Arkadios Wealth Advisors

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1800798 ATLANTA, GA

Position in IBKR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,433,727

+$522,018 QoQ

Shares Held

39,450

-9.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#377

of 1,112 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $36,142,998 across 15 Capital Markets names. IBKR ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,409	$11,538,719
2	MS	Morgan Stanley	28,638	$5,986,486
3	SCHW	Schwab Charles Corp	42,544	$3,925,534
4	PJT	PJT Partners Inc.	25,058	$3,782,253
5	IBKR	Interactive Brokers Group, Inc. This page	39,450	$3,433,727
6	HOOD	Robinhood Markets, Inc.	30,507	$3,059,241
7	SNEX	StoneX Group Inc.	23,958	$1,892,682
8	VIRT	Virtu Financial, Inc.	11,350	$676,118

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,433,727	39,450	-9.1%	Shares	Sole	2026-08-10
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.