Stonex GroupSNEX
13F holders, Q3 2024 (September 30)258holders +10
32new positions
24sold out
4famous investors
$81.95avg. 13F price*
At the end of Q3 2024, 258 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 10 from Q2 2024. 32 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($358.9M), Vanguard Group Inc. ($158.2M) and Van Berkom & Associates Inc. ($114.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Stonex Group Inc.
- CUSIP
- 861896108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.5M |
| Exits | 24 | $29.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,232,633 shares bought and 1,199,668 shares sold, net +32,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| BlackRock, Inc. | 0.01% | — | 4,383,482 | $358.9M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 1,931,664 | $158.2M |
| Van Berkom & Associates Inc. | 3.13% | Reduce -1.6% | 1,393,448 | $114.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.9% | 1,383,666 | $113.3M |
| State Street Corp. | 0.00% | Add +2.8% | 1,147,861 | $94.0M |
| AltraVue Capital, LLC | 6.71% | Reduce -1.5% | 910,444 | $74.5M |
| American Century Companies Inc. | 0.04% | Add +6.5% | 861,384 | $70.5M |
| Punch & Associates Investment Management, Inc. | 3.71% | Add +0.9% | 815,611 | $66.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 671,257 | $55.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +6.5% | 623,182 | $51.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 537,919 | $44.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +28.1% | 510,851 | $41.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 487,522 | $39.9M |
| Nine Ten Capital Management LLC | 11.64% | Add +6.3% | 470,491 | $38.5M |
| Invesco Ltd. | 0.01% | Add +32.1% | 435,801 | $35.7M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 416,288 | $34.1M |
| Assenagon Asset Management S.A. | 0.06% | Add +1.2% | 332,573 | $27.2M |
| Harbor Capital Advisors, Inc. | 1.11% | Add +148.2% | 311,088 | $25.5M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 305,208 | $25.0M |
| Private Capital Management, LLC | 2.66% | Reduce -28.3% | 296,393 | $24.3M |
| Ashford Capital Management Inc. | 2.86% | Reduce -7.8% | 280,230 | $22.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.1% | 270,054 | $22.1M |
| Wellington Management Group LLP | 0.00% | Reduce -1.6% | 266,919 | $21.9M |
| Boston Partners | 0.03% | Reduce -4.6% | 258,921 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.6% | 198,534 | $16.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.8% | 179,507 | $14.7M |
| Motley Fool Wealth Management, LLC | 0.70% | Reduce -1.5% | 170,510 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.8% | 161,189 | $13.2M |
| Shell Asset Management Co. | 0.56% | — | 155,352 | $12.7M |
| Royce & Associates LP | 0.12% | Add +38.6% | 154,744 | $12.7M |
| Principal Financial Group Inc. | 0.01% | Add +11.0% | 149,442 | $12.2M |
| FMR LLC | 0.00% | Add +4.3% | 149,368 | $12.2M |
| Woodmont Investment Counsel LLC | 0.82% | Add +1.5% | 132,409 | $10.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -22.9% | 130,639 | $10.7M |
| Motley Fool Asset Management LLC | 0.59% | Add +0.7% | 124,057 | $10.0M |
| New York State Common Retirement Fund | 0.01% | Add +14.4% | 117,492 | $9.6M |
| AQR Capital Management | 0.01% | Reduce -22.3% | 115,936 | $9.5M |
| 12th Street Asset Management Company, LLC | 1.56% | Add +23.8% | 113,280 | $9.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -1.0% | 104,812 | $8.6M |
| Mariner, LLC | 0.01% | Add +1.6% | 99,642 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 95,979 | $7.9M |
| Eagle Asset Management Inc. | 0.04% | Add +12.4% | 80,635 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -47.8% | 92,001 | $7.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.4% | 90,637 | $7.4M |
| Voloridge Investment Management, LLC | 0.03% | Add +8.7% | 90,427 | $7.4M |
| Denali Advisors LLC | 0.77% | Add +110.9% | 87,541 | $7.2M |
| Legato Capital Management LLC | 0.87% | No change | 85,809 | $7.0M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -2.7% | 79,191 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -19.6% | 78,944 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 78,230 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -24.4% | 71,493 | $5.9M |
| Foundry Partners, LLC | 0.26% | New | 65,321 | $5.3M |
