YOUSIF CAPITAL MANAGEMENT, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in IBKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,530,516
+$656,030 QoQ
Shares Held
40,562
-5.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#369
of 1,105 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. IBKR ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in IBKR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,516 | 40,562 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,874,486 | 42,858 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,880,637 | 44,793 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,663,582 | 53,242 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,181,397 | 147,652 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,196,708 | 37,422 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,758,334 | 38,254 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,549,315 | 39,820 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,493,828 | 44,811 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,439,383 | 48,692 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,127,176 | 49,785 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,296,232 | 49,633 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,190,715 | 50,448 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,319,952 | 52,325 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,791,863 | 52,410 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $3,344,538 | 52,332 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,683,772 | 48,787 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,073,844 | 46,637 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,699,463 | 46,581 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||