HighTower Advisors
IBKR icon

HighTower Advisors’s Interactive Brokers IBKR Stock Holding History

HighTower Advisors’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
2024
Q3 		– Sell
-4,000
Closed -$2.25K – 3853
2024
Q2 		$2.25K Buy
+4,000
New +$119K ﹤0.01% 3525
2021
Q1 		– Sell
-32
Closed -$3K – 3151
2020
Q4 		$3K Buy
+32
New +$424 ﹤0.01% 2550

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Advisors's IBKR Position: Q1 2026 in Review

HighTower Advisors increased its Interactive Brokers (IBKR) stake by 3.8% in Q1 2026, buying an estimated $574K and bringing the position to 220,212 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #726.

HighTower Advisors first reported a position in IBKR in Q4 2015 and has held it in 32 quarters since. The position peaked at $14.8M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • HighTower Advisors held 220,212 shares of Interactive Brokers worth $14.8M as of Q1 2026.
  • HighTower Advisors bought 8,036 Interactive Brokers shares in Q1 2026, an estimated $574K.
  • Interactive Brokers made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #726 holding.
  • HighTower Advisors first reported a position in Interactive Brokers in Q4 2015 and has held it in 32 quarters since.
  • HighTower Advisors's Interactive Brokers position peaked at $14.8M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.