Titelia

Fund shareholders of StoneX Group Inc

ISIN US8618961085 · United States · LEI 549300JUF07L8VF02M60

Fund shareholders
393
Of which ETFs
106 287 other funds
Value held
3.1B $ 13.5M SEK
Share of capital
28.2 % of 120.6M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 4,205,999339.2M $0.37 %3.49 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,117,013170.7M $0.01 %1.76 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,801,405145.3M $0.20 %1.49 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,542,355124.4M $0.08 %1.28 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,235,564157.5M $0.67 %1.02 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 1,137,40591.7M $1.12 %0.94 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 862,50069.6M $0.18 %0.72 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 781,80163.1M $0.08 %0.65 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 726,39277M $0.24 %0.60 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 695,95756.1M $0.70 %0.58 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 635,86951.3M $0.37 %0.53 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 618,27749.9M $0.39 %0.51 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 603,70348.7M $0.75 %0.50 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 601,80948.5M $0.40 %0.50 %as of Mar 31, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 564,60059.9M $4.65 %0.47 %as of Apr 30, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 480,00038.7M $1.22 %0.40 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 456,22048.4M $1.76 %0.38 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 432,18934.9M $0.36 %0.36 %as of Mar 31, 2026 ↗
T. Rowe Price Communications & Technology Fund T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. 430,67434.7M $0.43 %0.36 %as of Mar 31, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 413,43033.3M $1.48 %0.34 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 376,34930.4M $0.70 %0.31 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 369,48629.8M $0.75 %0.31 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 368,37029.7M $0.32 %0.31 %as of Mar 31, 2026 ↗
LORD ABBETT BOND DEBENTURE FUND INC LORD ABBETT BOND DEBENTURE FUND INC 356,88328.8M $0.13 %0.30 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 340,37436.1M $0.19 %0.28 %as of Apr 30, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 322,38434.2M $4.53 %0.27 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 319,78425.8M $0.28 %0.27 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 312,89525.2M $0.62 %0.26 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 312,40925.2M $1.16 %0.26 %as of Mar 31, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 247,50020M $1.94 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 245,76426.1M $0.19 %0.20 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 242,98531M $0.08 %0.20 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 242,83931M $0.20 %0.20 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 225,74128.8M $0.14 %0.19 %as of Feb 28, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 191,33520.3M $0.92 %0.16 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 189,96020.1M $0.21 %0.16 %as of Apr 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 162,32617.2M $0.40 %0.13 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 161,22217.1M $0.24 %0.13 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 159,18020.3M $0.38 %0.13 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 154,84212.5M $0.80 %0.13 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 148,07715.7M $0.21 %0.12 %as of Apr 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 147,00011.9M $0.68 %0.12 %as of Mar 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 146,42911.8M $1.12 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 142,34815.1M $0.04 %0.12 %as of Apr 30, 2026 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 141,45015M $3.00 %0.12 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 140,06114.9M $0.03 %0.12 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 121,54912.9M $0.50 %0.10 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 121,35312.9M $0.03 %0.10 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 120,8859.7M $0.20 %0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 119,7129.7M $0.67 %0.10 %as of Mar 31, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 115,9729.4M $0.81 %0.10 %as of Mar 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 112,20514.3M $1.73 %0.09 %as of Feb 28, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 112,0229M $0.59 %0.09 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 111,20514.2M $0.31 %0.09 %as of Feb 27, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 108,7248.8M $0.44 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 108,50511.5M $1.88 %0.09 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 108,4988.8M $0.37 %0.09 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 104,77011.1M $0.13 %0.09 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 104,4408.4M $0.45 %0.09 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 100,8578.1M $0.57 %0.08 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 99,0828M $0.09 %0.08 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 98,5808M $0.01 %0.08 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 96,6077.8M $0.44 %0.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 93,1577.5M $1.81 %0.08 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 89,9387.3M $1.15 %0.07 %as of Mar 31, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 87,80611.2M $3.08 %0.07 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 87,6319.3M $0.24 %0.07 %as of Apr 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 87,3919.3M $1.62 %0.07 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 86,87511.1M $0.01 %0.07 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 85,2306.9M $0.01 %0.07 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 84,8969M $2.40 %0.07 %as of Apr 30, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 84,3036.8M $2.32 %0.07 %as of Mar 31, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 83,69910.7M $1.37 %0.07 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 79,5976.4M $0.19 %0.07 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 79,4736.4M $1.48 %0.07 %as of Mar 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 79,3066.4M $0.35 %0.07 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 79,1178.4M $0.06 %0.07 %as of Apr 30, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 78,5958.3M $0.85 %0.07 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 75,1309.6M $0.65 %0.06 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 74,1179.4M $0.07 %0.06 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 73,9129.4M $0.37 %0.06 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 69,2807.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 68,8108.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 66,9378.5M $6.51 %0.06 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 60,1124.8M $0.36 %0.05 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 57,4926.1M $0.01 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 55,8934.5M $0.40 %0.05 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 55,0535.8M $0.44 %0.05 %as of Apr 30, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 54,3224.4M $1.17 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 53,2105.6M $0.13 %0.04 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 51,8286.6M $0.74 %0.04 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 50,9494.1M $0.37 %0.04 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 50,2084M $1.22 %0.04 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 48,5933.9M $0.20 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 48,4306.2M $0.03 %0.04 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 47,9895.1M $0.21 %0.04 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 46,6733.8M $0.36 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,9045.7M $0.40 %0.04 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 43,8253.5M $0.39 %0.04 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 43,5273.5M $0.53 %0.04 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 7.40 %as of Feb 28, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 6.51 %as of Feb 28, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 5.31 %as of Apr 30, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 4.65 %as of Apr 30, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 4.53 %as of Apr 30, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 4.47 %as of Feb 28, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 4.28 %as of Feb 28, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 4.24 %as of Feb 28, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3.51 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 3.22 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2392+4433,991,342+50.1 %
2026Q1348+222,643,981+3.6 %
2025Q4346+1721,852,518+15.8 %
2025Q3329-118,877,426+5.1 %
2025Q2330+3417,963,290+48.4 %
2025Q1296+212,105,436-1.8 %
2024Q4294+812,328,164+6.3 %
2024Q3286+411,594,290+1.8 %
2024Q2282+911,387,762+5.3 %
2024Q1273-510,818,954+46.5 %
2023Q42787,383,918

