Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$137,610
+$56,791 QoQ
Shares Held
1,581
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#898
of 1,105 holders
Holding Since
Mar 2026
2 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, 2026Strategic Advocates LLC holds $169,137 across 6 Capital Markets names. IBKR ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,581 | $137,610 | |
| 2 | MS |
Morgan Stanley
|
64 | $13,378 | |
| 3 | GS |
Goldman Sachs Group Inc
|
10 | $10,113 | |
| 4 | CLSK |
Cleanspark, Inc.
|
527 | $7,667 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4 | $250 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
9 | $119 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,610 | 1,581 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $80,819 | 1,205 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||