Envestnet Portfolio Solutions, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1998033 BERWYN, PA

Position in IBKR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,702,766

+$1,164,918 QoQ

Shares Held

31,052

+35.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#409

of 1,105 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. IBKR ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc. This page	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,702,766	31,052	+35.4%	Shares	Sole	2026-07-20
2026-03-31	$1,537,848	22,929	+61.6%	Shares	Sole	2026-04-29
2025-12-31	$912,751	14,193	-68.5%	Shares	Sole	2026-02-06
2025-09-30	$3,104,225	45,113	-17.7%	Shares	Sole	2025-10-30
2025-06-30	$3,035,526	54,783	+529.8%	Shares	Sole	2025-07-25
2025-03-31	$1,440,301	8,698	-25.5%	Shares	Sole	2025-04-21
2024-12-31	$2,062,268	11,673	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$1,639,431	11,764	+3.7%	Shares	Sole	2024-10-31
2024-06-30	$1,390,651	11,343	+1.7%	Shares	Sole	2024-07-16
2024-03-31	$1,246,125	11,155	+17.8%	Shares	Sole	2024-05-06
2023-12-31	$785,311	9,473	+5.3%	Shares	Sole	2024-02-07
2023-09-30	$779,040	9,000	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.