Stonex GroupSNEX
13F holders, Q1 2026 (March 31)389holders +27
58new positions
30sold out
5famous investors
$80.67avg. 13F price*
At the end of Q1 2026, 389 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 27 from Q4 2025. 58 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($888.2M), Vanguard Portfolio Management LLC ($301.7M) and T. Rowe Price Associates Inc. ($280.0M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $88.3M |
| Exits | 30 | $10.0M |
All 13F filers, Q4 2025 → Q1 2026: 20,127,747 shares bought and 396,069 shares sold, net +19,731,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| BlackRock, Inc. | 0.02% | Add +57.5% | 11,012,451 | $888.2M |
| Vanguard Portfolio Management LLC | 0.02% | — | 3,740,986 | $301.7M |
| T. Rowe Price Associates Inc. | 0.03% | Add +21.8% | 3,471,998 | $280.0M |
| American Century Companies Inc. | 0.14% | Add +66.6% | 3,398,475 | $274.1M |
| Vanguard Capital Management LLC | 0.01% | — | 3,024,896 | $244.0M |
| State Street Corp. | 0.01% | Add +52.0% | 2,782,201 | $224.4M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +67.5% | 2,511,192 | $202.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +50.2% | 2,107,795 | $170.0M |
| Geode Capital Management, LLC | 0.01% | Add +64.4% | 1,993,170 | $160.8M |
| AltraVue Capital, LLC | 11.32% | Add +24.2% | 1,628,997 | $131.4M |
| Ameriprise Financial Inc. | 0.03% | Add +36.8% | 1,487,960 | $120.0M |
| Van Berkom & Associates Inc. | 3.63% | Add +21.1% | 1,384,258 | $111.6M |
| Morgan Stanley | 0.00% | Add +44.4% | 948,503 | $76.5M |
| Punch & Associates Investment Management, Inc. | 4.45% | Add +33.3% | 943,579 | $76.1M |
| JPMorgan Chase & Co. | 0.00% | Add +25.3% | 922,037 | $71.9M |
| Northern Trust Corp. | 0.01% | Add +53.0% | 867,014 | $69.9M |
| Driehaus Capital Management LLC | 0.51% | Add +78.1% | 861,530 | $69.5M |
| Boston Partners | 0.07% | Add +41.7% | 839,732 | $68.2M |
| Rockefeller Capital Management L.P. | 0.12% | Add +32.6% | 809,992 | $65.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +49.4% | 801,761 | $64.7M |
| Invesco Ltd. | 0.01% | Add +22.9% | 751,897 | $60.6M |
| Hennessy Advisors Inc. | 2.06% | Add +37.5% | 706,050 | $56.9M |
| Nine Ten Capital Management LLC | 14.86% | Add +45.9% | 579,979 | $46.8M |
| Champlain Investment Partners, LLC | 0.54% | Add +43.4% | 529,052 | $42.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 488,054 | $39.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +21.0% | 468,586 | $37.8M |
| Ashford Capital Management Inc. | 4.65% | Add +56.4% | 466,630 | $37.6M |
| Bank of America Corp. | 0.00% | Add +115.7% | 464,475 | $37.5M |
| Principal Financial Group Inc. | 0.02% | Add +50.9% | 440,539 | $35.5M |
| Lord, Abbett & Co. LLC | 0.12% | New | 431,569 | $34.8M |
| Nuveen, LLC | 0.01% | Add +56.3% | 421,812 | $34.0M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +117.3% | 415,073 | $33.5M |
| Bank of New York Mellon Corp | 0.01% | Add +48.2% | 410,201 | $33.1M |
| Tidal Investments LLC | 0.10% | Add +45.1% | 390,632 | $31.5M |
| FMR LLC | 0.00% | Add +106.6% | 381,721 | $30.8M |
| UBS Group AG | 0.01% | Add +104.4% | 374,184 | $30.2M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Add +14669.3% | 344,567 | $27.8M |
| Woodmont Investment Counsel LLC | 1.70% | Add +46.5% | 342,462 | $27.6M |
| Perpetual Ltd | 0.41% | Add +21.8% | 329,912 | $26.6M |
| Public Sector Pension Investment Board | 0.08% | Add +56.0% | 316,324 | $25.5M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +99.6% | 310,844 | $25.1M |
| Segall Bryant & Hamill, LLC | 0.35% | Add +89.5% | 299,088 | $24.1M |
| Motley Fool Asset Management LLC | 0.93% | Add +3.2% | 268,268 | $21.6M |
| Mariner, LLC | 0.02% | Add +64.5% | 256,666 | $20.7M |
| Aberdeen Group plc | 0.03% | Add +52.5% | 256,026 | $20.6M |
