SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1531593
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$93,742
+$88,846 QoQ
Shares Held
1,077
+1375.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#915
of 1,105 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $2,145,576 across 8 Capital Markets names. IBKR ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
25,200 | $1,152,396 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
6,383 | $399,767 | |
| 3 | MS |
Morgan Stanley
|
1,590 | $332,373 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,077 | $93,742 | |
| 5 | PURR |
Hyperliquid Strategies Inc
|
10,000 | $78,700 | |
| 6 | BGC |
BGC Group, Inc.
|
3,300 | $35,277 | |
| 7 | SCHW |
Schwab Charles Corp
|
379 | $34,970 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
183 | $18,351 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,742 | 1,077 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,896 | 73 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,573 | 662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,846 | 768 | Shares | Sole | 2025-11-13 | |
| 2022-03-31 | $1,977 | 30 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||