PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in IBKR — Interactive Brokers Group, Inc.

CIK 12600 DES MOINES, IA

Position in IBKR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$683,089

+$142,841 QoQ

Shares Held

7,848

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#646

of 1,103 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $36,932,732 across 11 Capital Markets names. IBKR ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	135,377	$12,491,235
2	GS	Goldman Sachs Group Inc	9,803	$9,914,460
3	MS	Morgan Stanley	44,097	$9,218,036
4	HOOD	Robinhood Markets, Inc.	10,892	$1,092,249
5	VIRT	Virtu Financial, Inc.	13,437	$800,442
6	LPLA	LPL Financial Holdings Inc.	2,594	$730,677
7	IBKR	Interactive Brokers Group, Inc. This page	7,848	$683,089
8	XP	XP Inc.	35,412	$575,799

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,089	7,848	-2.6%	Shares	Sole	2026-08-04
2026-03-31	$540,248	8,055	+74.1%	Shares	Sole	2026-05-13
2025-12-31	$297,562	4,627	+2.6%	Shares	Sole	2026-02-12
2025-09-30	$310,401	4,511	+20.5%	Shares	Sole	2025-11-12
2025-06-30	$207,399	3,743	+428.7%	Shares	Sole	2025-08-11
2025-03-31	$117,237	708	0.0%	Shares	Sole	2025-04-30
2024-12-31	$125,082	708	-0.6%	Shares	Sole	2025-01-30
2024-09-30	$99,224	712	+37.5%	Shares	Sole	2024-10-28
2024-06-30	$63,506	518	+10.4%	Shares	Sole	2024-07-31
2024-03-31	$52,391	469	-1.9%	Shares	Sole	2024-05-10
2023-12-31	$39,626	478	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.