Stonex GroupSNEX

13F holders, Q1 2025 (March 31)
313holders +28
57new positions
31sold out
3famous investors
$76.39avg. 13F price*

At the end of Q1 2025, 313 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 28 from Q4 2024. 57 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($502.8M), Vanguard Group Inc. ($220.1M) and American Century Companies Inc. ($150.0M). 3 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Stonex Group Inc.
CUSIP
861896108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 238Q1 2024Q2 2024: 248Q2 2024Q3 2024: 258Q3 2024Q4 2024: 285Q4 2024Q1 2025: 313Q1 2025Q2 2025: 349Q2 2025Q3 2025: 369Q3 2025Q4 2025: 362Q4 2025Q1 2026: 389Q1 2026Q2 2026: 471Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions57$148.2M
Exits31$38.8M

All 13F filers, Q4 2024 → Q1 2025: 4,236,236 shares bought and 3,063,763 shares sold, net +1,172,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Reduce -1.4% 6,583,333 $502.8M
Vanguard Group Inc. 0.00% Add +0.8% 2,881,228 $220.1M
American Century Companies Inc. 0.09% Add +29.1% 1,963,717 $150.0M
Dimensional Fund Advisors LP 0.04% Reduce -5.5% 1,923,494 $146.9M
State Street Corp. 0.01% Reduce -1.1% 1,746,948 $133.4M
Van Berkom & Associates Inc. 3.46% Reduce -22.7% 1,408,659 $107.6M
AltraVue Capital, LLC 10.06% Reduce -3.8% 1,313,344 $100.3M
Geode Capital Management, LLC 0.01% Add +7.1% 1,088,334 $83.1M
Ameriprise Financial Inc. 0.02% Add +21.9% 914,212 $69.8M
Rockefeller Capital Management L.P. 0.17% Add +11.3% 889,184 $67.9M
Perpetual Ltd 0.78% New 846,804 $64.7M
Punch & Associates Investment Management, Inc. 4.29% Reduce -27.5% 843,524 $64.4M
T. Rowe Price Associates Inc. 0.01% Add +3.7% 790,972 $60.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -3.1% 757,633 $57.9M
Morgan Stanley 0.00% Add +3.3% 642,589 $49.1M
Invesco Ltd. 0.01% Add +2.2% 569,519 $43.5M
Nine Ten Capital Management LLC 14.61% Reduce -12.3% 512,486 $39.1M
Northern Trust Corp. 0.01% Add +1.5% 510,906 $39.0M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 441,977 $33.8M
Ashford Capital Management Inc. 4.24% Reduce -2.1% 430,653 $32.9M
Boston Partners 0.04% No change 408,667 $31.7M
Harbor Capital Advisors, Inc. 1.37% Reduce -17.2% 394,903 $30.2M
Champlain Investment Partners, LLC 0.21% Add +190.1% 381,924 $29.2M
JPMorgan Chase & Co. 0.00% Reduce -27.9% 356,244 $27.2M
Lord, Abbett & Co. LLC 0.10% New 340,937 $26.0M
Motley Fool Asset Management LLC 1.27% Add +45.5% 296,941 $22.7M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 287,633 $22.0M
Private Capital Management, LLC 2.38% Reduce -2.9% 278,818 $21.2M
Tidal Investments LLC 0.18% Add +7.3% 272,011 $20.8M
Woodmont Investment Counsel LLC 1.47% Add +38.8% 266,768 $20.4M
Public Sector Pension Investment Board 0.09% Add +146.7% 261,816 $20.0M
Principal Financial Group Inc. 0.01% Add +4.4% 245,147 $18.7M
Motley Fool Wealth Management, LLC 1.03% Reduce -8.3% 227,533 $17.4M
Goldman Sachs Group Inc. 0.00% Reduce -29.0% 225,711 $17.2M
Nuveen, LLC 0.00% — 207,587 $15.9M
Royce & Associates LP 0.17% Reduce -7.7% 204,877 $15.6M
Wellington Management Group LLP 0.00% Reduce -23.7% 199,616 $15.2M
