Stonex GroupSNEX

13F holders, Q2 2026 (June 30)
471holders +82
107new positions
30sold out
5famous investors
$118.24avg. 13F price*

At the end of Q2 2026, 471 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 82 from Q1 2026. 107 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($474.4M) and Vanguard Capital Management LLC ($379.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions107$250.3M
Exits30$47.1M

All 13F filers, Q1 2026 → Q2 2026: 7,408,874 shares bought and 7,164,285 shares sold, net +244,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 471 holders

BlackRock, Inc. 0.02% Add +3.0% 11,340,734 $1.3B
Vanguard Portfolio Management LLC 0.02% Add +7.0% 4,003,159 $474.4M
Vanguard Capital Management LLC 0.01% Add +5.9% 3,203,895 $379.7M
T. Rowe Price Associates Inc. 0.04% Reduce -10.2% 3,118,162 $369.5M
American Century Companies Inc. 0.16% Reduce -12.8% 2,962,664 $351.1M
State Street Corp. 0.01% Add +4.3% 2,901,690 $343.8M
T. Rowe Price Investment Management, Inc. 0.18% Reduce -6.8% 2,340,262 $277.3M
Geode Capital Management, LLC 0.01% Add +4.4% 2,081,459 $246.7M
Dimensional Fund Advisors LP 0.04% Reduce -21.6% 1,652,900 $195.8M
AltraVue Capital, LLC 11.76% Reduce -15.5% 1,377,144 $163.2M
Jacobs Levy Equity Management, Inc. 0.55% Add +276.0% 1,295,654 $153.5M
Norges Bank 0.01% — 1,234,843 $146.3M
Wasatch Advisors LP 0.91% New 1,179,158 $139.7M
Morgan Stanley 0.01% Add +2.9% 975,732 $115.6M
Ameriprise Financial Inc. 0.02% Reduce -38.5% 914,634 $108.4M
JPMorgan Chase & Co. 0.01% Reduce -1.9% 905,001 $105.2M
Northern Trust Corp. 0.01% Add +1.3% 878,340 $104.1M
Driehaus Capital Management LLC 0.60% Add +1.6% 875,452 $103.7M
Charles Schwab Investment Management Inc. 0.01% Add +3.4% 829,108 $98.2M
Invesco Ltd. 0.01% Add +4.9% 788,826 $93.5M
Van Berkom & Associates Inc. 2.85% Reduce -46.1% 745,686 $88.4M
Boston Partners 0.08% Reduce -13.6% 725,173 $85.4M
Punch & Associates Investment Management, Inc. 4.10% Reduce -26.4% 694,090 $82.2M
FMR LLC 0.00% Add +77.1% 676,015 $80.1M
Hennessy Advisors Inc. 2.14% Reduce -20.0% 564,600 $66.9M
Vanguard Fiduciary Trust Co. 0.01% Add +4.0% 507,822 $60.2M
Nuveen, LLC 0.01% Add +16.7% 492,320 $58.3M
Rockefeller Capital Management L.P. 0.09% Reduce -40.9% 478,887 $56.7M
Allspring Global Investments Holdings, LLC 0.09% Add +8.4% 449,798 $55.7M
Principal Financial Group Inc. 0.03% Add +2.6% 451,876 $53.5M
Bank of America Corp. 0.00% Reduce -6.7% 433,506 $51.4M
Bank of New York Mellon Corp 0.01% Add +5.4% 432,524 $51.3M
Goldman Sachs Group Inc. 0.01% Reduce -9.2% 425,570 $50.4M
Lord, Abbett & Co. LLC 0.15% Reduce -1.4% 425,415 $50.4M
Candriam S.C.A. 0.21% Add +224.0% 389,399 $46.1M
Bessemer Group Inc. 0.05% Add +63.7% 320,675 $38.0M
Woodmont Investment Counsel LLC 2.06% Reduce -7.2% 317,920 $37.7M
Russell Investments Group, Ltd. 0.03% Add +157.3% 315,974 $37.4M
Franklin Resources Inc. 0.01% Add +273.0% 310,357 $36.8M
Raymond James Financial Inc. 0.01% Add +65.2% 304,682 $36.1M
Segall Bryant & Hamill, LLC 0.43% Add +1.8% 304,383 $36.1M
Voya Investment Management LLC 0.03% Add +797.1% 293,020 $34.7M
Empowered Funds, LLC 0.18% Add +847.4% 289,293 $34.3M
Renaissance Technologies 0.05% Add +3423.0% 284,166 $33.7M
Public Sector Pension Investment Board 0.09% Reduce -10.5% 282,997 $33.5M
UBS Group AG 0.01% Reduce -24.8% 281,434 $33.3M