| Private Capital Management, LLC | 1.92% | Add +39.1% | 232,516 | $18.8M |
| Loomis Sayles & Co. L P | 0.02% | Add +71.2% | 217,754 | $17.6M |
| Rhumbline Advisers | 0.01% | Add +53.5% | 201,049 | $16.2M |
| New York State Common Retirement Fund | 0.02% | Add +37.1% | 198,883 | $16.0M |
| Bessemer Group Inc. | 0.02% | Add +19.2% | 195,841 | $15.8M |
| 12th Street Asset Management Company, LLC | 2.47% | Add +50.5% | 187,045 | $15.1M |
| BNP Paribas Financial Markets | 0.01% | Add +78.8% | 185,104 | $14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +132.0% | 179,483 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 184,456 | $14.4M |
| Royce & Associates LP | 0.14% | Add +77.1% | 177,713 | $14.3M |
| Motley Fool Wealth Management, LLC | 1.61% | Add +11.2% | 176,266 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.7% | 174,162 | $14.0M |
| Legato Capital Management LLC | 1.24% | Add +37.2% | 168,304 | $13.6M |
| Citigroup Inc. | 0.01% | Add +72.3% | 162,091 | $13.1M |
| Legal & General Group Plc | 0.00% | Add +36.7% | 158,229 | $12.8M |
| Wells Fargo & Company | 0.00% | Add +50.4% | 148,586 | $12.0M |
| Deutsche Bank AG | 0.00% | Add +14.2% | 145,509 | $11.7M |
| Man Group plc | 0.02% | Add +27.8% | 139,331 | $11.2M |
| Phocas Financial Corp. | 1.72% | Reduce -0.2% | 135,949 | $11.0M |
| TD Asset Management Inc | 0.01% | Reduce -16.0% | 135,522 | $10.9M |
| Janus Henderson Group PLC | 0.01% | Add +177.7% | 134,861 | $10.9M |
| Hiddenite Capital Partners LP | 6.48% | Add +50.0% | 133,389 | $10.8M |
| Swiss National Bank | 0.01% | Add +50.5% | 131,663 | $10.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +142.2% | 122,803 | $9.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +45.3% | 120,831 | $9.7M |
| Candriam S.C.A. | 0.05% | Add +323.2% | 120,189 | $9.7M |
| Blair William & Co. | 0.03% | Add +50.5% | 114,338 | $9.2M |
| Caisse de depot et placement du Quebec | 0.01% | New | 110,260 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Add +60.3% | 90,810 | $8.6M |
| CSM Advisors, LLC | 0.21% | Add +64.2% | 106,560 | $8.6M |
| Polar Capital Holdings Plc | 0.04% | Add +43.6% | 102,012 | $8.2M |
| Ibex Wealth Advisors | 0.75% | Add +63.3% | 100,289 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +110.3% | 98,704 | $8.0M |
| Harbor Capital Advisors, Inc. | 0.64% | Add +14.9% | 98,507 | $7.9M |
| Squarepoint Ops LLC | 0.02% | Add +87.3% | 98,344 | $7.9M |
| Jefferson Bridge Capital, LLC | 7.32% | Add +43.0% | 91,425 | $7.4M |
| D. E. Shaw & Co. | 0.01% | Add +54.6% | 87,786 | $7.1M |
| OP Asset Management Ltd | 0.07% | Add +152.3% | 87,129 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +56.9% | 83,204 | $6.7M |
| Prudential Financial Inc. | 0.01% | Add +53.9% | 82,832 | $6.7M |
| Sei Investments Co. | 0.01% | Add +131.3% | 81,692 | $6.6M |
| CX Institutional | 0.19% | New | 79,093 | $6.4M |
| California State Teachers Retirement System | 0.01% | Add +85.1% | 77,411 | $6.2M |
| Chatham Capital Group, Inc. | 0.90% | Add +34.7% | 76,957 | $6.2M |
| LPL Financial LLC | 0.00% | Add +43.8% | 75,291 | $6.1M |
| WINTON GROUP Ltd | 0.21% | New | 74,451 | $6.0M |
| Exchange Traded Concepts, LLC | 0.05% | Add +212.5% | 73,435 | $5.9M |
| Peregrine Capital Management LLC | 0.20% | Add +36.8% | 67,765 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Add +74.5% | 67,535 | $5.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 63,237 | $5.1M |
| Aubrey Capital Management Ltd | 2.73% | Add +46.2% | 63,000 | $5.1M |
| Millington Financial Advisors, LLC | 2.03% | Add +48.4% | 45,391 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +47.8% | 58,237 | $4.7M |
| Credit Agricole S A | 0.01% | Add +50.0% | 55,948 | $4.5M |
