Interactive Brokers Group, Inc. (IBKR) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,122
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Polymer Capital Management (US)#701 · 6,158 sh | 6,158 | $536.0K | 0.07% | New |
| 702 | MIRABELLA FINANCIAL SERVICES LLP#702 · 6,139 sh | 6,139 | $534.3K | 0.05% | New |
| 703 | SYKON CAPITAL#703 · 6,042 sh | 6,042 | $525.9K | 0.16% | New |
| 704 | Interchange Capital Partners#704 · 5,987 sh | 5,987 | $521.1K | 0.10% | New |
| 705 | Freestone Capital#705 · 5,972 sh | 5,972 | $519.8K | 0.01% | +2.1% |
| 706 | CITIZENS FINANCIAL GROUP#706 · 5,953 sh | 5,953 | $518.2K | — | +56.9% |
| 707 | Advisor OS#707 · 5,810 sh | 5,810 | $505.7K | 0.03% | -19.4% |
| 708 | Stirlingshire Investments#708 · 5,771 sh | 5,771 | $502.3K | 0.37% | New |
| 709 | FULTON BANK, N.A.#709 · 5,759 sh | 5,759 | $501.3K | — | -0.2% |
| 710 | Stratos Investment Management#710 · 5,689 sh | 5,689 | $495.2K | 0.02% | -0.2% |
| 711 | Marex Group plc#711 · 5,602 sh | 5,602 | $487.6K | <0.01% | New |
| 712 | Leeward Financial Partners#712 · 5,527 sh | 5,527 | $481.1K | — | -0.5% |
| 713 | Independent Advisor Alliance#713 · 5,494 sh | 5,494 | $478.2K | 0.01% | +7.1% |
| 714 | Ponta Wealth Partners#714 · 5,473 sh | 5,473 | $476.4K | 0.25% | 0.0% |
| 715 | Premier Path Wealth Partners#715 · 5,454 sh | 5,454 | $474.7K | — | -2.0% |
| 716 | COMMONS CAPITAL#716 · 5,442 sh | 5,442 | $473.7K | 0.33% | +1.9% |
| 717 | FourThought Financial Partners#717 · 5,413 sh | 5,413 | $471.2K | 0.04% | -1.1% |
| 718 | VISIONARY HORIZONS#718 · 5,405 sh | 5,405 | $470.5K | — | -41.4% |
| 719 | Brown Miller Wealth Management#719 · 5,375 sh | 5,375 | $467.9K | 0.12% | +8.1% |
| 720 | Raleigh Capital Management#720 · 5,241 sh | 5,241 | $456.2K | 0.15% | -32.7% |
| 721 | Oak Thistle#721 · 5,240 sh | 5,240 | $456.1K | — | New |
| 722 | WORLDQUANT MILLENNIUM ADVISORS#722 · 5,171 sh | 5,171 | $450.1K | <0.01% | -98.6% |
| 723 | Frec Markets#723 · 5,169 sh | 5,169 | $449.9K | 0.04% | +68.3% |
| 724 | MAI Capital Management#724 · 5,114 sh | 5,114 | $445.1K | <0.01% | -7.9% |
| 725 | Ground Swell Capital#725 · 5,026 sh | 5,026 | $437.5K | 0.47% | New |
| 726 | EDMOND DE ROTHSCHILD HOLDING S.A.#726 · 5,008 sh | 5,008 | $435.9K | <0.01% | 0.0% |
| 727 | Oxford Wealth Group#727 · 4,997 sh | 4,997 | $435.0K | 0.19% | -9.3% |
| 728 | Everhart Financial Group#728 · 4,976 sh | 4,976 | $433.1K | — | +55.9% |
| 729 | Waverly Advisors#729 · 4,959 sh | 4,959 | $431.6K | <0.01% | +19.8% |
| 730 | SIGNATUREFD#730 · 4,951 sh | 4,951 | $430.9K | — | +14.5% |
| 731 | OSTRUM ASSET MANAGEMENT#731 · 4,947 sh | 4,947 | $430.6K | 0.02% | 0.0% |
| 732 | Richard W. Paul & Associates#732 · 4,912 sh | 4,912 | $427.6K | 0.13% | -30.2% |
