Stonex GroupSNEX
13F holders, Q4 2024 (December 31)285holders +27
51new positions
29sold out
6famous investors
$98.01avg. 13F price*
At the end of Q4 2024, 285 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 27 from Q3 2024. 51 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($435.8M), Vanguard Group Inc. ($186.6M) and Dimensional Fund Advisors LP ($132.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Stonex Group Inc.
- CUSIP
- 861896108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $76.5M |
| Exits | 29 | $39.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,917,990 shares bought and 1,579,336 shares sold, net +338,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| BlackRock, Inc. | 0.01% | Add +1.5% | 4,448,780 | $435.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 1,904,641 | $186.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.0% | 1,356,298 | $132.9M |
| Van Berkom & Associates Inc. | 3.53% | Reduce -12.8% | 1,214,738 | $119.0M |
| State Street Corp. | 0.00% | Add +2.6% | 1,177,216 | $115.3M |
| American Century Companies Inc. | 0.06% | Add +17.7% | 1,014,231 | $99.4M |
| AltraVue Capital, LLC | 7.43% | No change | 910,444 | $89.2M |
| Punch & Associates Investment Management, Inc. | 4.19% | Reduce -4.9% | 775,777 | $76.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 677,333 | $66.4M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -14.6% | 532,469 | $52.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +2.0% | 521,073 | $51.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.3% | 508,450 | $49.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.0% | 500,008 | $49.0M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 414,913 | $40.6M |
| Nine Ten Capital Management LLC | 10.89% | Reduce -17.2% | 389,491 | $38.2M |
| Invesco Ltd. | 0.01% | Reduce -14.7% | 371,592 | $36.4M |
| Northern Trust Corp. | 0.00% | Add +9.9% | 335,456 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +104.3% | 329,287 | $32.3M |
| Harbor Capital Advisors, Inc. | 1.36% | Add +2.3% | 318,125 | $31.2M |
| Ashford Capital Management Inc. | 3.39% | Add +4.7% | 293,350 | $28.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 282,909 | $27.7M |
| Boston Partners | 0.03% | Add +5.3% | 272,680 | $27.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.0% | 211,896 | $20.8M |
| FMR LLC | 0.00% | Add +31.8% | 196,908 | $19.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 195,340 | $19.1M |
| Private Capital Management, LLC | 2.00% | Reduce -35.4% | 191,401 | $18.8M |
| Wellington Management Group LLP | 0.00% | Reduce -34.7% | 174,394 | $17.1M |
| Tidal Investments LLC | 0.14% | New | 168,999 | $16.6M |
| Motley Fool Wealth Management, LLC | 0.84% | Reduce -3.0% | 165,337 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Add +4.7% | 156,520 | $15.3M |
| Royce & Associates LP | 0.13% | Reduce -4.3% | 148,028 | $14.5M |
| Motley Fool Asset Management LLC | 0.69% | Add +9.7% | 136,105 | $13.3M |
| Woodmont Investment Counsel LLC | 0.93% | Reduce -3.2% | 128,141 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Add +39.7% | 126,349 | $12.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -6.0% | 122,792 | $12.0M |
| Shell Asset Management Co. | 0.52% | Reduce -21.3% | 122,256 | $12.0M |
| 12th Street Asset Management Company, LLC | 1.90% | Add +3.6% | 117,359 | $11.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.5% | 114,592 | $11.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +7.8% | 112,984 | $11.1M |
| Norges Bank | 0.00% | New | 107,700 | $10.6M |
| Mariner, LLC | 0.02% | Add +6.0% | 105,581 | $10.3M |
| Raymond James Financial Inc. | 0.00% | — | 104,890 | $10.3M |
| Renaissance Technologies | 0.02% | Add +32.3% | 104,444 | $10.2M |
| UBS Group AG | 0.00% | Add +124.7% | 103,546 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | New | 97,172 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 93,853 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 88,478 | $8.7M |
| Champlain Investment Partners, LLC | 0.05% | New | 87,757 | $8.6M |
| Legato Capital Management LLC | 1.10% | No change | 85,809 | $8.4M |
| AQR Capital Management | 0.01% | Reduce -31.3% | 79,666 | $7.8M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 78,913 | $7.7M |
| Foundry Partners, LLC | 0.38% | Add +19.6% | 78,149 | $7.7M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -4.4% | 75,683 | $7.4M |
| Denali Advisors LLC | 0.77% | Reduce -14.7% | 74,634 | $7.3M |
| Public Sector Pension Investment Board | 0.03% | Add +18.0% | 70,751 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +24.6% | 69,052 | $6.8M |
| Swiss National Bank | 0.00% | Add +0.7% | 56,250 | $5.5M |