| Tweedy, Browne Co LLC | 0.35% | Add +138.3% | 54,035 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +40.3% | 53,233 | $4.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +50.0% | 51,959 | $4.2M |
| Harvest Investment Services, LLC | 0.76% | Add +30.2% | 51,461 | $4.2M |
| Martingale Asset Management L P | 0.10% | Add +55.5% | 48,690 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +46.4% | 48,104 | $3.9M |
| Leuthold Group, LLC | 0.40% | Add +54.5% | 47,107 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +95.6% | 47,070 | $3.8M |
| Convergence Investment Partners, LLC | 0.62% | New | 46,780 | $3.8M |
| Riverwater Partners LLC | 1.24% | Add +57.1% | 46,032 | $3.7M |
| AQR Capital Management | 0.00% | Add +42.9% | 45,741 | $3.7M |
| Oak Ridge Investments LLC | 0.24% | New | 45,406 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +68.9% | 44,601 | $3.6M |
| Barclays PLC | 0.00% | Reduce -43.1% | 44,497 | $3.6M |
| 2Xideas AG | 1.40% | Add +6.7% | 44,435 | $3.6M |
| Horizon Investments, LLC | 0.04% | Add +99.1% | 44,132 | $3.6M |
| Zacks Investment Management | 0.03% | Add +87.2% | 43,690 | $3.5M |
| Creative Planning | 0.00% | Add +76.0% | 42,980 | $3.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +80.0% | 42,327 | $3.4M |
| MidFirst Bank | 0.28% | Add +50.0% | 42,187 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +129.1% | 41,345 | $3.3M |
| MRP Capital Investments, LLC | 2.84% | Add +7.4% | 21,358 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Add +48.8% | 40,167 | $3.2M |
| Schroder Investment Management Group | 0.00% | New | 41,117 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +385.9% | 39,215 | $3.2M |
| State of Alaska, Department of Revenue | 0.03% | Add +46.5% | 37,763 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +46.9% | 36,319 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +56.7% | 35,714 | $2.9M |
| One Capital Management, LLC | 0.07% | Add +89.3% | 33,863 | $2.7M |
| Future Fund LLC | 0.96% | Add +89.8% | 33,732 | $2.7M |
| Voya Investment Management LLC | 0.00% | Add +63.6% | 32,663 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +32.6% | 31,422 | $2.5M |
| Victory Capital Management Inc. | 0.00% | Add +153.3% | 31,386 | $2.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 31,299 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +45.8% | 31,050 | $2.5M |
| LRT Capital Management, LLC | 2.31% | Reduce -25.0% | 30,763 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +49.3% | 30,600 | $2.5M |
| Empowered Funds, LLC | 0.02% | New | 30,535 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +190.6% | 30,232 | $2.4M |
| Montanaro Asset Management Ltd | 0.72% | New | 30,000 | $2.4M |
| O'Brien Greene & Co. Inc | 0.67% | Add +50.0% | 29,474 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +59.3% | 28,527 | $2.3M |
| Citadel Advisors | 0.00% | Add +206.7% | 27,265 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +29.9% | 27,150 | $2.2M |
| National Philanthropic Trust | 0.02% | Reduce -7.0% | 27,033 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.6% | 27,015 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -54.8% | 26,684 | $2.2M |
| Harbour Capital Advisors, LLC | 0.41% | Add +50.6% | 20,566 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -1.1% | 23,262 | $1.9M |
| STRS Ohio | 0.01% | Add +66.2% | 23,100 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +44.8% | 22,166 | $1.8M |
| Hussman Strategic Advisors, Inc. | 0.38% | Add +50.0% | 22,050 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +22.8% | 21,566 | $1.7M |
| Twinbeech Capital LP | 0.17% | New | 20,647 | $1.7M |
| Amalgamated Bank | 0.01% | Add +48.9% | 20,208 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Add +57.5% | 20,010 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +54.8% | 19,930 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +4974.7% | 19,081 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +54.7% | 18,852 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +42.1% | 18,356 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +49.3% | 18,271 | $1.5M |
