WCM INVESTMENT MANAGEMENT, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1061186 LAGUNA BEACH, CA

Position in IBKR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$600,813

+$347,689 QoQ

Shares Held

8,958

+127.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 47.532931457914714.ToString("F0")% Shared 0.ToString("F0")% None 52.46706854208528.ToString("F0")%

Financial Services · as of Mar 31, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $740,343,471 across 5 Capital Markets names. IBKR ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	1,734,395	$521,758,047
2	HOOD	Robinhood Markets, Inc.	2,708,576	$187,704,316
3	EVR	Evercore Inc.	100,148	$29,895,179
4	IBKR	Interactive Brokers Group, Inc. This page	8,958	$600,813
5	FUTU	Futu Holdings Ltd	2,816	$385,116

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$600,813	8,958	+127.6%	Shares	Sole	2026-05-07
2025-12-31	$253,124	3,936	+8.7%	Shares	Sole	2026-02-09
2025-09-30	$249,229	3,622	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.