DONALDSON CAPITAL MANAGEMENT, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1487438 EVANSVILLE, IN

Position in IBKR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$10,974,699

+$2,597,925 QoQ

Shares Held

126,088

+1.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#211

of 1,105 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $155,091,170 across 3 Capital Markets names. IBKR ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	362,259	$75,726,621
2	GS	Goldman Sachs Group Inc	67,621	$68,389,850
3	IBKR	Interactive Brokers Group, Inc. This page	126,088	$10,974,699

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,974,699	126,088	+1.0%	Shares	Sole	2026-08-05
2026-03-31	$8,376,774	124,896	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.