NEOS Investment Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2001019 Westport, CT

Position in IBKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,331,028

+$2,090,595 QoQ

Shares Held

72,737

+15.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 1,105 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $134,032,626 across 5 Capital Markets names. IBKR ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	48,387	$48,937,160
2	MS	Morgan Stanley	194,970	$40,756,528
3	SCHW	Schwab Charles Corp	272,235	$25,119,123
4	HOOD	Robinhood Markets, Inc.	128,528	$12,888,787
5	IBKR	Interactive Brokers Group, Inc. This page	72,737	$6,331,028

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,331,028	72,737	+15.0%	Shares	Sole	2026-08-11
2026-03-31	$4,240,433	63,224	+30.3%	Shares	Sole	2026-05-15
2025-12-31	$3,119,999	48,515	+18.0%	Shares	Other	2026-02-17
2025-09-30	$2,827,883	41,097	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.