INSIGNEO ADVISORY SERVICES, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1964958
MIAMI, FL
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,924
+$26,975 QoQ
Shares Held
3,779
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#783
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $33,028,198 across 9 Capital Markets names. IBKR ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,445 | $24,722,939 | |
| 2 | MS |
Morgan Stanley
|
14,784 | $3,090,447 | |
| 3 | SCHW |
Schwab Charles Corp
|
26,043 | $2,402,987 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,234 | $1,026,265 | |
| 5 | WULF |
Terawulf Inc.
|
31,264 | $772,220 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
3,779 | $328,924 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
4,797 | $300,436 | |
| 8 | IREN |
IREN Ltd
|
4,407 | $201,532 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,924 | 3,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $301,949 | 4,502 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $287,079 | 4,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $221,086 | 3,213 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||