Lido Advisors’s Interactive Brokers IBKR Stock Holding History

Lido 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
2026 Q2	$348K	Buy	+4,000	New	+$333K	﹤0.01%	1676

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lido Advisors's IBKR Position: Q2 2026 in Review

Lido Advisors increased its Interactive Brokers (IBKR) stake by 37% in Q2 2026, buying an estimated $540K and bringing the position to 24,179 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #781.

Lido Advisors first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Lido Advisors held 24,179 shares of Interactive Brokers worth $2.1M as of Q2 2026.
Lido Advisors bought 6,484 Interactive Brokers shares in Q2 2026, an estimated $540K.
Interactive Brokers made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #781 holding.
Lido Advisors first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.