Ethic Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1780570 NEW YORK, NY

Position in IBKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,429,550

+$535,547 QoQ

Shares Held

39,402

-8.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#377

of 1,105 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $139,116,739 across 18 Capital Markets names. IBKR ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	51,488	$52,073,418
2	MS	Morgan Stanley	200,383	$41,888,062
3	SCHW	Schwab Charles Corp	204,339	$18,854,359
4	NMR	Nomura Holdings Inc	1,042,353	$9,151,859
5	HOOD	Robinhood Markets, Inc.	57,952	$5,811,426
6	IBKR	Interactive Brokers Group, Inc. This page	39,402	$3,429,550
7	TW	Tradeweb Markets Inc.	19,029	$1,896,430
8	LPLA	LPL Financial Holdings Inc.	5,340	$1,504,171

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,429,550	39,402	-8.7%	Shares	Sole	2026-07-29
2026-03-31	$2,894,003	43,149	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$2,760,378	42,923	+16.4%	Shares	Sole	2026-02-03
2025-09-30	$2,536,955	36,869	-9.9%	Shares	Sole	2025-10-17
2025-06-30	$2,266,933	40,912	+322.6%	Shares	Sole	2025-07-30
2025-03-31	$1,603,242	9,682	+11.6%	Shares	Sole	2025-05-13
2024-12-31	$1,532,788	8,676	+120.7%	Shares	Sole	2025-02-14
2024-09-30	$547,824	3,931	-29.3%	Shares	Sole	2024-11-13
2024-06-30	$682,146	5,564	+41.5%	Shares	Sole	2024-08-13
2024-03-31	$439,132	3,931	+38.6%	Shares	Sole	2024-05-13
2023-12-31	$235,104	2,836	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.