Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Cresset Asset Management#501 · 18,266 sh | 18,266 | $1.6M | <0.01% | -68.5% |
| 502 | Mount Yale Investment Advisors#502 · 18,189 sh | 18,189 | $1.6M | 0.03% | -2.0% |
| 503 | Callan Family Office#503 · 18,156 sh | 18,156 | $1.6M | 0.03% | +94.5% |
| 504 | NWF Advisory Services#504 · 17,982 sh | 17,982 | $1.6M | — | -4.5% |
| 505 | Voleon Capital Management#505 · 17,958 sh | 17,958 | $1.6M | 0.03% | +41.9% |
| 506 | MGO ONE SEVEN#506 · 17,933 sh | 17,933 | $1.6M | 0.03% | +3.7% |
| 507 | KESTRA PRIVATE WEALTH SERVICES#507 · 17,905 sh | 17,905 | $1.6M | 0.02% | +85.4% |
| 508 | Private Advisory Group#508 · 17,826 sh | 17,826 | $1.6M | 0.08% | +24.8% |
| 509 | Morse Asset Management#509 · 17,823 sh | 17,823 | $1.6M | 0.26% | +53.5% |
| 510 | Tower Research Capital (TRC)#510 · 17,777 sh | 17,777 | $1.5M | 0.04% | -37.3% |
| 511 | EVERGREEN CAPITAL MANAGEMENT#511 · 17,672 sh | 17,672 | $1.5M | — | +1.3% |
| 512 | MBM WEALTH CONSULTANTS#512 · 17,492 sh | 17,492 | $1.5M | — | +8.5% |
| 513 | PFG Advisors#513 · 17,408 sh | 17,408 | $1.5M | — | +20.6% |
| 514 | Aspire Private Capital#514 · 17,243 sh | 17,243 | $1.5M | 0.31% | -25.4% |
| 515 | LECAP ASSET MANAGEMENT LTD#515 · 16,984 sh | 16,984 | $1.5M | — | -58.2% |
| 516 | TWO SIGMA SECURITIES#516 · 16,633 sh | 16,633 | $1.4M | 0.12% | -18.5% |
| 517 | TriaGen Wealth Management#517 · 16,528 sh | 16,528 | $1.4M | — | New |
| 518 | GAMCO INVESTORS, ET AL#518 · 16,475 sh | 16,475 | $1.4M | 0.01% | -5.7% |
| 519 | CreativeOne Wealth#519 · 16,365 sh | 16,365 | $1.4M | 0.03% | -20.6% |
| 520 | KINGSWOOD WEALTH ADVISORS#520 · 16,332 sh | 16,332 | $1.4M | — | -3.1% |
| 521 | NOVEM GROUP#521 · 16,196 sh | 16,196 | $1.4M | — | New |
| 522 | AE Wealth Management#522 · 16,014 sh | 16,014 | $1.4M | <0.01% | -18.7% |
| 523 | SkyView Investment Advisors#523 · 16,000 sh | 16,000 | $1.4M | 1.09% | -87.3% |
| 524 | Banque Cantonale Vaudoise#524 · 15,924 sh | 15,924 | $1.4M | 0.05% | +95.1% |
| 525 | Delta Investment Management#525 · 15,901 sh | 15,901 | $1.4M | 0.23% | +6.9% |
| 526 | BENJAMIN EDWARDS#526 · 15,788 sh | 15,788 | $1.4M | 0.01% | +4.1% |
| 527 | WRIGHT INVESTORS SERVICE#527 · 15,482 sh | 15,482 | $1.3M | 0.37% | +66.2% |
| 528 | Arete Wealth Advisors#528 · 15,334 sh | 15,334 | $1.3M | 0.04% | New |
| 529 | Rockefeller Capital Management L.P.#529 · 15,265 sh | 15,265 | $1.3M | <0.01% | -16.6% |
| 530 | Sterling Capital Management#530 · 15,101 sh | 15,101 | $1.3M | — | +1046.6% |
| 531 | Summit Financial#531 · 14,889 sh | 14,889 | $1.3M | 0.01% | +4.7% |
| 532 | COERENTE CAPITAL MANAGEMENT#532 · 14,840 sh | 14,840 | $1.3M | 0.24% | 0.0% |
| 533 | PARK AVENUE SECURITIES#533 · 14,828 sh | 14,828 | $1.3M | — | +7.4% |
| 534 | STRAIGHTLINE GROUP#534 · 14,821 sh | 14,821 | $1.3M | 0.61% | +12.1% |
