GATEWAY INVESTMENT ADVISERS LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1114618
CINCINNATI, OH
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$882,063
+$332,693 QoQ
Shares Held
10,134
+23.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 1,105 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. IBKR ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
445,166 | $93,057,500 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
56,373 | $5,653,084 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,595 | $4,647,245 | |
| 4 | EVR |
Evercore Inc.
|
9,205 | $3,142,955 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
54,210 | $2,709,415 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
6,591 | $1,856,552 | |
| 7 | SF |
Stifel Financial Corp
|
22,928 | $1,599,686 | |
| 8 | IREN |
IREN Ltd
|
34,515 | $1,578,370 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,063 | 10,134 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $549,370 | 8,191 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $375,570 | 5,840 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||