Cresset Asset Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1761013 Chicago, IL

Position in IBKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,885,499

+$252,692 QoQ

Shares Held

57,932

+2.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 91.03776841814542.ToString("F0")% Shared 0.ToString("F0")% None 8.962231581854589.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cresset Asset Management, LLC holds $132,848,198 across 25 Capital Markets names. IBKR ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	442,836	$41,617,727
2	GS	Goldman Sachs Group Inc	37,429	$31,664,559
3	EVR	Evercore Inc.	40,780	$12,173,237
4	WULF	Terawulf Inc.	541,094	$7,807,986
5	HOOD	Robinhood Markets, Inc.	109,256	$7,571,440
6	TW	Tradeweb Markets Inc.	63,079	$7,421,875
7	MS	Morgan Stanley	34,688	$5,708,604
8	IBKR	Interactive Brokers Group, Inc. This page	57,932	$3,885,499

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,885,499	57,932	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$3,632,807	56,489	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$3,879,714	56,383	+4.6%	Shares	Sole	2026-01-22
2025-06-30	$2,987,097	53,909	+864.4%	Shares	Sole	2026-01-22
2025-03-31	$231,412	5,590	+13.5%	Shares	Sole	2025-05-13
2024-12-31	$217,436	4,923	-29.9%	Shares	Sole	2025-02-14
2024-09-30	$244,785	7,026	+60.4%	Shares	Defined	2024-11-14
2024-06-30	$134,216	4,379	+51.2%	Shares	Defined	2024-08-14
2024-03-31	$80,905	2,897	+8.0%	Shares	Defined	2024-05-15
2023-12-31	$55,584	2,682	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.