Stonex GroupSNEX

13F holders, Q4 2025 (December 31)
362holders −7
42new positions
53sold out
4famous investors
$95.20avg. 13F price*

At the end of Q4 2025, 362 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, down 7 from Q3 2025. 42 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($665.3M), Vanguard Group Inc. ($383.5M) and T. Rowe Price Associates Inc. ($271.3M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$62.5M
Exits53$42.8M

All 13F filers, Q3 2025 → Q4 2025: 3,384,945 shares bought and 2,127,915 shares sold, net +1,257,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

BlackRock, Inc. 0.01% Add +4.9% 6,993,155 $665.3M
Vanguard Group Inc. 0.01% Add +0.3% 4,031,545 $383.5M
T. Rowe Price Associates Inc. 0.03% Add +18.2% 2,851,468 $271.3M
American Century Companies Inc. 0.10% Reduce -5.4% 2,040,126 $194.1M
State Street Corp. 0.01% Add +0.3% 1,829,897 $174.1M
T. Rowe Price Investment Management, Inc. 0.09% Add +24.4% 1,499,292 $142.6M
Dimensional Fund Advisors LP 0.03% Reduce -1.0% 1,403,302 $133.5M
AltraVue Capital, LLC 10.28% Reduce -0.2% 1,311,632 $124.8M
Geode Capital Management, LLC 0.01% Add +6.5% 1,212,568 $115.4M
Van Berkom & Associates Inc. 3.14% Reduce -4.7% 1,143,509 $108.8M
Ameriprise Financial Inc. 0.02% Add +15.5% 1,087,427 $103.4M
JPMorgan Chase & Co. 0.00% Reduce -3.0% 735,933 $70.0M
Punch & Associates Investment Management, Inc. 3.97% Reduce -0.4% 707,835 $67.3M
Morgan Stanley 0.00% Add +9.1% 656,791 $62.5M
Invesco Ltd. 0.01% Add +13.1% 611,966 $58.2M
Rockefeller Capital Management L.P. 0.10% Reduce -23.9% 610,633 $58.1M
Boston Partners 0.06% Add +41.8% 592,635 $57.1M
Northern Trust Corp. 0.01% Add +8.3% 566,644 $53.9M
Charles Schwab Investment Management Inc. 0.01% Add +5.3% 536,666 $51.1M
Hennessy Advisors Inc. 1.73% Reduce -5.4% 513,300 $48.8M
Driehaus Capital Management LLC 0.31% Add +14.2% 483,833 $46.0M
Nine Ten Capital Management LLC 11.97% Reduce -4.8% 397,486 $37.8M
Goldman Sachs Group Inc. 0.01% Add +141.6% 387,274 $36.8M
Champlain Investment Partners, LLC 0.36% Reduce -33.6% 368,949 $35.1M
Ashford Capital Management Inc. 3.16% Reduce -4.8% 298,329 $28.4M
Principal Financial Group Inc. 0.01% Add +8.3% 291,861 $27.8M
Bank of New York Mellon Corp 0.00% Reduce -7.8% 276,811 $26.3M
Perpetual Ltd 0.37% Reduce -26.3% 270,886 $25.8M
Nuveen, LLC 0.01% Add +1.4% 269,803 $25.7M
Tidal Investments LLC 0.11% Reduce -4.3% 269,198 $25.6M
Motley Fool Asset Management LLC 0.96% Reduce -5.6% 259,961 $24.7M
Woodmont Investment Counsel LLC 1.39% Add +2.5% 233,774 $22.2M
Norges Bank 0.00% — 233,020 $22.2M
Bank of America Corp. 0.00% Add +38.5% 215,387 $20.5M
Public Sector Pension Investment Board 0.07% Reduce -33.9% 202,802 $19.3M
Allspring Global Investments Holdings, LLC 0.03% Add +21.6% 191,030 $18.6M
FMR LLC 0.00% Add +36.5% 184,796 $17.6M
UBS Group AG 0.00% Reduce -25.5% 183,050 $17.4M
Aberdeen Group plc 0.02% Reduce -15.1% 167,842 $16.0M
Private Capital Management, LLC 1.51% Reduce -0.7% 167,186 $15.9M
