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 | |
|---|---|---|---|---|
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 21,148 | 1.5M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 20,650 | 1.5M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Victory Global Managed Volatility Fund Victory Portfolios III | 20,596 | 1.6M $ | 0.44 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 20,560 | 1.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| ProShares Large Cap Core Plus ProShares Trust | 20,486 | 1.5M $ | 0.30 % | as of Feb 28, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 20,417 | 1.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Worldwide Fund Fidelity Investment Trust | 20,000 | 1.6M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| FIS Christian Stock Fund FIS Trust | 20,000 | 1.4M $ | 1.75 % | as of Feb 28, 2026 ↗ |
| Aggressive Investors 1 Fund Bridgeway Funds, Inc. | 20,000 | 1.3M $ | 0.66 % | as of Mar 31, 2026 ↗ |
| Monetta Fund MONETTA TRUST | 20,000 | 1.3M $ | 1.46 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 19,798 | 1.6M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 19,535 | 1.6M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 19,258 | 1.3M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 19,214 | 1.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 19,098 | 1.5M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 18,515 | 1.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 18,445 | 1.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 18,410 | 1.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 18,192 | 1.4M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 17,617 | 1.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 17,598 | 1.2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 17,438 | 1.2M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 17,340 | 1.2M $ | 0.73 % | as of Mar 31, 2026 ↗ |
| TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 17,293 | 1.2M $ | 3.33 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 17,206 | 1.2M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 17,007 | 1.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 16,858 | 1.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 16,848 | 1.1M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| DANA LARGE CAP EQUITY FUND Valued Advisers Trust | 16,500 | 1.3M $ | 1.92 % | as of Apr 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 16,471 | 1.2M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| Guardian Large Cap Disciplined Growth VIP Fund Guardian Variable Products Trust | 16,300 | 1.1M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Transamerica Large Value Opportunities TRANSAMERICA FUNDS | 16,289 | 1.3M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 16,285 | 1.2M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Storebrand Global Multifactor Storebrand Asset Management AS | 16,000 | 10.2M SEK | 0.77 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 15,951 | 1.3M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 15,770 | 1.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 15,209 | 1.2M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 15,087 | 1.2M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| ERSHARES GLOBAL ENTREPRENEURS ENTREPRENEURSHARES SERIES TRUST | 14,841 | 995.4K $ | 2.55 % | as of Mar 31, 2026 ↗ |
| iShares Russell Top 200 Growth ETF iShares Trust | 14,580 | 977.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 14,498 | 1.2M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Dana Concentrated Dividend ETF Tidal Trust I | 14,464 | 1M $ | 2.28 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 14,417 | 966.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 14,344 | 962.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 14,305 | 959.4K $ | 1.50 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 14,299 | 1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 14,113 | 1M $ | 0.13 % | as of Feb 27, 2026 ↗ |
| Invesco V.I. Global Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 13,811 | 926.3K $ | 1.25 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 13,798 | 982.3K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 13,639 | 914.8K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,585 | 911.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 13,360 | 8.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 13,357 | 1.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 13,228 | 1.1M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 13,009 | 872.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 12,955 | 868.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 12,940 | 1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Formidable Fortress ETF ETF Opportunities Trust | 12,826 | 860.2K $ | 4.17 % | as of Mar 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 12,700 | 904.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,700 | 904.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 12,400 | 985.8K $ | 0.81 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 12,300 | 7.9M SEK | 0.24 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 12,252 | 872.2K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 12,035 | 956.8K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 12,010 | 805.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 11,940 | 7.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 11,884 | 797.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 11,858 | 795.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 11,790 | 839.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 11,711 | 785.5K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 11,630 | 7.4M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 11,618 | 779.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,533 | 821K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Steward Equity Market Neutral Fund Steward Funds Inc | 11,500 | 914.3K $ | 0.86 % | as of Apr 30, 2026 ↗ |
| First Trust Growth Strength Portfolio First Trust Variable Insurance Trust | 11,137 | 747K $ | 1.91 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 10,987 | 736.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 10,900 | 866.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 10,783 | 857.2K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 10,709 | 718.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 10,641 | 713.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 10,600 | 710.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 10,570 | 840.3K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 10,472 | 832.5K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 10,153 | 807.2K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 10,111 | 803.8K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 10,106 | 677.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 10,100 | 6.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 10,041 | 798.3K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 9,983 | 793.6K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 9,914 | 788.2K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| AQR Large Cap Momentum Style Fund AQR Funds | 9,833 | 659.5K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Transamerica Large Growth TRANSAMERICA FUNDS | 9,560 | 760K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 9,508 | 637.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 9,360 | 627.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 9,294 | 623.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 9,264 | 621.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,200 | 731.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 9,172 | 615.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,062 | 607.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Onchain Economy ETF VanEck Funds | 9,043 | 606.5K $ | 1.15 % | as of Mar 31, 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