$IBKR is held by 24 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 27.19%, with an average of 1.94% of portfolio. Largest holder: Greenwich Wealth Management LLC at 27.19%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Interactive Brokers Group, Inc.
13F holders
994
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 994 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
Keating Investment Counselors Inc.
—
—
04
State Farm Mutual Automobile Insurance Co.
—
—
05
Argent Advisors, Inc.
—
—
06
Deroy & Devereaux Private Investment Counsel Inc.
—
—
07
Exor N.V.
—
—
08
Marshall & Sullivan Inc.
—
—
09
ProShare Advisors LLC
—
—
10
Gardner Russo & Quinn LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
24 holders · Q1 202601
Greenwich Wealth Management LLC
27.19% ↑ +0.8pp
α +12.7pts
02
Progeny 3, Inc.
7.88% ↑ +0.5pp
α +11.9pts
03
Winmill & Co. Inc.
6.47% ↑ +0.9pp
α +11.8pts
04
PMC FIG Opportunities LLC
2.53% NEW
α +12.0pts
05
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.53% NEW
α +13.4pts
06
Triasima Portfolio Management inc.
0.45% held
α +15.7pts
07
Independent Solutions Wealth Management, LLC
0.37% NEW
α +19.1pts
08
TABR Capital Management, LLC
0.27% NEW
α +13.6pts
09
Oxford Asset Management LLP
0.21% NEW
α +10.3pts
10
Costello Asset Management, INC
0.21% held
α +14.3pts
11
Aigen Investment Management, LP
0.13% NEW
α +50.5pts
12
Wellington Management Group LLP
0.12% NEW
α +10.5pts
13
New Age Alpha Advisors, LLC
0.08% held
α +10.8pts
14
Erste Asset Management GmbH
0.05% held
α +33.4pts
15
Knightsbridge Asset Management, LLC
0.04% held
α +24.2pts
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
17
WINTON GROUP Ltd
0.02% held
α +27.0pts
18
Citigroup Inc.
0.02% held
α +26.3pts
19
Fulton Bank, N.a.
0.01% held
α +23.8pts
20
Principal Securities, Inc.
0.01% held
α +21.3pts
21
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
22
Voloridge Investment Management, LLC
0.00% held
α +15.5pts
23
Quarry LP
0.00% held
α +10.6pts
24
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
48 transactions · 4 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IBKR lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IBKR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:22 UTC.