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Gateway Investment Advisers’s Interactive Brokers IBKR Stock Holding History

Gateway Investment Advisers’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 		$882K Buy
10,134
+1,943
+24% +$162K 0.01% 462
2026
Q1 		$549K Buy
8,191
+2,351
+40% +$168K 0.01% 467
2025
Q4 		$376K Buy
+5,840
New +$391K ﹤0.01% 486

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Gateway Investment Advisers's IBKR Position: Q2 2026 in Review

Gateway Investment Advisers increased its Interactive Brokers (IBKR) stake by 24% in Q2 2026, buying an estimated $162K and bringing the position to 10,134 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #462.

Gateway Investment Advisers first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Gateway Investment Advisers held 10,134 shares of Interactive Brokers worth $882K as of Q2 2026.
  • Gateway Investment Advisers bought 1,943 Interactive Brokers shares in Q2 2026, an estimated $162K.
  • Interactive Brokers made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #462 holding.
  • Gateway Investment Advisers first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.