Stonex GroupSNEX

13F holders, Q2 2025 (June 30)
349holders +36
60new positions
23sold out
6famous investors
$91.16avg. 13F price*

At the end of Q2 2025, 349 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 36 from Q1 2025. 60 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($586.6M), Vanguard Group Inc. ($272.8M) and American Century Companies Inc. ($214.4M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions60$127.1M
Exits23$38.9M

All 13F filers, Q1 2025 → Q2 2025: 3,923,429 shares bought and 2,990,271 shares sold, net +933,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 349 holders

BlackRock, Inc. 0.01% Reduce -2.2% 6,435,798 $586.6M
Vanguard Group Inc. 0.00% Add +3.9% 2,992,816 $272.8M
American Century Companies Inc. 0.12% Add +19.8% 2,352,849 $214.4M
State Street Corp. 0.01% Add +0.5% 1,755,298 $160.0M
Dimensional Fund Advisors LP 0.03% Reduce -14.3% 1,649,163 $150.3M
T. Rowe Price Associates Inc. 0.01% Add +77.2% 1,401,900 $127.8M
AltraVue Capital, LLC 10.42% Reduce -0.9% 1,301,972 $118.7M
Van Berkom & Associates Inc. 3.25% Reduce -15.0% 1,196,975 $109.1M
Geode Capital Management, LLC 0.01% Add +0.5% 1,093,388 $99.7M
Rockefeller Capital Management L.P. 0.18% Add +2.2% 908,471 $82.8M
Ameriprise Financial Inc. 0.02% Reduce -5.0% 868,276 $79.1M
Morgan Stanley 0.00% Add +18.3% 760,051 $69.3M
Punch & Associates Investment Management, Inc. 4.14% Reduce -13.9% 726,426 $66.2M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -7.1% 703,948 $64.2M
Perpetual Ltd 0.69% Reduce -23.8% 645,250 $58.8M
JPMorgan Chase & Co. 0.00% Add +71.9% 612,325 $55.8M
Northern Trust Corp. 0.01% Add +1.0% 515,898 $47.0M
Charles Schwab Investment Management Inc. 0.01% Add +7.5% 475,100 $43.3M
Invesco Ltd. 0.01% Reduce -17.4% 470,266 $42.9M
Champlain Investment Partners, LLC 0.29% Add +19.4% 456,150 $41.6M
Nine Ten Capital Management LLC 12.04% Reduce -13.4% 443,986 $40.5M
Boston Partners 0.04% Add +2.1% 417,459 $38.5M
Harbor Capital Advisors, Inc. 1.40% Reduce -7.7% 364,592 $33.2M
Ashford Capital Management Inc. 3.87% Reduce -16.1% 361,432 $32.9M
Goldentree Asset Management LP 3.19% New 357,152 $32.5M
Lord, Abbett & Co. LLC 0.10% Reduce -6.5% 318,785 $29.1M
Tidal Investments LLC 0.19% Add +16.4% 316,655 $28.9M
Bank of New York Mellon Corp 0.01% Add +3.6% 298,022 $27.2M
Motley Fool Asset Management LLC 1.21% Reduce -2.7% 288,934 $26.3M
Public Sector Pension Investment Board 0.11% Add +5.0% 274,861 $25.1M
Woodmont Investment Counsel LLC 1.61% Add +0.2% 267,225 $24.4M
Principal Financial Group Inc. 0.01% Add +8.6% 266,197 $24.3M
Private Capital Management, LLC 2.30% Reduce -10.6% 249,238 $22.7M
Motley Fool Wealth Management, LLC 1.13% Reduce -9.6% 205,716 $18.7M
Nuveen, LLC 0.01% Reduce -1.8% 203,845 $18.6M
Janus Henderson Group PLC 0.01% Add +14.2% 184,796 $16.8M
Raymond James Financial Inc. 0.01% Add +2.9% 181,047 $16.5M
