As of the latest SEC filings, Interactive Brokers Group, Inc. (IBKR) is held by 691 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $900,086,039.93 in market value, representing 0.05% of its portfolio.
Funds holding Interactive Brokers Group, Inc. (IBKR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IBKR
- CIK:
- 0001381197
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $900,086,039.93 | 13,420,099 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $759,115,362.85 | 11,318,255 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $403,492,176.99 | 5,667,821 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $384,197,349.28 | 5,728,304 | Mar 31, 2026 | May 28, 2026 |
|
FMGKX
Fidelity Magellan Fund
|
MF | Fidelity | 1.15% | $381,896,580.00 | 5,694,000 | Mar 31, 2026 | May 26, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $348,707,728.27 | 5,199,161 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.15% | $306,415,532.51 | 4,568,593 | Mar 31, 2026 | May 28, 2026 |
|
TWCUX
Ultra Fund
|
MF | American Century | 1.12% | $297,330,000.00 | 3,740,000 | Apr 30, 2026 | Jun 26, 2026 |
|
VAFCX
Invesco American Franchise Fund
|
MF | Invesco | 1.35% | $222,289,564.77 | 3,122,483 | Feb 28, 2026 | Apr 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.06% | $204,643,447.44 | 3,051,192 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.42% | $202,360,183.43 | 3,017,149 | Mar 31, 2026 | May 28, 2026 |
|
CNGAX
New Economy Fund
|
MF | Independent / Boutique | 0.44% | $198,616,967.64 | 2,789,956 | Feb 28, 2026 | Apr 27, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.22% | $196,104,955.50 | 2,466,729 | Apr 30, 2026 | Jun 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $168,411,428.60 | 2,510,980 | Mar 31, 2026 | May 28, 2026 |
|
BFGFX
Baron Focused Growth Fund
|
MF | Independent / Boutique | 3.75% | $144,871,200.00 | 2,160,000 | Mar 31, 2026 | May 22, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $131,254,648.60 | 1,956,980 | Mar 31, 2026 | May 28, 2026 |
|
JGACX
JPMorgan Growth Advantage Fund
|
MF | JPMorgan | 0.61% | $123,048,634.10 | 1,834,630 | Mar 31, 2026 | May 29, 2026 |
|
HMDCX
THE HARTFORD MIDCAP FUND
|
MF | Independent / Boutique | 3.43% | $121,233,525.00 | 1,524,950 | Apr 30, 2026 | Jun 25, 2026 |
|
NRARX
Neuberger Quality Equity Fund
|
MF | Neuberger Berman | 4.74% | $120,572,580.87 | 1,693,673 | Feb 28, 2026 | Apr 24, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.37% | $107,919,251.78 | 1,609,054 | Mar 31, 2026 | May 28, 2026 |
|
LGLQX
Lord Abbett Growth Leaders Fund
|
MF | Independent / Boutique | 1.28% | $96,985,468.50 | 1,219,943 | Apr 30, 2026 | Jun 29, 2026 |
|
VKSAX
Virtus KAR Small-Mid Cap Core Fund
|
MF | Duff & Phelps / Virtus | 6.62% | $94,846,772.22 | 1,414,146 | Mar 31, 2026 | May 29, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.92% | $93,065,527.16 | 1,387,588 | Mar 31, 2026 | May 21, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.06% | $78,775,914.00 | 990,892 | Apr 30, 2026 | Jun 25, 2026 |
|
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.28% | $77,297,973.79 | 1,152,497 | Mar 31, 2026 | May 28, 2026 |
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