Mariner, LLC 0.03% Add +8.3% 278,016 $32.9M
Tidal Investments LLC 0.08% Reduce -29.1% 277,160 $32.8M
Ashford Capital Management Inc. 3.51% Reduce -40.8% 276,036 $32.7M
Champlain Investment Partners, LLC 0.72% Reduce -55.3% 236,759 $28.1M
Wells Fargo & Company 0.00% Add +56.6% 232,643 $27.6M
Perpetual Ltd 0.37% Reduce -33.6% 219,124 $26.0M
Loomis Sayles & Co. L P 0.03% Reduce -2.6% 212,055 $25.1M
Motley Fool Asset Management LLC 0.92% Reduce -25.1% 200,904 $23.8M
Public Employees Retirement Association of Colorado 0.08% Reduce -36.4% 197,744 $23.4M
Citigroup Inc. 0.01% Add +15.5% 187,226 $22.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.2% 183,386 $21.7M
Rhumbline Advisers 0.02% Reduce -9.7% 181,491 $21.5M
Aberdeen Group plc 0.03% Reduce -30.6% 177,568 $21.0M
Royce & Associates LP 0.17% Reduce -1.0% 176,007 $20.9M
Legal & General Group Plc 0.00% Add +3.2% 163,250 $19.3M
New York State Common Retirement Fund 0.02% Reduce -20.1% 158,989 $18.8M
Prudential Financial Inc. 0.02% Add +78.4% 147,764 $17.5M
Jupiter Topco LLC 0.01% — 145,448 $17.2M
Sei Investments Co. 0.02% Add +77.2% 144,749 $17.2M
Swiss National Bank 0.01% Add +8.0% 142,163 $16.8M
BNP Paribas Financial Markets 0.01% Reduce -23.4% 141,774 $16.8M
Legato Capital Management LLC 1.33% Reduce -19.5% 135,460 $16.1M
Hiddenite Capital Partners LP 3.88% No change 133,389 $15.8M
Envestnet Asset Management Inc. 0.00% Reduce -24.4% 131,645 $15.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +7.9% 130,331 $15.4M
Neuberger Berman Group LLC 0.01% Add +2812.8% 129,006 $15.3M
12th Street Asset Management Company, LLC 2.04% Reduce -35.5% 120,677 $14.3M
Blair William & Co. 0.04% Add +4.4% 119,396 $14.1M
D. E. Shaw & Co. 0.01% Add +29.1% 113,288 $13.4M
Deutsche Bank AG 0.00% Reduce -22.7% 112,471 $13.3M
Apollon Wealth Management, LLC 0.15% New 106,259 $12.6M
Phocas Financial Corp. 1.71% Reduce -23.7% 103,699 $12.3M
Ibex Wealth Advisors 0.96% Add +3.2% 103,473 $12.3M
Burney Co./ 0.31% Add +449.9% 97,454 $11.5M
Swedbank AB 0.01% New 97,000 $11.5M
Squarepoint Ops LLC 0.02% Reduce -10.5% 88,007 $10.4M
Nine Ten Capital Management LLC 3.12% Reduce -85.4% 84,679 $10.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -14.7% 84,224 $10.0M
LPL Financial LLC 0.00% Add +9.4% 82,370 $9.8M
California State Teachers Retirement System 0.01% Add +6.2% 82,192 $9.7M
Jefferson Bridge Capital, LLC 8.42% Reduce -10.3% 81,970 $9.7M
TD Asset Management Inc 0.01% Reduce -39.7% 81,678 $9.7M
WINTON GROUP Ltd 0.31% Add +9.5% 81,529 $9.7M
Thrivent Financial for Lutherans 0.02% Add +64.1% 78,925 $9.4M
OP Asset Management Ltd 0.10% Reduce -13.4% 75,425 $8.9M
CSM Advisors, LLC 0.19% Reduce -31.1% 73,426 $8.7M
Royal Bank of Canada 0.00% Add +37.3% 73,062 $8.7M
New York State Teachers Retirement System 0.02% Add +7.6% 72,654 $8.6M
Susquehanna International Group, LLP 0.01% Add +77.8% 69,732 $8.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +8.8% 68,792 $8.2M
ExodusPoint Capital Management, LP 0.07% New 66,881 $7.9M
Harbor Capital Advisors, Inc. 0.52% Reduce -34.4% 64,641 $7.7M
Alliancebernstein L.P. 0.00% Add +3.5% 93,940 $7.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.34% New 59,725 $7.1M
Chatham Capital Group, Inc. 0.89% Reduce -23.3% 59,012 $7.0M
Walleye Capital LLC 0.04% New 57,186 $6.8M
Harvest Investment Services, LLC 1.04% Add +10.6% 56,938 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.4% 56,832 $6.7M