| Walleye Capital LLC | 0.06% | Add +323.9% | 55,645 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +23.1% | 51,572 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 50,679 | $5.0M |
| Bridgeway Capital Management, LLC | 0.11% | New | 50,195 | $4.9M |
| Citigroup Inc. | 0.00% | Add +4.3% | 49,644 | $4.9M |
| Barclays PLC | 0.00% | Add +5.0% | 49,094 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +20.2% | 48,101 | $4.7M |
| Sei Investments Co. | 0.01% | Add +60.7% | 48,075 | $4.7M |
| Martingale Asset Management L P | 0.11% | Reduce -0.1% | 45,644 | $4.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +108.1% | 45,553 | $4.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -24.2% | 44,400 | $4.3M |
| Phocas Financial Corp. | 0.57% | Reduce -0.8% | 43,842 | $4.3M |
| Millennium Management | 0.00% | Add +149.8% | 41,761 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -44.5% | 39,643 | $3.9M |
| Jefferies Financial Group Inc. | 0.04% | Add +1386.1% | 37,300 | $3.7M |
| New Age Alpha Advisors, LLC | 0.15% | New | 37,195 | $3.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -59.6% | 37,149 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Add +283.2% | 36,433 | $3.6M |
| Chatham Capital Group, Inc. | 0.58% | Add +35.1% | 36,253 | $3.6M |
| Panagora Asset Management Inc. | 0.02% | Reduce -9.4% | 35,215 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 33,867 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 32,771 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +10.7% | 32,374 | $3.2M |
| Intech Investment Management LLC | 0.03% | Add +222.4% | 29,214 | $2.9M |
| Riverwater Partners LLC | 1.37% | Add +0.1% | 28,831 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +5.2% | 28,771 | $2.8M |
| Franklin Resources Inc. | 0.00% | Add +15.1% | 27,894 | $2.7M |
| Janus Henderson Group PLC | 0.00% | Add +25.3% | 27,814 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.3% | 27,377 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 26,679 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.4% | 25,433 | $2.5M |
| Millington Financial Advisors, LLC | 1.44% | No change | 22,823 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 23,795 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 23,575 | $2.3M |
| Convergence Investment Partners, LLC | 0.50% | Add +6.9% | 22,982 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +33.7% | 22,004 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 21,928 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.2% | 21,706 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 21,692 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 20,623 | $2.0M |
| Cove Street Capital, LLC | 2.28% | Reduce -45.6% | 19,921 | $2.0M |
| Citadel Advisors | 0.00% | New | 19,422 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 19,324 | $1.9M |
| HUB Investment Partners, LLC | 0.08% | No change | 18,750 | $1.8M |
| MRP Capital Investments, LLC | 1.55% | Add +1.0% | 17,391 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | New | 17,100 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +7.2% | 16,674 | $1.6M |
| Credit Agricole S A | 0.01% | Add +194.4% | 16,561 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.7% | 16,447 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +14.4% | 16,279 | $1.6M |
| Manatuck Hill Partners, LLC | 0.65% | Reduce -49.1% | 16,200 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 16,051 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.0% | 15,733 | $1.5M |
| O'Brien Greene & Co. Inc | 0.49% | No change | 15,300 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 15,259 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.9% | 15,232 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +89.0% | 15,173 | $1.5M |
| National Philanthropic Trust | 0.02% | New | 15,000 | $1.5M |
| Amundi | 0.00% | Add +187.1% | 14,298 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -6.3% | 14,757 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 13,700 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Add +132.6% | 13,194 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -4.0% | 13,145 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 12,725 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +104.1% | 12,641 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -23.5% | 12,343 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.1% | 12,195 | $1.2M |
| Algert Global LLC | 0.03% | Add +27.6% | 11,978 | $1.2M |
| Nebula Research & Development LLC | 0.13% | Add +102.4% | 11,504 | $1.1M |
| Harbour Capital Advisors, LLC | 0.24% | Reduce -0.8% | 10,443 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 10,757 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 10,710 | $1.0M |
| STRS Ohio | 0.00% | New | 10,500 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -60.8% | 10,231 | $1.0M |