| 535 | BROWN ADVISORY#535 · 14,788 sh | 14,788 | $1.3M | <0.01% | -2.4% |
| 536 | Kepler Cheuvreux (Suisse) SA#536 · 14,519 sh | 14,519 | $1.3M | — | -69.9% |
| 537 | GAMMA Investing#537 · 14,396 sh | 14,396 | $1.3M | — | +13.3% |
| 538 | Sequoia Financial Advisors#538 · 14,304 sh | 14,304 | $1.2M | <0.01% | +38.4% |
| 539 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#539 · 14,283 sh | 14,283 | $1.2M | 0.01% | +0.2% |
| 540 | MARTINGALE ASSET MANAGEMENT L P#540 · 14,272 sh | 14,272 | $1.2M | 0.03% | -57.7% |
| 541 | COLDSTREAM CAPITAL MANAGEMENT#541 · 14,180 sh | 14,180 | $1.2M | 0.02% | +2.0% |
| 542 | Csenge Advisory Group#542 · 14,102 sh | 14,102 | $1.2M | 0.05% | -28.9% |
| 543 | Yarbrough Capital#543 · 13,962 sh | 13,962 | $1.2M | — | -1.0% |
| 544 | Caldwell Investment Management Ltd.#544 · 13,900 sh | 13,900 | $1.2M | 0.79% | 0.0% |
| 545 | Marks Group Wealth Management#545 · 13,881 sh | 13,881 | $1.2M | 0.11% | -49.9% |
| 546 | Osmosis Investment Management UK Ltd#546 · 13,756 sh | 13,756 | $1.2M | 0.06% | -52.7% |
| 547 | VestGen Advisors#547 · 13,636 sh | 13,636 | $1.2M | 0.03% | -1.0% |
| 548 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#548 · 13,466 sh | 13,466 | $1.2M | <0.01% | -10.9% |
| 549 | MUFG SECURITIES AMERICAS#549 · 13,418 sh | 13,418 | $1.2M | 0.06% | +8.9% |
| 550 | PFG Investments#550 · 13,361 sh | 13,361 | $1.2M | 0.04% | 0.0% |
| 551 | Elo Mutual Pension Insurance#551 · 13,335 sh | 13,335 | $1.2M | 0.01% | -45.1% |
| 552 | VAN ECK ASSOCIATES#552 · 13,236 sh | 13,236 | $1.2M | <0.01% | -62.2% |
| 553 | Ashton Thomas Private Wealth#553 · 13,174 sh | 13,174 | $1.1M | 0.02% | +5.0% |
| 554 | PRUDENTIAL PLC#554 · 13,091 sh | 13,091 | $1.1M | <0.01% | +55.6% |
| 555 | HB Wealth Management#555 · 13,075 sh | 13,075 | $1.1M | — | +5.7% |
| 556 | Crossmark Global#556 · 12,999 sh | 12,999 | $1.1M | — | -78.1% |
| 557 | NAVELLIER & ASSOCIATES#557 · 12,807 sh | 12,807 | $1.1M | 0.09% | +17.5% |
| 558 | North Dakota State Investment Board#558 · 12,751 sh | 12,751 | $1.1M | 0.05% | +2.9% |
| 559 | BROWN BROTHERS HARRIMAN#559 · 12,681 sh | 12,681 | $1.1M | <0.01% | +49.5% |
| 560 | PITTENGER & ANDERSON#560 · 12,565 sh | 12,565 | $1.1M | 0.04% | New |
| 561 | TOKIO MARINE ASSET MANAGEMENT LTD#561 · 12,534 sh | 12,534 | $1.1M | — | New |
| 562 | Quinn Opportunity Partners#562 · 12,500 sh | 12,500 | $1.1M | 0.05% | -86.4% |
| 563 | Owls Nest Partners IA#563 · 12,500 sh | 12,500 | $1.1M | 0.35% | 0.0% |
| 564 | Yorktown Management & Research#564 · 12,400 sh | 12,400 | $1.1M | 0.66% | 0.0% |
| 565 | SECURIAN ASSET MANAGEMENT#565 · 11,865 sh | 11,865 | $1.1M | 0.04% | -1.2% |
| 566 | Wellspring Financial Advisors#566 · 12,305 sh | 12,305 | $1.1M | 0.07% | -0.2% |
| 567 | AXXCESS WEALTH MANAGEMENT#567 · 12,180 sh | 12,180 | $1.1M | — | +19.2% |