Bessemer Group Inc. 0.02% Add +1562.1% 164,249 $15.6M
TD Asset Management Inc 0.01% Add +13.9% 161,394 $15.4M
Raymond James Financial Inc. 0.00% Reduce -22.8% 156,113 $15.2M
Motley Fool Wealth Management, LLC 1.17% Reduce -13.6% 158,516 $15.1M
Segall Bryant & Hamill, LLC 0.20% New 157,839 $15.0M
Mariner, LLC 0.02% Reduce -4.1% 156,037 $14.8M
Public Employees Retirement Association of Colorado 0.05% No change 155,729 $14.8M
New York State Common Retirement Fund 0.02% Reduce -0.1% 145,065 $13.8M
Phocas Financial Corp. 1.69% Reduce -0.3% 136,202 $13.0M
Rhumbline Advisers 0.01% Reduce -5.6% 130,966 $12.5M
Deutsche Bank AG 0.00% Add +12.6% 127,419 $12.1M
Loomis Sayles & Co. L P 0.01% Reduce -13.0% 127,168 $12.1M
Envestnet Asset Management Inc. 0.00% Reduce -2.5% 125,594 $11.9M
12th Street Asset Management Company, LLC 1.95% Add +0.3% 124,321 $11.8M
Legato Capital Management LLC 1.00% No change 122,633 $11.7M
Legal & General Group Plc 0.00% Reduce -4.3% 115,731 $11.0M
Man Group plc 0.02% Add +34.7% 109,035 $10.4M
BNP Paribas Financial Markets 0.01% Reduce -30.2% 103,536 $9.8M
Royce & Associates LP 0.10% Reduce -10.0% 100,367 $9.5M
Wells Fargo & Company 0.00% Add +58.1% 98,788 $9.4M
Citigroup Inc. 0.01% Add +11.4% 94,082 $9.0M
Hiddenite Capital Partners LP 4.41% No change 88,926 $8.5M
Swiss National Bank 0.01% Add +2.5% 87,475 $8.3M
Harbor Capital Advisors, Inc. 0.63% Reduce -8.7% 85,740 $8.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 83,164 $7.9M
Barclays PLC 0.00% Add +15.8% 78,178 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.3% 77,367 $7.4M
Blair William & Co. 0.02% Add +3.1% 75,947 $7.2M
Marshall Wace, LLP 0.01% Add +101.3% 72,115 $6.9M
Polar Capital Holdings Plc 0.03% New 71,055 $6.8M
CSM Advisors, LLC 0.17% Reduce -21.1% 64,891 $6.2M
Jefferson Bridge Capital, LLC 6.12% — 63,940 $6.1M
Ibex Wealth Advisors 0.57% Add +18.8% 61,407 $5.8M
SG Americas Securities, LLC 0.01% Add +2105.8% 59,005 $5.6M
Chatham Capital Group, Inc. 0.77% Add +0.8% 57,142 $5.4M
D. E. Shaw & Co. 0.00% Add +151.3% 56,773 $5.4M
Alliancebernstein L.P. 0.00% Add +7.8% 56,642 $5.4M
Prudential Financial Inc. 0.01% Reduce -5.7% 53,836 $5.1M
Franklin Resources Inc. 0.00% Reduce -1.8% 53,016 $5.0M
Squarepoint Ops LLC 0.01% No change 52,500 $5.0M
LPL Financial LLC 0.00% Add +0.7% 52,346 $5.0M
Russell Investments Group, Ltd. 0.01% Reduce -9.5% 50,706 $4.8M
Burney Co./ 0.15% New 49,819 $4.7M
Peregrine Capital Management LLC 0.14% New 49,525 $4.7M
Janus Henderson Group PLC 0.00% Reduce -72.4% 48,571 $4.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +31.7% 46,924 $4.5M
Aubrey Capital Management Ltd 1.61% No change 43,100 $4.1M
Millennium Management 0.00% New 41,938 $4.0M
California State Teachers Retirement System 0.00% Add +0.5% 41,816 $4.0M
2Xideas AG 1.11% New 41,639 $4.0M
LRT Capital Management, LLC 3.34% Reduce -11.0% 41,039 $3.9M
Harvest Investment Services, LLC 0.71% Add +33.9% 39,522 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.4% 39,400 $3.7M
