Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Bleakley Financial Group#601 · 10,030 sh | 10,030 | $873.0K | 0.01% | -8.2% |
| 602 | Global Retirement Partners#602 · 10,018 sh | 10,018 | $872.0K | 0.01% | — |
| 603 | American Investment Services#603 · 10,000 sh | 10,000 | $870.4K | 0.18% | 0.0% |
| 604 | Joel Isaacson#604 · 9,980 sh | 9,980 | $868.6K | 0.03% | +0.1% |
| 605 | Philadelphia Investment Partners#605 · 9,857 sh | 9,857 | $858.0K | 0.53% | -3.4% |
| 606 | BLAIR WILLIAM#606 · 9,853 sh | 9,853 | $857.6K | <0.01% | +121.5% |
| 607 | Lake Hills Wealth Management#607 · 9,832 sh | 9,832 | $855.8K | — | New |
| 608 | Apollon Wealth Management#608 · 9,814 sh | 9,814 | $854.2K | — | +57.3% |
| 609 | Advyzon Investment Management#609 · 9,767 sh | 9,767 | $850.1K | 0.06% | +123.9% |
| 610 | KEYBANK NATIONAL ASSOCIATION#610 · 9,767 sh | 9,767 | $850.1K | <0.01% | +133.9% |
| 611 | Central Pacific Bank - Division#611 · 9,755 sh | 9,755 | $849.1K | — | New |
| 612 | Brevan Howard Capital Management#612 · 9,713 sh | 9,713 | $845.4K | <0.01% | -91.5% |
| 613 | R Squared Ltd#613 · 9,662 sh | 9,662 | $841.0K | 0.44% | New |
| 614 | GAM Holding AG#614 · 9,578 sh | 9,578 | $833.7K | 0.06% | 0.0% |
| 615 | WCM INVESTMENT MANAGEMENT#615 · 9,340 sh | 9,340 | $823.8K | <0.01% | +4.3% |
| 616 | ASHTON THOMAS SECURITIES#616 · 8,736 sh | 8,736 | $820.8K | — | +66.7% |
| 617 | Ameliora Wealth Management Ltd.#617 · 9,352 sh | 9,352 | $814.0K | — | +1.1% |
| 618 | Malaga Cove Capital#618 · 9,304 sh | 9,304 | $809.8K | — | -9.5% |
| 619 | Bullock Wealth Management Group#619 · 8,679 sh | 8,679 | $809.3K | — | +64.2% |
| 620 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#620 · 9,289 sh | 9,289 | $808.5K | 0.01% | -0.5% |
| 621 | Matrix#621 · 9,244 sh | 9,244 | $805.0K | — | -0.5% |
| 622 | Park Capital Management, / WI#622 · 9,230 sh | 9,230 | $803.4K | — | +3.5% |
| 623 | Costello Asset Management#623 · 9,218 sh | 9,218 | $802.3K | 0.24% | +2.9% |
| 624 | Merit Financial Group#624 · 9,077 sh | 9,077 | $790.1K | <0.01% | -1.8% |
| 625 | STUDIO INVESTMENT MANAGEMENT#625 · 9,064 sh | 9,064 | $788.9K | — | -7.1% |
| 626 | TEMA ETFS#626 · 9,050 sh | 9,050 | $787.7K | — | +10.6% |
| 627 | Providence First#627 · 9,046 sh | 9,046 | $787.4K | 0.22% | New |
| 628 | EVERPAR ADVISORS#628 · 9,021 sh | 9,021 | $785.2K | 0.22% | -7.4% |
| 629 | FIDUCIARY#629 · 8,904 sh | 8,904 | $775.0K | <0.01% | -9.9% |
| 630 | MISSION WEALTH MANAGEMENT#630 · 8,858 sh | 8,858 | $771.0K | — | +10.9% |
| 631 | OPPENHEIMER#631 · 8,839 sh | 8,839 | $769.3K | — | -74.3% |
| 632 | Formidable Asset Management#632 · 8,826 sh | 8,826 | $768.2K | 0.12% | -31.2% |
| 633 | Severin Investments#633 · 8,813 sh | 8,813 | $767.1K | 0.58% | +8.1% |
