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||