| Public Sector Pension Investment Board | 0.03% | No change | 59,963 | $4.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -32.9% | 58,600 | $4.8M |
| Swiss National Bank | 0.00% | No change | 55,850 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.9% | 55,438 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 53,131 | $4.4M |
| Citigroup Inc. | 0.00% | Add +52.2% | 47,597 | $3.9M |
| Barclays PLC | 0.00% | Add +359.4% | 46,755 | $3.8M |
| UBS Group AG | 0.00% | Add +446.5% | 46,089 | $3.8M |
| Martingale Asset Management L P | 0.09% | Add +30.6% | 45,710 | $3.7M |
| Phocas Financial Corp. | 0.41% | Reduce -5.8% | 44,203 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -13.6% | 41,880 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +143.0% | 40,017 | $3.3M |
| Panagora Asset Management Inc. | 0.02% | Add +0.3% | 38,855 | $3.2M |
| Cove Street Capital, LLC | 2.35% | Reduce -3.4% | 36,626 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 35,100 | $2.9M |
| TD Asset Management Inc | 0.00% | Add +16.2% | 34,450 | $2.8M |
| CX Institutional | 0.13% | New | 34,474 | $2.8M |
| Manatuck Hill Partners, LLC | 0.99% | No change | 31,850 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -5.3% | 29,920 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.9% | 29,253 | $2.4M |
| Riverwater Partners LLC | 1.16% | New | 28,798 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Add +0.4% | 28,084 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 27,743 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -22.0% | 27,360 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 26,918 | $2.2M |
| Chatham Capital Group, Inc. | 0.36% | Add +0.2% | 26,826 | $2.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -54.3% | 26,104 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 24,238 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -9.7% | 24,648 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.8% | 24,434 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +72.2% | 23,621 | $1.9M |
| Lanark Financial, Inc. | 0.16% | Add +6.2% | 23,265 | $1.9M |
| Millington Financial Advisors, LLC | 1.16% | Add +4.4% | 22,823 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 22,219 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.1% | 22,198 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +299.1% | 21,894 | $1.8M |
| Convergence Investment Partners, LLC | 0.47% | Add +38.5% | 21,494 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.4% | 21,135 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.5% | 19,066 | $1.6M |
| HUB Investment Partners, LLC | 0.07% | No change | 18,750 | $1.5M |
| PDT Partners, LLC | 0.14% | Reduce -11.6% | 18,744 | $1.5M |
| MRP Capital Investments, LLC | 1.34% | Add +2.5% | 17,216 | $1.4M |
| Millennium Management | 0.00% | Reduce -21.0% | 16,715 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +11.2% | 16,454 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.9% | 16,146 | $1.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +31.5% | 16,140 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.8% | 15,757 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 15,676 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 15,556 | $1.3M |
| O'Brien Greene & Co. Inc | 0.39% | No change | 15,300 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.4% | 15,100 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.1% | 14,988 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 14,224 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -29.9% | 14,199 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | No change | 13,700 | $1.1M |
| Ancora Advisors LLC | 0.03% | Reduce -5.7% | 13,695 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -51.9% | 13,127 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +2.7% | 12,834 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +75.3% | 12,592 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -18.9% | 11,503 | $942K |
| Harbour Capital Advisors, LLC | 0.21% | Reduce -0.5% | 10,523 | $896K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.6% | 10,826 | $886K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 10,757 | $881K |
| Hussman Strategic Advisors, Inc. | 0.21% | New | 10,500 | $860K |
| ClearAlpha Technologies LP | 0.36% | Add +114.9% | 10,256 | $840K |
| SummerHaven Investment Management, LLC | 0.51% | Reduce -19.9% | 10,167 | $832K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 10,089 | $826K |