| 634 | ArrowMark Colorado#634 · 8,800 sh | 8,800 | $766.0K | 0.03% | 0.0% |
| 635 | Wedmont Private Capital#635 · 8,125 sh | 8,125 | $764.5K | — | +9.9% |
| 636 | Himension Fund#636 · 8,758 sh | 8,758 | $762.3K | 0.05% | -23.8% |
| 637 | BAM Wealth Management#637 · 8,706 sh | 8,706 | $757.8K | — | -24.2% |
| 638 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#638 · 8,116 sh | 8,116 | $756.8K | 0.05% | -3.1% |
| 639 | VestGen Investment Management#639 · 8,657 sh | 8,657 | $753.5K | 0.40% | -3.5% |
| 640 | Silphium Asset Management Ltd#640 · 8,417 sh | 8,417 | $732.6K | 0.25% | +11.5% |
| 641 | BARTLETT & WEALTH MANAGEMENT#641 · 8,328 sh | 8,328 | $724.9K | <0.01% | +0.8% |
| 642 | Cambria Investment Management, L.P.#642 · 8,278 sh | 8,278 | $720.5K | 0.04% | -1.9% |
| 643 | Putney Financial Group#643 · 8,230 sh | 8,230 | $716.3K | 0.65% | -1.9% |
| 644 | ALPINE WOODS CAPITAL INVESTORS#644 · 8,227 sh | 8,227 | $716.1K | 0.16% | New |
| 645 | Bannerstone Capital Management#645 · 8,119 sh | 8,119 | $706.6K | 0.59% | 0.0% |
| 646 | Laird Norton Wetherby Company#646 · 8,023 sh | 8,023 | $698.4K | 0.01% | +0.5% |
| 647 | Venturi Wealth Management#647 · 8,024 sh | 8,024 | $698.4K | 0.03% | -0.9% |
| 648 | ROBERTS GLORE#648 · 7,997 sh | 7,997 | $696.1K | 0.17% | New |
| 649 | THOMPSON SIEGEL & WALMSLEY#649 · 8,000 sh | 8,000 | $696.0K | 0.01% | 0.0% |
| 650 | Fifth Third Wealth Advisors#650 · 7,888 sh | 7,888 | $686.6K | — | +6.7% |
| 651 | HANTZ FINANCIAL SERVICES#651 · 7,860 sh | 7,860 | $684.0K | <0.01% | +2.3% |
| 652 | PRINCIPAL SECURITIES#652 · 7,848 sh | 7,848 | $683.1K | <0.01% | -2.6% |
| 653 | Prosperity Consulting Group#653 · 7,796 sh | 7,796 | $678.6K | 0.03% | +71.4% |
| 654 | L2 Asset Management#654 · 7,721 sh | 7,721 | $672.0K | 0.07% | -68.1% |
| 655 | Thrive Wealth Management#655 · 7,711 sh | 7,711 | $671.2K | — | -8.6% |
| 656 | DELTEC ASSET MANAGEMENT#656 · 7,630 sh | 7,630 | $664.1K | — | 0.0% |
| 657 | FORMULA GROWTH LTD#657 · 7,600 sh | 7,600 | $661.5K | 0.23% | New |
| 658 | CAPSTONE INVESTMENT ADVISORS#658 · 7,581 sh | 7,581 | $659.9K | <0.01% | New |
| 659 | HighPoint Advisor Group#659 · 7,562 sh | 7,562 | $658.2K | 0.02% | -3.5% |
| 660 | PRELUDE CAPITAL MANAGEMENT#660 · 7,494 sh | 7,494 | $652.3K | 0.05% | +53.8% |
| 661 | GREAT LAKES ADVISORS#661 · 7,466 sh | 7,466 | $649.8K | <0.01% | -4.6% |
| 662 | GLENMEDE NA#662 · 7,435 sh | 7,435 | $647.1K | <0.01% | +9.6% |
| 663 | Siemens Fonds Invest GmbH#663 · 7,421 sh | 7,421 | $645.9K | 0.03% | -3.7% |
| 664 | Blackstone#664 · 7,397 sh | 7,397 | $643.8K | <0.01% | New |
| 665 | Fisher Asset Management#665 · 7,387 sh | 7,387 | $643.1K | <0.01% | -0.6% |
| 666 | Meeder Advisory Services#666 · 7,327 sh | 7,327 | $637.7K | 0.02% | +19.1% |