Millington Financial Advisors, LLC 1.63% Add +3.4% 30,583 $3.7M
New York State Teachers Retirement System 0.01% Add +2.5% 38,691 $3.7M
Royal Bank of Canada 0.00% Reduce -33.5% 37,949 $3.6M
Credit Agricole S A 0.01% No change 37,299 $3.5M
Sei Investments Co. 0.00% Add +188.0% 35,324 $3.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +9.2% 34,651 $3.3M
OP Asset Management Ltd 0.04% No change 34,536 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -16.9% 32,862 $3.1M
Orion Porfolio Solutions, LLC 0.02% Add +8.8% 32,453 $3.1M
AQR Capital Management 0.00% Reduce -1.0% 32,001 $3.0M
Martingale Asset Management L P 0.08% Reduce -2.0% 31,321 $3.0M
Leuthold Group, LLC 0.31% Add +834.0% 30,487 $2.9M
Riverwater Partners LLC 1.08% No change 29,308 $2.8M
National Philanthropic Trust 0.03% Add +82.4% 29,062 $2.8M
Candriam S.C.A. 0.01% New 28,398 $2.7M
MidFirst Bank 0.21% — 28,125 $2.7M
MetLife Investment Management, LLC 0.01% Add +2.0% 27,002 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -5.5% 26,408 $2.5M
State of Alaska, Department of Revenue 0.03% Add +1.4% 25,771 $2.5M
State of New Jersey Common Pension Fund D 0.01% Add +14.3% 25,339 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +0.7% 24,727 $2.4M
Creative Planning 0.00% Reduce -13.5% 24,426 $2.3M
Natixis Advisors, LLC 0.00% Reduce -20.3% 24,064 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -46.4% 23,692 $2.3M
Intech Investment Management LLC 0.02% Reduce -32.7% 23,529 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -2.8% 23,514 $2.2M
Exchange Traded Concepts, LLC 0.02% Add +20.9% 23,500 $2.2M
Zacks Investment Management 0.02% Reduce -10.3% 23,345 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.7% 22,786 $2.2M
Tweedy, Browne Co LLC 0.17% Add +16.7% 22,676 $2.2M
Horizon Investments, LLC 0.03% Add +2.6% 22,166 $2.1M
Louisiana State Employees Retirement System 0.03% No change 21,300 $2.0M
Canada Pension Plan Investment Board 0.00% New 20,900 $2.0M
Atria Investments, Inc 0.02% Add +4.8% 20,499 $2.0M
Voya Investment Management LLC 0.00% Add +30.3% 19,967 $1.9M
MRP Capital Investments, LLC 1.59% Reduce -18.9% 19,881 $1.9M
O'Brien Greene & Co. Inc 0.55% No change 19,650 $1.9M
Csenge Advisory Group 0.08% Add +5.9% 18,282 $1.7M
Florida Financial Advisors, LLC 0.47% Add +20.5% 18,248 $1.7M
Pathstone Holdings, LLC 0.01% Add +208.5% 18,050 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -16.4% 17,912 $1.7M
One Capital Management, LLC 0.05% Add +42.2% 17,885 $1.7M
Future Fund LLC 0.54% Add +42.6% 17,770 $1.7M
Cetera Investment Advisers 0.00% Reduce -31.4% 17,562 $1.7M
ExodusPoint Capital Management, LP 0.02% New 15,439 $1.5M
Ancora Advisors LLC 0.03% No change 15,308 $1.5M
Trust Co. of Vermont 0.06% No change 14,736 $1.4M
Hussman Strategic Advisors, Inc. 0.34% No change 14,700 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -12.0% 12,707 $1.3M
Harbour Capital Advisors, LLC 0.27% Reduce -6.1% 13,654 $1.3M