Credit Agricole S A 0.02% No change 55,948 $6.6M
Peregrine Capital Management LLC 0.21% Reduce -20.9% 53,639 $6.4M
AQR Capital Management 0.00% Add +15.1% 52,624 $6.2M
Polar Capital Holdings Plc 0.02% Reduce -49.1% 51,876 $6.1M
Convergence Investment Partners, LLC 0.57% Add +8.3% 50,654 $6.0M
Creative Planning 0.00% Add +17.9% 50,652 $6.0M
Osaic Holdings, Inc. 0.01% Add +60.6% 50,479 $6.0M
Denali Advisors LLC 0.57% New 47,453 $5.6M
Barclays PLC 0.00% Add +6.4% 47,331 $5.6M
Janney Montgomery Scott LLC 0.01% Add +4.6% 46,648 $5.5M
Oak Ridge Investments LLC 0.31% Add +2.4% 46,500 $5.5M
Illinois Municipal Retirement Fund 0.06% Add +9.0% 46,144 $5.5M
Zacks Investment Management 0.04% Add +5.6% 46,133 $5.5M
First Trust Advisors LP 0.00% Add +141.9% 45,600 $5.4M
Pathstone Holdings, LLC 0.02% Add +5.5% 43,638 $5.2M
Marshall Wace, LLP 0.00% Add +714.5% 42,826 $5.1M
MetLife Investment Management, LLC 0.02% Add +5.4% 42,341 $5.0M
MidFirst Bank 0.35% No change 42,187 $5.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +3573.5% 41,768 $4.9M
Manufacturers Life Insurance Company, The 0.00% Add +14.7% 41,641 $4.9M
Victory Capital Management Inc. 0.00% Add +25.7% 39,442 $4.7M
Aubrey Capital Management Ltd 2.87% Reduce -7.9% 58,050 $4.6M
Natixis Advisors, LLC 0.01% Add +22.9% 57,856 $4.6M
Martingale Asset Management L P 0.11% Reduce -21.0% 38,483 $4.6M
Millington Financial Advisors, LLC 1.77% Add +44.7% 65,692 $4.5M
Future Fund LLC 1.22% Add +6.4% 35,892 $4.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +22.2% 34,861 $4.1M
Horizon Investments, LLC 0.05% Add +18.2% 52,181 $4.1M
Lisanti Capital Growth, LLC 0.90% New 34,680 $4.1M
EFG International AG 0.08% Add +182.6% 34,270 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.1% 33,545 $4.0M
Louisiana State Employees Retirement System 0.05% Reduce -0.5% 30,900 $3.7M
Vanguard Global Advisers, LLC 0.00% Reduce -2.8% 30,436 $3.6M
MRP Capital Investments, LLC 2.62% Add +40.1% 29,933 $3.5M
Man Group plc 0.01% Reduce -78.8% 29,495 $3.5M
Riverwater Partners LLC 1.02% Reduce -36.9% 29,035 $3.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +85.4% 28,957 $3.4M
Schroder Investment Management Group 0.00% Reduce -28.1% 29,577 $3.4M
O'Brien Greene & Co. Inc 0.93% Reduce -3.4% 28,474 $3.4M
State of Tennessee, Department of Treasury 0.01% Reduce -6.2% 28,358 $3.4M
Algert Global LLC 0.04% New 27,830 $3.3M
Cetera Investment Advisers 0.00% Add +28.6% 27,738 $3.3M
Jones Financial Companies LLLP 0.00% Add +69.7% 23,909 $3.2M
National Philanthropic Trust 0.05% No change 27,033 $3.2M
State of Alaska, Department of Revenue 0.03% Reduce -30.0% 26,418 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% New 25,984 $3.1M
Axxcess Wealth Management, LLC 0.05% New 25,147 $3.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -10.3% 24,232 $2.9M
Montanaro Asset Management Ltd 0.90% Reduce -19.7% 24,079 $2.9M
One Capital Management, LLC 0.08% No change 33,863 $2.7M
Ensign Peak Advisors, Inc 0.00% Add +528.3% 22,473 $2.7M
Millennium Management 0.00% Add +56.8% 21,984 $2.6M
Police & Firemen's Retirement System of New Jersey 0.02% Add +7.8% 21,486 $2.5M
Trust Co. of Vermont 0.09% — 21,478 $2.5M
Intech Investment Management LLC 0.02% Reduce -8.5% 21,282 $2.5M
Focus Partners Wealth 0.00% Add +13.4% 20,818 $2.5M
