CANADA LIFE ASSURANCE Co

Insurance

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1046192 WINNIPEG, A2

Position in IBKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$35,201,488

+$1,614,048 QoQ

Shares Held

524,847

+0.5% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CANADA LIFE ASSURANCE Co holds $546,037,952 across 18 Capital Markets names. IBKR ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	219,341	$185,560,292
2	MS	Morgan Stanley	889,102	$146,319,516
3	SCHW	Schwab Charles Corp	1,221,693	$114,814,708
4	IBKR	Interactive Brokers Group, Inc. This page	524,847	$35,201,488
5	EVR	Evercore Inc.	27,364	$8,168,427
6	SF	Stifel Financial Corp	108,373	$8,010,932
7	LPLA	LPL Financial Holdings Inc.	23,755	$7,146,216
8	MKTX	Marketaxess Holdings Inc	33,909	$5,594,306

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,201,488	524,847	+0.5%	Shares	Sole	2026-05-14
2025-12-31	$33,587,440	522,274	+23.0%	Shares	Sole	2026-02-13
2025-09-30	$29,223,675	424,701	-23.6%	Shares	Sole	2025-11-17
2025-06-30	$30,810,286	556,042	+314.0%	Shares	Sole	2025-08-15
2025-03-31	$5,559,560	134,297	+23.7%	Shares	Sole	2025-05-15
2024-12-31	$4,795,574	108,577	+14.0%	Shares	Sole	2025-02-13
2024-09-30	$3,319,381	95,275	+6.3%	Shares	Sole	2024-11-13
2024-06-30	$2,747,220	89,632	+48.5%	Shares	Sole	2024-08-12
2024-03-31	$1,685,927	60,368	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$1,237,448	59,708	-5.8%	Shares	Sole	2024-02-13
2023-09-30	$1,372,300	63,415	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$1,212,468	58,383	-32.7%	Shares	Sole	2023-08-10
2023-03-31	$1,790,065	86,728	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$1,584,989	87,629	+8.2%	Shares	Sole	2023-02-10
2022-09-30	$1,294,017	80,990	+23.1%	Shares	Sole	2022-11-01
2022-03-31	$1,084,351	65,808	+5.7%	Shares	Sole	2022-05-12
2021-12-31	$1,236,013	62,252	+7.1%	Shares	Defined	2022-02-14
2021-09-30	$905,613	58,108	+37.1%	Shares	Defined	2021-11-15
2021-06-30	$696,573	42,390	+26.1%	Shares	Defined	2021-08-11
2021-03-31	$613,936	33,622	+0.1%	Shares	Defined	2021-05-17
2020-12-31	$511,651	33,595	-8.0%	Shares	Defined	2021-02-16
2020-09-30	$441,059	36,504	-2.2%	Shares	Defined	2020-11-18
2020-06-30	$389,860	37,334	-5.6%	Shares	Defined	2020-08-17
2020-03-31	$426,767	39,543	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.