STRS Ohio 0.00% No change 13,900 $1.3M
Amalgamated Bank 0.01% Add +2.1% 13,570 $1.3M
Focus Partners Wealth 0.00% Add +9.3% 12,917 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 12,898 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.0% 12,877 $1.2M
Guggenheim Capital LLC 0.01% New 12,635 $1.2M
State of Wisconsin Investment Board 0.00% Reduce -15.8% 12,473 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +31.2% 12,457 $1.2M
Victory Capital Management Inc. 0.00% Reduce -74.2% 12,391 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -19.5% 10,405 $1.2M
Arizona State Retirement System 0.01% Reduce -5.9% 12,236 $1.2M
First Trust Advisors LP 0.00% Reduce -8.9% 12,184 $1.2M
Handelsbanken Fonder AB 0.00% Add +46.0% 11,746 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 11,535 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.8% 11,495 $1.1M
Stifel Financial Corp. 0.00% Add +3.2% 11,375 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.7% 11,349 $1.1M
Verition Fund Management LLC 0.01% Reduce -49.1% 11,200 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 11,116 $1.1M
Comerica Bank 0.00% Reduce -21.2% 10,971 $1.0M
HSBC Holdings PLC 0.00% New 10,783 $1.0M
Oregon Public Employees Retirement Fund 0.01% Add +1.9% 10,650 $1.0M
Yorktown Management & Research Co Inc 0.80% No change 10,500 $999K
MML Investors Services, LLC 0.00% Add +49.8% 9,913 $943K
Cornerstone Investment Partners, LLC 0.04% Add +0.5% 9,831 $935K
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.2% 9,813 $934K
Vestcor Inc 0.03% Add +18.0% 9,698 $923K
ProShare Advisors LLC 0.00% Add +9.6% 9,499 $904K
KLP Kapitalforvaltning As 0.00% No change 9,450 $899K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.7% 8,731 $897K
Sheets Smith Wealth Management 0.09% No change 9,087 $864K
Citadel Advisors 0.00% Add +97.4% 8,889 $846K
SummerHaven Investment Management, LLC 0.48% No change 8,813 $838K
BTC Capital Management, Inc. 0.06% Add +12.6% 8,657 $824K
Navellier & Associates Inc. 0.09% Reduce -23.3% 8,198 $780K
Captrust Financial Advisors 0.00% Add +5.1% 8,179 $778K
Simplicity Wealth,LLC 0.05% Reduce -3.0% 8,174 $778K
Mercer Global Advisors Inc. 0.00% Reduce -8.0% 8,074 $768K
Susquehanna International Group, LLP 0.00% Reduce -47.4% 8,071 $768K
Laurion Capital Management LP 0.05% New 7,947 $756K
Liberty One Investment Management, LLC 0.10% New 7,938 $755K
Diversified Trust Co. 0.01% Reduce -22.7% 7,895 $751K
Dupont Capital Management Corp. 0.08% No change 7,657 $728K
Compound Planning, Inc. 0.02% Reduce -14.8% 7,505 $714K
Armistice Capital, LLC 0.02% New 7,189 $684K
Pictet Asset Management Holding SA 0.00% Add +15.8% 7,110 $676K
Jennison Associates LLC 0.00% Reduce -0.4% 6,972 $663K
Maryland State Retirement & Pension System 0.01% Add +2.2% 6,818 $649K
XTX Topco Ltd 0.02% New 6,662 $634K
Quantinno Capital Management LP 0.00% Add +65.1% 6,615 $629K
Vestmark Advisory Solutions, Inc. 0.01% New 6,394 $608K
Amundi 0.00% Reduce -22.4% 6,319 $601K
