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 | |
|---|---|---|---|---|
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 4,095 | 291.5K $ | 0.04 % | as of Feb 27, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 4,003 | 268.5K $ | 0.98 % | as of Mar 31, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 3,986 | 267.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 3,914 | 262.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 3,848 | 258.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 3,842 | 305.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust | 3,745 | 297.7K $ | 1.87 % | as of Apr 30, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 3,500 | 234.7K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 3,489 | 2.2M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 3,476 | 276.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 3,451 | 231.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 3,430 | 230.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 3,420 | 229.4K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 3,386 | 227.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV | 3,371 | 226.1K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 3,362 | 267.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 3,346 | 2.1M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,308 | 263K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| First Trust Multi-Manager Large Growth ETF First Trust Exchange-Traded Fund VIII | 3,307 | 235.4K $ | 0.28 % | as of Feb 28, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 3,233 | 230.2K $ | 0.10 % | as of Feb 27, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 3,228 | 229.8K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 3,206 | 254.9K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 3,200 | 2M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 3,197 | 214.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 3,178 | 2M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 3,174 | 252.3K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| ProShares Equities for Rising Rates ETF ProShares Trust | 3,156 | 224.7K $ | 2.05 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 3,094 | 220.3K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | 3,060 | 205.2K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 3,032 | 1.9M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 3,005 | 201.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 2,952 | 198K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 2,820 | 189.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 2,800 | 187.8K $ | 0.71 % | as of Mar 31, 2026 ↗ |
| Point Bridge America First ETF ETF Series Solutions | 2,745 | 184.1K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,703 | 181.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,696 | 191.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Horizon Expedition Plus ETF Horizon Funds | 2,681 | 190.9K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 2,649 | 177.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 2,616 | 186.2K $ | 0.07 % | as of Feb 27, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 2,612 | 1.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 2,465 | 196K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 2,427 | 1.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 2,403 | 191K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 2,402 | 161.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,400 | 161K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 2,376 | 188.9K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| S&P 500 Index Fund SHELTON FUNDS | 2,359 | 167.9K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 2,310 | 183.6K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,308 | 154.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 2,272 | 152.4K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 2,152 | 144.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 2,143 | 143.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust | 2,078 | 165.2K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Victory S&P 500 Index Fund Victory Portfolios | 2,059 | 138.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 2,057 | 163.5K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 2,047 | 137.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 2,013 | 135K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 2,012 | 134.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 2,000 | 134.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,968 | 132K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Monteagle Opportunity Equity Fund Monteagle Funds | 1,962 | 139.7K $ | 0.84 % | as of Feb 28, 2026 ↗ |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 1,950 | 130.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 1,947 | 130.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 1,872 | 148.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 1,755 | 117.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| WBI BullBear Value 3000 ETF Absolute Shares Trust | 1,747 | 117.2K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Leuthold Global Fund Managed Portfolio Series | 1,668 | 111.9K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 1,666 | 1.1M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 1,637 | 109.8K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| PROFUND VP FINANCIALS ProFunds | 1,634 | 109.6K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 1,623 | 115.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,600 | 107.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 1,581 | 125.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,525 | 102.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 1,505 | 107.1K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 1,494 | 118.8K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC | 1,493 | 118.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,457 | 97.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 1,414 | 100.7K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 1,413 | 94.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 1,384 | 92.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,377 | 98K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 1,377 | 92.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 1,354 | 90.8K $ | 1.09 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 1,317 | 88.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 1,313 | 88.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Global Allocation Fund Meeder Funds | 1,300 | 87.2K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,280 | 91.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 1,268 | 100.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Nova Fund Rydex Series Funds | 1,261 | 84.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,253 | 800.6K SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Hartford US Value ETF Lattice Strategies Trust | 1,236 | 98.3K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 1,210 | 86.1K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Victory Growth and Tax Strategy Fund Victory Portfolios III | 1,209 | 86.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | 1,207 | 81K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 1,202 | 80.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 1,196 | 80.2K $ | 1.09 % | as of Mar 31, 2026 ↗ |
| NVIT Fidelity Institutional AM Worldwide Fund Nationwide Variable Insurance Trust | 1,192 | 79.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,185 | 79.5K $ | 0.02 % | 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