State of Wisconsin Investment Board 0.01% Add +20.9% 20,768 $2.5M
Global Retirement Partners, LLC 0.04% — 20,761 $2.5M
Exchange Traded Concepts, LLC 0.01% Reduce -72.3% 20,377 $2.4M
Harbour Capital Advisors, LLC 0.43% Reduce -1.8% 20,201 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -0.4% 19,925 $2.4M
Ancora Advisors LLC 0.05% Reduce -10.8% 19,765 $2.3M
Arizona State Retirement System 0.01% Add +7.0% 19,543 $2.3M
Atria Investments, Inc 0.02% Reduce -36.7% 19,360 $2.3M
Amalgamated Bank 0.02% Reduce -5.9% 19,010 $2.3M
XTX Topco Ltd 0.03% New 18,766 $2.2M
STRS Ohio 0.01% Reduce -19.1% 18,700 $2.2M
Vanguard Investments Australia, Ltd. 0.01% Add +7.7% 17,855 $2.1M
Bridge City Capital, LLC 0.48% New 17,848 $2.1M
MML Investors Services, LLC 0.00% Add +17.6% 17,816 $2.1M
Handelsbanken Fonder AB 0.01% No change 17,619 $2.1M
FCG Investment Co 0.72% New 17,453 $2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.4% 16,725 $2.0M
State Board of Administration of Florida Retirement System 0.00% No change 16,674 $2.0M
Fifth Third Bancorp 0.00% Reduce -1.8% 16,402 $1.9M
Cresset Asset Management, LLC 0.01% Add +0.5% 16,241 $1.9M
KLP Kapitalforvaltning As 0.01% Add +9.6% 16,025 $1.9M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.4% 15,987 $1.9M
Arkadios Wealth Advisors 0.03% New 15,972 $1.9M
Yorktown Management & Research Co Inc 1.14% No change 15,750 $1.9M
Oppenheimer Asset Management Inc. 0.02% New 15,724 $1.9M
Coppell Advisory Solutions LLC 0.15% New 31,541 $1.8M
Arete Wealth Advisors, LLC 0.12% New 15,094 $1.8M
Lazard Asset Management LLC 0.00% New 15,005 $1.8M
Quantinno Capital Management LP 0.00% Add +13.7% 14,892 $1.8M
Vestcor Inc 0.04% Reduce -17.8% 14,661 $1.7M
Navellier & Associates Inc. 0.14% Add +16.6% 14,507 $1.7M
Twinbeech Capital LP 0.31% Reduce -30.8% 14,293 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -73.3% 13,898 $1.6M
Sheets Smith Wealth Management 0.16% Add +1.8% 13,871 $1.6M
2Xideas AG 0.67% Reduce -70.3% 13,215 $1.6M
Eddie Patel Inc 0.93% New 13,183 $1.6M
Penserra Capital Management LLC 0.01% New 13,128 $1.6M
Stifel Financial Corp. 0.00% Reduce -17.7% 13,122 $1.6M
Cookson Peirce & Co. Inc. 0.05% New 13,008 $1.5M
Trek Financial, LLC 0.08% New 12,798 $1.5M
Vestmark Advisory Solutions, Inc. 0.01% Add +30.8% 12,513 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 12,426 $1.5M
Cornerstone Investment Partners, LLC 0.05% Reduce -24.7% 12,060 $1.4M
Summit Global Investments 0.08% Add +207.2% 12,043 $1.4M
Concurrent Investment Advisors, LLC 0.01% Reduce -5.3% 11,854 $1.4M
Allstate Corp. 0.01% Add +0.9% 11,751 $1.4M
HighTower Advisors, LLC 0.00% Add +47.5% 11,745 $1.4M
SummerHaven Investment Management, LLC 0.74% Reduce -0.0% 11,712 $1.4M
Wellington Management Group LLP 0.00% New 11,632 $1.4M
Dupont Capital Management Corp. 72.35% — 11,605 $1.4M
Dynamic Technology Lab Private Ltd 0.30% New 11,488 $1.4M
HSBC Holdings PLC 0.00% Add +43.1% 10,976 $1.3M
Guggenheim Capital LLC 0.01% Add +341.4% 10,951 $1.3M
Liberty One Investment Management, LLC 0.13% Reduce -25.9% 10,901 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -5.5% 10,806 $1.3M
Vident Advisory, LLC 0.01% Reduce -30.9% 10,575 $1.3M
BTC Capital Management, Inc. 0.08% Reduce -8.1% 10,282 $1.2M
US Bancorp \de 0.00% Add +535.5% 10,530 $1.2M
ProShare Advisors LLC 0.00% Reduce -9.1% 10,365 $1.2M