| Vestcor Inc | 0.04% | Add +84.0% | 17,841 | $1.4M |
| Burney Co./ | 0.04% | Reduce -64.4% | 17,721 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Add +50.0% | 17,619 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +50.7% | 17,319 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Add +37.8% | 17,185 | $1.4M |
| Integrated Quantitative Investments LLC | 0.25% | New | 17,016 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +5994.9% | 16,700 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +50.0% | 16,674 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 16,575 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | New | 16,169 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +50.7% | 16,050 | $1.3M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +62.9% | 16,016 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +40.2% | 15,949 | $1.3M |
| Yorktown Management & Research Co Inc | 1.06% | Add +50.0% | 15,750 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +37.6% | 15,619 | $1.3M |
| Vident Advisory, LLC | 0.01% | New | 15,307 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +52.8% | 15,151 | $1.2M |
| Liberty One Investment Management, LLC | 0.12% | Add +85.5% | 14,722 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +54.8% | 14,625 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +79.1% | 14,140 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +9.3% | 14,097 | $1.1M |
| Millennium Management | 0.00% | Reduce -66.6% | 14,021 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +828.0% | 14,087 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Add +50.0% | 13,627 | $1.1M |
| Mirabella Financial Services LLP | 0.11% | Add +162.1% | 13,623 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +62.3% | 13,273 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +98.0% | 13,098 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +55.9% | 12,588 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.5% | 12,523 | $1.0M |
| Navellier & Associates Inc. | 0.10% | Add +51.7% | 12,440 | $1.0M |
| Simplicity Wealth,LLC | 0.06% | Add +49.7% | 12,233 | $987K |
| EFG International AG | 0.02% | New | 12,128 | $978K |
| Amundi | 0.00% | Add +88.1% | 11,886 | $959K |
| SummerHaven Investment Management, LLC | 0.58% | Add +32.9% | 11,713 | $945K |
| Allstate Corp. | 0.01% | New | 11,649 | $939K |
| Dupont Capital Management Corp. | 0.11% | Add +51.6% | 11,605 | $936K |
| Pictet Asset Management Holding SA | 0.00% | Add +60.8% | 11,435 | $922K |
| ProShare Advisors LLC | 0.00% | Add +20.0% | 11,401 | $919K |
| BTC Capital Management, Inc. | 0.06% | Add +29.3% | 11,190 | $902K |
| Csenge Advisory Group | 0.04% | Reduce -39.0% | 11,160 | $900K |
| NewEdge Advisors, LLC | 0.00% | Add +119.8% | 10,814 | $872K |
| Maryland State Retirement & Pension System | 0.02% | Add +51.5% | 10,327 | $833K |
| Infrastructure Capital Advisors, LLC | 0.12% | Add +65.5% | 10,284 | $829K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -68.5% | 10,207 | $823K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +49.6% | 9,564 | $771K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.36% | New | 9,265 | $747K |
| Maridea Wealth Management LLC | 0.11% | Add +94.4% | 9,195 | $742K |
| Thrive Capital Management, LLC | 0.16% | Add +50.0% | 9,117 | $735K |
| Quadrant Capital Group LLC | 0.02% | Add +53.1% | 9,039 | $729K |
| Ritholtz Wealth Management | 0.01% | New | 8,404 | $678K |
| DRW Securities, LLC | 0.04% | New | 8,093 | $653K |
| Voleon Capital Management LP | 0.01% | Add +50.0% | 8,085 | $652K |
