Dana Investment Advisors, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1427514
BROOKFIELD, WI
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,052,789
-$337,388 QoQ
Shares Held
195,919
-24.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#175
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. IBKR ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
|
9,379 | $1,415,666 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,052,789 | 195,919 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,390,177 | 259,284 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,011,021 | 311,165 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,484,233 | 341,291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,437,020 | 386,880 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,540,948 | 105,930 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,938,479 | 129,838 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,144,580 | 137,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,517,701 | 142,885 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $17,601,921 | 157,568 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,908,359 | 155,710 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,324,554 | 165,487 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,442,221 | 161,818 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,942,815 | 168,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,366,098 | 101,812 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $851,792 | 13,328 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $699,507 | 12,716 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $615,665 | 9,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,046,596 | 13,178 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $784,985 | 12,592 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $769,764 | 11,711 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $632,234 | 8,656 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $302,894 | 4,972 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $236,237 | 4,888 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $203,837 | 4,880 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $210,453 | 4,875 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||