Steward Partners Investment Advisory, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1723397
STAMFORD, CT
Position in IBKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,782,065
+$314,710 QoQ
Shares Held
116,029
-0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $100,924,910 across 37 Capital Markets names. IBKR ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
48,326 | $40,883,312 | |
| 2 | SCHW |
Schwab Charles Corp
|
257,219 | $24,173,441 | |
| 3 | MS |
Morgan Stanley
|
86,642 | $14,258,673 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
116,029 | $7,782,065 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
64,422 | $4,464,444 | |
| 6 | SF |
Stifel Financial Corp
|
38,807 | $2,868,613 | |
| 7 | IREN |
IREN Ltd
|
27,712 | $949,967 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,030 | $911,514 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,782,065 | 116,029 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,467,355 | 116,115 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,895,052 | 114,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,377,730 | 133,148 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,080,184 | 26,093 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,161,251 | 26,292 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $904,934 | 25,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $721,102 | 23,527 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $660,932 | 23,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,248 | 784 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $16,273 | 752 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,502 | 602 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,425 | 602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,888 | 602 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,613 | 101 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,557 | 186 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,920 | 420 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,052 | 53 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $826 | 53 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $870 | 53 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,597 | 197 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $807 | 53 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $640 | 53 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $553 | 53 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $561 | 52 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||