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 | |
|---|---|---|---|---|
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 9,040 | 718.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust | 8,956 | 637.6K $ | 0.90 % | as of Feb 28, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 8,917 | 598.1K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 8,742 | 586.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 8,706 | 692.1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 8,600 | 683.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Global X Guru Index ETF GLOBAL X FUNDS | 8,499 | 675.7K $ | 1.16 % | as of Apr 30, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 8,445 | 566.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 8,314 | 557.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 Pure Growth Fund Rydex Series Funds | 8,263 | 554.2K $ | 1.89 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 8,184 | 548.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 8,120 | 544.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| WBI BullBear Quality 3000 ETF Absolute Shares Trust | 8,119 | 544.5K $ | 2.01 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 8,105 | 543.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 8,017 | 5.1M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 7,947 | 565.7K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 7,928 | 564.4K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 7,851 | 526.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 7,804 | 555.6K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 7,802 | 523.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 7,801 | 555.4K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| MIDAS SPECIAL OPPORTUNITIES Midas Series Trust | 7,600 | 509.7K $ | 2.21 % | as of Mar 31, 2026 ↗ |
| The Free Markets ETF Tidal Trust I | 7,488 | 533.1K $ | 3.00 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 7,370 | 494.3K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 7,362 | 585.3K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 7,309 | 490.2K $ | 0.72 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 7,306 | 520.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 7,278 | 518.1K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 7,250 | 516.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| THE CHESAPEAKE GROWTH FUND Chesapeake Investment Trust | 7,180 | 570.8K $ | 1.25 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,141 | 478.9K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 7,097 | 505.2K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 7,046 | 472.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 7,025 | 471.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 6,988 | 468.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 6,971 | 467.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| ONEASCENT LARGE CAP CORE ETF Unified Series Trust | 6,911 | 492K $ | 0.24 % | as of Feb 28, 2026 ↗ |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 6,900 | 491.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Horizon Digital Frontier ETF Horizon Funds | 6,849 | 487.6K $ | 0.56 % | as of Feb 28, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 6,831 | 486.3K $ | 1.51 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 6,811 | 456.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 6,754 | 536.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Buffalo Blue Chip Growth Fund Buffalo Funds | 6,725 | 451K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 6,662 | 446.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 6,500 | 436K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| S&P 500 Pure Growth Fund Rydex Variable Trust | 6,497 | 435.8K $ | 1.90 % | as of Mar 31, 2026 ↗ |
| Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust | 6,388 | 507.8K $ | 0.64 % | as of Apr 30, 2026 ↗ |
| AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 6,345 | 425.6K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Allspring VT Opportunity Fund Allspring VARIABLE TRUST | 6,288 | 421.7K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,232 | 418K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,152 | 412.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 6,126 | 410.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,065 | 482.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust | 6,053 | 430.9K $ | 1.41 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 6,047 | 480.7K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 6,044 | 430.3K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 5,977 | 425.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 5,976 | 400.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 5,917 | 470.4K $ | 0.26 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 5,859 | 393K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 5,811 | 389.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,793 | 388.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Global Equity Income Fund Victory Portfolios III | 5,720 | 407.2K $ | 0.51 % | as of Feb 28, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 5,699 | 405.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,663 | 379.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Rayliant Wilshire NxtGen US Large Cap Equity ETF ADVISORS' INNER CIRCLE III | 5,627 | 377.4K $ | 0.46 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 5,622 | 446.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 5,498 | 368.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,473 | 367.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 5,468 | 366.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| FIS Tactical Equity ETF FIS Trust | 5,402 | 362.3K $ | 4.00 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,379 | 360.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Muirfield Fund Meeder Funds | 5,277 | 353.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Virtus Tactical Allocation Series Virtus Variable Insurance Trust | 5,261 | 352.9K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 5,149 | 366.6K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 5,123 | 343.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 5,073 | 361.1K $ | 0.25 % | as of Feb 28, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 5,016 | 336.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 4,996 | 3.2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 4,890 | 328K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 4,838 | 3.1M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 4,790 | 321.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust | 4,772 | 339.7K $ | 0.55 % | as of Feb 28, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 4,752 | 3M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced 500 ETF Tidal Trust I | 4,715 | 316.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Saratoga Large Capitalization Growth Portfolio SARATOGA ADVANTAGE TRUST | 4,670 | 332.5K $ | 0.97 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 4,566 | 325.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 4,547 | 323.7K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. Socially Responsible Fund VALIC Co I | 4,518 | 321.6K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 4,466 | 299.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 4,338 | 290.9K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 4,296 | 288.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 4,287 | 305.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 4,256 | 285.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 4,252 | 285.2K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 4,252 | 285.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SGI U.S. Large Cap Core ETF RBB Fund, Inc. | 4,215 | 300.1K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 4,162 | 279.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Sparrow Growth Fund SPARROW FUNDS | 4,160 | 296.2K $ | 0.43 % | as of Feb 28, 2026 ↗ |
| First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 4,122 | 276.5K $ | 1.00 % | 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