| SummerHaven Investment Management, LLC | 0.61% | No change | 10,167 | $996K |
| Comerica Bank | 0.00% | Add +0.8% | 10,009 | $981K |
| AlphaQuest LLC | 0.13% | Add +37.5% | 9,813 | $961K |
| Maryland State Retirement & Pension System | 0.02% | No change | 9,510 | $932K |
| Trust Co. of Vermont | 0.04% | No change | 9,440 | $925K |
| HRT Financial LP | 0.00% | New | 9,289 | $910K |
| Vestcor Inc | 0.03% | Add +34.3% | 9,263 | $907K |
| Captrust Financial Advisors | 0.00% | Reduce -36.4% | 9,037 | $885K |
| Atria Investments, Inc | 0.01% | Add +11.1% | 9,016 | $883K |
| Inspire Investing, LLC | 0.10% | New | 8,736 | $856K |
| Los Angeles Capital Management LLC | 0.00% | New | 8,386 | $822K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,365 | $819K |
| ProShare Advisors LLC | 0.00% | Add +45.8% | 8,353 | $818K |
| Amalgamated Bank | 0.01% | No change | 8,328 | $816K |
| Arizona State Retirement System | 0.01% | Add +0.7% | 8,279 | $811K |
| Voya Investment Management LLC | 0.00% | Reduce -8.6% | 8,228 | $806K |
| Focus Partners Wealth | 0.00% | Add +2.1% | 8,109 | $794K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.3% | 8,090 | $793K |
| XTX Topco Ltd | 0.07% | New | 7,964 | $780K |
| Navellier & Associates Inc. | 0.09% | Add +27.6% | 7,817 | $766K |
| Simplicity Wealth,LLC | 0.15% | Add +0.3% | 7,535 | $738K |
| PDT Partners, LLC | 0.06% | Reduce -60.2% | 7,462 | $731K |
| Squarepoint Ops LLC | 0.00% | Add +44.6% | 7,429 | $728K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.8% | 7,429 | $728K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 7,328 | $718K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -18.7% | 7,224 | $708K |
| Jump Financial, LLC | 0.01% | New | 7,033 | $689K |
| Hohimer Wealth Management, LLC | 0.13% | Add +0.4% | 6,806 | $667K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 6,663 | $653K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -6.3% | 6,609 | $647K |
| Sterling Capital Management LLC | 0.01% | Add +7110.2% | 6,345 | $622K |
| Bokf, NA | 0.01% | New | 6,035 | $595K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 6,056 | $593K |
| Graham Capital Management, L.P. | 0.03% | Add +95.3% | 6,045 | $592K |
| Creative Planning | 0.00% | Add +54.4% | 5,927 | $581K |
| KLP Kapitalforvaltning As | 0.00% | — | 5,900 | $578K |
| BayBridge Capital Group, LLC | 0.42% | Reduce -2.9% | 5,848 | $573K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 5,831 | $571K |
| Cetera Investment Advisers | 0.00% | Add +23.6% | 5,696 | $558K |
| EntryPoint Capital, LLC | 0.23% | Add +103.4% | 5,528 | $542K |
| Sheets Smith Wealth Management | 0.07% | Add +4.3% | 5,495 | $538K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.4% | 5,444 | $533K |
| Equitable Trust Co. | 0.03% | Reduce -39.3% | 5,295 | $519K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.5% | 5,024 | $492K |
| Yorktown Management & Research Co Inc | 0.45% | No change | 4,800 | $470K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -18.6% | 4,800 | $470K |
| Jane Street Group, LLC | 0.00% | Reduce -79.9% | 4,755 | $466K |
| Bank of Montreal | 0.00% | Add +9.9% | 4,595 | $450K |
| State of Wyoming | 0.06% | Add +8.9% | 4,589 | $450K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -38.2% | 4,560 | $447K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,486 | $439K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.0% | 4,298 | $421K |
| BTC Capital Management, Inc. | 0.04% | Reduce -1.4% | 4,277 | $418K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 4,106 | $402K |
| Compound Planning, Inc. | 0.02% | Add +43.2% | 3,966 | $389K |
| Quantbot Technologies LP | 0.01% | New | 3,878 | $380K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,679 | $360K |
| D.A. Davidson & Co. | 0.00% | New | 3,562 | $349K |
| HSBC Holdings PLC | 0.00% | Reduce -12.9% | 3,564 | $348K |
| Sawgrass Asset Management LLC | 0.04% | Add +9.8% | 3,490 | $342K |
| Lido Advisors, LLC | 0.00% | Add +29.4% | 3,200 | $314K |
| Cynosure Group, LLC | 0.05% | Reduce -27.5% | 3,190 | $313K |
| Mackenzie Financial Corp. | 0.00% | New | 3,184 | $312K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,150 | $309K |
| Hancock Whitney Corp. | 0.01% | New | 3,047 | $299K |
| Diversified Trust Co. | 0.01% | New | 3,040 | $298K |
| Quadrature Capital Ltd | 0.01% | New | 2,979 | $292K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.3% | 2,895 | $284K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -19.6% | 2,794 | $274K |
| Evergreen Capital Management LLC | 0.01% | Add +4.3% | 2,793 | $274K |
| Tudor Investment Corporation | 0.00% | New | 2,782 | $273K |
| Smith Shellnut Wilson LLC | 0.12% | Add +2.3% | 2,724 | $267K |
| Aquatic Capital Management LLC | 0.01% | New | 2,680 | $263K |
