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Public ownership evidence

Interactive Brokers Group, Inc. Class A Common Stock (IBKR) Ownership Disclosures

Read IBKR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-032026-11-02Conkling Lori AP25Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-02 and its public availability date is 2026-11-03. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001381197-26-000158 ↗SEC 0001381197-26-000156 ↗SEC 0001381197-26-000151 ↗

Recent Form 4 activity

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2026-11-032026-11-02Conkling Lori AP25Not reported
2026-10-292026-10-28Harris Lawrence ES25,000Not reported
2026-10-052026-10-01Conkling Lori AP25Not reported
2026-09-032026-09-01Conkling Lori AP25Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29100$8,704None
Cornerstone Financial Management LLC2026-03-312026-08-2954$3,622None
Cornerstone Financial Management LLC2025-12-312026-08-2941$2,637None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,139$685,401None
Corient Private Wealth LP2026-06-302026-08-2812,151$1,057,650None
Corient Private Wealth LP2026-06-302026-08-28258,669$22,514,596None
Principia Wealth Advisory, LLC2026-06-302026-08-2735$3,046None
Principia Wealth Advisory, LLC2026-03-312026-08-2730$2,012None
Advisors Asset Management, Inc.2024-03-312026-08-271,720$192,141None
Advisors Asset Management, Inc.2025-03-312026-08-275,281$874,481None
Advisors Asset Management, Inc.2025-09-302026-08-2725,956$1,786,032None
Advisors Asset Management, Inc.2023-12-312026-08-27243$20,145None
Advisors Asset Management, Inc.2025-06-302026-08-2524,585$1,362,255None
Vancity Investment Management Ltd2026-06-302026-08-254,208$366,000None
CYBER HORNET ETFs LLC2026-06-302026-08-251,217$105,928None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25617,238$53,724,396None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2553,724,396$617,238,000None
Advisors Asset Management, Inc.2024-09-302026-08-223,744$521,764None
Advisors Asset Management, Inc.2024-06-302026-08-222,787$341,686None
Advisors Asset Management, Inc.2024-12-312026-08-224,673$825,579None
Advisors Asset Management, Inc.2025-12-312026-08-2227,745$1,784,281None
Assenagon Asset Management S.A.2026-06-302026-08-22645,171$56,155,684None
Harvest Fund Management Co., Ltd2026-06-302026-08-2110,186$887,000None
Rehmann Capital Advisory Group2026-06-302026-08-213,658$318,653None
Bullock Wealth Management Group2026-06-302026-08-208,679$809,311None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2051,341$4,468,716None
Orion Capital Management LLC2026-06-302026-08-1936$3,133None
Ensign Peak Advisors, Inc2026-03-312026-08-191,477,244$99,078,755None
Ensign Peak Advisors, Inc2025-12-312026-08-191,661,543$106,853,830None
Ensign Peak Advisors, Inc2025-09-302026-08-191,734,532$119,353,147None
Fulcrum Asset Management LLP2026-06-302026-08-1958,186$5,132,005None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-1975,650$29,161,562None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19838$323,032None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-193,200$278,528None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-191,512$182,876None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-191,700$154,921None
Rakuten Investment Management, Inc.2026-06-302026-08-1971,579$6,313,267None
Strive Financial Group ,LLC2026-06-302026-08-1833$2,872None
Caitlin John, LLC2026-06-302026-08-182,164$188,355None
Caitlin John, LLC2026-06-302026-08-189,173$798,418None
Corient Private Wealth LP2026-06-302026-08-18276,833$24,098,202None
AWH Capital, L.P.2026-06-302026-08-18116,380$10,129,715None
Empowered Funds, LLC2026-06-302026-08-1811,160$971,366None
Empowered Funds, LLC2026-06-302026-08-189,709$845,071None
Empowered Funds, LLC2026-06-302026-08-188,278$720,517None
Empowered Funds, LLC2026-06-302026-08-187,612$662,548None
Empowered Funds, LLC2026-06-302026-08-181,546$134,564None
Pure Financial Advisors, LLC2026-06-302026-08-186,872$598,142None
Transamerica Financial Advisors, LLC2026-06-302026-08-18119,280$10,382,187None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,585$921,324None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.