SEC 13F Intelligence

Ellsworth Advisors, LLC / IBKR

Ellsworth Advisors, LLC’s Interactive Brokers Group In Position

Does Ellsworth Advisors, LLC own Interactive Brokers Group In (IBKR)? Not currently — the last reported position was 51.1K shares worth $6M in Q2 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$6M
Q2 2024
Shares
51.1K
% of Portfolio
+1.75%
Quarters Held
3
position exited

Position History IBKR

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202451.1K$6M+1.75%
Q1 202451.1K$6M+1.62%
Q4 202350.0K$4M+1.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of IBKR.