IBKR · Interactive Brokers Group, Inc. · Shareholders & Ownership

$82.72 +1.37 (+1.68%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$36.86B

453.08M

Volume · Oct 20 2.26M Avg daily vol (3M) 4.21M

Every disclosed holder of IBKR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IBKR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,128	388,140,939	85.67%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	64,937,232	14.33%	Rest
Registered funds (N-PORT, not summed)	723	126,191,866	27.85%	No

Shares outstanding: 453,078,171, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IBKR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,129,663	7.31%	+1,754,626	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,127,853	1.35%	+399,549	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	940,460	0.21%	+4,542	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	661,880	0.15%	+567,560	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	635,159	0.14%	—	May 29, 2026	BlackRock Funds, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	583,521	0.13%	-346,558	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,349,920	6.26%	+169,559	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,437,767	4.29%	+345,662	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,013,316	0.67%	-3,833	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,062,840	0.23%	+125,881	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	664,991	0.15%	+25,311	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	174,200	0.04%	+19,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	85,968	0.02%	+1,160	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,434,529	2.97%	+14,430	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,828,151	2.61%	-673,133	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,699,334	1.26%	+31,513	May 31, 2026	Fidelity Concord Street Trust, not summed
5.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	5,191,400	1.15%	-502,600	Jun 30, 2026	Fidelity Magellan Fund, not summed
5.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	842,015	0.19%	+9,349	May 31, 2026	Fidelity Concord Street Trust, not summed
5.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	680,411	0.15%	+21,979	May 31, 2026	Fidelity Concord Street Trust, not summed
5.5	VIP Contrafund Portfolio Fund S000007724 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	587,800	0.13%	+447,031	Jun 30, 2026	Variable Insurance Products Fund II, not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,544,673	2.55%	+226,418	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,641,906	2.35%	+198,299	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Greenwich Wealth Management LLC 13F CIK 1439805 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,921,755	2.19%	-2,288	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,708,980	2.14%	+61,812	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	3,626,782	0.80%	+504,299	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
9.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,181,136	0.48%	-285,593	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.3	Invesco Summit Fund Fund S000022173 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	825,570	0.18%	+32,670	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
9.4	Invesco S&P 500 Pure Growth ETF Fund S000060791 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	465,741	0.10%	+7,115	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.5	Invesco V.I. American Franchise Fund Fund S000027890 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	205,902	0.05%	+48,471	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,724,292	1.93%	-6,260,253	Jun 30, 2026	carried, not yet filed for the newest quarter
11	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,340,400	1.84%	+27,429	Jun 30, 2026	carried, not yet filed for the newest quarter
12	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,382,141	1.63%	-2,392,651	Jun 30, 2026	carried, not yet filed for the newest quarter
13	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,365,531	1.41%	-3,650,684	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,334,173	1.40%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,069,270	1.34%	-48,775	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Peterffy Thomas Insider CIK 1391405 · Feb 20, 2025 Director, Chairman, issuer-wide, not summed	6,064,728	1.34%	-25,788	Feb 20, 2025	Director, Chairman, issuer-wide, not summed
17	London & Capital Asset Management Ltd 13F CIK 1767559 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,975,636	1.32%	+59,833	Jun 30, 2026	carried, not yet filed for the newest quarter
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,954,055	1.31%	-276,081	Jun 30, 2026	carried, not yet filed for the newest quarter
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,583,028	1.23%	-161,380	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	3,459,000	0.76%	-281,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
19.2	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	206,214	0.05%	-17,262	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
19.3	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	28,080	0.01%	-31,537	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
20	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,187,549	1.15%	-1,536,103	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	5,183,881	1.14%	-74,808	Sep 30, 2026
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,146,242	1.14%	+380,670	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,399	0.00%	-126	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	929	0.00%	+97	Jul 31, 2026	E Trade Trust, not summed
22.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	675	0.00%	+133	Jul 31, 2026	E Trade Trust, not summed
22.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	186	0.00%	-21	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,830,748	1.07%	+3,436,419	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,807,214	1.06%	+759,838	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	2,461,400	0.54%	+301,400	Jun 30, 2026	BARON SELECT FUNDS, not summed