| 667 | Lombard Odier Asset Management (USA)#667 · 7,283 sh | 7,283 | $633.9K | 0.09% | +108.1% |
| 668 | Global Financial Private Client#668 · 7,257 sh | 7,257 | $631.6K | — | +15.9% |
| 669 | Impact Capital Partners#669 · 7,244 sh | 7,244 | $630.5K | — | -48.7% |
| 670 | Bancreek Capital Management#670 · 7,238 sh | 7,238 | $630.0K | 2.38% | New |
| 671 | DRW Securities#671 · 7,204 sh | 7,204 | $627.0K | 0.02% | -11.7% |
| 672 | KG&L Capital Management#672 · 7,113 sh | 7,113 | $619.1K | — | +119.2% |
| 673 | Parallel Advisors#673 · 7,071 sh | 7,071 | $615.5K | <0.01% | -8.9% |
| 674 | Qtron Investments#674 · 7,041 sh | 7,041 | $612.8K | 0.08% | 0.0% |
| 675 | COMPASS FINANCIAL MANAGEMENT#675 · 7,024 sh | 7,024 | $612.0K | 0.07% | — |
| 676 | WEALTH ALLIANCE#676 · 7,018 sh | 7,018 | $610.8K | 0.05% | -13.1% |
| 677 | Ballentine Partners#677 · 7,016 sh | 7,016 | $610.7K | <0.01% | +8.0% |
| 678 | Allworth Financial#678 · 6,968 sh | 6,968 | $606.5K | <0.01% | +16.5% |
| 679 | HBK Sorce Advisory#679 · 6,806 sh | 6,806 | $604.0K | 0.01% | +37.9% |
| 680 | LEUTHOLD GROUP#680 · 6,904 sh | 6,904 | $600.9K | 0.06% | 0.0% |
| 681 | Pure Financial Advisors#681 · 6,872 sh | 6,872 | $598.1K | <0.01% | +33.0% |
| 682 | SKBA CAPITAL MANAGEMENT#682 · 6,872 sh | 6,872 | $598.1K | 0.10% | 0.0% |
| 683 | TruNorth Capital Management#683 · 6,867 sh | 6,867 | $597.7K | — | 0.0% |
| 684 | HEARTLAND ADVISORS#684 · 6,839 sh | 6,839 | $595.3K | 0.03% | -19.5% |
| 685 | MEYER HANDELMAN#685 · 6,800 sh | 6,800 | $591.9K | 0.02% | 0.0% |
| 686 | Synergy Financial Group, LTD#686 · 6,779 sh | 6,779 | $590.0K | 0.42% | -3.7% |
| 687 | SPIREPOINT PRIVATE CLIENT#687 · 6,732 sh | 6,732 | $585.9K | 0.05% | -1.4% |
| 688 | KORNITZER CAPITAL MANAGEMENT#688 · 6,725 sh | 6,725 | $585.3K | 0.01% | 0.0% |
| 689 | HOWE & RUSLING#689 · 6,716 sh | 6,716 | $584.6K | 0.03% | -5.4% |
| 690 | Leonteq Securities AG#690 · 6,582 sh | 6,582 | $572.9K | 0.02% | -68.9% |
| 691 | Sienna Gestion#691 · 6,386 sh | 6,386 | $569.5K | 0.03% | New |
| 692 | Blueshift Asset Management#692 · 6,508 sh | 6,508 | $566.5K | 0.13% | New |
| 693 | Fragasso Group#693 · 6,498 sh | 6,498 | $565.6K | — | -21.7% |
| 694 | Pacific Excel Wealth Advisors#694 · 6,491 sh | 6,491 | $564.9K | 0.22% | New |
| 695 | Heritage Family Offices, LLP#695 · 6,491 sh | 6,491 | $564.9K | 0.22% | -26.2% |
| 696 | ABLE Financial Group#696 · 6,480 sh | 6,480 | $564.0K | — | -17.6% |
| 697 | SAGESPRING WEALTH PARTNERS#697 · 6,477 sh | 6,477 | $563.8K | — | +3.6% |
| 698 | 180 WEALTH ADVISORS#698 · 6,345 sh | 6,345 | $552.2K | 0.06% | +8.7% |
| 699 | Matisse Capital#699 · 6,300 sh | 6,300 | $548.4K | 0.22% | 0.0% |
| 700 | EP Wealth Advisors#700 · 6,221 sh | 6,221 | $541.5K | <0.01% | +102.7% |
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.