Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 10)
1,122 institutional investment managers reported a IBKR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $33.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBKR 13F holders ranked 901–1,000 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Volterra Technologies#901 · 2,018 sh | 2,018 | $175.6K | 0.03% | -76.9% |
| 902 | Investment Partners Asset Management#902 · 2,007 sh | 2,007 | $174.7K | — | New |
| 903 | Accent Capital Management#903 · 1,920 sh | 1,920 | $167.1K | 0.07% | New |
| 904 | NVWM#904 · 1,810 sh | 1,810 | $157.5K | — | -0.3% |
| 905 | Smithfield#905 · 1,700 sh | 1,700 | $148.0K | <0.01% | 0.0% |
| 906 | WESTPAC BANKING#906 · 1,664 sh | 1,664 | $144.8K | <0.01% | +9.5% |
| 907 | WHITTIER#907 · 1,448 sh | 1,448 | $139.0K | <0.01% | +3.2% |
| 908 | Strategic Advocates#908 · 1,581 sh | 1,581 | $137.6K | 0.53% | +31.2% |
| 909 | Atlantic Edge Private Wealth Management#909 · 1,487 sh | 1,487 | $129.5K | — | +2874.0% |
| 910 | Smartleaf Asset Management#910 · 1,395 sh | 1,395 | $123.0K | <0.01% | 0.0% |
| 911 | Bay Harbor Wealth Management#911 · 1,394 sh | 1,394 | $121.3K | 0.03% | -10.5% |
| 912 | SBI Securities , Ltd.#912 · 1,388 sh | 1,388 | $120.9K | — | -3.9% |
| 913 | OF TOLEDO NA#913 · 1,356 sh | 1,356 | $118.0K | — | -22.2% |
| 914 | Valued Wealth Advisors#914 · 1,290 sh | 1,290 | $112.3K | 0.04% | 0.0% |
| 915 | CENTAURUS FINANCIAL#915 · 1,282 sh | 1,282 | $112.0K | <0.01% | New |
| 916 | BEACON INVESTMENT ADVISORY SERVICES#916 · 1,264 sh | 1,264 | $110.0K | — | 0.0% |
| 917 | Quest 10 Wealth Builders#917 · 1,247 sh | 1,247 | $108.5K | 0.08% | -4.6% |
| 918 | LRI Investments#918 · 1,226 sh | 1,226 | $106.7K | <0.01% | +8.1% |
| 919 | Rosenberg Matthew Hamilton#919 · 1,224 sh | 1,224 | $106.5K | — | 0.0% |
| 920 | ONEFUND#920 · 1,217 sh | 1,217 | $105.9K | 0.06% | -0.6% |
| 921 | CULLEN/FROST BANKERS#921 · 1,188 sh | 1,188 | $103.4K | <0.01% | -1.2% |
| 922 | Strategic Wealth Partners, Ltd.#922 · 1,172 sh | 1,172 | $102.0K | <0.01% | -19.2% |
| 923 | Covestor Ltd#923 · 1,138 sh | 1,138 | $99.0K | 0.06% | -1.3% |
| 924 | EASTERN BANK#924 · 1,130 sh | 1,130 | $98.4K | — | 0.0% |
| 925 | SUMMIT SECURITIES GROUP#925 · 1,077 sh | 1,077 | $93.7K | <0.01% | +1375.3% |
| 926 | SECURITY NATIONAL BANK OF SO DAK#926 · 1,076 sh | 1,076 | $93.7K | 0.04% | New |
| 927 | HARBOUR INVESTMENTS#927 · 1,072 sh | 1,072 | $93.3K | <0.01% | +30.1% |
| 928 | MassMutual Private Wealth & , FSB#928 · 1,056 sh | 1,056 | $91.9K | — | -0.5% |
| 929 | ATLAS CAPITAL ADVISORS#929 · 1,047 sh | 1,047 | $91.1K | 0.01% | New |
| 930 | TOBAM#930 · 1,033 sh | 1,033 | $90.0K | 0.02% | -9.5% |
| 931 | Buck Wealth Strategies#931 · 1,016 sh | 1,016 | $88.4K | <0.01% | New |
