Cetera Investment Advisers
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,038,488
+$3,693,067 QoQ
Shares Held
209,311
+30.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $332,103,427 across 39 Capital Markets names. IBKR ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
123,607 | $104,570,285 | |
| 2 | MS |
Morgan Stanley
|
381,181 | $62,730,957 | |
| 3 | SCHW |
Schwab Charles Corp
|
620,584 | $58,322,484 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
532,448 | $36,898,646 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
209,311 | $14,038,488 | |
| 6 | IREN |
IREN Ltd
|
300,029 | $10,284,994 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19,511 | $5,869,494 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
284,027 | $5,618,054 |
All Filings in IBKR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,038,488 | 209,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,345,421 | 160,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,807,039 | 171,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,546,549 | 154,242 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,627,832 | 39,322 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,965,100 | 44,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,538,778 | 44,167 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,296,709 | 42,307 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,174,295 | 42,048 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $360,615 | 17,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $375,518 | 17,353 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $362,081 | 17,435 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $311,932 | 15,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $90,564 | 5,007 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $55,410 | 3,372 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $53,465 | 2,928 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||