Cornerstone Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1775446 ASHEVILLE, NC

Position in IBKR

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

Position Value

$14,406,860

+$857,111 QoQ

Shares Held

165,520

-18.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#188

of 1,105 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cornerstone Advisors, LLC holds $83,832,802 across 5 Capital Markets names. IBKR ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	106,343	$22,229,940
2	GS	Goldman Sachs Group Inc	21,969	$22,218,787
3	HOOD	Robinhood Markets, Inc.	157,251	$15,769,130
4	IBKR	Interactive Brokers Group, Inc. This page	165,520	$14,406,860
5	TW	Tradeweb Markets Inc.	92,395	$9,208,085

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,406,860	165,520	-18.1%	Shares	Sole	2026-08-07
2026-03-31	$13,549,749	202,024	0.0%	Shares	Sole	2026-05-08
2025-12-31	$12,992,163	202,024	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.