24.2	Baron First Principles ETF Fund S000096481 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	198,932	0.04%	+72,436	Jun 30, 2026	Baron ETF Trust, not summed
24.3	Baron Financials ETF Fund S000096484 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	23,673	0.01%	-639	Jun 30, 2026	Baron ETF Trust, not summed
25	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,601,941	1.02%	+868,893	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Neuberger Quality Equity Fund Fund S000007847 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	2,258,620	0.50%	+564,947	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
25.2	Quality Equity Portfolio Fund S000008202 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	599,400	0.13%	0	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
26	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,340,899	0.96%	-113,255	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,156,847	0.92%	+935,302	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	60,202	0.01%	+27,496	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	50,822	0.01%	-38,094	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	47,508	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
27.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	40,012	0.01%	-3,752	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,620	0.00%	-646	May 31, 2026	Goldman Sachs ETF Trust, not summed
28	Egerton Capital (UK) LLP 13F CIK 1581811 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,129,416	0.91%	-2,145,763	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,874,453	0.86%	-48,283	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	460,968	0.10%	-6,924	Jul 31, 2026	Old Westbury Funds Inc, not summed
29.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	46,353	0.01%	+291	Jul 31, 2026	Old Westbury Funds Inc, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,838,547	0.85%	+245,996	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	990,892	0.22%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	947,419	0.21%	+93,241	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	474,443	0.10%	+12,194	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	268,683	0.06%	+5,281	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	263,371	0.06%	+5,232	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,651,927	0.81%	+1,183,027	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,605,708	0.80%	+43,882	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	131,982	0.03%	+3,743	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,014	0.00%	+542	Jul 31, 2026	FlexShares Trust, not summed
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,406,122	0.75%	+1,142,770	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,399,433	0.75%	-531,583	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,350,116	0.74%	+1,582,338	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,255,412	0.72%	+224,492	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Galik Milan Insider CIK 1391404 · May 8, 2026 Director, Chief Executive Officer, issuer-wide, not summed	3,215,389	0.71%	-255,039	May 8, 2026	Director, Chief Executive Officer, issuer-wide, not summed
38	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,901,139	0.64%	-150,053	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	Brody Paul Jonathan Insider CIK 1391403 · May 8, 2026 Director, Chief Financial Officer, issuer-wide, not summed	2,856,806	0.63%	-82,920	May 8, 2026	Director, Chief Financial Officer, issuer-wide, not summed
40	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	2,789,956	0.62%	0	May 31, 2026	New Economy Fund, not summed
41	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,618,674	0.58%	+352,277	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,505,131	0.55%	+15,578	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,031	0.53%	+137,720	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	35,918	0.01%	+38	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,416,875	0.53%	-94,105	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,286,593	0.50%	-219,928	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,273,543	0.50%	-615,638	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Progeny 3, Inc. 13F CIK 1536006 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,195,640	0.48%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,106,272	0.46%	-192,896	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	First Trust Growth Strength ETF Fund S000077796 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	303,746	0.07%	-32,462	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
48.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	204,257	0.05%	+61,687	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.3	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	147,647	0.03%	+27,249	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	103,555	0.02%	-3,213	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
48.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	80,944	0.02%	+25,995	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,074,666	0.46%	+1,014,483	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	30,738	0.01%	—	May 29, 2026	DBX ETF Trust, not summed
49.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	19,146	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
49.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	13,968	0.00%	-376	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
49.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	6,152	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
49.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,207	0.00%	+112	May 29, 2026	DBX ETF Trust, not summed
50	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,029,684	0.45%	-403,552	Jun 30, 2026	carried, not yet filed for the newest quarter

132 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1381197 CUSIP 45841N107 13F (30d) 159 filings 150 filers Visit website Investor relations