NewEdge Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,831,495

+$826,519 QoQ

Shares Held

21,042

+40.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#471

of 1,105 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. IBKR ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	62,498	$63,208,602
2	MS	Morgan Stanley	278,364	$58,189,210
3	MIAX	Miami International Holdings, Inc.	681,610	$25,328,627
4	SCHW	Schwab Charles Corp	165,885	$15,306,208
5	HOOD	Robinhood Markets, Inc.	68,920	$6,911,297
6	IREN	IREN Ltd	118,577	$5,422,526
7	JEF	Jefferies Financial Group Inc.	68,577	$3,427,478
8	BMNR	Bitmine Immersion Technologies, Inc.	169,649	$2,258,028

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,831,495	21,042	+40.4%	Shares	Sole	2026-08-12
2026-03-31	$1,004,976	14,984	-59.9%	Shares	Sole	2026-06-03
2025-12-31	$2,403,521	37,374	+118.2%	Shares	Sole	2026-02-18
2025-09-30	$1,178,784	17,131	+362.1%	Shares	Sole	2025-11-17
2025-06-30	$205,404	3,707	+167.1%	Shares	Sole	2025-08-14
2025-03-31	$229,838	1,388	-53.2%	Shares	Sole	2025-05-15
2024-12-31	$524,179	2,967	+115.5%	Shares	Sole	2025-02-13
2024-09-30	$191,898	1,377	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$164,161	1,339	+13.3%	Shares	Sole	2024-08-16
2024-03-31	$132,041	1,182	-8.7%	Shares	Sole	2024-05-14
2023-12-31	$107,355	1,295	-67.3%	Shares	Sole	2024-02-13
2023-09-30	$342,864	3,961	+20.1%	Shares	Sole	2023-11-14
2023-06-30	$273,881	3,297	+2112.8%	Shares	Sole	2023-08-14
2022-12-31	$10,780	149	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.