Position in IBKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$245,365
New position
Shares Held
2,819
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Savvy Advisors, Inc. holds $17,459,503 across 7 Capital Markets names. IBKR ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,156 | $8,248,733 | |
| 2 | MS |
Morgan Stanley
|
22,754 | $4,756,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
29,938 | $2,762,379 | |
| 4 | EVR |
Evercore Inc.
|
1,907 | $651,126 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,448 | $546,325 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,977 | $249,079 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,819 | $245,365 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,365 | 2,819 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||