| 932 | DT Investment Partners#932 · 1,008 sh | 1,008 | $87.7K | — | 0.0% |
| 933 | ADIRONDACK#933 · 1,000 sh | 1,000 | $87.0K | — | 0.0% |
| 934 | AdvisorNet Financial#934 · 956 sh | 956 | $83.3K | — | -3.1% |
| 935 | CREATIVE FINANCIAL DESIGNS#935 · 940 sh | 940 | $81.8K | <0.01% | 0.0% |
| 936 | PRIVATE NA#936 · 900 sh | 900 | $78.3K | — | -43.6% |
| 937 | Owl Creek Wealth Partners#937 · 879 sh | 879 | $76.5K | — | +4.8% |
| 938 | EVERMAY WEALTH MANAGEMENT#938 · 835 sh | 835 | $72.7K | <0.01% | New |
| 939 | Darwin Wealth Management#939 · 816 sh | 816 | $71.1K | 0.02% | +0.1% |
| 940 | Solstein Capital#940 · 800 sh | 800 | $69.6K | 0.02% | 0.0% |
| 941 | Strategic Investment Solutions#941 · 800 sh | 800 | $69.6K | 0.02% | 0.0% |
| 942 | CITY HOLDING#942 · 800 sh | 800 | $69.6K | — | 0.0% |
| 943 | SITTNER & NELSON#943 · 796 sh | 796 | $69.3K | 0.02% | +1.0% |
| 944 | Rialto Wealth Management#944 · 774 sh | 774 | $67.4K | 0.01% | -0.1% |
| 945 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#945 · 762 sh | 762 | $66.3K | 0.20% | -73.1% |
| 946 | VIMA#946 · 732 sh | 732 | $63.7K | — | — |
| 947 | Financial Management Professionals#947 · 723 sh | 723 | $62.9K | — | +3043.5% |
| 948 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#948 · 693 sh | 693 | $60.3K | <0.01% | +3.7% |
| 949 | Close Asset Management Ltd#949 · 690 sh | 690 | $60.0K | <0.01% | -12.7% |
| 950 | Fortitude Family Office#950 · 678 sh | 678 | $59.0K | — | +0.7% |
| 951 | N.E.W. Advisory Services#951 · 646 sh | 646 | $56.2K | <0.01% | +2.2% |
| 952 | Park Place Capital#952 · 608 sh | 608 | $52.9K | <0.01% | 0.0% |
| 953 | Murphy & Mullick Capital Management#953 · 600 sh | 600 | $52.2K | 0.03% | +50.0% |
| 954 | LFA - Lugano Financial Advisors SA#954 · 576 sh | 576 | $50.1K | 0.03% | 0.0% |
| 955 | Private Wealth Asset Management#955 · 572 sh | 572 | $49.8K | <0.01% | 0.0% |
| 956 | SHP Wealth Management#956 · 555 sh | 555 | $48.3K | <0.01% | +6.7% |
| 957 | Generali Asset Management SPA SGR#957 · 525 sh | 525 | $45.7K | — | New |
| 958 | CDC Financial#958 · 500 sh | 500 | $43.5K | 0.02% | New |
| 959 | TrueNorth#959 · 490 sh | 490 | $42.6K | <0.01% | +4.3% |
| 960 | LifeSteps Financial#960 · 490 sh | 490 | $42.6K | — | New |
| 961 | FARMERS & MERCHANTS INVESTMENTS#961 · 489 sh | 489 | $42.6K | — | +71.6% |
| 962 | Cromwell#962 · 474 sh | 474 | $41.3K | 0.02% | +690.0% |
| 963 | ROTHSCHILD INVESTMENT#963 · 454 sh | 454 | $39.5K | <0.01% | -3.4% |
| 964 | Wilmington Savings Fund Society, FSB#964 · 452 sh | 452 | $39.3K | — | 0.0% |
| 965 | Institute for Wealth Management#965 · 424 sh | 424 | $36.9K | <0.01% | New |
| 966 | Caitong International Asset Management , Ltd#966 · 411 sh | 411 | $35.8K | <0.01% | -95.2% |