Shell Asset Management Co. 0.64% Reduce -4.0% 176,025 $13.4M
Raymond James Financial Inc. 0.01% Add +11.8% 175,944 $13.4M
New York State Common Retirement Fund 0.02% Add +1.3% 174,072 $13.3M
Voloridge Investment Management, LLC 0.05% Reduce -12.6% 165,606 $12.6M
Janus Henderson Group PLC 0.01% Add +287.9% 161,829 $12.3M
Mariner, LLC 0.02% Reduce -1.1% 156,566 $12.0M
BNP Paribas Financial Markets 0.01% Add +5.2% 153,312 $11.7M
Envestnet Asset Management Inc. 0.00% Add +6.6% 150,027 $11.5M
Qube Research & Technologies Ltd 0.02% Reduce -13.0% 147,404 $11.3M
Deutsche Bank AG 0.00% Add +89.8% 136,932 $10.5M
Phocas Financial Corp. 1.56% Add +103.2% 133,596 $10.2M
12th Street Asset Management Company, LLC 1.71% Reduce -25.5% 131,146 $10.0M
Rhumbline Advisers 0.01% Reduce -2.7% 129,081 $9.9M
Legato Capital Management LLC 1.32% No change 128,713 $9.8M
UBS Group AG 0.00% Reduce -20.9% 122,798 $9.4M
Allspring Global Investments Holdings, LLC 0.02% Add +57.9% 122,159 $9.3M
Foundry Partners, LLC 0.48% Add +1.4% 118,834 $9.1M
Legal & General Group Plc 0.00% Reduce -2.3% 115,682 $8.8M
Sei Investments Co. 0.01% Add +56.2% 112,663 $8.6M
Bares Capital Management, Inc. 0.99% New 109,902 $8.4M
Brandywine Global Investment Management, LLC 0.06% Reduce -3.9% 109,159 $8.3M
Bank of America Corp. 0.00% Add +42.1% 108,023 $8.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.4% 107,125 $8.2M
Capitolis Liquid Global Markets LLC 0.06% New 84,900 $6.5M
Denali Advisors LLC 0.73% Reduce -24.5% 84,535 $6.5M
Swiss National Bank 0.00% Reduce -1.1% 83,475 $6.4M
Susquehanna International Group, LLP 0.01% Add +253.7% 80,491 $6.1M
Royal Bank of Canada 0.00% Add +52.6% 77,545 $5.9M
Citigroup Inc. 0.00% Add +1.8% 75,820 $5.8M
Bridgeway Capital Management, LLC 0.14% No change 75,292 $5.8M
FMR LLC 0.00% Reduce -74.9% 74,032 $5.7M
Walleye Capital LLC 0.07% Reduce -12.6% 72,966 $5.6M
Prudential Financial Inc. 0.01% Add +19.5% 71,068 $5.4M
AQR Capital Management 0.01% Reduce -45.5% 65,118 $5.0M
Intrinsic Edge Capital Management LLC 1.03% New 64,500 $4.9M
SG Americas Securities, LLC 0.02% New 63,799 $4.9M
Renaissance Technologies 0.01% Reduce -59.5% 63,521 $4.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -8.3% 62,682 $4.8M
Victory Capital Management Inc. 0.01% Add +226.9% 62,396 $4.8M
Martingale Asset Management L P 0.12% Reduce -12.3% 60,079 $4.6M
Global IMC LLC 1.22% New 58,663 $4.5M
Barclays PLC 0.00% Reduce -23.9% 56,001 $4.3M
Chatham Capital Group, Inc. 0.71% Add +2.8% 55,917 $4.3M
WINTON GROUP Ltd 0.26% New 55,017 $4.2M
Squarepoint Ops LLC 0.01% Add +382.6% 53,774 $4.1M
Informed Momentum Co LLC 0.70% New 53,352 $4.1M
Panagora Asset Management Inc. 0.02% Reduce -0.5% 52,568 $4.0M
Intech Investment Management LLC 0.04% Add +16.7% 51,146 $3.9M
Wells Fargo & Company 0.00% Add +48.4% 48,963 $3.7M
Alliancebernstein L.P. 0.00% Add +0.3% 48,700 $3.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +30.6% 46,200 $3.5M
Hiddenite Capital Partners LP 3.10% New 45,000 $3.4M
New Age Alpha Advisors, LLC 0.15% Reduce -22.3% 43,340 $3.3M