Bank of America Corp. 0.00% Add +67.1% 180,463 $16.4M
Goldman Sachs Group Inc. 0.00% Reduce -25.2% 168,899 $15.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +52.7% 163,596 $14.9M
Mariner, LLC 0.02% Add +4.5% 163,578 $14.9M
Shell Asset Management Co. 0.49% Reduce -12.2% 154,596 $14.1M
Royce & Associates LP 0.14% Reduce -25.7% 152,166 $13.9M
Loomis Sayles & Co. L P 0.02% New 151,555 $13.8M
Citadel Advisors 0.01% Add +483.6% 146,430 $13.3M
BNP Paribas Financial Markets 0.01% Reduce -5.1% 145,468 $13.3M
New York State Common Retirement Fund 0.02% Reduce -16.6% 145,202 $13.2M
Allspring Global Investments Holdings, LLC 0.02% Add +15.1% 140,633 $12.8M
Wellington Management Group LLP 0.00% Reduce -30.9% 138,010 $12.6M
Rhumbline Advisers 0.01% Add +4.6% 135,069 $12.3M
Phocas Financial Corp. 1.75% Add +0.0% 133,613 $12.2M
Deutsche Bank AG 0.00% Reduce -3.2% 132,544 $12.1M
Susquehanna International Group, LLP 0.02% Add +62.5% 130,769 $11.9M
UBS Group AG 0.00% Add +6.1% 130,322 $11.9M
Driehaus Capital Management LLC 0.09% New 127,424 $11.6M
12th Street Asset Management Company, LLC 1.97% Reduce -4.3% 125,533 $11.4M
Envestnet Asset Management Inc. 0.00% Reduce -17.9% 123,106 $11.2M
Legato Capital Management LLC 1.33% Reduce -4.7% 122,633 $11.2M
Legal & General Group Plc 0.00% Add +3.4% 119,558 $10.9M
Hennessy Advisors Inc. 0.34% New 112,200 $10.2M
Qube Research & Technologies Ltd 0.01% Reduce -27.4% 106,954 $9.7M
Bares Capital Management, Inc. 0.88% Reduce -9.1% 99,902 $9.1M
TD Asset Management Inc 0.01% New 95,200 $8.7M
CSM Advisors, LLC 0.25% New 95,074 $8.7M
Barclays PLC 0.00% Add +63.2% 91,376 $8.3M
Tudor Investment Corporation 0.06% New 86,357 $7.9M
Swiss National Bank 0.00% Reduce -1.0% 82,675 $7.5M
Intrinsic Edge Capital Management LLC 1.12% Add +26.4% 81,500 $7.4M
LRT Capital Management, LLC 4.13% New 76,466 $7.0M
Citigroup Inc. 0.00% Add +0.6% 76,246 $6.9M
Wells Fargo & Company 0.00% Add +44.0% 70,486 $6.4M
Prudential Financial Inc. 0.01% Reduce -1.6% 69,909 $6.4M
Blair William & Co. 0.02% Add +2007.3% 69,541 $6.3M
Intech Investment Management LLC 0.06% Add +35.3% 69,194 $6.3M
Renaissance Technologies 0.01% Reduce -7.6% 58,665 $5.3M
Global IMC LLC 1.38% Reduce -0.0% 58,643 $5.3M
Royal Bank of Canada 0.00% Reduce -25.0% 58,170 $5.3M
Russell Investments Group, Ltd. 0.01% Add +101.1% 57,084 $5.2M
Chatham Capital Group, Inc. 0.77% Reduce -0.7% 55,547 $5.1M
Informed Momentum Co LLC 0.77% Add +4.0% 55,514 $5.1M
Franklin Resources Inc. 0.00% Add +70.0% 54,808 $5.0M
Panagora Asset Management Inc. 0.02% Add +2.0% 53,619 $4.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -15.2% 53,140 $4.8M
Victory Capital Management Inc. 0.00% Reduce -14.9% 53,096 $4.8M
Squarepoint Ops LLC 0.01% Reduce -2.4% 52,500 $4.8M
Alliancebernstein L.P. 0.00% Add +4.7% 50,977 $4.6M
Hiddenite Capital Partners LP 2.82% Add +8.9% 49,011 $4.5M
