Fund shareholders of Interactive Brokers Group Inc
ISIN US45841N1072 · United States · LEI 5493004DT6DCDUZNDM53
- Fund shareholders
- 731
- Of which ETFs
- 210 521 other funds
- Value held
- 8.8B $ 738.1M SEK · 10M €
731 funds hold this company. This table lists the 728 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 51,713 | 4.1M $ | 0.30 % | as of Apr 30, 2026 ↗ |
| Fidelity Magellan K6 Fund Fidelity Magellan Fund | 50,590 | 3.4M $ | 1.15 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 50,500 | 4M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 50,182 | 4M $ | 1.44 % | as of Apr 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 49,721 | 3.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Stock Index Fund VALIC Co I | 49,659 | 3.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 49,306 | 3.3M $ | 0.60 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 48,568 | 3.5M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 47,799 | 3.8M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 47,700 | 3.4M $ | 1.04 % | as of Feb 28, 2026 ↗ |
| Janus Henderson Adaptive Risk Managed U.S. Equity Fund JANUS INVESTMENT FUND | 47,660 | 3.2M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 47,508 | 3.2M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 47,464 | 3.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Value Fund Victory Portfolios III | 47,067 | 3.7M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 46,062 | 3.7M $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 46,008 | 3.1M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 45,971 | 3.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,627 | 3.5M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Lord Abbett Focused Growth Fund LORD ABBETT SECURITIES TRUST | 44,339 | 3.5M $ | 2.17 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,268 | 3.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 44,127 | 3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Victory Mid-Cap Core Growth Fund Victory Portfolios | 44,100 | 3M $ | 1.07 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 43,764 | 3.1M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Select FinTech Portfolio Fidelity Select Portfolios | 43,298 | 3.1M $ | 3.67 % | as of Feb 28, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 42,891 | 2.9M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Bancreek U.S. Large Cap ETF Exchange Listed Funds Trust | 42,472 | 3M $ | 2.77 % | as of Feb 28, 2026 ↗ |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 42,265 | 3M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 42,012 | 26.8M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 41,900 | 3.3M $ | 0.29 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 41,509 | 3.3M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Convergence Long/Short Equity ETF Trust for Professional Managers | 41,121 | 2.9M $ | 0.87 % | as of Feb 28, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 40,800 | 3.2M $ | 3.99 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 40,084 | 3.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Magellan ETF Fidelity Covington Trust | 39,786 | 3.2M $ | 1.25 % | as of Apr 30, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 39,662 | 2.7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 38,808 | 2.6M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 38,642 | 2.8M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 38,093 | 2.6M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Schwab Large-Cap Growth Fund SCHWAB CAPITAL TRUST | 37,736 | 3M $ | 0.51 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 37,437 | 23.9M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 37,290 | 2.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 35,880 | 2.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 35,726 | 2.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 35,519 | 2.5M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 35,126 | 2.5M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 34,655 | 2.8M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,646 | 2.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 34,500 | 2.7M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 34,214 | 2.4M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 34,080 | 21.8M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Steward Large Cap Growth Fund Steward Funds Inc | 34,000 | 2.7M $ | 1.09 % | as of Apr 30, 2026 ↗ |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | 33,869 | 2.3M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 33,759 | 2.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| REX Crypto Equity Premium Income ETF ETF Opportunities Trust | 33,513 | 2.7M $ | 2.84 % | as of Apr 30, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 33,027 | 2.4M $ | 0.23 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 32,706 | 2.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 32,545 | 2.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 32,500 | 2.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Trust | 32,229 | 2.2M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 32,000 | 2.1M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| Horizon Multi-Factor U.S. Equity Fund Horizon Funds | 31,689 | 2.3M $ | 0.31 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 31,615 | 2.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST | 31,500 | 2.1M $ | 1.94 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 31,445 | 2.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 31,301 | 2.