Plante Moran Financial Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$696
-$473 QoQ
Shares Held
8
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,090
of 1,105 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names. IBKR ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 2 | GS |
Goldman Sachs Group Inc
|
127 | $128,443 | |
| 3 | MS |
Morgan Stanley
|
297 | $62,084 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 | |
| 5 | SF |
Stifel Financial Corp
|
60 | $4,186 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 7 | SNEX |
StoneX Group Inc.
|
22 | $1,777 | |
| 8 | MC |
Moelis & Co
|
26 | $1,700 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696 | 8 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $1,169 | 17 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $10,600 | 60 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||