Rakuten Investment Management, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2062680 TOKYO, M0

Position in IBKR

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$6,230,236

+$1,797,178 QoQ

Shares Held

71,579

+8.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#300

of 1,105 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $133,409,854 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	48,251	$48,799,613
2	MS	Morgan Stanley	195,276	$40,820,495
3	SCHW	Schwab Charles Corp	268,961	$24,817,031
4	HOOD	Robinhood Markets, Inc.	127,069	$12,742,479
5	IBKR	Interactive Brokers Group, Inc. This page	71,579	$6,230,236

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,230,236	71,579	+8.3%	Shares	Sole	2026-08-18
2026-03-31	$4,433,058	66,096	+12.8%	Shares	Sole	2026-05-12
2025-12-31	$3,767,408	58,582	+348.7%	Shares	Sole	2026-02-17
2025-09-30	$898,383	13,056	+334.6%	Shares	Sole	2025-10-30
2025-03-31	$497,432	3,004	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.