| 733 | Asset Management#733 · 4,884 sh | 4,884 | $425.1K | 0.03% | 0.0% |
| 734 | Ramiah Investment Group#734 · 4,870 sh | 4,870 | $423.9K | — | New |
| 735 | IHT Wealth Management#735 · 4,865 sh | 4,865 | $423.5K | <0.01% | -16.7% |
| 736 | Nemes Rush Group#736 · 4,859 sh | 4,859 | $422.9K | 0.03% | +2.9% |
| 737 | ATTICUS WEALTH MANAGEMENT#737 · 4,829 sh | 4,829 | $420.3K | — | +1.3% |
| 738 | Dockside#738 · 4,828 sh | 4,828 | $420.2K | 0.10% | New |
| 739 | V-Square Quantitative Management#739 · 4,827 sh | 4,827 | $420.1K | — | -16.8% |
| 740 | Legacy Wealth Advisors#740 · 4,803 sh | 4,803 | $418.1K | 0.18% | +1.0% |
| 741 | BOOTHBAY FUND MANAGEMENT#741 · 4,795 sh | 4,795 | $417.4K | <0.01% | -93.1% |
| 742 | Palisade Asset Management#742 · 4,779 sh | 4,779 | $416.0K | 0.04% | 0.0% |
| 743 | BANK OF NOVA SCOTIA#743 · 4,758 sh | 4,758 | $414.1K | 0.03% | -16.1% |
| 744 | SYON CAPITAL#744 · 4,751 sh | 4,751 | $413.5K | 0.02% | +5.8% |
| 745 | American#745 · 4,731 sh | 4,731 | $411.8K | 0.03% | +0.4% |
| 746 | Vinva Investment Management Ltd#746 · 4,588 sh | 4,588 | $404.7K | <0.01% | -93.6% |
| 747 | MITCHELL MCLEOD PUGH & WILLIAMS#747 · 4,622 sh | 4,622 | $402.3K | 0.05% | +7.0% |
| 748 | Chemistry Wealth Management#748 · 4,601 sh | 4,601 | $400.5K | — | 0.0% |
| 749 | Lombard Odier Asset Management (Switzerland) SA#749 · 4,600 sh | 4,600 | $400.4K | 0.01% | +4.5% |
| 750 | Gryphon Financial Partners#750 · 4,572 sh | 4,572 | $397.9K | 0.04% | +0.3% |
| 751 | Resurgent Financial Advisors#751 · 4,562 sh | 4,562 | $397.1K | 0.11% | +31.3% |
| 752 | Revisor Wealth Management#752 · 4,532 sh | 4,532 | $394.5K | — | -26.6% |
| 753 | Grandview Asset Management#753 · 4,522 sh | 4,522 | $393.5K | — | -2.7% |
| 754 | AlphaGrep UK Ltd#754 · 4,493 sh | 4,493 | $391.1K | 0.12% | +24.9% |
| 755 | Aaron Wealth Advisors#755 · 4,465 sh | 4,465 | $388.6K | — | -2.3% |
| 756 | Aureus Asset Management#756 · 4,414 sh | 4,414 | $384.2K | 0.02% | -26.9% |
| 757 | DekaBank Deutsche Girozentrale#757 · 6,043 sh | 6,043 | $383.0K | <0.01% | 0.0% |
| 758 | CHOREO#758 · 4,381 sh | 4,381 | $381.6K | <0.01% | -3.2% |
| 759 | Valeo Financial Advisors#759 · 4,344 sh | 4,344 | $378.1K | — | -3.4% |
| 760 | Ausdal Financial Partners#760 · 4,324 sh | 4,324 | $376.4K | 0.01% | -2.5% |
| 761 | PARAGON FINANCIAL PARTNERS#761 · 4,206 sh | 4,206 | $370.1K | 0.20% | +1.4% |
| 762 | Index Technologies Group#762 · 4,209 sh | 4,209 | $366.4K | 0.29% | +2.8% |
| 763 | Koshinski Asset Management#763 · 4,208 sh | 4,208 | $366.3K | 0.02% | -23.2% |
| 764 | Vancity Investment Management Ltd#764 · 4,208 sh | 4,208 | $366.0K | 0.05% | 0.0% |
| 765 | ASSETMARK#765 · 4,204 sh | 4,204 | $365.9K | — | +9.5% |
| 766 | Avestar Capital#766 · 4,199 sh | 4,199 | $365.5K | 0.02% | +38.6% |