WINTON GROUP Ltd 0.22% Reduce -13.2% 47,760 $4.4M
Marshall Wace, LLP 0.00% Add +512.8% 45,043 $4.1M
AXA S.A. 0.01% Add +1502.6% 44,377 $4.0M
Thrivent Financial for Lutherans 0.01% Add +1.2% 43,561 $4.0M
California State Teachers Retirement System 0.00% Add +0.7% 42,956 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Add +11.2% 40,904 $3.7M
New Age Alpha Advisors, LLC 0.16% Reduce -7.7% 40,022 $3.6M
LPL Financial LLC 0.00% Add +1.5% 38,350 $3.5M
New York State Teachers Retirement System 0.01% Add +0.0% 37,749 $3.4M
Martingale Asset Management L P 0.08% Reduce -39.5% 36,319 $3.3M
Verition Fund Management LLC 0.02% New 34,955 $3.2M
OP Asset Management Ltd 0.05% Add +1.0% 34,536 $3.1M
Lanark Financial, Inc. 0.25% Add +1.0% 34,030 $3.1M
Millington Financial Advisors, LLC 1.42% Reduce -14.3% 29,405 $2.8M
Voloridge Investment Management, LLC 0.01% Reduce -81.6% 30,474 $2.8M
Walleye Capital LLC 0.03% Reduce -58.9% 30,008 $2.7M
Natixis Advisors, LLC 0.00% Add +11.9% 29,890 $2.7M
Riverwater Partners LLC 1.26% Reduce -32.2% 29,308 $2.7M
Janney Montgomery Scott LLC 0.01% Reduce -2.7% 29,216 $2.7M
HUB Investment Partners, LLC 0.09% No change 28,125 $2.6M
MetLife Investment Management, LLC 0.01% Add +10.8% 26,957 $2.5M
Jump Financial, LLC 0.03% New 26,766 $2.4M
State of Alaska, Department of Revenue 0.03% Add +7.9% 25,897 $2.4M
Cove Street Capital, LLC 3.45% Reduce -3.4% 25,760 $2.3M
MRP Capital Investments, LLC 1.60% Add +0.6% 25,530 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -36.7% 24,832 $2.3M
Quantbot Technologies LP 0.06% New 24,806 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 23,728 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -2.5% 23,039 $2.1M
AQR Capital Management 0.00% Reduce -64.9% 22,831 $2.1M
Algert Global LLC 0.04% No change 22,422 $2.0M
Creative Planning 0.00% Add +35.4% 22,335 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.8% 22,169 $2.0M
Convergence Investment Partners, LLC 0.51% Reduce -2.6% 22,144 $2.0M
Orion Porfolio Solutions, LLC 0.02% New 21,633 $2.0M
Louisiana State Employees Retirement System 0.03% Add +1.0% 20,300 $1.9M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -25.1% 19,983 $1.8M
O'Brien Greene & Co. Inc 0.59% Reduce -1.5% 19,650 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +50.1% 19,035 $1.7M
Atria Investments, Inc 0.02% Add +54.0% 18,263 $1.7M
National Philanthropic Trust 0.02% Reduce -9.5% 17,812 $1.6M
SG Americas Securities, LLC 0.01% Reduce -72.1% 17,798 $1.6M
Voya Investment Management LLC 0.00% Add +55.7% 17,710 $1.6M
Man Group plc 0.00% New 17,565 $1.6M
Sei Investments Co. 0.00% Reduce -85.2% 16,684 $1.5M
Cetera Investment Advisers 0.00% Add +3.3% 16,469 $1.5M
Two Sigma Investments, LP 0.00% New 16,392 $1.5M
Yousif Capital Management, LLC 0.02% Add +2.1% 16,380 $1.5M
Teacher Retirement System of Texas 0.01% Reduce -20.5% 16,366 $1.5M
