Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Keating Financial Advisory Services#1001 · 190 sh | 190 | $16.5K | <0.01% | +84.5% |
| 1002 | Salomon & Ludwin#1002 · 173 sh | 173 | $16.1K | <0.01% | 0.0% |
| 1003 | BROWN, LISLE/CUMMINGS#1003 · 183 sh | 183 | $15.9K | — | -14.9% |
| 1004 | ZRC WEALTH MANAGEMENT#1004 · 181 sh | 181 | $15.8K | — | +57.4% |
| 1005 | Bruce G. Allen Investments#1005 · 180 sh | 180 | $15.7K | 0.01% | 0.0% |
| 1006 | Rossby Financial, LCC#1006 · 169 sh | 169 | $14.7K | <0.01% | -87.2% |
| 1007 | E Fund Management (Hong Kong) , Ltd.#1007 · 156 sh | 156 | $13.6K | <0.01% | +90.2% |
| 1008 | Downshift Financial#1008 · 154 sh | 154 | $13.4K | — | New |
| 1009 | Persistent Asset Partners Ltd#1009 · 153 sh | 153 | $13.3K | <0.01% | -98.4% |
| 1010 | Quarry#1010 · 147 sh | 147 | $12.8K | <0.01% | -18.3% |
| 1011 | Kemnay Advisory Services#1011 · 142 sh | 142 | $12.4K | <0.01% | +22.4% |
| 1012 | JFS WEALTH ADVISORS#1012 · 142 sh | 142 | $12.4K | <0.01% | +2.2% |
| 1013 | ACTION POINT FINANCIAL PLANNING#1013 · 143 sh | 143 | $11.9K | <0.01% | New |
| 1014 | MASECO LLP#1014 · 136 sh | 136 | $11.8K | <0.01% | New |
| 1015 | JPL Wealth Management#1015 · 133 sh | 133 | $11.6K | <0.01% | +3.9% |
| 1016 | Silver Grove Financial Group#1016 · 130 sh | 130 | $11.3K | <0.01% | New |
| 1017 | Colonial / SC#1017 · 128 sh | 128 | $11.1K | <0.01% | -11.7% |
| 1018 | Asset Dedication#1018 · 124 sh | 124 | $10.8K | <0.01% | 0.0% |
| 1019 | FIRST HORIZON NATIONAL#1019 · 124 sh | 124 | $10.8K | — | 0.0% |
| 1020 | Ancora Advisors#1020 · 120 sh | 120 | $10.4K | <0.01% | -79.9% |
| 1021 | Noble Wealth Management PBC#1021 · 120 sh | 120 | $10.4K | — | 0.0% |
| 1022 | Morton Brown Family Wealth#1022 · 116 sh | 116 | $10.1K | — | 0.0% |
| 1023 | Golden State Wealth Management#1023 · 115 sh | 115 | $10.0K | <0.01% | New |
| 1024 | Abound Wealth Management#1024 · 110 sh | 110 | $9.6K | — | -30.8% |
| 1025 | Bell Investment Advisors#1025 · 110 sh | 110 | $9.6K | <0.01% | +5.8% |
| 1026 | MEEDER ASSET MANAGEMENT#1026 · 106 sh | 106 | $9.2K | <0.01% | -98.6% |
| 1027 | RMG Wealth Management#1027 · 100 sh | 100 | $9.2K | — | 0.0% |
| 1028 | James T. Borello RIA#1028 · 105 sh | 105 | $9.1K | — | -6.2% |
| 1029 | Addison Advisors#1029 · 104 sh | 104 | $9.1K | <0.01% | 0.0% |
| 1030 | CHILTON CAPITAL MANAGEMENT#1030 · 100 sh | 100 | $8.7K | <0.01% | 0.0% |
| 1031 | Cornerstone Financial Management#1031 · 100 sh | 100 | $8.7K | <0.01% | +85.2% |
| 1032 | True Wealth Design#1032 · 98 sh | 98 | $8.5K | — | -46.7% |
