MAS
IBKR icon

Meeder Advisory Services’s Interactive Brokers IBKR Stock Holding History

Meeder Advisory Services’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
Q1 		$413K Buy
6,152
+1,376
+29% +$98.2K 0.02% 436
2025
Q4 		$307K Buy
4,776
+127
+3% +$8.5K 0.01% 518
2025
Q3 		$320K Buy
4,649
+272
+6% +$17.1K 0.01% 474
2025
Q2 		$243K Buy
+4,377
New +$208K 0.01% 534

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

Meeder Advisory Services's IBKR Position: Q1 2026 in Review

Meeder Advisory Services increased its Interactive Brokers (IBKR) stake by 29% in Q1 2026, buying an estimated $98.2K and bringing the position to 6,152 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #436.

Meeder Advisory Services first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Meeder Advisory Services held 6,152 shares of Interactive Brokers worth $413K as of Q1 2026.
  • Meeder Advisory Services bought 1,376 Interactive Brokers shares in Q1 2026, an estimated $98.2K.
  • Interactive Brokers made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #436 holding.
  • Meeder Advisory Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.