Strategic Investment Advisors / MI

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1760540 FARMINGTON HILLS, MI

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$949,345

+$54,028 QoQ

Shares Held

10,907

-18.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#580

of 1,105 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $2,609,486 across 6 Capital Markets names. IBKR ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	10,907	$949,345
2	GS	Goldman Sachs Group Inc	720	$728,186
3	MS	Morgan Stanley	1,783	$372,718
4	SCHW	Schwab Charles Corp	3,548	$327,373
5	HOOD	Robinhood Markets, Inc.	1,290	$129,361
6	XP	XP Inc.	6,304	$102,503

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,345	10,907	-18.3%	Shares	Sole	2026-08-14
2026-03-31	$895,317	13,349	+48.9%	Shares	Sole	2026-05-18
2025-12-31	$576,410	8,963	-28.6%	Shares	Sole	2026-02-17
2025-06-30	$695,340	12,549	+231.5%	Shares	Sole	2025-08-15
2025-03-31	$626,758	3,785	-38.8%	Shares	Sole	2025-04-23
2024-12-31	$1,092,350	6,183	-11.6%	Shares	Sole	2025-01-22
2024-09-30	$974,405	6,992	-2.9%	Shares	Sole	2024-10-21
2024-06-30	$883,087	7,203	-3.6%	Shares	Sole	2024-07-23
2024-03-31	$834,808	7,473	+0.8%	Shares	Sole	2024-04-23
2023-12-31	$614,869	7,417	-17.6%	Shares	Sole	2024-01-10
2023-09-30	$778,866	8,998	-1.7%	Shares	Sole	2023-10-25
2023-06-30	$760,755	9,158	-3.2%	Shares	Sole	2023-08-14
2023-03-31	$781,265	9,463	+233.8%	Shares	Sole	2023-04-27
2022-12-31	$205,112	2,835	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.