LongIBKRJune 30, 2026

Baron Financials ETF on Interactive Brokers Group, Inc.

Thesis

Baron views Interactive Brokers as a structural share gainer in the global brokerage market. Client accounts, customer equity, margin balances, and trading activity continue to grow rapidly, while its highly automated and low-cost platform provides significant operating leverage as volumes scale. The fund believes technology-enabled automation and economies of scale create sustainable competitive advantages. Prediction markets and modernization of day-trading margin rules provide additional potential growth opportunities.

We view Interactive Brokers as a structural share gainer in a large global market
Baron Financials ETF — Baron Financials ETF Quarterly Letter

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