NIM
IBKR icon

NEOS Investment Management’s Interactive Brokers IBKR Stock Holding History

NEOS Investment Management’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 		$6.33M Buy
72,737
+9,513
+15% +$792K 0.02% 327
2026
Q1 		$4.24M Buy
63,224
+14,709
+30% +$1.05M 0.02% 366
2025
Q4 		$3.12M Buy
48,515
+7,418
+18% +$497K 0.02% 408
2025
Q3 		$2.83M Buy
+41,097
New +$2.59M 0.02% 384

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

NEOS Investment Management's IBKR Position: Q2 2026 in Review

NEOS Investment Management increased its Interactive Brokers (IBKR) stake by 15% in Q2 2026, buying an estimated $792K and bringing the position to 72,737 shares worth $6.33M. The position accounts for 0.02% of the portfolio, ranked #327.

NEOS Investment Management first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • NEOS Investment Management held 72,737 shares of Interactive Brokers worth $6.33M as of Q2 2026.
  • NEOS Investment Management bought 9,513 Interactive Brokers shares in Q2 2026, an estimated $792K.
  • Interactive Brokers made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #327 holding.
  • NEOS Investment Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.