Infrastructure Capital Advisors, LLC 0.10% Reduce -9.7% 6,215 $591K
Quantbot Technologies LP 0.02% Reduce -4.9% 6,150 $585K
Thrive Capital Management, LLC 0.13% No change 6,078 $578K
Quadrant Capital Group LLC 0.02% Reduce -0.3% 5,904 $562K
Voleon Capital Management LP 0.01% New 5,390 $513K
D.A. Davidson & Co. 0.00% No change 5,343 $508K
Bokf, NA 0.01% Reduce -0.6% 5,335 $508K
Mutual of America Capital Management LLC 0.01% Add +2.0% 5,308 $505K
Mirabella Financial Services LLP 0.05% New 5,197 $494K
Catalyst Capital Advisors LLC 0.01% No change 5,174 $492K
&partners 0.00% Add +6.2% 5,053 $481K
Two Sigma Securities, LLC 0.06% New 4,938 $470K
NewEdge Advisors, LLC 0.00% Reduce -5.8% 4,921 $468K
Bank of Montreal 0.00% Reduce -1.3% 4,831 $460K
Maridea Wealth Management LLC 0.07% Add +4.5% 4,730 $450K
HighTower Advisors, LLC 0.00% Reduce -62.0% 4,555 $433K
Sequoia Financial Advisors, LLC 0.00% Add +31.1% 4,376 $416K
Sawgrass Asset Management LLC 0.05% Reduce -8.5% 4,333 $412K
Equitable Trust Co. 0.02% No change 4,291 $408K
NorthCrest Asset Manangement, LLC 0.01% New 4,011 $408K
Lido Advisors, LLC 0.00% Add +3.2% 4,050 $403K
Belpointe Asset Management LLC 0.01% Reduce -1.8% 4,191 $399K
Smith Shellnut Wilson LLC 0.15% No change 4,146 $394K
Swiss Life Asset Management Ltd 0.00% Add +98.8% 4,138 $394K
Evergreen Capital Management LLC 0.01% Reduce -16.9% 4,106 $391K
Ameritas Investment Partners, Inc. 0.01% Add +3.6% 3,979 $379K
BayBridge Capital Group, LLC 0.23% Reduce -0.2% 3,958 $377K
Cadent Capital Advisors, LLC 0.10% No change 3,880 $369K
Xponance LLC 0.00% Add +6.8% 3,872 $368K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -90.2% 3,796 $361K
Baird Financial Group, Inc. 0.00% No change 3,768 $358K
Commonwealth Equity Services, LLC 0.00% Reduce -94.9% 3,687 $351K
Solidarity Wealth, LLC 0.07% New 3,678 $350K
Truist Financial Corp. 0.00% New 3,526 $335K
Advisory Services Network, LLC 0.00% Reduce -39.3% 3,509 $334K
Ethic Inc. 0.01% Reduce -27.1% 3,400 $323K
Oxford Financial Group, LTD. LLC 0.02% Reduce -19.8% 3,384 $322K
Argent Trust Co 0.01% No change 3,372 $321K
Crossmark Global Holdings, Inc. 0.00% Reduce -12.4% 3,356 $319K
Tower Research Capital LLC (TRC) 0.01% Add +85.0% 3,354 $319K
Cibc World Markets Corp. 0.00% — 3,243 $309K
Swmg, LLC 0.08% Reduce -4.2% 2,421 $292K
Corient Private Wealth LP 0.00% Add +5.8% 2,993 $285K
Equitable Holdings, Inc. 0.00% Reduce -20.1% 2,966 $282K
Mackenzie Financial Corp. 0.00% Add +1.5% 2,878 $280K
Anb Bank 0.11% Add +0.9% 2,901 $276K
Choreo, LLC 0.00% Add +4.5% 2,764 $270K
Farther Finance Advisors, LLC 0.00% Reduce -30.5% 2,793 $266K
Vise Technologies, Inc. 0.01% Add +20.2% 2,674 $254K
Summit Global Investments 0.01% New 2,613 $249K
Stelac Advisory Services LLC 0.09% No change 2,560 $244K
Wolverine Asset Management LLC 0.01% New 2,519 $240K
Tectonic Advisors LLC 0.01% Add +3.5% 2,495 $237K
Forum Financial Management, LP 0.00% No change 2,489 $237K
Aquatic Capital Management LLC 0.01% New 2,395 $228K