| 767 | WEXFORD CAPITAL#767 · 4,192 sh | 4,192 | $364.9K | 0.05% | New |
| 768 | Prospera Financial Services#768 · 4,167 sh | 4,167 | $362.7K | <0.01% | +1.1% |
| 769 | Meadowbrook Advisors Group#769 · 4,150 sh | 4,150 | $361.2K | 0.19% | +2.4% |
| 770 | Fidelis Capital Partners#770 · 4,133 sh | 4,133 | $359.7K | 0.02% | -13.4% |
| 771 | Permanent Capital Management#771 · 4,128 sh | 4,128 | $359.3K | 0.05% | 0.0% |
| 772 | Turtle Creek Wealth Advisors#772 · 4,094 sh | 4,094 | $357.4K | — | New |
| 773 | CIGNA INVESTMENTS#773 · 4,098 sh | 4,098 | $356.0K | — | -2.1% |
| 774 | Concentric Capital Strategies#774 · 4,071 sh | 4,071 | $354.3K | 0.02% | New |
| 775 | HAZLETT, BURT & WATSON#775 · 4,039 sh | 4,039 | $353.0K | 0.09% | 0.0% |
| 776 | PROFUND ADVISORS#776 · 4,016 sh | 4,016 | $349.6K | <0.01% | -2.5% |
| 777 | Fourth Dimension Wealth#777 · 3,987 sh | 3,987 | $347.0K | 0.11% | New |
| 778 | CVA Family Office#778 · 3,986 sh | 3,986 | $346.9K | 0.03% | +0.7% |
| 779 | Citizens Business Bank#779 · 3,984 sh | 3,984 | $346.8K | 0.05% | 0.0% |
| 780 | FIDUCIARY FINANCIAL GROUP#780 · 3,968 sh | 3,968 | $345.4K | — | +3.1% |
| 781 | STEPHENS#781 · 3,954 sh | 3,954 | $344.2K | <0.01% | -26.7% |
| 782 | Sigma Planning#782 · 3,914 sh | 3,914 | $340.7K | — | +23.4% |
| 783 | Stratos Wealth Partners, LTD.#783 · 3,904 sh | 3,904 | $339.8K | <0.01% | New |
| 784 | Ameritas Investment Partners#784 · 3,828 sh | 3,828 | $333.2K | <0.01% | -4.0% |
| 785 | PENSION & WEALTH MANAGEMENT ADVISORS#785 · 3,824 sh | 3,824 | $332.9K | — | +25.1% |
| 786 | Aviance Capital Partners#786 · 3,820 sh | 3,820 | $332.5K | 0.03% | 0.0% |
| 787 | NORDEN GROUP#787 · 3,805 sh | 3,805 | $331.2K | — | +9.5% |
| 788 | nVerses Capital#788 · 3,801 sh | 3,801 | $330.8K | 0.51% | New |
| 789 | iSAM Funds (UK) Ltd#789 · 3,800 sh | 3,800 | $330.8K | 0.23% | New |
| 790 | INSIGNEO ADVISORY SERVICES#790 · 3,779 sh | 3,779 | $328.9K | 0.01% | -16.1% |
| 791 | Aspen Grove Capital#791 · 3,751 sh | 3,751 | $326.5K | 0.05% | -5.3% |
| 792 | ALPS ADVISORS#792 · 3,707 sh | 3,707 | $322.7K | <0.01% | New |
| 793 | Indivisible Partners#793 · 3,700 sh | 3,700 | $322.0K | — | New |
| 794 | Rehmann Capital Advisory Group#794 · 3,658 sh | 3,658 | $318.7K | 0.01% | -0.8% |
| 795 | LGT Fund Management Ltd.#795 · 3,650 sh | 3,650 | $317.7K | 0.01% | 0.0% |
| 796 | QUANTUM FINANCIAL PARTNERS#796 · 3,645 sh | 3,645 | $317.3K | — | — |
| 797 | HM PAYSON#797 · 3,605 sh | 3,605 | $313.8K | <0.01% | +56.0% |
| 798 | Cornerstone Capital#798 · 3,600 sh | 3,600 | $313.3K | 0.03% | 0.0% |
| 799 | Net Worth Advisory Group#799 · 3,589 sh | 3,589 | $312.4K | — | -6.3% |
| 800 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#800 · 3,585 sh | 3,585 | $312.0K | <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.