| Renaissance Technologies | 0.00% | New | 8,066 | $651K |
| Mutual of America Capital Management LLC | 0.01% | Add +51.0% | 8,016 | $646K |
| D.A. Davidson & Co. | 0.00% | Add +50.0% | 8,014 | $646K |
| HighTower Advisors, LLC | 0.00% | Add +74.9% | 7,965 | $642K |
| Bank of Montreal | 0.00% | Add +62.6% | 7,856 | $634K |
| HSBC Holdings PLC | 0.00% | Reduce -28.9% | 7,670 | $610K |
| Lido Advisors, LLC | 0.00% | Add +76.5% | 7,149 | $577K |
| Verdad Advisers, LP | 0.63% | New | 6,947 | $560K |
| &partners | 0.00% | Add +35.4% | 6,839 | $552K |
| Xponance LLC | 0.00% | Add +75.3% | 6,787 | $547K |
| Truist Financial Corp. | 0.00% | Add +89.6% | 6,686 | $539K |
| Equitable Trust Co. | 0.02% | Add +50.0% | 6,435 | $519K |
| Swiss Life Asset Management Ltd | 0.00% | Add +54.9% | 6,409 | $517K |
| Solidarity Wealth, LLC | 0.10% | Add +74.0% | 6,400 | $516K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +49.7% | 6,006 | $507K |
| Evergreen Capital Management LLC | 0.01% | Add +52.2% | 6,250 | $504K |
| Smith Shellnut Wilson LLC | 0.22% | Add +50.0% | 6,219 | $502K |
| Sawgrass Asset Management LLC | 0.08% | Add +43.3% | 6,207 | $501K |
| Neo Ivy Capital Management | 0.13% | New | 6,189 | $499K |
| Advisory Services Network, LLC | 0.01% | Add +73.8% | 6,100 | $492K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +50.0% | 5,968 | $481K |
| Simplex Trading, LLC | 0.01% | Add +262.2% | 5,929 | $478K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.4% | 5,843 | $471K |
| Cadent Capital Advisors, LLC | 0.12% | Add +50.0% | 5,820 | $469K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -42.0% | 5,696 | $459K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +30.1% | 5,694 | $459K |
| Bokf, NA | 0.01% | Add +6.7% | 5,693 | $459K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,529 | $446K |
| Ethic Inc. | 0.01% | Add +60.4% | 5,453 | $440K |
| Abel Hall, LLC | 0.09% | New | 5,314 | $429K |
| Marshall Wace, LLP | 0.00% | Reduce -92.7% | 5,258 | $424K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.8% | 5,154 | $416K |
| Belpointe Asset Management LLC | 0.02% | Add +22.8% | 5,148 | $415K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,084 | $410K |
| Argent Trust Co | 0.01% | Add +50.0% | 5,058 | $408K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +48.2% | 5,016 | $405K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +49.3% | 5,010 | $404K |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.9% | 5,009 | $404K |
| BayBridge Capital Group, LLC | 0.23% | No change | 3,958 | $377K |
| Massar Capital Management, LP | 0.07% | New | 4,656 | $376K |
| Neuberger Berman Group LLC | 0.00% | New | 4,429 | $357K |
| Corient Private Wealth LP | 0.00% | Add +45.4% | 4,351 | $351K |
| Anb Bank | 0.14% | Add +49.2% | 4,329 | $349K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -19.0% | 4,191 | $338K |
| Public Employees Retirement System of Ohio | 0.00% | Add +271.7% | 4,159 | $335K |
| DNB Asset Management AS | 0.00% | New | 4,071 | $328K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.1% | 9,877 | $327K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,986 | $321K |
| Summit Global Investments | 0.02% | Add +50.0% | 3,920 | $316K |
| Choreo, LLC | 0.00% | Add +40.9% | 3,894 | $314K |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 3,852 | $311K |
| Stelac Advisory Services LLC | 0.06% | Add +50.0% | 3,840 | $310K |
| Harbour Investments, Inc. | 0.00% | Add +87.8% | 3,785 | $305K |
| Blackstone Inc. | 0.00% | New | 3,778 | $305K |
| Tectonic Advisors LLC | 0.02% | Add +47.9% | 3,689 | $298K |
| Quadrature Capital Ltd | 0.00% | New | 3,669 | $296K |
| State of Wyoming | 0.03% | Add +82.4% | 3,645 | $294K |
| Swmg, LLC | 0.08% | Add +49.9% | 3,629 | $293K |
| Ensign Peak Advisors, Inc | 0.00% | Add +50.0% | 3,577 | $288K |
