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Mount Lucas Management LP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1185072 Newtown, PA

Position in IBKR

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$695,448
+$59,294 QoQ
Shares Held
10,369
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Mount Lucas Management LP holds $5,792,965 across 2 Capital Markets names.

# Ticker Company Shares Value (USD) Open

All Filings in IBKR

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $695,448 10,369
2025-12-31 $636,154 9,892
2025-09-30 $692,641 10,066
2025-06-30 $600,201 10,832