Brevan Howard Capital Management LP 0.02% New 10,346 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -0.7% 10,259 $1.2M
Teacher Retirement System of Texas 0.00% Add +199.0% 10,069 $1.2M
Amundi 0.00% Reduce -15.3% 10,064 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +74.6% 9,945 $1.2M
Csenge Advisory Group 0.05% Reduce -13.2% 9,690 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 9,136 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.7% 8,908 $1.1M
Quadrant Capital Group LLC 0.03% Reduce -1.8% 8,881 $1.1M
Daiwa Securities Group Inc. 0.00% New 8,716 $1.0M
Balyasny Asset Management L.P. 0.00% Add +228.0% 8,384 $994K
Bank of Montreal 0.00% Add +5.0% 8,248 $977K
Captrust Financial Advisors 0.00% Reduce -37.9% 8,244 $977K
Mutual of America Capital Management LLC 0.01% Add +0.8% 8,079 $957K
Ritholtz Wealth Management 0.01% Reduce -3.9% 8,078 $957K
D.A. Davidson & Co. 0.01% No change 8,014 $950K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -44.7% 7,797 $924K
Cambridge Investment Research Advisors, Inc. 0.00% Add +51.1% 7,788 $923K
Truist Financial Corp. 0.00% Add +16.1% 7,763 $920K
Xponance LLC 0.01% Add +12.8% 7,657 $907K
Simplicity Wealth,LLC 0.03% Reduce -38.3% 7,548 $894K
Diversified Trust Co. 0.01% Reduce -47.7% 7,400 $877K
Citadel Advisors 0.00% Reduce -72.9% 7,379 $874K
Maridea Wealth Management LLC 0.10% Reduce -19.8% 7,376 $874K
Lido Advisors, LLC 0.00% Add +1.6% 7,266 $861K
Two Sigma Securities, LLC 0.07% New 7,143 $846K
Thrive Capital Management, LLC 0.16% Reduce -22.3% 7,086 $840K
Timothy G. Youngquist 2020 Irrevocable Trust 0.17% Reduce -24.5% 6,991 $828K
Swiss Life Asset Management Ltd 0.00% Add +8.6% 6,959 $825K
PNC Financial Services Group, Inc. 0.00% Add +13.4% 6,625 $785K
Ameritas Investment Partners, Inc. 0.02% Add +10.8% 6,611 $783K
&partners 0.00% Reduce -7.8% 6,303 $747K
Evergreen Capital Management LLC 0.01% Reduce -0.1% 6,244 $740K
Sanctuary Advisors, LLC 0.00% Add +55.6% 6,203 $735K
Cerity Partners LLC 0.00% New 6,137 $727K
Vise Technologies, Inc. 0.01% Add +127.8% 6,092 $722K
CIBC Bancorp USA Inc. 0.00% Add +9.3% 6,045 $716K
Cynosure Group, LLC 0.11% New 5,996 $711K
Sequoia Financial Advisors, LLC 0.00% Add +2.3% 5,826 $690K
Cadent Capital Advisors, LLC 0.14% No change 5,820 $690K
NorthCrest Asset Manangement, LLC 0.02% Reduce -8.1% 5,517 $677K
Verdad Advisers, LP 0.64% Reduce -18.2% 5,682 $673K
Abel Hall, LLC 0.11% Add +4.7% 5,564 $659K
Public Employees Retirement System of Ohio 0.00% Add +33.0% 5,530 $655K
Advisory Services Network, LLC 0.01% Reduce -10.3% 5,473 $648K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.9% 5,436 $644K
Commonwealth Equity Services, LLC 0.00% Add +8.3% 5,423 $643K
Two Sigma Investments, LP 0.00% New 5,376 $637K
Ethic Inc. 0.01% Reduce -4.4% 5,215 $618K
Argent Trust Co 0.02% No change 5,058 $599K
Oxford Financial Group, LTD. LLC 0.03% No change 5,016 $594K
Smith Shellnut Wilson LLC 0.22% Reduce -20.1% 4,966 $588K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.9% 4,915 $582K
McGuire Capital Advisors Inc. 0.32% New 4,894 $580K
Solidarity Wealth, LLC 0.10% Reduce -23.8% 4,878 $578K
NewEdge Advisors, LLC 0.00% Reduce -55.3% 4,834 $573K
Revisor Wealth Management LLC 0.13% New 4,533 $537K
Principal Securities, Inc. 0.01% New 4,519 $536K
Gladstone Institutional Advisory LLC 0.02% New 4,502 $533K
Voleon Capital Management LP 0.01% Reduce -47.1% 4,277 $507K
