Advisors Asset Management, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1297376 Monument, CO

Position in IBKR

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

Position Value

$2,062,064

+$507,382 QoQ

Shares Held

23,691

+2.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#455

of 1,105 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. IBKR ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	28,942	$29,271,070
2	MS	Morgan Stanley	85,487	$17,870,202
3	EVR	Evercore Inc.	10,339	$3,530,148
4	HOOD	Robinhood Markets, Inc.	29,126	$2,920,755
5	IBKR	Interactive Brokers Group, Inc. This page	23,691	$2,062,064
6	SCHW	Schwab Charles Corp	17,467	$1,611,680
7	LPLA	LPL Financial Holdings Inc.	1,775	$499,982
8	GOLD	Gold.com, Inc.	7,167	$298,218

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,062,064	23,691	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$1,554,682	23,180	-16.5%	Shares	Sole	2026-05-15
2025-12-31	$1,784,280	27,745	+6.9%	Shares	Sole	2026-08-21
2025-09-30	$1,786,032	25,956	+5.6%	Shares	Sole	2025-11-06
2025-06-30	$1,362,254	24,585	+365.5%	Shares	Sole	2025-08-12
2025-03-31	$874,480	5,281	+13.0%	Shares	Sole	2025-05-15
2024-12-31	$825,578	4,673	+24.8%	Shares	Sole	2026-08-21
2024-09-30	$521,763	3,744	+34.3%	Shares	Sole	2026-08-21
2024-06-30	$341,686	2,787	+62.0%	Shares	Sole	2026-08-21
2024-03-31	$192,141	1,720	+607.8%	Shares	Sole	2024-05-14
2023-12-31	$20,144	243	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.