HOWE & RUSLING INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 769963 ROCHESTER, NY

Position in IBKR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$584,560

+$108,498 QoQ

Shares Held

6,716

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#684

of 1,105 holders

Holding Since

Sep 2021

6 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $39,346,102 across 3 Capital Markets names. IBKR ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	95,693	$20,003,664
2	GS	Goldman Sachs Group Inc	18,547	$18,757,878
3	IBKR	Interactive Brokers Group, Inc. This page	6,716	$584,560

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,560	6,716	-5.4%	Shares	Sole	2026-08-10
2026-03-31	$476,062	7,098	+68.3%	Shares	Sole	2026-04-28
2025-12-31	$271,259	4,218	-4.7%	Shares	Sole	2026-02-17
2025-09-30	$304,621	4,427	-7.3%	Shares	Sole	2025-11-05
2025-06-30	$264,638	4,776	+47660.0%	Shares	Sole	2025-08-12
2021-09-30	$623	10	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.