BayBridge Capital Group, LLC 0.26% Add +5.3% 4,166 $494K
Triumph Capital Management 0.09% New 4,134 $490K
Thoroughbred Financial Services, LLC 0.02% New 4,128 $489K
Engineers Gate Manager LP 0.01% New 4,119 $488K
GK Wealth Management LLC 0.29% New 4,076 $483K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.3% 9,848 $483K
Profund Advisors LLC 0.01% Add +31.9% 4,011 $475K
Infrastructure Capital Advisors, LLC 0.06% Reduce -61.1% 4,000 $474K
Harbour Investments, Inc. 0.01% Add +5.3% 3,987 $472K
Sawgrass Asset Management LLC 0.06% Reduce -36.2% 3,961 $469K
Bokf, NA 0.01% Reduce -30.8% 3,942 $467K
Jane Street Group, LLC 0.00% New 3,878 $460K
Capstone Investment Advisors, LLC 0.00% Add +44.9% 3,870 $459K
Stelac Advisory Services LLC 0.08% No change 3,840 $455K
Anb Bank 0.17% Reduce -13.3% 3,754 $445K
Yukon Wealth Management, Inc. 0.12% New 3,681 $436K
Baird Financial Group, Inc. 0.00% Reduce -4.5% 3,677 $436K
Gateway Investment Advisers LLC 0.00% New 3,589 $425K
DNB Asset Management AS 0.00% Reduce -12.8% 3,548 $420K
Polymer Capital Management (US) LLC 0.06% New 3,475 $412K
Beacon Pointe Advisors, LLC 0.00% New 3,460 $410K
Catalyst Capital Advisors LLC 0.01% Reduce -17.9% 3,441 $408K
Hohimer Wealth Management, LLC 0.04% Add +0.2% 3,403 $403K
Farther Finance Advisors, LLC 0.00% Add +2.5% 3,431 $400K
Choreo, LLC 0.00% Reduce -16.5% 3,251 $385K
KG Capital Management 0.23% New 3,230 $383K
New Age Alpha Advisors, LLC 0.02% Reduce -3.8% 3,113 $369K
Corient Private Wealth LP 0.00% Reduce -28.8% 3,098 $367K
Motley Fool Wealth Management, LLC 5.52% — 3,068 $364K
VARCOV Co. 0.14% New 3,062 $363K
NewEdge Wealth, LLC 0.00% New 2,984 $354K
Park Avenue Securities LLC 0.00% Add +15.9% 2,945 $349K
Merit Financial Group, LLC 0.00% Reduce -10.3% 2,925 $347K
Prelude Capital Management, LLC 0.03% New 2,905 $344K
Compound Planning, Inc. 0.01% Add +5.5% 2,799 $332K
Tower Research Capital LLC (TRC) 0.01% Reduce -8.6% 2,747 $326K
Dark Forest Capital Management LP 0.02% New 2,738 $324K
Savant Capital, LLC 0.00% New 3,257 $323K
HM Payson & Co. 0.00% No change 2,700 $320K
SG Americas Securities, LLC 0.00% Reduce -90.0% 2,681 $318K
Drive Wealth Management, LLC 0.06% Add +0.9% 2,641 $313K
Stratos Wealth Partners, LTD. 0.00% New 2,603 $308K
Kingsview Wealth Management, LLC 0.00% New 2,517 $298K
Tectonic Advisors LLC 0.01% Reduce -33.1% 2,466 $292K
Nykredit A/S 0.00% — 2,449 $290K
M&T Bank Corp 0.00% New 2,448 $290K
CIBC Asset Management Inc 0.00% New 2,434 $288K
HB Wealth Management, LLC 0.00% New 2,372 $281K
Keating Financial Advisory Services, Inc. 0.04% Reduce -6.5% 2,346 $278K
KBC Group NV 0.00% No change 2,316 $274K
SMART Wealth LLC 0.06% New 2,295 $272K
IFP Advisors, Inc 0.00% Reduce -14.6% 2,265 $268K
GAMMA Investing LLC 0.01% Add +19.3% 2,259 $268K
Praxis Investment Management Inc. 0.01% New 2,215 $262K
Transamerica Financial Advisors, LLC 0.02% Add +29.7% 2,186 $259K
Los Angeles Capital Management LLC 0.00% Reduce -88.7% 2,156 $255K
Kestra Advisory Services, LLC 0.00% New 2,138 $253K
Net Worth Advisory Group 0.06% New 2,122 $251K
Sage Rhino Capital LLC 0.04% New 2,045 $242K
Allworth Financial LP 0.00% Add +2.3% 1,995 $236K
Fifth Third Wealth Advisors LLC 0.01% New 1,967 $233K
Shelton Capital Management 0.00% New 1,947 $231K
Moneco Advisors, LLC 0.01% New 1,908 $226K
First National Bank of Hutchinson 0.12% New 1,903 $226K