Ensign Peak Advisors, Inc 0.00% Reduce -74.3% 2,385 $227K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -83.2% 2,333 $222K
Van Diest Capital, LLC 0.33% — 2,291 $218K
Landscape Capital Management, L.L.C. 0.01% No change 2,235 $213K
New Age Alpha Advisors, LLC 0.01% Reduce -94.3% 2,216 $211K
Keating Financial Advisory Services, Inc. 0.03% — 2,215 $211K
Kestra Advisory Services, LLC 0.00% Reduce -34.4% 2,184 $208K
Profund Advisors LLC 0.01% Add +2.2% 2,132 $203K
Harbour Investments, Inc. 0.00% Add +1136.2% 2,015 $192K
State of Wyoming 0.02% Reduce -44.3% 1,998 $190K
IFP Advisors, Inc 0.00% Reduce -13.8% 1,929 $184K
HM Payson & Co. 0.00% No change 1,800 $171K
Covestor Ltd 0.08% Reduce -30.6% 1,663 $159K
Simplex Trading, LLC 0.00% Add +442.1% 1,637 $156K
US Bancorp \de 0.00% Reduce -1.4% 1,532 $146K
Jones Financial Companies LLLP 0.00% Reduce -38.6% 1,518 $144K
Parkside Financial Bank & Trust 0.01% Add +18.5% 1,432 $136K
CIBC Private Wealth Group LLC 0.00% Add +0.9% 1,280 $122K
Allworth Financial LP 0.00% Reduce -2.2% 1,265 $120K
KBC Group NV 0.00% No change 1,249 $119K
Clearstead Advisors, LLC 0.00% Add +203.0% 1,121 $107K
GAMMA Investing LLC 0.01% Add +5.4% 1,119 $106K
Public Employees Retirement System of Ohio 0.00% Add +22.3% 1,119 $106K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,108 $105K
AlphaQuest LLC 0.01% Add +291.8% 1,101 $105K
Key Financial Inc 0.02% Add +608.3% 935 $89K
Cwm, LLC 0.00% Reduce -7.6% 851 $81K
Smartleaf Asset Management LLC 0.00% Add +1.7% 760 $74K
Larson Financial Group LLC 0.00% Reduce -26.5% 703 $67K
Signature Equity Partners, LLC 0.03% — 647 $62K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +42.7% 605 $58K
Nomura Asset Management Co. Ltd. 0.00% No change 590 $56K
EverSource Wealth Advisors, LLC 0.00% Add +167.0% 534 $51K
International Assets Investment Management, LLC 0.00% New 525 $50K
Nisa Investment Advisors, LLC 0.00% Reduce -16.3% 512 $49K
Transamerica Financial Advisors, LLC 0.00% Add +183.0% 433 $41K
Salomon & Ludwin, LLC 0.00% Add +5.2% 383 $39K
Los Angeles Capital Management LLC 0.00% Reduce -88.1% 376 $35K
Federated Hermes, Inc. 0.00% Reduce -34.9% 352 $33K
Basecamp Wealth Advisors LLC 0.01% — 342 $33K
Sterling Capital Management LLC 0.00% Add +188.3% 320 $30K
Cullen/Frost Bankers, Inc. 0.00% Add +15.9% 306 $29K
Tucker Asset Management LLC 0.01% Reduce -89.2% 303 $29K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $29K
UMB Bank, n.a. 0.00% Add +21.2% 280 $27K
Fifth Third Bancorp 0.00% Add +1.9% 274 $26K
Plante Moran Financial Advisors, LLC 0.00% New 260 $25K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 238 $23K
Private Trust Co. NA 0.00% Reduce -4.5% 232 $22K
Wilmington Savings Fund Society, FSB 0.00% Add +52.1% 213 $20K
Danske Bank A/S 0.00% No change 200 $19K
Versant Capital Management, Inc 0.00% Add +2.1% 198 $19K
Caitong International Asset Management Co., Ltd 0.00% New 196 $19K
Sound Income Strategies, LLC 0.00% New 168 $18K