| Comerica Bank | 0.00% | Reduce -0.6% | 9,930 | $813K |
| Maryland State Retirement & Pension System | 0.02% | No change | 9,510 | $779K |
| D. E. Shaw & Co. | 0.00% | Reduce -64.8% | 9,508 | $779K |
| Trust Co. of Vermont | 0.04% | Reduce -2.1% | 9,440 | $773K |
| Algert Global LLC | 0.02% | Add +25.5% | 9,389 | $769K |
| Intech Investment Management LLC | 0.01% | Add +53.9% | 9,061 | $742K |
| Voya Investment Management LLC | 0.00% | Reduce -2.7% | 9,004 | $737K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.8% | 8,881 | $727K |
| Equitable Trust Co. | 0.05% | Reduce -23.8% | 8,725 | $714K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,365 | $685K |
| Amalgamated Bank | 0.01% | No change | 8,328 | $682K |
| Arizona State Retirement System | 0.00% | Add +3.4% | 8,219 | $673K |
| Atria Investments, Inc | 0.01% | Add +20.2% | 8,112 | $664K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.7% | 8,030 | $657K |
| Focus Partners Wealth | 0.00% | Reduce -50.0% | 7,945 | $651K |
| Simplicity Wealth,LLC | 0.06% | Add +17.5% | 7,509 | $615K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,489 | $613K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +1.6% | 7,375 | $604K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 7,305 | $598K |
| AlphaQuest LLC | 0.05% | Add +1187.7% | 7,134 | $584K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.3% | 7,051 | $577K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 7,017 | $575K |
| Vestcor Inc | 0.02% | New | 6,900 | $565K |
| Hohimer Wealth Management, LLC | 0.12% | Add +2.1% | 6,778 | $555K |
| Dynamic Technology Lab Private Ltd | 0.06% | Add +28.0% | 6,687 | $548K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 6,663 | $546K |
| Verition Fund Management LLC | 0.00% | Add +118.3% | 6,194 | $507K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.3% | 6,284 | $507K |
| Navellier & Associates Inc. | 0.07% | Reduce -21.8% | 6,124 | $501K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +2.9% | 6,047 | $495K |
| BayBridge Capital Group, LLC | 0.35% | New | 6,020 | $493K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,900 | $483K |
| ProShare Advisors LLC | 0.00% | Add +37.2% | 5,731 | $469K |
| Nebula Research & Development LLC | 0.06% | Reduce -51.8% | 5,683 | $465K |
| Teacher Retirement System of Texas | 0.00% | Reduce -52.1% | 5,673 | $465K |
| Credit Agricole S A | 0.00% | New | 5,625 | $461K |
| Sheets Smith Wealth Management | 0.05% | Add +0.5% | 5,268 | $431K |
| Amundi | 0.00% | Add +19.8% | 4,981 | $426K |
| Squarepoint Ops LLC | 0.00% | Reduce -58.1% | 5,138 | $421K |
| Yorktown Management & Research Co Inc | 0.40% | No change | 4,800 | $393K |
| Bailard, Inc. | 0.01% | Reduce -5.2% | 4,800 | $393K |
| Cetera Investment Advisers | 0.00% | New | 4,607 | $377K |
| Patten Group, Inc. | 0.08% | No change | 4,575 | $375K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,486 | $367K |
| Cynosure Group, LLC | 0.05% | Reduce -58.2% | 4,400 | $360K |
| BTC Capital Management, Inc. | 0.03% | Reduce -4.7% | 4,340 | $355K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 4,313 | $353K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.1% | 4,255 | $348K |
| Thrive Capital Management, LLC | 0.16% | No change | 4,242 | $347K |
| State of Wyoming | 0.05% | Reduce -13.6% | 4,214 | $345K |
| Bank of Montreal | 0.00% | Reduce -1.1% | 4,179 | $342K |
| HSBC Holdings PLC | 0.00% | Add +10.3% | 4,091 | $334K |
| Cornercap Investment Counsel Inc. | 0.09% | Reduce -50.7% | 3,889 | $318K |
| Creative Planning | 0.00% | Add +21.0% | 3,839 | $314K |
| Man Group plc | 0.00% | Reduce -93.1% | 3,821 | $313K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,679 | $301K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,615 | $296K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.2% | 3,473 | $284K |
| Inceptionr LLC | 0.07% | New | 3,424 | $280K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,379 | $277K |
| Capula Management Ltd | 0.00% | New | 3,354 | $275K |
| Sawgrass Asset Management LLC | 0.03% | Add +13.3% | 3,180 | $260K |
| Graham Capital Management, L.P. | 0.01% | New | 3,095 | $253K |
| Gsa Capital Partners LLP | 0.02% | New | 3,030 | $248K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 2,965 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,776 | $227K |
