Clearstead Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 842775 CLEVELAND, OH

Position in IBKR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$268,344

+$75,384 QoQ

Shares Held

3,083

+7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#812

of 1,105 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. IBKR ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	235,801	$21,757,358
2	MIAX	Miami International Holdings, Inc.	473,937	$17,611,498
3	GS	Goldman Sachs Group Inc	14,940	$15,109,867
4	MS	Morgan Stanley	40,871	$8,543,673
5	WULF	Terawulf Inc.	51,194	$1,264,491
6	JEF	Jefferies Financial Group Inc.	17,784	$888,844
7	HOOD	Robinhood Markets, Inc.	8,022	$804,446
8	IBKR	Interactive Brokers Group, Inc. This page	3,083	$268,344

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,344	3,083	+7.2%	Shares	Sole	2026-08-06
2026-03-31	$192,960	2,877	-26.7%	Shares	Sole	2026-05-06
2025-12-31	$252,545	3,927	+88.4%	Shares	Sole	2026-02-09
2025-09-30	$143,400	2,084	-28.6%	Shares	Sole	2025-11-10
2025-06-30	$161,797	2,920	+174.4%	Shares	Sole	2025-08-08
2025-03-31	$176,187	1,064	-51.1%	Shares	Sole	2025-05-13
2024-12-31	$384,257	2,175	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$305,477	2,192	-2.1%	Shares	Sole	2024-11-13
2024-06-30	$274,624	2,240	+9639.1%	Shares	Sole	2024-08-12
2024-03-31	$2,569	23	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,906	23	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,990	23	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,910	23	-50.0%	Shares	Sole	2023-08-07
2023-03-31	$3,797	46	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.