| 967 | Sunrise Financial Services#967 · 404 sh | 404 | $35.2K | — | 0.0% |
| 968 | MATHER GROUP#968 · 385 sh | 385 | $33.5K | — | +19.2% |
| 969 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#969 · 385 sh | 385 | $33.5K | <0.01% | -18.9% |
| 970 | AMERICAN NATIONAL BANK#970 · 384 sh | 384 | $33.4K | — | 0.0% |
| 971 | Westend Capital Management#971 · 379 sh | 379 | $33.0K | <0.01% | 0.0% |
| 972 | First Command Advisory Services#972 · 368 sh | 368 | $32.0K | <0.01% | +92.7% |
| 973 | MidFirst Bank#973 · 352 sh | 352 | $30.6K | <0.01% | +7.0% |
| 974 | Tidemark#974 · 349 sh | 349 | $30.4K | <0.01% | 0.0% |
| 975 | ENTRUST FINANCIAL#975 · 345 sh | 345 | $30.0K | 0.02% | -26.6% |
| 976 | Coastline#976 · 340 sh | 340 | $29.6K | — | 0.0% |
| 977 | Signature Equity Partners#977 · 337 sh | 337 | $29.4K | 0.01% | -12.7% |
| 978 | GW&K Investment Management#978 · 335 sh | 335 | $29.0K | <0.01% | +41.4% |
| 979 | Twin Tree Management#979 · 329 sh | 329 | $28.6K | <0.01% | New |
| 980 | CoreCap Advisors#980 · 323 sh | 323 | $28.1K | — | -30.8% |
| 981 | Capital Analysts#981 · 292 sh | 292 | $25.0K | <0.01% | -12.8% |
| 982 | Y.D. More Investments Ltd#982 · 287 sh | 287 | $25.0K | <0.01% | +1.1% |
| 983 | Lloyd Advisory Services#983 · 284 sh | 284 | $24.7K | <0.01% | New |
| 984 | Barnes Dennig Private Wealth Management#984 · 281 sh | 281 | $24.5K | 0.02% | +5.2% |
| 985 | Pinnacle Wealth Planning Services#985 · 280 sh | 280 | $24.4K | <0.01% | +8.5% |
| 986 | CONTRAVISORY INVESTMENT MANAGEMENT#986 · 276 sh | 276 | $24.0K | — | -43.0% |
| 987 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#987 · 271 sh | 271 | $23.6K | <0.01% | -90.2% |
| 988 | Pinpoint Asset Management (Singapore) Pte. Ltd.#988 · 268 sh | 268 | $23.3K | <0.01% | -26.0% |
| 989 | Newbridge Financial Services Group#989 · 267 sh | 267 | $23.2K | — | 0.0% |
| 990 | Ronald Blue#990 · 256 sh | 256 | $22.3K | — | -34.7% |
| 991 | Union Bankshares#991 · 256 sh | 256 | $22.3K | <0.01% | +8.5% |
| 992 | HOLLENCREST SECURITIES#992 · 251 sh | 251 | $21.8K | <0.01% | 0.0% |
| 993 | IMG Wealth Management#993 · 206 sh | 206 | $17.9K | — | +24.8% |
| 994 | 1015 Capital Partners#994 · 206 sh | 206 | $17.9K | 0.01% | -8.4% |
| 995 | Trifecta Capital Advisors#995 · 204 sh | 204 | $17.8K | — | 0.0% |
| 996 | HARBOR INVESTMENT ADVISORY#996 · 200 sh | 200 | $17.4K | — | 0.0% |
| 997 | Cetera Company, N.A#997 · 200 sh | 200 | $17.4K | <0.01% | 0.0% |
| 998 | Steigerwald, Gordon & Koch#998 · 196 sh | 196 | $17.1K | <0.01% | 0.0% |
| 999 | Parkside Financial Bank#999 · 194 sh | 194 | $16.9K | <0.01% | +94.0% |
| 1000 | Cornerstone Planning Group#1000 · 180 sh | 180 | $16.8K | — | +11.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.