Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,122. 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 1,101–1,122 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Westfuller Advisors#1101 · 9 sh | 9 | $783.00 | <0.01% | -18.2% |
| 1102 | Dogwood Wealth Management#1102 · 9 sh | 9 | $783.00 | <0.01% | +200.0% |
| 1103 | VALLEY NATIONAL ADVISERS#1103 · 8 sh | 8 | $697.00 | — | New |
| 1104 | Plante Moran Financial Advisors#1104 · 8 sh | 8 | $696.00 | 0.00% | New |
| 1105 | HFM Investment Advisors#1105 · 7 sh | 7 | $610.00 | <0.01% | +133.3% |
| 1106 | Creative Capital Management Investments#1106 · 6 sh | 6 | $522.00 | <0.01% | New |
| 1107 | Delos Wealth Advisors#1107 · 5 sh | 5 | $436.00 | <0.01% | New |
| 1108 | TFC Financial Management#1108 · 4 sh | 4 | $349.00 | — | 0.0% |
| 1109 | Seneschal Advisors#1109 · 4 sh | 4 | $349.00 | <0.01% | 0.0% |
| 1110 | Mosley Wealth Management#1110 · 4 sh | 4 | $348.00 | — | New |
| 1111 | Wilkerson Advisory Group#1111 · 4 sh | 4 | $348.00 | — | New |
| 1112 | Highland Investment Advisors#1112 · 4 sh | 4 | $348.00 | <0.01% | — |
| 1113 | Grove Bank#1113 · 3 sh | 3 | $261.00 | — | New |
| 1114 | Medallion Wealth Advisors#1114 · 2 sh | 2 | $174.00 | <0.01% | New |
| 1115 | Cordant#1115 · 1 sh | 1 | $122.00 | 0.00% | New |
| 1116 | DecisionPoint Financial#1116 · 1 sh | 1 | $94.00 | 0.00% | New |
| 1117 | Game Plan Financial Advisors#1117 · 1 sh | 1 | $87.00 | 0.00% | New |
| 1118 | Evolution Advisers#1118 · 8 sh | 8 | $0.00 | 0.00% | New |
| 1119 | Navigoe#1119 · 2 sh | 2 | $0.00 | 0.00% | New |
| 1120 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1120 · 617,238 sh | 617,238 | — | — | -4.3% |
| 1121 | Elequin Securities#1121 · 883 sh | 883 | — | — | 0.0% |
| 1122 | Quantum Portfolio Management#1122 · 6,991 sh | 6,991 | — | — | +2.2% |
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.