Sovran Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2051471 SAN DIEGO, CA

Position in IBKR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,258,516

+$904,024 QoQ

Shares Held

37,437

+6.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#380

of 1,105 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovran Advisors, LLC holds $8,656,376 across 4 Capital Markets names. IBKR ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	37,437	$3,258,516
2	GS	Goldman Sachs Group Inc	2,923	$2,956,234
3	SCHW	Schwab Charles Corp	16,193	$1,494,128
4	BMNR	Bitmine Immersion Technologies, Inc.	71,187	$947,498

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,258,516	37,437	+6.6%	Shares	Sole	2026-07-30
2026-03-31	$2,354,492	35,105	+15.3%	Shares	Sole	2026-05-01
2025-12-31	$1,958,625	30,456	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.