| Hohimer Wealth Management, LLC | 0.03% | New | 3,396 | $274K |
| Teacher Retirement System of Texas | 0.00% | New | 3,368 | $272K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.9% | 3,348 | $270K |
| Merit Financial Group, LLC | 0.00% | New | 3,260 | $263K |
| New Age Alpha Advisors, LLC | 0.01% | Add +46.0% | 3,235 | $261K |
| Vise Technologies, Inc. | 0.01% | No change | 2,674 | $254K |
| Profund Advisors LLC | 0.01% | Add +42.7% | 3,042 | $245K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -10.4% | 3,004 | $242K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +31.5% | 2,940 | $237K |
| Diversified Management Inc. | 0.04% | New | 2,922 | $236K |
| Moody National Bank Trust Division | 0.02% | New | 2,752 | $222K |
| HM Payson & Co. | 0.00% | Add +50.0% | 2,700 | $218K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,670 | $215K |
| Compound Planning, Inc. | 0.01% | Reduce -64.6% | 2,654 | $214K |
| IFP Advisors, Inc | 0.00% | Add +37.5% | 2,652 | $214K |
| Drive Wealth Management, LLC | 0.04% | New | 2,618 | $211K |
| Scientech Research LLC | 0.18% | New | 2,616 | $211K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,556 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 2,540 | $205K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +13.3% | 2,510 | $202K |
| Guggenheim Capital LLC | 0.00% | Reduce -80.4% | 2,481 | $200K |
| KBC Group NV | 0.00% | Add +85.4% | 2,316 | $187K |
| Parkside Financial Bank & Trust | 0.01% | Add +54.0% | 2,206 | $178K |
| Allworth Financial LP | 0.00% | Add +54.2% | 1,951 | $157K |
| GAMMA Investing LLC | 0.01% | Add +69.2% | 1,893 | $153K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +55.1% | 1,719 | $139K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +289.1% | 1,685 | $136K |
| US Bancorp \de | 0.00% | Add +8.2% | 1,657 | $134K |
| Key Financial Inc | 0.02% | Add +50.0% | 1,402 | $113K |
| Covestor Ltd | 0.08% | Reduce -16.3% | 1,392 | $112K |
| Cwm, LLC | 0.00% | Add +53.9% | 1,310 | $106K |
| Hantz Financial Services, Inc. | 0.00% | Add +1228.4% | 1,262 | $102K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +108.5% | 1,230 | $99K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +87.9% | 1,137 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.4% | 1,102 | $89K |
| Bayforest Capital Ltd | 0.09% | New | 970 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 961 | $78K |
| Salomon & Ludwin, LLC | 0.01% | Add +134.2% | 897 | $76K |
| Signature Equity Partners, LLC | 0.04% | Add +40.2% | 907 | $73K |
| Nisa Investment Advisors, LLC | 0.00% | Add +68.2% | 861 | $69K |
| Larson Financial Group LLC | 0.00% | Add +16.1% | 816 | $66K |
| International Assets Investment Management, LLC | 0.00% | Add +49.9% | 787 | $64K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +49.7% | 512 | $41K |
| Sterling Capital Management LLC | 0.00% | Add +48.8% | 476 | $38K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +55.2% | 475 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +120.2% | 469 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +50.0% | 450 | $36K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 422 | $34K |
| UMB Bank, n.a. | 0.00% | Add +50.4% | 421 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +50.0% | 357 | $29K |
| Kemnay Advisory Services Inc. | 0.00% | Add +202.6% | 348 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +74.2% | 345 | $28K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 322 | $26K |
| Root Financial Partners, LLC | 0.00% | Add +86.9% | 299 | $24K |
| Wealth Preservation Advisors, LLC | 0.02% | Add +205.5% | 278 | $22K |
| Smithfield Trust Co | 0.00% | Add +50.3% | 284 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -62.9% | 282 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -24.7% | 265 | $21K |
