Illumine Investment Management, LLC IBKR — INTERACTIVE BROKERS GROUP IN

Ownership history in Illumine Investment Management, LLC  ·  7 quarters on record

AI Ownership Summary

Illumine Investment Management, LLC reported INTERACTIVE BROKERS GROUP IN (IBKR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 3.27% in 2025 Q3. The latest visible filing shows IBKR at 2.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Illumine Investment Management, LLC's position in INTERACTIVE BROKERS GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBKR was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBKR stock page Illumine Investment Management, LLC fund profile Illumine Investment Management, LLC full holdings
How Illumine Investment Management, LLC held IBKR — position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — — -53,459 -100.0% 2.97% $4.6M 2026-07-29 $86.18
2026 Q1 REDUCED 18.6% +31.6% ❌ 53,459 -12,210 -18.6% 2.76% $3.6M 2026-05-04 $81.56
2025 Q4 REDUCED — — — 65,669 -1,008 -1.5% 3.08% $4.2M 2026-02-09 $78.19
2025 Q3 REDUCED 7.0% -4.9% ✅ 66,677 -5,040 -7.0% 3.27% $4.6M 2025-11-04 $70.39
2025 Q2 ADDED — — — 71,717 +53,914 +302.8% 3.16% $4.0M 2025-08-07 $63.90
2025 Q1 REDUCED — — — 17,803 -782 -4.2% 2.41% $2.9M 2025-04-22 $39.09
2024 Q4 INITIATED — — — 18,585 — — 2.70% $3.3M 2025-02-05 $57.88

🏢 Other funds also holding IBKR

As of 2026 Q2 — sorted by position size

Oakcliff Capital Partners, LP 3Y 7Y 33.42% Greenwich Wealth Management LLC 3Y 7Y 31.48% Hengistbury Investment Partners LLP 3Y 7Y 28.22% Systrade AG 3Y 27.24% Ancient Art, L.P. 3Y 7Y 22.86% BROOKTREE CAPITAL MANAGEMENT 3Y 14.86% Crocodile Capital Partners GmbH 3Y 13.45% Lansing Management LP 3Y 7Y 12.95% RV Capital AG 3Y 7Y 12.75% Progeny 3, Inc. 3Y 7Y 9.86%

FAQ About Illumine Investment Management, LLC and IBKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Illumine Investment Management, LLC reported owning IBKR?

Illumine Investment Management, LLC reported IBKR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IBKR position in Illumine Investment Management, LLC's portfolio?

The largest reported portfolio weight for IBKR was 3.27% in 2025 Q3.

What is the latest reported IBKR position on this page?

The latest section of the table and chart shows the most recent reported IBKR position for Illumine Investment Management, LLC.

What does the chart on this IBKR ownership page compare?

The chart compares Illumine Investment Management, LLC's quarterly IBKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Illumine Investment Management, LLC time their IBKR position?

Based on 13F filing dates vs. subsequent IBKR price moves, Illumine Investment Management, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on IBKR relative to SPY over the holding period was +454.3%.

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