Riverwater Partners LLC 1.70% No change 43,249 $3.3M
Thrivent Financial for Lutherans 0.01% Add +30.9% 43,051 $3.3M
California State Teachers Retirement System 0.00% Add +6.5% 42,641 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +66.1% 39,209 $3.0M
LPL Financial LLC 0.00% Add +5.8% 37,777 $2.9M
Credit Agricole S A 0.01% Add +50.1% 37,299 $2.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -10.4% 36,795 $2.8M
Jane Street Group, LLC 0.00% Add +390.5% 34,982 $2.7M
Decker Retirement Planning Inc. 1.64% New 34,395 $2.6M
Alberta Investment Management Corp 0.02% New 34,293 $2.6M
OP Asset Management Ltd 0.04% — 34,197 $2.6M
Millington Financial Advisors, LLC 1.59% Add +0.3% 34,323 $2.6M
Lanark Financial, Inc. 0.22% — 33,681 $2.6M
Franklin Resources Inc. 0.00% Reduce -23.0% 32,234 $2.5M
Janney Montgomery Scott LLC 0.01% Reduce -3.0% 30,021 $2.3M
Russell Investments Group, Ltd. 0.00% Add +15.1% 28,386 $2.2M
HUB Investment Partners, LLC 0.09% No change 28,125 $2.1M
Natixis Advisors, LLC 0.00% Add +9.3% 26,702 $2.0M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -45.7% 26,695 $2.0M
Cove Street Capital, LLC 3.21% Reduce -10.7% 26,673 $2.0M
MRP Capital Investments, LLC 1.81% Reduce -2.7% 25,375 $1.9M
Citadel Advisors 0.00% Reduce -13.9% 25,093 $1.9M
First Trust Advisors LP 0.00% Reduce -42.7% 24,738 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 24,332 $1.9M
Manufacturers Life Insurance Company, The 0.00% Add +5.3% 24,104 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -0.3% 23,992 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -26.9% 23,799 $1.8M
Illinois Municipal Retirement Fund 0.03% Add +3.4% 23,622 $1.8M
Corebridge Financial, Inc. 0.01% Add +3.5% 22,903 $1.7M
Convergence Investment Partners, LLC 0.48% Reduce -34.0% 22,739 $1.7M
Algert Global LLC 0.04% Add +24.8% 22,422 $1.7M
Teacher Retirement System of Texas 0.01% Add +4.0% 20,578 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.2% 20,100 $1.5M
O'Brien Greene & Co. Inc 0.51% Reduce -13.1% 19,950 $1.5M
National Philanthropic Trust 0.02% Reduce -12.5% 19,687 $1.5M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +2.6% 19,000 $1.5M
Los Angeles Capital Management LLC 0.01% Add +46.3% 18,403 $1.4M
Amundi 0.00% Reduce -16.3% 17,951 $1.3M
Creative Planning 0.00% Add +85.6% 16,497 $1.3M
Penserra Capital Management LLC 0.02% New 16,324 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 16,135 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -0.1% 16,045 $1.2M
Trust Co. of Vermont 0.06% Add +12.7% 15,960 $1.2M
Cetera Investment Advisers 0.00% Add +86.6% 15,940 $1.2M
SummerHaven Investment Management, LLC 0.82% Add +1.3% 15,447 $1.2M
Harbour Capital Advisors, LLC 0.28% Reduce -0.9% 15,526 $1.2M
Comerica Bank 0.00% Add +0.4% 15,072 $1.2M
Ancora Advisors LLC 0.02% Reduce -26.2% 14,549 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +45.0% 14,495 $1.1M
STRS Ohio 0.00% Reduce -11.4% 13,950 $1.1M
Captrust Financial Advisors 0.00% Reduce -3.5% 13,075 $999K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.5% 12,681 $969K
Maryland State Retirement & Pension System 0.02% Reduce -11.6% 12,608 $963K
