OneDigital Investment Advisors LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in IBKR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,468,992

+$2,952,485 QoQ

Shares Held

97,300

+18.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#252

of 1,105 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. IBKR ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	97,300	$8,468,992
2	SCHW	Schwab Charles Corp	57,720	$5,325,824
3	MS	Morgan Stanley	18,450	$3,856,788
4	GS	Goldman Sachs Group Inc	3,359	$3,397,191
5	MC	Moelis & Co	19,164	$1,253,708
6	HOOD	Robinhood Markets, Inc.	9,005	$903,021
7	PIPR	Piper Sandler Companies	7,013	$507,320
8	SF	Stifel Financial Corp	6,466	$451,132

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,468,992	97,300	+18.3%	Shares	Sole	2026-08-07
2026-03-31	$5,516,507	82,250	-14.3%	Shares	Sole	2026-05-08
2025-12-31	$6,174,081	96,005	-4.0%	Shares	Sole	2026-02-13
2025-09-30	$6,878,798	99,968	-2.8%	Shares	Sole	2025-11-10
2025-06-30	$5,699,472	102,860	+275.1%	Shares	Sole	2025-08-07
2025-03-31	$4,540,808	27,422	-10.1%	Shares	Sole	2025-04-29
2024-12-31	$5,390,731	30,513	+2.3%	Shares	Sole	2025-02-13
2024-09-30	$4,156,969	29,829	-1.5%	Shares	Sole	2024-11-06
2024-06-30	$3,712,941	30,285	+48.2%	Shares	Sole	2024-08-02
2024-03-31	$2,282,458	20,432	+3.0%	Shares	Sole	2024-05-10
2023-12-31	$1,644,321	19,835	-3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,770,671	20,456	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$1,683,413	20,265	+7.4%	Shares	Sole	2023-08-07
2023-03-31	$1,557,907	18,870	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.