GREAT LAKES ADVISORS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1078013
CHICAGO, IL
Position in IBKR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$524,755
+$22,688 QoQ
Shares Held
7,824
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $162,489,473 across 10 Capital Markets names. IBKR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,186 | $143,975,652 | |
| 2 | SCHW |
Schwab Charles Corp
|
94,698 | $8,899,717 | |
| 3 | SF |
Stifel Financial Corp
|
45,863 | $3,390,192 | |
| 4 | DSEEY |
Daiwa Securities Group Inc.
|
339,585 | $3,175,118 | |
| 5 | GOLD |
Gold.com, Inc.
|
27,333 | $1,095,506 | |
| 6 | MS |
Morgan Stanley
|
3,672 | $604,300 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,824 | $524,755 | |
| 8 | EVR |
Evercore Inc.
|
1,347 | $402,092 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,755 | 7,824 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $502,067 | 7,807 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $537,749 | 7,815 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $444,276 | 8,018 | Shares | Other | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||