IBKR
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 116.8 | P/B | 20.34 |
| EPS (TTM) | 2.22 | Dividend | 0.50% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 31.4M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.2M | n/a | n/a |
| State Street | 19.1M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.0M | n/a | n/a |
| Fidelity Management | 12.5M | 0.0% | +160% |
| Cantillon Capital Management LLC | 11.2M | 5.0% | −12% |
Top institutional owners for IBKR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 02 | Conkling Lori A | BUY | 25 | +$2K |
| AUG 04 | Conkling Lori A | BUY | 25 | +$2K |
| JUL 01 | Conkling Lori A | BUY | 25 | +$2K |
| JUN 02 | Conkling Lori A | BUY | 25 | +$2K |
| MAY 04 | Conkling Lori A | BUY | 25 | +$2K |
| APR 29 | Harris Lawrence E | SELL | 26K | −$2M |
5 insider buys, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBKR yet.