Jacobs Levy Equity Management, Inc. 0.01% Add +93.2% 16,332 $1.5M
Harbour Capital Advisors, LLC 0.30% Reduce -0.3% 15,474 $1.4M
SummerHaven Investment Management, LLC 0.93% Add +1.1% 15,624 $1.4M
Comerica Bank 0.01% Add +3.1% 15,540 $1.4M
XTX Topco Ltd 0.06% New 15,411 $1.4M
Ancora Advisors LLC 0.03% Add +5.2% 15,308 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -6.5% 15,085 $1.4M
Twinbeech Capital LP 0.03% New 14,946 $1.4M
Trust Co. of Vermont 0.06% Reduce -7.7% 14,736 $1.3M
PDT Partners, LLC 0.07% Add +22.3% 13,660 $1.2M
STRS Ohio 0.00% Reduce -2.5% 13,600 $1.2M
Maryland State Retirement & Pension System 0.03% Add +1.5% 12,795 $1.2M
Arizona State Retirement System 0.01% Add +2.1% 12,622 $1.2M
Amalgamated Bank 0.01% Add +1.2% 12,329 $1.1M
Focus Partners Wealth 0.00% Add +0.1% 12,066 $1.1M
D. E. Shaw & Co. 0.00% New 11,844 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.1% 11,785 $1.1M
Captrust Financial Advisors 0.00% Reduce -10.5% 11,704 $1.1M
Stifel Financial Corp. 0.00% Add +9.1% 11,395 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +10.5% 11,177 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 11,143 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +1.3% 11,047 $1.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 10,998 $1.0M
Yorktown Management & Research Co Inc 0.91% No change 10,500 $957K
Hussman Strategic Advisors, Inc. 0.22% New 10,500 $957K
Florida Financial Advisors, LLC 0.23% New 10,418 $950K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.3% 10,082 $919K
ProShare Advisors LLC 0.00% Reduce -2.5% 10,062 $917K
Oregon Public Employees Retirement Fund 0.02% Reduce -31.0% 10,004 $912K
State of Tennessee, Department of Treasury 0.00% No change 9,723 $886K
First Trust Advisors LP 0.00% Reduce -60.9% 9,678 $882K
Exchange Traded Concepts, LLC 0.01% Add +176.9% 9,506 $866K
KLP Kapitalforvaltning As 0.00% Add +6.8% 9,450 $861K
Compound Planning, Inc. 0.03% Add +12.5% 9,094 $829K
Tower Research Capital LLC (TRC) 0.02% Add +931.6% 9,006 $821K
Navellier & Associates Inc. 0.10% Reduce -0.8% 8,964 $817K
Jennison Associates LLC 0.00% Reduce -10.6% 8,865 $808K
Cornerstone Investment Partners, LLC 0.04% Reduce -1.2% 8,852 $807K
Penserra Capital Management LLC 0.01% Reduce -46.0% 8,821 $803K
Sheets Smith Wealth Management 0.09% Add +2.1% 8,802 $802K
Bank of Montreal 0.00% Add +1.5% 8,640 $787K
Simplicity Wealth,LLC 0.03% Add +0.6% 8,591 $783K
Cynosure Group, LLC 0.09% Reduce -2.2% 8,415 $767K
Diversified Trust Co. 0.02% Add +12.9% 8,375 $763K
Millennium Management 0.00% New 8,363 $762K
Bessemer Group Inc. 0.00% Add +25.7% 8,253 $752K
One Capital Management, LLC 0.03% New 8,065 $735K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 7,816 $733K
Handelsbanken Fonder AB 0.00% Add +42.5% 8,046 $733K
Osaic Holdings, Inc. 0.00% Reduce -13.8% 8,004 $730K
Future Fund LLC 0.32% New 7,950 $725K
