Arkadios Wealth Advisors

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1800798 ATLANTA, GA

Position in IBKR

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$2,911,709

-$30,087 QoQ

Shares Held

43,413

-5.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. IBKR ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,524	$10,595,177
2	SCHW	Schwab Charles Corp	68,094	$6,399,473
3	MS	Morgan Stanley	26,947	$4,434,667
4	PJT	PJT Partners Inc.	23,531	$3,287,750
5	IBKR	Interactive Brokers Group, Inc. This page	43,413	$2,911,709
6	HOOD	Robinhood Markets, Inc.	16,844	$1,167,288
7	LPLA	LPL Financial Holdings Inc.	1,975	$594,138
8	VIRT	Virtu Financial, Inc.	12,364	$543,767

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,911,709	43,413	-5.1%	Shares	Sole	2026-05-18
2025-12-31	$2,941,796	45,744	-6.8%	Shares	Sole	2026-02-13
2025-09-30	$3,378,364	49,097	-3.2%	Shares	Sole	2025-10-29
2025-06-30	$2,809,286	50,700	+726.9%	Shares	Sole	2025-08-04
2025-03-31	$1,015,231	6,131	-0.6%	Shares	Sole	2025-05-08
2024-12-31	$1,089,877	6,169	-1.8%	Shares	Sole	2025-01-15
2024-09-30	$875,598	6,283	+4.0%	Shares	Sole	2024-10-24
2024-06-30	$740,871	6,043	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$673,052	6,025	0.0%	Shares	Sole	2024-04-30
2023-12-31	$499,472	6,025	0.0%	Shares	Sole	2024-01-24
2023-09-30	$521,524	6,025	0.0%	Shares	Sole	2023-10-13
2023-06-30	$500,496	6,025	-2.8%	Shares	Sole	2023-07-26
2023-03-31	$511,789	6,199	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.