INTECH INVESTMENT MANAGEMENT LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1086318 WEST PALM BEACH, FL

Position in IBKR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$984,683

+$530,888 QoQ

Shares Held

11,313

+67.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#572

of 1,105 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $129,571,516 across 30 Capital Markets names. IBKR ranks #20 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	37,461	$37,886,931
2	SCHW	Schwab Charles Corp	325,487	$30,032,685
3	MS	Morgan Stanley	72,476	$15,150,382
4	TW	Tradeweb Markets Inc.	46,613	$4,645,451
5	PIPR	Piper Sandler Companies	62,114	$4,493,326
6	HLI	Houlihan Lokey, Inc.	33,386	$4,478,064
7	BGC	BGC Group, Inc.	347,503	$3,714,807
8	JEF	Jefferies Financial Group Inc.	54,223	$2,710,065

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$984,683	11,313	+67.2%	Shares	Sole	2026-08-10
2026-03-31	$453,795	6,766	-61.5%	Shares	Sole	2026-05-08
2025-12-31	$1,129,669	17,566	-45.0%	Shares	Defined	2026-02-10
2025-09-30	$2,199,029	31,958	-95.2%	Shares	Defined	2025-11-12
2025-06-30	$37,068,015	668,977	+384.3%	Shares	Defined	2025-08-08
2025-03-31	$22,875,595	138,146	+176.2%	Shares	Sole	2025-05-20
2024-12-31	$8,835,266	50,010	+53.8%	Shares	Sole	2025-02-11
2024-09-30	$4,530,732	32,511	+88.7%	Shares	Sole	2024-11-08
2024-06-30	$2,112,765	17,233	+234.3%	Shares	Sole	2024-08-12
2023-12-31	$427,349	5,155	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.