O'shaughnessy Asset Management, LLC 0.00% Add +11.4% 7,812 $712K
Amundi 0.00% Reduce -60.5% 7,091 $657K
Freedom Investment Management, Inc. 0.05% Reduce -5.2% 6,948 $633K
Hohimer Wealth Management, LLC 0.11% Reduce -3.3% 6,877 $627K
Public Employees Retirement Association of Colorado 0.00% No change 6,729 $613K
EntryPoint Capital, LLC 0.29% Add +57.6% 6,333 $577K
MML Investors Services, LLC 0.00% Add +47.1% 6,336 $577K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -49.0% 6,194 $565K
Dark Forest Capital Management LP 0.02% Add +7.3% 6,148 $560K
Pictet Asset Management Holding SA 0.00% Reduce -8.7% 6,137 $559K
Thrive Capital Management, LLC 0.17% Reduce -4.5% 6,078 $554K
Quadrant Capital Group LLC 0.02% Reduce -0.8% 5,922 $540K
Mercer Global Advisors Inc. 0.00% Reduce -13.6% 5,918 $539K
&partners 0.00% Reduce -2.6% 5,733 $526K
Equitable Trust Co. 0.03% Reduce -1.6% 5,716 $521K
Mutual of America Capital Management LLC 0.01% Reduce -10.3% 5,594 $510K
Cibc World Markets Corp. 0.00% Reduce -42.9% 5,571 $508K
BayBridge Capital Group, LLC 0.33% Add +2.0% 5,568 $507K
Infrastructure Capital Advisors, LLC 0.08% New 5,533 $504K
Concurrent Investment Advisors, LLC 0.01% Add +5.5% 5,471 $499K
Bokf, NA 0.01% Reduce -19.4% 5,378 $490K
D.A. Davidson & Co. 0.00% No change 5,343 $487K
Magnetar Financial LLC 0.00% New 5,285 $482K
Jane Street Group, LLC 0.00% Reduce -85.0% 5,247 $478K
Catalyst Capital Advisors LLC 0.01% Reduce -0.0% 5,174 $472K
BTC Capital Management, Inc. 0.04% Reduce -1.4% 5,047 $460K
HSBC Holdings PLC 0.00% Reduce -8.5% 4,911 $448K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -74.4% 4,869 $444K
Ethic Inc. 0.01% Add +63.8% 4,702 $430K
Koshinski Asset Management, Inc. 0.03% Reduce -14.1% 4,664 $425K
Ameritas Investment Partners, Inc. 0.01% Add +6.3% 4,617 $421K
Cadent Capital Advisors, LLC 0.14% Add +18.7% 4,605 $420K
Evergreen Capital Management LLC 0.01% Add +0.2% 4,273 $389K
Sawgrass Asset Management LLC 0.04% Reduce -10.1% 4,234 $386K
Oxford Financial Group, LTD. LLC 0.02% Add +2.4% 4,219 $385K
Engineers Gate Manager LP 0.00% New 4,134 $377K
Two Sigma Securities, LLC 0.05% New 4,115 $375K
Smith Shellnut Wilson LLC 0.16% No change 4,086 $372K
State of Wisconsin Investment Board 0.00% Reduce -34.9% 4,083 $372K
Commonwealth Equity Services, LLC 0.00% Add +34.9% 4,027 $367K
Lido Advisors, LLC 0.00% Reduce -17.9% 3,793 $346K
Crossmark Global Holdings, Inc. 0.01% Add +11.3% 3,731 $340K
Nomura Holdings Inc. 0.00% New 3,512 $320K
Xponance LLC 0.00% Reduce -2.5% 3,499 $319K
Los Angeles Capital Management LLC 0.00% Reduce -81.1% 3,481 $317K
Argent Trust Co 0.01% No change 3,372 $307K
Sequoia Financial Advisors, LLC 0.00% Add +0.5% 3,300 $301K
Advisory Services Network, LLC 0.00% New 3,065 $298K
Corient Private Wealth LP 0.00% New 3,140 $286K
FMR LLC 0.00% Reduce -95.8% 3,115 $284K
Belpointe Asset Management LLC 0.01% New 3,052 $278K
