STUDIO INVESTMENT MANAGEMENT LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1893893 CHICAGO, IL

Position in IBKR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$788,930

+$144,589 QoQ

Shares Held

9,064

-5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#618

of 1,105 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STUDIO INVESTMENT MANAGEMENT LLC holds $2,966,413 across 5 Capital Markets names. IBKR ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	9,064	$788,930
2	GS	Goldman Sachs Group Inc	771	$779,766
3	SF	Stifel Financial Corp	7,948	$554,531
4	HLI	Houlihan Lokey, Inc.	3,750	$502,987
5	SCHW	Schwab Charles Corp	3,687	$340,199

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,930	9,064	-5.7%	Shares	Sole	2026-07-31
2026-03-31	$644,341	9,607	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$627,344	9,755	-7.5%	Shares	Sole	2026-02-09
2025-09-30	$725,395	10,542	-7.0%	Shares	Sole	2025-11-07
2025-06-30	$627,906	11,332	+289.7%	Shares	Sole	2025-07-30
2025-03-31	$481,535	2,908	-9.8%	Shares	Sole	2025-05-14
2024-12-31	$569,407	3,223	-4.1%	Shares	Sole	2025-02-14
2024-09-30	$468,388	3,361	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$417,085	3,402	+0.2%	Shares	Sole	2024-08-07
2024-03-31	$379,143	3,394	+9.7%	Shares	Sole	2024-05-15
2023-12-31	$256,492	3,094	-16.4%	Shares	Sole	2024-02-16
2023-09-30	$320,531	3,703	-1.5%	Shares	Sole	2023-11-15
2023-06-30	$312,426	3,761	+7.8%	Shares	Sole	2023-08-14
2023-03-31	$288,134	3,490	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.