| Compound Planning, Inc. | 0.01% | New | 2,769 | $227K |
| CIBC Asset Management Inc | 0.00% | Add +1.0% | 2,763 | $226K |
| EntryPoint Capital, LLC | 0.13% | Add +53.6% | 2,718 | $223K |
| Xponance LLC | 0.00% | New | 2,688 | $220K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 2,678 | $219K |
| Smith Shellnut Wilson LLC | 0.10% | New | 2,664 | $218K |
| Cadent Capital Advisors, LLC | 0.07% | New | 2,587 | $212K |
| Entropy Technologies, LP | 0.02% | Reduce -16.5% | 2,525 | $207K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,510 | $206K |
| Lido Advisors, LLC | 0.00% | New | 2,473 | $202K |
| US Bancorp \de | 0.00% | Reduce -69.6% | 2,332 | $191K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.3% | 1,784 | $146K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.2% | 1,253 | $103K |
| Covestor Ltd | 0.06% | Reduce -12.0% | 1,198 | $98K |
| KBC Group NV | 0.00% | No change | 942 | $77K |
| Allworth Financial LP | 0.00% | No change | 815 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.1% | 780 | $64K |
| Quadrant Capital Group LLC | 0.00% | Add +1.0% | 715 | $59K |
| Bessemer Group Inc. | 0.00% | Add +1692.3% | 699 | $57K |
| Huntington National Bank | 0.00% | Add +1906.9% | 582 | $48K |
| Acadian Asset Management LLC | 0.00% | New | 554 | $45K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 529 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 496 | $41K |
| Cwm, LLC | 0.00% | Add +39.2% | 387 | $32K |
| Gladius Capital Management LP | 0.02% | Reduce -10.2% | 389 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 312 | $26K |
| Jones Financial Companies LLLP | 0.00% | Reduce -11.2% | 300 | $25K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $25K |
| International Assets Investment Management, LLC | 0.00% | No change | 300 | $25K |
| GAMMA Investing LLC | 0.00% | Add +91.4% | 289 | $24K |
| Spire Wealth Management | 0.00% | Reduce -18.2% | 225 | $18K |
| Naples Money Management LLC | 0.01% | Reduce -27.3% | 200 | $16K |
| Danske Bank A/S | 0.00% | New | 200 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 200 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.9% | 187 | $15K |
| Arax Advisory Partners | 0.00% | No change | 123 | $10K |
| Fifth Third Bancorp | 0.00% | Add +16.2% | 115 | $9K |
| Red Tortoise LLC | 0.00% | No change | 109 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 109 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 105 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 102 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 88 | $7K |
| Key Financial Inc | 0.00% | No change | 88 | $7K |
| Sterling Capital Management LLC | 0.00% | — | 88 | $7K |
| Quarry LP | 0.00% | Reduce -70.3% | 80 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 69 | $6K |
| Signaturefd, LLC | 0.00% | No change | 69 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +8.3% | 65 | $5K |
| UMB Bank, n.a. | 0.00% | Add +91.2% | 65 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 62 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 37 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 34 | $3K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 30 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 28 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 27 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 26 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 22 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 21 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 19 | $2K |
| Hemington Wealth Management | 0.00% | New | 13 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 14 | $1K |
| Blue Trust, Inc. | 0.00% | New | 12 | $904 |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.0% | 11 | $901 |
| Parallel Advisors, LLC | 0.00% | No change | 9 | $737 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 8 | $655 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $328 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $246 |
| Farther Finance Advisors, LLC | 0.00% | New | 3 | $246 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +50.0% | 3 | $246 |
| Abound Wealth Management | 0.00% | Reduce -66.7% | 2 | $164 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $164 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $82 |
"% of holder's portfolio" is SNEX's weight in each manager's 13F, not the share of Stonex Group Inc. the manager owns.