Smithfield Trust Co 0.00% No change 189 $18K
Red Tortoise LLC 0.01% No change 163 $16K
Root Financial Partners, LLC 0.00% Add +8.1% 160 $15K
Hollencrest Capital Management 0.00% No change 153 $15K
Private Wealth Management Group, LLC 0.00% No change 132 $13K
Signaturefd, LLC 0.00% Reduce -13.9% 124 $12K
Optiver Holding B.V. 0.00% Reduce -42.5% 122 $12K
Kemnay Advisory Services Inc. 0.00% New 115 $11K
First Command Advisory Services, Inc. 0.00% No change 115 $11K
Geneos Wealth Management Inc. 0.00% No change 103 $10K
Greykasell Wealth Strategies, Inc. 0.00% No change 100 $10K
Atwood & Palmer Inc. 0.00% No change 100 $10K
SBI Securities Co., Ltd. 0.00% No change 100 $10K
Hantz Financial Services, Inc. 0.00% Add +82.7% 95 $9K
Wealth Preservation Advisors, LLC 0.00% No change 91 $9K
MPWM Advisory Solutions, LLC 0.00% New 90 $9K
Global Retirement Partners, LLC 0.00% Reduce -99.0% 68 $6K
Rothschild Investment LLC 0.00% Reduce -14.9% 63 $6K
C M Bidwell & Associates Ltd. 0.00% No change 62 $6K
Bell Investment Advisors, Inc 0.00% No change 59 $6K
Arax Advisory Partners 0.00% New 50 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 46 $4K
JFS Wealth Advisors, LLC 0.00% Add +22.2% 44 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 40 $4K
Colonial Trust Co / SC 0.00% No change 39 $4K
Bare Financial Services, Inc 0.00% Add +146.7% 37 $4K
Quarry LP 0.00% New 36 $3K
Golden State Wealth Management, LLC 0.00% No change 36 $3K
Blue Trust, Inc. 0.00% No change 32 $3K
Physician Wealth Advisors, Inc. 0.00% No change 29 $3K
Parallel Advisors, LLC 0.00% Reduce -27.5% 29 $3K
Farmers & Merchants Investments Inc. 0.00% No change 27 $3K
MAI Capital Management 0.00% Add +18.2% 26 $2K
Kilter Group LLC 0.00% New 24 $2K
Godfrey Financial Associates, Inc. 0.00% — 21 $2K
Picton Mahoney Asset Management 0.00% No change 21 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -73.1% 18 $2K
Brown Brothers Harriman & Co. 0.00% New 18 $2K
Bruce G. Allen Investments, LLC 0.00% Add +25.0% 15 $1K
SageView Advisory Group, LLC 0.00% New 15 $1K
Ankerstar Wealth, LLC 0.00% — 14 $1K
Rialto Wealth Management, LLC 0.00% Add +20.0% 12 $1K
Decker Retirement Planning Inc. 0.00% No change 10 $951
Fortitude Family Office, LLC 0.00% Reduce -37.5% 10 $951
True Wealth Design, LLC 0.00% Reduce -10.0% 9 $857
SouthState Bank Corp 0.00% No change 9 $857
DiNuzzo Private Wealth, Inc. 0.00% Reduce -36.4% 7 $666
Trust Co 0.00% New 6 $571
SJS Investment Consulting Inc. 0.00% No change 6 $571
Flagship Harbor Advisors, LLC 0.00% New 6 $571
Financial Consulate, Inc. 0.00% No change 5 $476
Bay Harbor Wealth Management, LLC 0.00% Add +66.7% 5 $475
Gilpin Wealth Management, LLC 0.00% — 4 $381
Abound Wealth Management 0.00% No change 3 $286
HFM Investment Advisors, LLC 0.00% Reduce -25.0% 3 $286
TD Capital Management LLC 0.00% New 3 $285
TFC Financial Management, Inc. 0.00% No change 1 $96
Hughes Financial Services, LLC 0.00% New 1 $95

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