Teachers Retirement System of the State of Kentucky 0.01% No change 12,547 $958K
Arizona State Retirement System 0.01% Reduce -0.4% 12,367 $945K
Amalgamated Bank 0.01% Reduce -2.5% 12,179 $930K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 12,144 $928K
Focus Partners Wealth 0.00% Reduce -0.8% 12,060 $921K
Atria Investments, Inc 0.01% Reduce -12.3% 11,859 $906K
Voya Investment Management LLC 0.00% Reduce -7.9% 11,372 $869K
PDT Partners, LLC 0.06% Reduce -0.2% 11,170 $853K
State Board of Administration of Florida Retirement System 0.00% No change 11,143 $851K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 10,998 $840K
Navellier & Associates Inc. 0.12% Reduce -22.9% 9,034 $835K
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 10,910 $833K
Yorktown Management & Research Co Inc 0.87% Add +45.8% 10,500 $802K
Stifel Financial Corp. 0.00% New 10,449 $798K
ProShare Advisors LLC 0.00% Reduce -17.6% 10,323 $788K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +11.3% 10,114 $773K
Pinnacle Wealth Management, LLC 0.85% New 9,931 $759K
Schonfeld Strategic Advisors LLC 0.01% Add +37.8% 9,919 $758K
Jennison Associates LLC 0.00% New 9,911 $757K
Cibc World Markets Corp. 0.01% Add +151.0% 9,748 $745K
State of Tennessee, Department of Treasury 0.00% Reduce -46.9% 9,723 $743K
Police & Firemen's Retirement System of New Jersey 0.01% Add +8.4% 9,480 $724K
Osaic Holdings, Inc. 0.00% Add +1187.7% 9,291 $710K
Cornerstone Investment Partners, LLC 0.03% Add +31.0% 8,962 $685K
KLP Kapitalforvaltning As 0.00% No change 8,850 $676K
Sheets Smith Wealth Management 0.08% Add +4.6% 8,622 $659K
Cynosure Group, LLC 0.09% Add +79.8% 8,602 $657K
Simplicity Wealth,LLC 0.05% Reduce -24.5% 8,537 $652K
Bank of Montreal 0.00% Add +23.5% 8,512 $650K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -84.8% 8,455 $646K
Vestcor Inc 0.02% Reduce -39.5% 8,399 $642K
Compound Planning, Inc. 0.03% Add +35.8% 8,081 $617K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.1% 7,622 $582K
Diversified Trust Co. 0.01% Add +62.7% 7,420 $567K
Marshall Wace, LLP 0.00% New 7,350 $561K
Freedom Investment Management, Inc. 0.05% Reduce -26.1% 7,326 $560K
Hohimer Wealth Management, LLC 0.11% Reduce -30.3% 7,112 $543K
O'shaughnessy Asset Management, LLC 0.00% Add +48.4% 7,013 $536K
Mercer Global Advisors Inc. 0.00% Reduce -16.1% 6,853 $523K
Public Employees Retirement Association of Colorado 0.00% No change 6,729 $514K
Pictet Asset Management Holding SA 0.00% Add +21.8% 6,722 $513K
Bokf, NA 0.01% Reduce -26.3% 6,674 $510K
Bessemer Group Inc. 0.00% Add +155.4% 6,567 $502K
Thrive Capital Management, LLC 0.29% New 6,363 $486K
State of Wisconsin Investment Board 0.00% Add +58.2% 6,276 $479K
Mutual of America Capital Management LLC 0.01% Reduce -3.2% 6,238 $476K
Quadrant Capital Group LLC 0.02% Add +456.6% 5,970 $456K
&partners 0.00% Add +68.0% 5,885 $455K
NewEdge Advisors, LLC 0.00% New 5,880 $449K
Equitable Trust Co. 0.02% Reduce -26.8% 5,811 $444K
Dark Forest Capital Management LP 0.02% New 5,732 $438K
Handelsbanken Fonder AB 0.00% Add +82.4% 5,646 $431K
