MERCER GLOBAL ADVISORS INC /ADV
Position in IBKR — Interactive Brokers Group, Inc.
CIK 853758
DENVER, CO
Position in IBKR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,468,720
+$1,091,545 QoQ
Shares Held
51,341
+2.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 1,105 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. IBKR ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
51,341 | $4,468,720 |
All Filings in IBKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,468,720 | 51,341 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,377,175 | 50,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,697,933 | 41,952 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,287,726 | 33,247 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,538,126 | 27,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,175,192 | 7,097 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $915,680 | 5,183 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $971,896 | 6,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $775,690 | 6,327 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $670,706 | 6,004 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $489,524 | 5,905 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $381,729 | 4,410 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $219,803 | 2,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $234,222 | 2,837 | Shares | Sole | 2023-05-16 | |
| 2022-03-31 | $201,948 | 3,064 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||