Cetera Investment Advisers
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,521,940
+$5,483,452 QoQ
Shares Held
224,287
+7.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#161
of 1,105 holders
Holding Since
Mar 2021
17 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, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. IBKR ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
18,019 | $5,075,591 |
All Filings in IBKR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,521,940 | 224,287 | Shares | Sole | 2026-08-12 | |
| 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 | $6,511,329 | 39,322 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,860,401 | 44,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,155,113 | 44,167 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,186,838 | 42,307 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $4,697,182 | 42,048 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,442,460 | 17,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,502,075 | 17,353 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,448,325 | 17,435 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,247,729 | 15,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $362,256 | 5,007 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $221,641 | 3,372 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $213,861 | 2,928 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||