MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 922127
New York, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,991,654
+$814,347 QoQ
Shares Held
45,860
-3.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#348
of 1,105 holders
Holding Since
Mar 2020
25 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. IBKR ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,858 | $34,242,965 | |
| 2 | MS |
Morgan Stanley
|
145,748 | $30,467,161 | |
| 3 | SCHW |
Schwab Charles Corp
|
187,606 | $17,310,405 | |
| 4 | PJT |
PJT Partners Inc.
|
64,871 | $9,791,628 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
81,532 | $8,176,028 | |
| 6 | SF |
Stifel Financial Corp
|
104,523 | $7,292,569 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
50,697 | $6,799,988 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
196,208 | $5,372,175 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,991,654 | 45,860 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,177,307 | 47,373 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,075,561 | 47,824 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,320,977 | 48,263 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,009,729 | 216,743 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $10,160,998 | 57,514 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,197,155 | 58,820 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,518,567 | 61,326 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,123,076 | 63,764 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,463,192 | 65,901 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,999,300 | 69,308 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,215,961 | 74,828 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,816,979 | 82,570 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,099,539 | 84,306 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,267,781 | 82,425 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,022,496 | 73,123 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,251,313 | 79,674 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,206,037 | 78,142 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,795,566 | 76,926 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,690,689 | 71,363 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,333,526 | 73,022 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,664,644 | 76,570 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,567,962 | 73,825 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,018,759 | 72,271 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,084,582 | 71,452 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||