Institutional managers

376 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.11,012,451888.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/3,471,998280K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC3,398,475274.1M $as of Mar 31, 2026
STATE STREET CORP2,782,201224.4M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,511,192202.5K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,107,795170M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,993,170160.8M $as of Mar 31, 2026
AltraVue Capital, LLC1,628,997131.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,487,960120M $as of Mar 31, 2026
Van Berkom & Associates Inc.1,384,258111.6K $as of Mar 31, 2026
MORGAN STANLEY948,50376.5M $as of Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.943,57976.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO922,03771.9M $as of Mar 31, 2026
NORTHERN TRUST CORP867,01469.9M $as of Mar 31, 2026
Driehaus Capital Management LLC861,53069.5M $as of Mar 31, 2026
Boston Partners839,73268.2M $as of Mar 31, 2026
Rockefeller Capital Management L.P.809,99265.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC801,76164.7M $as of Mar 31, 2026
Invesco Ltd.751,89760.6M $as of Mar 31, 2026
HENNESSY ADVISORS INC706,05056.9M $as of Mar 31, 2026
Nine Ten Capital Management LLC579,97946.8M $as of Mar 31, 2026
Champlain Investment Partners, LLC529,05242.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC468,58637.8M $as of Mar 31, 2026
ASHFORD CAPITAL MANAGEMENT INC466,63037.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/464,47537.5M $as of Mar 31, 2026

Declared shareholders of StoneX Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
T. Rowe Price Associates, Inc. 4.40 %3,471,515as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of StoneX Group Inc

84 funds declare 84 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
NYLI MacKay High Yield Corporate Bond Fund137.2M $as of Apr 30, 2026
NYLI MacKay Short Duration High Income Fund115M $as of Apr 30, 2026
iShares Broad USD High Yield Corporate Bond ETF112M $as of Apr 30, 2026
iShares iBoxx $ High Yield Corporate Bond ETF110.7M $as of Feb 28, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio19.7M $as of Mar 31, 2026
Franklin High Income Fund18.9M $as of Mar 31, 2026
Janus Henderson Multi-Sector Income Fund17.1M $as of Mar 31, 2026
Lord Abbett High Yield Fund16.9M $as of Feb 28, 2026
Janus Henderson High-Yield Fund16.6M $as of Mar 31, 2026
iShares High Yield Systematic Bond ETF16.2M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF16M $as of Mar 31, 2026
BlackRock Systematic Multi-Strategy Fund15.7M $as of Mar 31, 2026
Invesco BulletShares 2027 High Yield Corporate Bond ETF15.5M $as of Feb 28, 2026
Franklin High Yield Corporate ETF15.1M $as of Mar 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.7M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF14.5M $as of Mar 31, 2026
Transamerica Multi-Asset Income14.4M $as of Apr 30, 2026
Venerable High Yield Fund13.7M $as of Mar 31, 2026
Goldman Sachs High Yield Fund13.2M $as of Mar 31, 2026
Franklin Core Plus Bond Fund12.7M $as of Apr 30, 2026
Credit Suisse Strategic Income Fund12.3M $as of Apr 30, 2026
Xtrackers USD High Yield Corporate Bond ETF12.1M $as of Feb 27, 2026
Buffalo High Yield Fund12.1M $as of Mar 31, 2026
Diversified Income Fund11.9M $as of Apr 30, 2026
Goldman Sachs Income Builder Fund11.8M $as of Apr 30, 2026
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Titelia. "Fund shareholders of StoneX Group Inc". https://titelia.com/en/stocks/stonex-group-inc-US8618961085