Smartleaf Asset Management LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2010393 BOSTON, MA

Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$121,420

+$27,858 QoQ

Shares Held

1,395

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#901

of 1,105 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $15,630,688 across 35 Capital Markets names. IBKR ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,204	$6,274,539
2	MS	Morgan Stanley	22,195	$4,639,642
3	SCHW	Schwab Charles Corp	23,257	$2,145,923
4	HOOD	Robinhood Markets, Inc.	6,493	$651,118
5	NMR	Nomura Holdings Inc	50,782	$445,865
6	PIPR	Piper Sandler Companies	2,425	$175,424
7	RIOT	Riot Platforms, Inc.	5,875	$160,857
8	HLI	Houlihan Lokey, Inc.	1,089	$146,067

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,420	1,395	0.0%	Shares	Sole	2026-08-12
2026-03-31	$93,562	1,395	+10.1%	Shares	Sole	2026-05-15
2025-12-31	$81,480	1,267	-23.2%	Shares	Sole	2026-02-13
2025-09-30	$113,536	1,650	+32.1%	Shares	Sole	2025-11-05
2025-06-30	$69,207	1,249	+191.8%	Shares	Sole	2025-08-14
2025-03-31	$70,872	428	-10.8%	Shares	Sole	2025-05-14
2024-12-31	$84,801	480	+34.1%	Shares	Sole	2025-02-05
2024-09-30	$49,890	358	+49.8%	Shares	Sole	2024-11-13
2024-06-30	$29,301	239	-9.1%	Shares	Sole	2024-10-08
2024-03-31	$29,379	263	+22.3%	Shares	Sole	2024-10-07
2023-12-31	$17,823	215	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.