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 30,868 | 2.1M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 30,125 | 2.4M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,851 | 2M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 29,591 | 2.4M $ | 1.62 % | as of Apr 30, 2026 ↗ |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 29,556 | 2.3M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 28,600 | 1.9M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| LS OPPORTUNITY FUND Valued Advisers Trust | 28,000 | 2M $ | 2.10 % | as of Feb 28, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 27,985 | 1.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 27,849 | 2.2M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 27,625 | 17.7M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 27,480 | 2M $ | 1.17 % | as of Feb 28, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 27,421 | 1.8M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Financials ProShares Trust | 27,223 | 1.9M $ | 0.28 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 27,091 | 1.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 26,455 | 16.9M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 25,662 | 1.7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PRAXIS GROWTH INDEX FUND Praxis Mutual Funds | 25,416 | 1.7M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 24,502 | 1.9M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 24,408 | 1.6M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 24,321 | 1.6M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Baron Financials ETF Baron ETF Trust | 24,312 | 1.6M $ | 3.55 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Moderate Fund Victory Portfolios III | 24,171 | 1.7M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 24,109 | 1.6M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 23,792 | 15.2M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 23,649 | 1.6M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 23,068 | 1.8M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 23,009 | 1.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 22,823 | 1.5M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 22,789 | 1.8M $ | 0.38 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 22,623 | 1.8M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 22,529 | 1.6M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 22,522 | 1.8M $ | 5.31 % | as of Apr 30, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 21,602 | 1.4M $ | 2.92 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 21,372 | 1.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 21,266 | 1.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 6.62 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 5.31 % | as of Apr 30, 2026 ↗ |
| Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 4.89 % | as of Mar 31, 2026 ↗ |
| Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 4.74 % | as of Feb 28, 2026 ↗ |
| Formidable Fortress ETF ETF Opportunities Trust | 4.17 % | as of Mar 31, 2026 ↗ |
| FIS Tactical Equity ETF FIS Trust | 4.00 % | as of Mar 31, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 3.99 % | as of Apr 30, 2026 ↗ |
| Fidelity Founders Fund Fidelity Concord Street Trust | 3.90 % | as of Apr 30, 2026 ↗ |
| Baron Focused Growth Fund BARON SELECT FUNDS | 3.75 % | as of Mar 31, 2026 ↗ |
| Select FinTech Portfolio Fidelity Select Portfolios | 3.67 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 679 | +50 | 125,296,763 | +5.2 % |
| 2026Q1 | 629 | +12 | 119,047,599 | -4.4 % |
| 2025Q4 | 617 | +147 | 124,568,350 | +8.5 % |
| 2025Q3 | 470 | +2 | 114,813,032 | +259.9 % |
| 2025Q2 | 468 | +37 | 31,902,389 | +5.9 % |
| 2025Q1 | 431 | +45 | 30,124,231 | +3.0 % |
| 2024Q4 | 386 | +1 | 29,239,380 | +1.6 % |
| 2024Q3 | 385 | +22 | 28,789,699 | -1.1 % |
| 2024Q2 | 363 | -5 | 29,119,847 | +1.6 % |
| 2024Q1 | 368 | +14 | 28,652,101 | +3.3 % |
| 2023Q4 | 354 | 27,732,916 |
Institutional managers
982 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 31,375,037 | 2.1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 19,092,105 | 1.3B $ | as of Mar 31, 2026 |
| FMR LLC | 12,501,284 | 838.5M $ | as of Mar 31, 2026 |
| Cantillon Capital Management LLC | 11,245,881 | 754.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 10,443,607 | 699.5M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10,016,215 | 671.8M $ | as of Mar 31, 2026 |
| Greenwich Wealth Management LLC | 9,924,043 | 665.6K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 9,774,792 | 655.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 9,647,168 | 647M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 8,312,971 | 557.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,723,652 | 428.2M $ | as of Mar 31, 2026 |
| Egerton Capital (UK) LLP | 6,275,179 | 420.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,230,136 | 417.9M $ | as of Mar 31, 2026 |
| Orbis Allan Gray Ltd | 6,118,045 | 410.3M $ | as of Mar 31, 2026 |
| London & Capital Asset Management Ltd | 5,915,803 | 396.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 5,744,408 | 385.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,765,572 | 319.6M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 4,454,154 | 298.7M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 4,047,376 | 271.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,931,016 | 263.7M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 3,922,736 | 263.1K $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 3,733,048 | 249.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,592,551 | 241M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,561,826 | 238.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,221,545 | 216.1M $ | as of Mar 31, 2026 |
Declared shareholders of Interactive Brokers Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.30 % | 32,540,281 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Interactive Brokers Group Inc". https://titelia.com/en/stocks/interactive-brokers-group-inc-US45841N1072