Diversified Management Inc. 0.05% Reduce -35.0% 1,900 $225K
Rehmann Capital Advisory Group 0.01% New 1,884 $223K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,871 $222K
Kraematon Investment Advisors, Inc. 0.16% New 1,860 $220K
EP Wealth Advisors, LLC 0.00% New 1,845 $219K
Affinity Wealth Management LLC 0.03% New 1,822 $216K
CreativeOne Wealth, LLC 0.00% New 1,812 $215K
DRW Securities, LLC 0.01% Reduce -78.0% 1,779 $211K
Marex Group Ltd 0.00% New 1,772 $210K
Wedmont Private Capital 0.01% New 1,768 $208K
Parkside Financial Bank & Trust 0.01% Reduce -20.9% 1,746 $207K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.4% 1,743 $207K
Mirabella Financial Services LLP 0.02% Reduce -87.5% 1,700 $201K
AE Wealth Management LLC 0.00% New 1,690 $200K
Nisa Investment Advisors, LLC 0.00% Add +83.3% 1,578 $187K
State of Wyoming 0.02% Reduce -56.8% 1,576 $187K
Bayforest Capital Ltd 0.16% Add +50.7% 1,462 $173K
Key Financial Inc 0.03% Reduce -0.1% 1,400 $166K
Hantz Financial Services, Inc. 0.00% Reduce -0.8% 1,252 $148K
Comprehensive Financial Planning, Inc. 0.08% New 1,237 $147K
Simplex Trading, LLC 0.00% Reduce -79.6% 1,212 $144K
Golden State Wealth Management, LLC 0.01% Add +2118.5% 1,198 $142K
Steward Partners Investment Advisory, LLC 0.00% New 1,151 $136K
Covestor Ltd 0.08% Reduce -18.5% 1,135 $135K
Larson Financial Group LLC 0.00% Add +21.9% 995 $118K
SBI Securities Co., Ltd. 0.00% New 995 $118K
Northwestern Mutual Wealth Management Co. 0.00% No change 961 $114K
EverSource Wealth Advisors, LLC 0.00% Reduce -13.5% 953 $113K
Salomon & Ludwin, LLC 0.01% No change 897 $111K
Optiver Holding B.V. 0.00% Add +1487.3% 873 $103K
International Assets Investment Management, LLC 0.01% Add +3.2% 812 $100K
Kemnay Advisory Services Inc. 0.01% Add +131.3% 805 $95K
Signature Equity Partners, LLC 0.04% Reduce -13.4% 785 $93K
Cullen/Frost Bankers, Inc. 0.00% Add +12.0% 532 $63K
Basecamp Wealth Advisors LLC 0.01% No change 512 $61K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 506 $60K
Federation des caisses Desjardins du Quebec 0.00% No change 450 $53K
Nomura Asset Management Co. Ltd. 0.00% Reduce -63.4% 450 $53K
UMB Bank, n.a. 0.00% Add +4.8% 441 $52K
Group One Trading LLC 0.00% New 425 $50K
Cassaday & Co Wealth Management LLC 0.00% No change 422 $50K
Versant Capital Management, Inc 0.00% Add +20.9% 417 $49K
Wolff Wiese Magana LLC 0.02% New 400 $47K
Ramirez Asset Management, Inc. 0.00% New 400 $47K
Wilmington Savings Fund Society, FSB 0.00% Reduce -14.9% 399 $47K
Truvestments Capital LLC 0.01% New 375 $44K
Silvant Capital Management LLC 0.00% New 363 $43K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 357 $42K
Federated Hermes, Inc. 0.00% Add +16.2% 308 $36K
Arax Advisory Partners 0.00% New 293 $35K
Smithfield Trust Co 0.00% Reduce -0.3% 283 $34K
Smartleaf Asset Management LLC 0.00% No change 282 $33K
Sterling Capital Management LLC 0.00% Reduce -46.2% 256 $30K
Hollencrest Capital Management 0.00% No change 229 $27K
Bare Financial Services, Inc 0.01% Add +54.0% 228 $27K
Rakuten Securities, Inc. 0.01% New 218 $26K
Signaturefd, LLC 0.00% Add +3.0% 208 $25K
Private Wealth Management Group, LLC 0.01% No change 197 $23K
GW&K Investment Management, LLC 0.00% New 176 $21K
First Command Advisory Services, Inc. 0.00% No change 172 $20K
Silver Grove Financial Group, Inc. 0.01% New 168 $20K
