Farther Finance Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$919,316
+$444,997 QoQ
Shares Held
10,562
+49.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#587
of 1,105 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. IBKR ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in IBKR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,316 | 10,562 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $474,319 | 7,072 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $725,481 | 11,281 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $637,387 | 9,263 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $408,814 | 7,378 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $102,334 | 618 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $182,676 | 1,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $112,881 | 810 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $24,520 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,187 | 127 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,528 | 127 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $259 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $247 | 3 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $217 | 3 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||