| State of Wisconsin Investment Board | 0.00% | New | 2,645 | $259K |
| Cibc World Markets Corp. | 0.00% | New | 2,589 | $254K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 2,587 | $253K |
| &partners | 0.00% | New | 2,335 | $239K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.1% | 2,311 | $226K |
| Tectonic Advisors LLC | 0.01% | New | 2,307 | $226K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 2,299 | $225K |
| Argent Trust Co | 0.01% | New | 2,248 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 2,239 | $219K |
| MML Investors Services, LLC | 0.00% | New | 2,229 | $218K |
| Cornercap Investment Counsel Inc. | 0.07% | Reduce -46.2% | 2,092 | $205K |
| Longboard Asset Management, LP | 0.54% | — | 2,064 | $202K |
| Handelsbanken Fonder AB | 0.00% | New | 2,064 | $202K |
| Bessemer Group Inc. | 0.00% | Add +145.2% | 1,714 | $168K |
| USA Financial Formulas | 0.02% | New | 1,317 | $129K |
| KBC Group NV | 0.00% | Add +39.0% | 1,309 | $128K |
| US Bancorp \de | 0.00% | Reduce -45.3% | 1,275 | $125K |
| Covestor Ltd | 0.07% | Reduce -2.4% | 1,169 | $115K |
| Allworth Financial LP | 0.00% | No change | 815 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.5% | 815 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 762 | $75K |
| Quadrant Capital Group LLC | 0.00% | No change | 715 | $70K |
| Smartleaf Asset Management LLC | 0.01% | Add +250.8% | 656 | $64K |
| Acadian Asset Management LLC | 0.00% | No change | 554 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 481 | $47K |
| Point72 (DIFC) Ltd | 0.00% | New | 458 | $45K |
| Cwm, LLC | 0.00% | Add +17.1% | 453 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.0% | 410 | $40K |
| GAMMA Investing LLC | 0.00% | Add +33.2% | 385 | $38K |
| Kestra Investment Management, LLC | 0.00% | New | 318 | $31K |
| Ridgewood Investments LLC | 0.01% | No change | 300 | $29K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 300 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.1% | 265 | $26K |
| Spire Wealth Management | 0.00% | No change | 225 | $22K |
| MAI Capital Management | 0.00% | New | 200 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $20K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.7% | 187 | $18K |
| Exchange Traded Concepts, LLC | 0.00% | New | 167 | $16K |
| Smithfield Trust Co | 0.00% | New | 127 | $13K |
| Fifth Third Bancorp | 0.00% | Add +5.2% | 121 | $12K |
| Arax Advisory Partners | 0.00% | Reduce -8.9% | 112 | $11K |
| Red Tortoise LLC | 0.01% | No change | 109 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 109 | $11K |
| National Bank of Canada | 0.00% | New | 109 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Add +300.0% | 108 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 102 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 88 | $9K |
| Key Financial Inc | 0.00% | No change | 88 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 69 | $7K |
| Signaturefd, LLC | 0.00% | No change | 69 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 65 | $6K |
| Lindbrook Capital, LLC | 0.00% | Reduce -4.6% | 62 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | New | 61 | $6K |
| Huntington National Bank | 0.00% | Reduce -93.0% | 41 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.6% | 40 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 37 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +0.0% | 36 | $4K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 35 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 28 | $3K |
| Larson Financial Group LLC | 0.00% | Add +833.3% | 28 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 24 | $2K |
| Lanark Financial, Inc. | 0.21% | — | 23 | $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 |
| JFS Wealth Advisors, LLC | 0.00% | Add +36.4% | 15 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 15 | $1K |
| Hemington Wealth Management | 0.00% | Add +38.5% | 18 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 14 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 9 | $882 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 8 | $784 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $784 |
| SJS Investment Consulting Inc. | 0.00% | Add +25.0% | 5 | $490 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +66.7% | 5 | $490 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $294 |
| Abound Wealth Management | 0.00% | No change | 2 | $196 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $196 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $98 |
| IFP Advisors, Inc | 0.00% | New | 1 | $98 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $98 |
"% of holder's portfolio" is SNEX's weight in each manager's 13F, not the share of Stonex Group Inc. the manager owns.