| 1033 | Sachetta#1033 · 96 sh | 96 | $8.4K | <0.01% | +33.3% |
| 1034 | Aventura Private Wealth#1034 · 96 sh | 96 | $8.4K | <0.01% | New |
| 1035 | Physician Wealth Advisors#1035 · 93 sh | 93 | $8.1K | — | +27.4% |
| 1036 | WOLFF WIESE MAGANA#1036 · 92 sh | 92 | $8.0K | — | -25.8% |
| 1037 | Avion Wealth#1037 · 99 sh | 99 | $8.0K | <0.01% | +28.6% |
| 1038 | Roxbury Financial#1038 · 88 sh | 88 | $7.7K | — | -1.1% |
| 1039 | Bare Financial Services#1039 · 88 sh | 88 | $7.7K | <0.01% | 0.0% |
| 1040 | Kilter Group#1040 · 83 sh | 83 | $7.2K | <0.01% | +40.7% |
| 1041 | Basecamp Wealth Advisors#1041 · 83 sh | 83 | $7.2K | <0.01% | +31.7% |
| 1042 | Basepoint Wealth#1042 · 81 sh | 81 | $7.1K | <0.01% | 0.0% |
| 1043 | Joseph Group Capital Management#1043 · 81 sh | 81 | $7.0K | <0.01% | New |
| 1044 | THOMPSON INVESTMENT MANAGEMENT#1044 · 72 sh | 72 | $6.3K | — | 0.0% |
| 1045 | HighMark Wealth Management#1045 · 72 sh | 72 | $6.3K | <0.01% | +26.3% |
| 1046 | Cassaday & Wealth Management#1046 · 69 sh | 69 | $6.0K | <0.01% | 0.0% |
| 1047 | FIRST UNITED BANK#1047 · 64 sh | 64 | $5.6K | — | 0.0% |
| 1048 | City State Bank#1048 · 64 sh | 64 | $5.6K | — | New |
| 1049 | COUNTRY BANK#1049 · 63 sh | 63 | $5.5K | <0.01% | New |
| 1050 | MCF Advisors#1050 · 60 sh | 60 | $5.2K | <0.01% | 0.0% |
| 1051 | CALDWELL SUTTER CAPITAL#1051 · 60 sh | 60 | $5.2K | <0.01% | 0.0% |
| 1052 | SouthState Bank#1052 · 59 sh | 59 | $5.1K | <0.01% | 0.0% |
| 1053 | Essential Partners#1053 · 59 sh | 59 | $5.1K | — | -13.2% |
| 1054 | IFG Advisory#1054 · 52 sh | 52 | $4.5K | <0.01% | New |
| 1055 | Osbon Capital Management#1055 · 52 sh | 52 | $4.5K | <0.01% | 0.0% |
| 1056 | Ankerstar Wealth#1056 · 52 sh | 52 | $4.5K | <0.01% | 0.0% |
| 1057 | Bogart Wealth#1057 · 50 sh | 50 | $4.4K | <0.01% | +42.9% |
| 1058 | TD Capital Management#1058 · 48 sh | 48 | $4.2K | <0.01% | 0.0% |
| 1059 | Capital Advisors, Ltd.#1059 · 44 sh | 44 | $4.0K | <0.01% | 0.0% |
| 1060 | Dunhill Financial#1060 · 44 sh | 44 | $3.9K | <0.01% | 0.0% |
| 1061 | Triumph Capital Management#1061 · 44 sh | 44 | $3.8K | — | 0.0% |
| 1062 | Hughes Financial Services#1062 · 42 sh | 42 | $3.7K | <0.01% | +82.6% |
| 1063 | PROSPERITY BANCSHARES#1063 · 41 sh | 41 | $3.6K | <0.01% | New |
| 1064 | American Capital Advisory#1064 · 41 sh | 41 | $3.6K | <0.01% | +32.3% |
| 1065 | FINANCIAL CONSULATE#1065 · 40 sh | 40 | $3.5K | — | +8.1% |
| 1066 | Tower View Wealth Management#1066 · 40 sh | 40 | $3.5K | — | -60.0% |
| 1067 | RAFFA WEALTH MANAGEMENT#1067 · 38 sh | 38 | $3.3K | <0.01% | +5.6% |
