Rehmann Capital Advisory Group
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1633037
LANSING, MI
Position in IBKR
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$318,392
+$71,038 QoQ
Shares Held
3,658
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#789
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026Rehmann Capital Advisory Group holds $7,353,752 across 7 Capital Markets names. IBKR ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,600 | $3,640,932 | |
| 2 | MS |
Morgan Stanley
|
7,648 | $1,598,737 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,481 | $598,001 | |
| 4 | SF |
Stifel Financial Corp
|
8,349 | $582,509 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,922 | $391,927 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,658 | $318,392 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,826 | $223,254 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,392 | 3,658 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $247,354 | 3,688 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $235,567 | 3,663 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $251,638 | 3,657 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $226,239 | 4,083 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||