Nebula Research & Development LLC 0.04% Reduce -67.7% 5,568 $425K
BayBridge Capital Group, LLC 0.30% Reduce -37.8% 5,461 $417K
Koshinski Asset Management, Inc. 0.04% New 5,427 $415K
Kestra Private Wealth Services, LLC 0.01% New 5,420 $414K
D.A. Davidson & Co. 0.00% No change 5,343 $408K
HSBC Holdings PLC 0.00% Add +0.4% 5,366 $407K
Hancock Whitney Corp. 0.01% Add +14.5% 5,233 $400K
Concurrent Investment Advisors, LLC 0.01% New 5,186 $396K
Catalyst Capital Advisors LLC 0.01% New 5,175 $395K
BTC Capital Management, Inc. 0.04% Reduce -20.2% 5,121 $391K
State of Wyoming 0.05% Reduce -25.7% 5,113 $391K
Sawgrass Asset Management LLC 0.04% Reduce -10.1% 4,709 $360K
Lido Advisors, LLC 0.00% Reduce -3.7% 4,623 $353K
Ameritas Investment Partners, Inc. 0.01% No change 4,342 $332K
MML Investors Services, LLC 0.00% Add +28.8% 4,306 $329K
Evergreen Capital Management LLC 0.01% Add +1.8% 4,265 $326K
TD Waterhouse Canada Inc. 0.00% Add +4384.1% 4,103 $319K
Oxford Financial Group, LTD. LLC 0.02% New 4,119 $315K
Smith Shellnut Wilson LLC 0.14% No change 4,086 $312K
EntryPoint Capital, LLC 0.14% Reduce -51.6% 4,017 $307K
Cadent Capital Advisors, LLC 0.11% No change 3,880 $296K
Mackenzie Financial Corp. 0.00% Reduce -24.8% 3,591 $274K
Xponance LLC 0.00% New 3,588 $274K
Exchange Traded Concepts, LLC 0.00% Add +1270.5% 3,433 $262K
CIBC Asset Management Inc 0.00% New 3,383 $258K
Argent Trust Co 0.01% No change 3,372 $258K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.2% 3,351 $256K
Blair William & Co. 0.00% New 3,300 $252K
Sequoia Financial Advisors, LLC 0.00% New 3,285 $251K
Longboard Asset Management, LP 0.69% No change 3,096 $236K
Jefferies Financial Group Inc. 0.00% Reduce -94.5% 3,052 $233K
Anb Bank 0.10% New 3,033 $232K
Commonwealth Equity Services, LLC 0.00% New 2,986 $228K
Ethic Inc. 0.00% New 2,871 $220K
Covestor Ltd 0.14% Add +59.9% 2,804 $214K
HighTower Advisors, LLC 0.00% New 2,797 $214K
AXA S.A. 0.00% New 2,769 $211K
United Services Automobile Association 0.01% New 2,764 $210K
Zacks Investment Management 0.00% New 2,744 $210K
Stelac Advisory Services LLC 0.08% New 2,561 $196K
KBC Group NV 0.00% No change 1,963 $150K
US Bancorp \de 0.00% Reduce -11.4% 1,695 $129K
USA Financial Formulas 0.02% Reduce -27.6% 1,431 $109K
Allworth Financial LP 0.00% Add +1.8% 1,244 $107K
HM Payson & Co. 0.00% New 1,275 $97K
Steward Partners Investment Advisory, LLC 0.00% Add +9.6% 1,253 $96K
Parkside Financial Bank & Trust 0.01% Add +1.7% 1,243 $95K
Larson Financial Group LLC 0.00% Add +2671.4% 1,164 $89K
Tower Research Capital LLC (TRC) 0.00% Add +42.0% 873 $67K
Acadian Asset Management LLC 0.00% No change 831 $63K
Smartleaf Asset Management LLC 0.01% Reduce -16.6% 821 $62K
Cwm, LLC 0.00% Add +18.9% 808 $62K
GAMMA Investing LLC 0.00% Add +28.5% 742 $57K
IFP Advisors, Inc 0.00% Add +49366.7% 742 $57K
Sterling Capital Management LLC 0.00% Reduce -92.7% 697 $53K
Coldstream Capital Management Inc. 0.00% New 672 $51K
Simplex Trading, LLC 0.00% New 622 $47K
Jones Financial Companies LLLP 0.00% Add +112.5% 596 $45K
Nomura Asset Management Co. Ltd. 0.00% New 590 $45K
