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Aware Super’s Interactive Brokers IBKR Stock Holding History

Aware Super’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
211,507
+59,601
+39% +$4.96M 0.26% 100
2026
Q1 		$10.2M Buy
+151,906
New +$10.8M 0.15% 137
2025
Q3 		$8.8M Hold
127,888
– – 0.12% 150
2025
Q2 		$7.09M Buy
127,888
+102,736
+408% +$4.87M 0.1% 157
2025
Q1 		$1.04M Buy
+25,152
New +$1.25M 0.02% 225
2023
Q4 		$10.9M Buy
+679,384
New +$13.9M 0.15% 142

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aware Super's IBKR Position: Q2 2026 in Review

Aware Super increased its Interactive Brokers (IBKR) stake by 39% in Q2 2026, buying an estimated $4.96M and bringing the position to 211,507 shares worth $18.4M. The position accounts for 0.26% of the portfolio, ranked #100.

Aware Super first reported a position in IBKR in Q4 2023 and has held it in 6 quarters since. 1,114 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Aware Super held 211,507 shares of Interactive Brokers worth $18.4M as of Q2 2026.
  • Aware Super bought 59,601 Interactive Brokers shares in Q2 2026, an estimated $4.96M.
  • Interactive Brokers made up 0.26% of Aware Super's portfolio in Q2 2026, its #100 holding.
  • Aware Super first reported a position in Interactive Brokers in Q4 2023 and has held it in 6 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.