Anb Bank 0.12% Reduce -2.4% 2,961 $270K
Armistice Capital, LLC 0.01% New 2,956 $269K
HighTower Advisors, LLC 0.00% Add +4.4% 2,919 $266K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,924 $266K
CIBC Asset Management Inc 0.00% Reduce -18.4% 2,760 $252K
CFC Planning Co LLC 0.24% New 2,734 $249K
Pathstone Holdings, LLC 0.00% New 2,684 $245K
Mackenzie Financial Corp. 0.00% Reduce -25.9% 2,661 $243K
Covestor Ltd 0.14% Reduce -6.5% 2,621 $239K
Swmg, LLC 0.08% New 2,491 $236K
Stelac Advisory Services LLC 0.09% Reduce -0.0% 2,560 $233K
Forum Financial Management, LP 0.00% New 2,488 $227K
State of Wyoming 0.03% Reduce -51.4% 2,484 $226K
Yukon Wealth Management, Inc. 0.08% New 2,454 $224K
Neuberger Berman Group LLC 0.00% New 2,439 $222K
Tectonic Advisors LLC 0.01% New 2,357 $215K
Zacks Investment Management 0.00% Reduce -14.8% 2,339 $213K
Highland Capital Management, LLC 0.01% New 2,293 $209K
EP Wealth Advisors, LLC 0.00% New 2,250 $205K
Independent Financial Group, LLC 0.01% New 2,222 $203K
Vestcor Inc 0.01% Reduce -77.3% 1,910 $174K
US Bancorp \de 0.00% Reduce -0.2% 1,692 $154K
Farther Finance Advisors, LLC 0.00% Add +761.5% 1,654 $151K
USA Financial Formulas 0.02% Add +0.1% 1,433 $131K
Jones Financial Companies LLLP 0.00% Add +137.8% 1,417 $129K
Simplex Trading, LLC 0.00% Add +127.5% 1,415 $128K
HM Payson & Co. 0.00% No change 1,275 $116K
Parkside Financial Bank & Trust 0.01% Add +1.8% 1,265 $115K
KBC Group NV 0.00% Reduce -36.4% 1,249 $114K
Allworth Financial LP 0.00% Reduce -0.2% 1,242 $113K
GAMMA Investing LLC 0.01% Add +35.4% 1,005 $92K
Steward Partners Investment Advisory, LLC 0.00% Reduce -20.6% 995 $91K
Larson Financial Group LLC 0.00% Reduce -16.1% 976 $89K
IFP Advisors, Inc 0.00% Reduce -26.9% 542 $86K
Cwm, LLC 0.00% Add +6.7% 862 $79K
Public Employees Retirement System of Ohio 0.00% Add +37.8% 722 $66K
Smartleaf Asset Management LLC 0.01% Reduce -20.0% 657 $60K
Nomura Asset Management Co. Ltd. 0.00% No change 590 $54K
Nisa Investment Advisors, LLC 0.00% Add +1272.7% 453 $41K
Ridgewood Investments LLC 0.02% No change 450 $41K
Clearstead Advisors, LLC 0.00% New 450 $41K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 366 $33K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $27K
Fifth Third Bancorp 0.00% Reduce -0.8% 242 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -46.8% 238 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 238 $22K
Principal Securities, Inc. 0.00% New 218 $20K
Danske Bank A/S 0.00% New 200 $18K
Smithfield Trust Co 0.00% Reduce -1.1% 189 $18K
Versant Capital Management, Inc 0.00% No change 194 $18K
UMB Bank, n.a. 0.00% Add +26.4% 187 $17K
Twin Peaks Wealth Advisors, LLC 0.01% New 178 $16K
Red Tortoise LLC 0.01% No change 163 $15K
Harbour Investments, Inc. 0.00% No change 163 $15K
Matrix Trust Co 0.00% New 155 $14K
Hollencrest Capital Management 0.00% No change 153 $14K
