Stratos Investment Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1707206 BEACHWOOD, OH

Position in IBKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$495,170

+$112,804 QoQ

Shares Held

5,689

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#705

of 1,105 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $13,877,901 across 5 Capital Markets names. IBKR ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	43,220	$9,034,708
2	GS	Goldman Sachs Group Inc	2,872	$2,904,654
3	SCHW	Schwab Charles Corp	13,451	$1,241,123
4	IBKR	Interactive Brokers Group, Inc. This page	5,689	$495,170
5	LPLA	LPL Financial Holdings Inc.	718	$202,246

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,170	5,689	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$382,366	5,701	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$365,152	5,678	+7.5%	Shares	Sole	2026-01-20
2025-09-30	$363,592	5,284	0.0%	Shares	Sole	2025-11-06
2025-06-30	$292,786	5,284	+303.4%	Shares	Sole	2025-07-29
2025-03-31	$216,922	1,310	+2.7%	Shares	Sole	2025-04-30
2024-12-31	$225,254	1,275	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.