Aviso Financial Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2033534 TORONTO, A6

Position in IBKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,592,222

+$310,247 QoQ

Shares Held

18,293

-4.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#495

of 1,105 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 72% None 28%

Financial Services · as of Jun 30, 2026

Aviso Financial Inc. holds $2,089,521 across 3 Capital Markets names. IBKR ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	18,293	$1,592,222
2	SCHW	Schwab Charles Corp	4,680	$431,823
3	TW	Tradeweb Markets Inc.	657	$65,476

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,222	18,293	-4.3%	Shares	Sole	2026-08-13
2026-03-31	$1,281,975	19,114	-13.3%	Shares	Sole	2026-05-14
2025-12-31	$1,418,228	22,053	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$1,529,027	22,221	-12.5%	Shares	Sole	2025-11-12
2025-06-30	$1,407,691	25,405	+292.5%	Shares	Sole	2025-08-12
2025-03-31	$1,071,864	6,473	-22.1%	Shares	Sole	2025-05-13
2024-12-31	$1,468,657	8,313	-20.3%	Shares	Sole	2025-02-10
2024-09-30	$1,452,828	10,425	-4.1%	Shares	Sole	2024-11-13
2024-06-30	$1,332,662	10,870	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.