| 568 | Pitcairn Wealth Advisors#568 · 12,152 sh | 12,152 | $1.1M | 0.12% | -2.1% |
| 569 | Penserra Capital Management#569 · 12,118 sh | 12,118 | $1.1M | <0.01% | +401.8% |
| 570 | NBC SECURITIES#570 · 12,109 sh | 12,109 | $1.1M | — | -4.9% |
| 571 | Avanza Fonder AB#571 · 12,093 sh | 12,093 | $1.1M | — | 0.0% |
| 572 | J. Safra Sarasin Holding AG#572 · 14,125 sh | 14,125 | $1.0M | — | -52.8% |
| 573 | INCEPTIONR#573 · 11,934 sh | 11,934 | $1.0M | 0.26% | -23.3% |
| 574 | GROUPAMA ASSET MANAGMENT#574 · 11,437 sh | 11,437 | $1.0M | 0.01% | 0.0% |
| 575 | Maridea Wealth Management#575 · 11,462 sh | 11,462 | $997.7K | 0.11% | +31.2% |
| 576 | Caitlin John#576 · 11,337 sh | 11,337 | $986.8K | 0.54% | New |
| 577 | INTECH INVESTMENT MANAGEMENT#577 · 11,313 sh | 11,313 | $984.7K | <0.01% | +67.2% |
| 578 | Precision Wealth Strategies#578 · 11,266 sh | 11,266 | $980.6K | 0.30% | -27.4% |
| 579 | Kentucky Retirement Systems Insurance Fund#579 · 11,234 sh | 11,234 | $977.8K | 0.06% | -0.5% |
| 580 | PETRA FINANCIAL ADVISORS#580 · 11,199 sh | 11,199 | $974.8K | 0.45% | +8.2% |
| 581 | E. Ohman J:or Asset Management AB#581 · 11,195 sh | 11,195 | $974.4K | — | 0.0% |
| 582 | LVW Advisors#582 · 11,086 sh | 11,086 | $964.9K | — | -17.6% |
| 583 | IMC-Chicago#583 · 11,066 sh | 11,066 | $963.2K | <0.01% | -68.5% |
| 584 | Eagle Strategies#584 · 10,911 sh | 10,911 | $949.7K | — | -36.2% |
| 585 | Strategic Investment Advisors / MI#585 · 10,907 sh | 10,907 | $949.4K | 0.06% | -18.3% |
| 586 | Baader Bank Aktiengesellschaft#586 · 10,764 sh | 10,764 | $936.9K | 0.07% | -12.2% |
| 587 | FAYEZ SAROFIM#587 · 10,736 sh | 10,736 | $934.5K | <0.01% | 0.0% |
| 588 | Metis Global Partners#588 · 10,636 sh | 10,636 | $925.8K | 0.02% | -15.8% |
| 589 | UNITED CAPITAL FINANCIAL ADVISORS#589 · 10,585 sh | 10,585 | $921.3K | <0.01% | +1.4% |
| 590 | Simplicity Wealth#590 · 10,584 sh | 10,584 | $921.2K | — | +93.8% |
| 591 | NLB Skladi, upravljanje premozenja, d.o.o.#591 · 10,581 sh | 10,581 | $921.0K | — | -5.3% |
| 592 | Farther Finance Advisors#592 · 10,562 sh | 10,562 | $919.5K | — | +49.3% |
| 593 | ALGERT GLOBAL#593 · 10,550 sh | 10,550 | $918.3K | 0.01% | New |
| 594 | Measured Wealth Private Client Group#594 · 10,538 sh | 10,538 | $917.2K | 0.22% | -3.4% |
| 595 | Caprock Group#595 · 10,384 sh | 10,384 | $903.8K | 0.02% | 0.0% |
| 596 | Summit Trail Advisors#596 · 10,249 sh | 10,249 | $892.1K | 0.01% | +2.3% |
| 597 | Crewe Advisors#597 · 10,232 sh | 10,232 | $890.6K | 0.06% | 0.0% |
| 598 | Marshall Financial Group#598 · 10,196 sh | 10,196 | $887.5K | 0.13% | New |
| 599 | Harvest Fund Management , Ltd#599 · 10,186 sh | 10,186 | $887.0K | 0.03% | 0.0% |
| 600 | GATEWAY INVESTMENT ADVISERS#600 · 10,134 sh | 10,134 | $882.1K | — | +23.7% |
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.