| Huntington National Bank | 0.00% | New | 256 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +50.0% | 252 | $20K |
| Red Tortoise LLC | 0.01% | Add +49.7% | 244 | $20K |
| Hollencrest Capital Management | 0.00% | Add +49.7% | 229 | $18K |
| Signaturefd, LLC | 0.00% | Add +62.9% | 202 | $16K |
| Private Wealth Management Group, LLC | 0.00% | Add +49.2% | 197 | $16K |
| First Command Advisory Services, Inc. | 0.00% | Add +49.6% | 172 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -27.6% | 168 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +49.5% | 154 | $12K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +50.0% | 150 | $12K |
| Atwood & Palmer Inc. | 0.00% | Add +50.0% | 150 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +300.0% | 148 | $12K |
| Rothschild Investment LLC | 0.00% | Add +52.4% | 96 | $8K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +50.0% | 93 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +47.5% | 87 | $7K |
| CVA Family Office, LLC | 0.00% | New | 84 | $7K |
| True Link Financial Advisors, LLC | 0.00% | New | 70 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +47.7% | 65 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +117.2% | 63 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +47.5% | 59 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +48.7% | 58 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -54.9% | 55 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Add +50.0% | 54 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +100.0% | 54 | $4K |
| MAI Capital Management | 0.00% | Add +100.0% | 52 | $4K |
| Blue Trust, Inc. | 0.00% | Add +50.0% | 48 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +48.3% | 43 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +250.0% | 35 | $3K |
| Kilter Group LLC | 0.00% | Add +41.7% | 34 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 34 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | Add +47.6% | 31 | $3K |
| Picton Mahoney Asset Management | 0.00% | Add +47.6% | 31 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +50.0% | 27 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Add +50.0% | 27 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +46.7% | 22 | $2K |
| Ankerstar Wealth, LLC | 0.00% | Add +50.0% | 21 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 18 | $1K |
| Assetmark, Inc. | 0.00% | New | 18 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 11 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Add +225.0% | 13 | $1K |
| True Wealth Design, LLC | 0.00% | Add +44.4% | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +116.7% | 13 | $1K |
| SouthState Bank Corp | 0.00% | Add +44.4% | 13 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $887 |
| Trium Capital LLP | 0.00% | New | 10 | $806 |
| Trust Co | 0.00% | Add +50.0% | 9 | $726 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $645 |
| Financial Consulate, Inc. | 0.00% | Add +40.0% | 7 | $565 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $565 |
| Prestige Wealth Management Group LLC | 0.00% | New | 4 | $323 |
| Abound Wealth Management | 0.00% | Add +33.3% | 4 | $323 |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 4 | $323 |
| TD Private Client Wealth LLC | 0.00% | New | 3 | $242 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $162 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $161 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $81 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 1 | $81 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $81 |
| Curio Wealth, LLC | 0.00% | New | 1 | $81 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $81 |
"% of holder's portfolio" is SNEX's weight in each manager's 13F, not the share of Stonex Group Inc. the manager owns.