Public Employees Retirement System of Ohio 0.00% Reduce -95.2% 524 $40K
Ridgewood Investments LLC 0.02% No change 450 $34K
EverSource Wealth Advisors, LLC 0.00% Add +12.4% 447 $34K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $23K
Fifth Third Bancorp 0.00% Add +34.4% 244 $19K
Versant Capital Management, Inc 0.00% Add +361.9% 194 $15K
Farther Finance Advisors, LLC 0.00% Add +4166.7% 192 $15K
Smithfield Trust Co 0.00% Add +0.3% 191 $14K
National Bank of Canada 0.00% Add +10.7% 181 $14K
Red Tortoise LLC 0.01% Reduce -0.3% 163 $12K
Harbour Investments, Inc. 0.00% Reduce -0.3% 163 $12K
Hollencrest Capital Management 0.00% No change 153 $12K
Spire Wealth Management 0.00% Reduce -56.1% 148 $11K
UMB Bank, n.a. 0.00% Add +51.8% 148 $11K
Optiver Holding B.V. 0.00% New 144 $11K
Private Wealth Management Group, LLC 0.00% No change 132 $10K
Key Financial Inc 0.00% No change 132 $10K
Rise Advisors, LLC 0.00% New 127 $10K
First Horizon Advisors, Inc. 0.00% Reduce -25.3% 121 $9K
Signaturefd, LLC 0.00% Add +12.1% 116 $9K
Geneos Wealth Management Inc. 0.00% Reduce -0.5% 103 $8K
Greykasell Wealth Strategies, Inc. 0.00% New 100 $8K
Lindbrook Capital, LLC 0.00% Add +2.1% 95 $7K
Wealth Preservation Advisors, LLC 0.01% — 91 $7K
Hemington Wealth Management 0.00% Add +148.2% 67 $5K
Bell Investment Advisors, Inc 0.00% Reduce -1.7% 59 $5K
Rothschild Investment LLC 0.00% Add +12.4% 59 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 57 $4K
Colonial Trust Co / SC 0.00% Reduce -0.9% 55 $4K
C M Bidwell & Associates Ltd. 0.00% Add +1.9% 55 $4K
Huntington National Bank 0.00% Reduce -13.8% 53 $4K
Brooklyn Investment Group 0.00% New 46 $4K
SBI Securities Co., Ltd. 0.00% Add +8.3% 39 $3K
Blue Trust, Inc. 0.00% New 36 $3K
Nisa Investment Advisors, LLC 0.00% No change 33 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.6% 32 $2K
Aster Capital Management (DIFC) Ltd 0.00% New 20 $2K
JFS Wealth Advisors, LLC 0.00% Add +33.3% 30 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.3% 27 $2K
Picton Mahoney Asset Management 0.00% No change 21 $2K
High Note Wealth, LLC 0.00% New 25 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.2% 22 $2K
Stephens Consulting, LLC 0.00% New 15 $1K
Parallel Advisors, LLC 0.00% Reduce -3.7% 13 $993
Bruce G. Allen Investments, LLC 0.00% No change 12 $917
True Wealth Design, LLC 0.00% New 10 $764
SJS Investment Consulting Inc. 0.00% Add +33.3% 10 $764
SouthState Bank Corp 0.00% New 9 $688
Global Financial Private Client, LLC 0.00% Add +200.0% 9 $687
Rialto Wealth Management, LLC 0.00% New 7 $535
DiNuzzo Private Wealth, Inc. 0.00% Reduce -20.0% 6 $459
Cornerstone Planning Group LLC 0.00% New 3 $251
Abound Wealth Management 0.00% No change 3 $230
TFC Financial Management, Inc. 0.00% Reduce -33.3% 1 $77
HFM Investment Advisors, LLC 0.00% — 1 $77
Parkworth Wealth Management, Inc. 0.00% Reduce -33.3% 1 $76
Northwestern Mutual Wealth Management Co. 0.00% New 1 $76
AlphaQuest LLC 0.00% Reduce -100.0% 1 $76
Hantz Financial Services, Inc. 0.00% New 4 $0

"% of holder's portfolio" is SNEX's weight in each manager's 13F, not the share of Stonex Group Inc. the manager owns.