Huntington National Bank 0.00% Reduce -37.1% 161 $19K
CX Institutional 0.00% Reduce -99.8% 158 $19K
Geneos Wealth Management Inc. 0.00% No change 154 $18K
Blue Trust, Inc. 0.00% Add +220.8% 154 $18K
Greykasell Wealth Strategies, Inc. 0.01% No change 150 $18K
Atwood & Palmer Inc. 0.00% No change 150 $18K
USA Financial Formulas 0.00% — 145 $17K
Persistent Asset Partners Ltd 0.01% New 133 $16K
Valued Wealth Advisors LLC 0.01% New 122 $14K
Rothschild Investment LLC 0.00% Add +27.1% 122 $14K
CVA Family Office, LLC 0.00% Add +32.1% 111 $13K
Parallel Advisors, LLC 0.00% Add +58.7% 100 $12K
Accent Capital Management, LLC 0.01% New 97 $11K
C M Bidwell & Associates Ltd. 0.00% No change 93 $11K
Bell Investment Advisors, Inc 0.00% No change 87 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +47.5% 87 $10K
Blue Bell Private Wealth Management, LLC 0.00% New 80 $9K
Fiduciary Financial Advisors 0.00% New 82 $9K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 78 $9K
Clearstead Advisors, LLC 0.00% New 65 $8K
Physician Wealth Advisors, Inc. 0.00% Reduce -4.7% 41 $5K
Fortitude Family Office, LLC 0.00% Add +14.3% 40 $5K
Farmers & Merchants Investments Inc. 0.00% Reduce -29.6% 38 $5K
Continuum Advisory, LLC 0.00% New 37 $4K
Assetmark, Inc. 0.00% Add +105.6% 37 $4K
Anchor Bay Capital, Inc. 0.00% — 67 $4K
Kilter Group LLC 0.00% Add +2.9% 35 $4K
Zions Bancorporation, National Association 0.00% Add +2.9% 35 $4K
Colonial Trust Co / SC 0.00% Reduce -39.7% 35 $4K
Godfrey Financial Associates, Inc. 0.00% No change 31 $4K
Brown Brothers Harriman & Co. 0.00% No change 27 $3K
Mb, Levis & Associates, LLC 0.00% New 25 $3K
Ankerstar Wealth, LLC 0.00% No change 21 $2K
Creative Capital Management Investments LLC 0.00% New 20 $2K
Rialto Wealth Management, LLC 0.00% Add +11.1% 20 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -18.2% 18 $2K
Prestige Wealth Management Group LLC 0.00% Add +300.0% 16 $2K
Plante Moran Financial Advisors, LLC 0.00% New 15 $2K
Proathlete Wealth Management LLC 0.00% New 15 $2K
Gilpin Wealth Management, LLC 0.00% No change 13 $2K
True Wealth Design, LLC 0.00% No change 13 $2K
SJS Investment Consulting Inc. 0.00% No change 13 $2K
SouthState Bank Corp 0.00% No change 13 $2K
HFM Investment Advisors, LLC 0.00% Add +150.0% 10 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +42.9% 10 $1K
Cornerstone Planning Group LLC 0.00% Add +45.5% 16 $1K
Trust Co 0.00% No change 9 $1K
Bellevue Asset Management, LLC 0.00% New 9 $1K
IFG Advisory, LLC 0.00% New 8 $948
Noble Wealth Management PBC 0.00% New 7 $830
Financial Consulate, Inc. 0.00% No change 7 $830
CoreCap Advisors, LLC 0.00% Reduce -36.4% 7 $830
LRI Investments, LLC 0.00% New 6 $711
Davis Capital Management 0.00% New 4 $474
Abound Wealth Management 0.00% No change 4 $474
TD Private Client Wealth LLC 0.00% No change 3 $356
DecisionPoint Financial, LLC 0.00% New 2 $248
American Capital Advisory, LLC 0.00% No change 2 $237
Rossby Financial, LCC 0.00% New 2 $237
Raffa Wealth Management, LLC 0.00% No change 1 $119
Cedar Mountain Advisors, LLC 0.00% No change 1 $119
TFC Financial Management, Inc. 0.00% No change 1 $119
Maryland Capital Advisors Inc. 0.00% — 1 $119
Hughes Financial Services, LLC 0.00% No change 1 $119
Evolution Advisers, Inc. 0.00% New 6 $0
Navigoe, LLC 0.00% New 5 $0

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