Optiver Holding B.V. 0.00% No change 144 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +14000.0% 141 $13K
Signaturefd, LLC 0.00% Add +20.7% 140 $13K
Geneos Wealth Management Inc. 0.00% Add +32.0% 136 $12K
Private Wealth Management Group, LLC 0.00% No change 132 $12K
Key Financial Inc 0.00% No change 132 $12K
Rise Advisors, LLC 0.00% No change 127 $12K
Sterling Capital Management LLC 0.00% Reduce -84.4% 109 $10K
Greykasell Wealth Strategies, Inc. 0.00% No change 100 $9K
Atwood & Palmer Inc. 0.00% New 100 $9K
Wealth Preservation Advisors, LLC 0.01% No change 91 $8K
Rothschild Investment LLC 0.00% Add +54.2% 91 $8K
National Bank of Canada 0.00% Reduce -50.8% 89 $8K
Spire Wealth Management 0.00% Reduce -42.6% 85 $8K
Hemington Wealth Management 0.00% Add +23.9% 83 $7K
Brooklyn Investment Group 0.00% Add +60.9% 74 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -98.3% 69 $6K
Decker Retirement Planning Inc. 0.00% Reduce -99.8% 63 $6K
C M Bidwell & Associates Ltd. 0.00% Add +9.1% 60 $5K
Bell Investment Advisors, Inc 0.00% No change 59 $5K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -19.3% 46 $4K
Colonial Trust Co / SC 0.00% Reduce -16.4% 46 $4K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 36 $3K
SBI Securities Co., Ltd. 0.00% Reduce -7.7% 36 $3K
Blue Trust, Inc. 0.00% No change 36 $3K
Global Retirement Partners, LLC 0.00% — 35 $3K
Ameritas Advisory Services, LLC 0.00% New 33 $3K
MAI Capital Management 0.00% New 33 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 32 $3K
Parallel Advisors, LLC 0.00% Add +138.5% 31 $3K
Physician Wealth Advisors, Inc. 0.00% New 29 $3K
Farmers & Merchants Investments Inc. 0.00% No change 27 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 22 $2K
Hantz Financial Services, Inc. 0.00% Add +475.0% 23 $2K
Picton Mahoney Asset Management 0.00% No change 21 $2K
Clearstead Trust, LLC 0.00% New 19 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 18 $2K
Fortitude Family Office, LLC 0.00% New 16 $1K
Bare Financial Services, Inc 0.00% New 15 $1K
Bruce G. Allen Investments, LLC 0.00% No change 12 $1K
Private Trust Co. NA 0.00% New 11 $1K
True Wealth Design, LLC 0.00% No change 10 $912
Rialto Wealth Management, LLC 0.00% Add +42.9% 10 $912
SouthState Bank Corp 0.00% No change 9 $821
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 8 $730
Cornerstone Planning Group LLC 0.00% Add +100.0% 6 $582
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 6 $547
Huntington National Bank 0.00% Reduce -88.7% 6 $547
HFM Investment Advisors, LLC 0.00% Add +300.0% 4 $365
Abound Wealth Management 0.00% No change 3 $274
West Oak Capital, LLC 0.00% New 200 $182
Bay Harbor Wealth Management, LLC 0.00% New 2 $182
TFC Financial Management, Inc. 0.00% No change 1 $92
Parkworth Wealth Management, Inc. 0.00% No change 1 $91
AlphaQuest LLC 0.00% No change 1 $91

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