Fund shareholders of Monex Group Inc
ISIN JP3869970008 · Japan · LEI 353800SGXKLYGPUJ4648
- Fund shareholders
- 50
- Of which ETFs
- 26 24 other funds
- Value held
- ≈ 58.9M $ 58.7M $ · 30.2K € · 1.9M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 2,494,873 | 11M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 1,687,441 | 6.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Core MSCI EAFE ETF iShares Trust | 1,579,200 | 7M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST | 1,197,615 | 4.6M $ | 1.71 % | as of Jun 30, 2026 ↗ |
| WisdomTree Japan Hedged Equity Fund WisdomTree Trust | 1,023,600 | 3.9M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 667,687 | 2.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares MSCI EAFE Small-Cap ETF iShares Trust | 635,770 | 2.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 586,800 | 2.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Total International Stock ETF iShares Trust | 480,300 | 2.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Crypto Industry and Digital Payments ETF Fidelity Covington Trust | 442,800 | 1.7M $ | 0.65 % | as of Jun 30, 2026 ↗ |
| Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST | 351,406 | 1.4M $ | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 310,900 | 1.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional International Small Cap ETF Dimensional ETF Trust | 282,100 | 1.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 221,700 | 976.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 180,600 | 736.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD PACIFIC STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 173,018 | 761.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 157,900 | 699.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 140,000 | 616.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 136,752 | 528.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares International Small-Cap Equity Factor ETF iShares Trust | 131,500 | 579K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| WisdomTree Japan SmallCap Dividend Fund WisdomTree Trust | 127,700 | 490.3K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| WisdomTree International SmallCap Dividend Fund WisdomTree Trust | 113,100 | 434.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) International Small Cap ETF SPDR INDEX SHARES FUNDS | 108,407 | 416.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 107,900 | 475.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 95,173 | 419K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS | 72,300 | 277.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI International Small Cap Index Fund Fidelity Concord Street Trust | 52,100 | 229.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI Pacific ETF iShares Trust | 50,700 | 223.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 47,700 | 1.9M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust | 42,800 | 164.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,300 | 168.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 37,700 | 144.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares MSCI Japan Small-Cap ETF iShares, Inc. | 32,200 | 131.3K $ | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 31,900 | 130.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 31,400 | 139K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares International Dividend Growth ETF iShares Trust | 29,800 | 115.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MUFG Japan Small Cap Active ETF RBB Fund Trust | 23,800 | 97K $ | 0.40 % | as of May 31, 2026 ↗ |
| Avantis International Small Cap Equity ETF American Century ETF Trust | 19,900 | 81.1K $ | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,100 | 79.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 17,200 | 70.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund FlexShares Trust | 12,300 | 54.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 12,300 | 54.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional International Vector Equity ETF Dimensional ETF Trust | 10,900 | 48.3K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 10,500 | 42.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 10,200 | 41.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional World ex U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,200 | 36.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,100 | 35.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| International Small Company Trust John Hancock Variable Insurance Trust | 4,900 | 18.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Amplify Tokenization Technology Leaders ETF Amplify ETF Trust | 1,700 | 6.5K $ | 0.76 % | as of Jun 30, 2026 ↗ |
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ ORICALCO GESALCALA, S.A., S.G.I.I.C. | 30.2K € | 0.43 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST | 1.71 % | as of Jun 30, 2026 ↗ |
| Amplify Tokenization Technology Leaders ETF Amplify ETF Trust | 0.76 % | as of Jun 30, 2026 ↗ |
| Fidelity Crypto Industry and Digital Payments ETF Fidelity Covington Trust | 0.65 % | as of Jun 30, 2026 ↗ |
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ ORICALCO GESALCALA, S.A., S.G.I.I.C. | 0.43 % | as of Dec 31, 2025 ↗ |
| MUFG Japan Small Cap Active ETF RBB Fund Trust | 0.40 % | as of May 31, 2026 ↗ |
| WisdomTree Japan SmallCap Dividend Fund WisdomTree Trust | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares International Small-Cap Equity Factor ETF iShares Trust | 0.09 % | as of Jul 31, 2026 ↗ |
| THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 0.06 % | as of Jul 31, 2026 ↗ |
| WisdomTree Japan Hedged Equity Fund WisdomTree Trust | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares MSCI Japan Small-Cap ETF iShares, Inc. | 0.05 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 48 | +6 | 14,011,542 | +22.7 % |
| 2026Q2 | 42 | +7 | 11,418,977 | -6.7 % |
| 2026Q1 | 35 | 0 | 12,237,574 | -14.3 % |
| 2025Q4 | 35 | -5 | 14,281,527 | +9.1 % |
| 2025Q3 | 40 | +1 | 13,090,081 | +3.0 % |
| 2025Q2 | 39 | -5 | 12,705,688 | -1.2 % |
| 2025Q1 | 44 | -11 | 12,862,053 | +13.0 % |
| 2024Q4 | 55 | +1 | 11,378,408 | -10.6 % |
| 2024Q3 | 54 | -3 | 12,729,430 | -1.2 % |
| 2024Q2 | 57 | +8 | 12,884,985 | +46.5 % |
| 2024Q1 | 49 | -11 | 8,793,968 | -33.2 % |
| 2023Q4 | 60 | 13,174,302 |
Cite this page
Titelia. "Fund shareholders of Monex Group Inc". https://titelia.com/en/stocks/monex-group-inc-JP3869970008