HighTower Advisors
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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 $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

HighTower Advisors's IBKR Position: Q2 2026 in Review

HighTower Advisors reduced its Interactive Brokers (IBKR) stake by 2.6% in Q2 2026, selling an estimated $473K and leaving 214,526 shares worth $18.7M. The position accounts for 0.02% of the portfolio, ranked #675.

HighTower Advisors first reported a position in IBKR in Q4 2015 and has held it in 33 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • HighTower Advisors held 214,526 shares of Interactive Brokers worth $18.7M as of Q2 2026.
  • HighTower Advisors sold 5,686 Interactive Brokers shares in Q2 2026, an estimated $473K.
  • Interactive Brokers made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #675 holding.
  • HighTower Advisors first reported a position in Interactive Brokers in Q4 2015 and has held it in 33 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.