| 1068 | Gleason Group#1068 · 38 sh | 38 | $3.3K | — | New |
| 1069 | William B. Walkup & Associates#1069 · 37 sh | 37 | $3.2K | <0.01% | New |
| 1070 | SJS Investment Consulting#1070 · 36 sh | 36 | $3.1K | — | 0.0% |
| 1071 | INVESTMENT COUNSEL OF NEVADA#1071 · 36 sh | 36 | $3.1K | <0.01% | 0.0% |
| 1072 | CHESAPEAKE ASSET MANAGEMENT#1072 · 36 sh | 36 | $3.1K | <0.01% | New |
| 1073 | Orion Capital Management#1073 · 36 sh | 36 | $3.1K | <0.01% | 0.0% |
| 1074 | Manchester Capital Management#1074 · 35 sh | 35 | $3.0K | — | -2.8% |
| 1075 | Principia Wealth Advisory#1075 · 35 sh | 35 | $3.0K | <0.01% | +16.7% |
| 1076 | Planning Strategies#1076 · 34 sh | 34 | $3.0K | — | — |
| 1077 | Strive Financial Group#1077 · 33 sh | 33 | $2.9K | <0.01% | 0.0% |
| 1078 | Golden State Equity Partners#1078 · 29 sh | 29 | $2.5K | <0.01% | -99.4% |
| 1079 | Wealth Enhancement Services#1079 · 29 sh | 29 | $2.5K | — | New |
| 1080 | High Note Wealth#1080 · 25 sh | 25 | $2.2K | <0.01% | -28.6% |
| 1081 | DiNuzzo Private Wealth#1081 · 25 sh | 25 | $2.2K | — | 0.0% |
| 1082 | Prestige Wealth Management Group#1082 · 24 sh | 24 | $2.1K | <0.01% | 0.0% |
| 1083 | Investors Portfolio Services#1083 · 24 sh | 24 | $2.1K | <0.01% | 0.0% |
| 1084 | Activest Wealth Management#1084 · 23 sh | 23 | $2.0K | — | -98.6% |
| 1085 | OGOREK ANTHONY JOSEPH /NY#1085 · 24 sh | 24 | $2.0K | <0.01% | 0.0% |
| 1086 | TOUNJIAN ADVISORY PARTNERS#1086 · 21 sh | 21 | $1.8K | <0.01% | New |
| 1087 | Rakuten Securities#1087 · 20 sh | 20 | $1.7K | <0.01% | -39.4% |
| 1088 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1088 · 20 sh | 20 | $1.7K | — | 0.0% |
| 1089 | MONTAG A & ASSOCIATES#1089 · 19 sh | 19 | $1.7K | <0.01% | 0.0% |
| 1090 | Davis Capital Management#1090 · 19 sh | 19 | $1.7K | — | +375.0% |
| 1091 | Continuum Advisory#1091 · 19 sh | 19 | $1.7K | <0.01% | New |
| 1092 | WestEnd Advisors#1092 · 16 sh | 16 | $1.4K | 0.00% | +6.7% |
| 1093 | Cape Investment Advisory#1093 · 16 sh | 16 | $1.4K | — | New |
| 1094 | Quaker Wealth Management#1094 · 15 sh | 15 | $1.3K | — | -11.8% |
| 1095 | MV CAPITAL MANAGEMENT#1095 · 14 sh | 14 | $1.2K | <0.01% | +250.0% |
| 1096 | Geneos Wealth Management#1096 · 14 sh | 14 | $1.2K | 0.00% | New |
| 1097 | VANGUARD ADVISERS#1097 · 14 sh | 14 | $1.2K | 0.00% | New |
| 1098 | North Star Investment Management#1098 · 13 sh | 13 | $1.1K | <0.01% | 0.0% |
| 1099 | Atlantic Private Wealth#1099 · 12 sh | 12 | $1.0K | <0.01% | 0.0% |
| 1100 | MOTCO#1100 · 10 sh | 10 | $870.00 | <0.01% | New |
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.