Farther Finance Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in IBKR

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$474,319

-$251,162 QoQ

Shares Held

7,072

-37.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $30,786,325 across 46 Capital Markets names. IBKR ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,155	$9,437,018
2	SCHW	Schwab Charles Corp	72,937	$6,854,619
3	MS	Morgan Stanley	29,238	$4,811,697
4	HOOD	Robinhood Markets, Inc.	32,809	$2,273,663
5	IREN	IREN Ltd	65,115	$2,232,142
6	LPLA	LPL Financial Holdings Inc.	2,533	$762,002
7	IBKR	Interactive Brokers Group, Inc. This page	7,072	$474,319
8	TW	Tradeweb Markets Inc.	3,537	$416,163

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$474,319	7,072	-37.3%	Shares	Sole	2026-04-07
2025-12-31	$725,481	11,281	+21.8%	Shares	Sole	2026-01-23
2025-09-30	$637,387	9,263	+25.5%	Shares	Sole	2025-10-14
2025-06-30	$408,814	7,378	+1093.9%	Shares	Sole	2025-07-11
2025-03-31	$25,583	618	-40.2%	Shares	Sole	2025-04-14
2024-12-31	$45,669	1,034	+27.7%	Shares	Sole	2025-02-10
2024-09-30	$28,220	810	+305.0%	Shares	Sole	2024-10-29
2024-06-30	$6,130	200	+57.5%	Shares	Sole	2024-07-31
2024-03-31	$3,546	127	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,632	127	+4133.3%	Shares	Sole	2024-02-15
2023-09-30	$64	3	0.0%	Shares	Sole	2023-11-14
2023-06-30	$62	3	0.0%	Shares	Sole	2024-05-14
2023-03-31	$61	3	0.0%	Shares	Sole	2024-05-14
2022-12-31	$54	3	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.