LOGAN CAPITAL MANAGEMENT INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1121330 Newtown Square, PA

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Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,681,264

+$1,681,264 QoQ

Shares Held

19,316

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#484

of 1,102 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)

Derivatives in IBKR

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$1,285,530

PutShares

19,167

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $16,987,755 across 5 Capital Markets names. IBKR ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	35,802	$10,084,707
2	MS	Morgan Stanley	24,862	$5,197,152
3	IBKR	Interactive Brokers Group, Inc. This page	19,316	$1,681,264
4	SCHW	Schwab Charles Corp	256	$23,621
5	GS	Goldman Sachs Group Inc	1	$1,011

All Filings in IBKR

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,681,264	19,316	+23.5%	Shares	Sole	2026-08-14
2026-03-31	$1,285,530	19,167	—	Put	Sole	2026-05-08
2025-12-31	$1,005,808	15,640	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.