Titelia

Fund shareholders of StoneX Group Inc

ISIN US8618961085 · United States · LEI 549300JUF07L8VF02M60

Fund shareholders
438
Of which ETFs
120 318 other funds
Value held
≈ 4.3B $ 4.3B $ · 13.5M SEK
Share of capital
32.9 % of 120.6M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 4,276,294506.7M $0.46 %3.55 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,264,106268.3M $0.01 %1.88 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,869,771221.6M $0.27 %1.55 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,835,737208.1M $0.77 %1.52 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,635,201193.8M $0.10 %1.36 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,193,52091.4M $0.27 %0.99 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 943,957111.9M $0.24 %0.78 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 880,178104.3M $1.06 %0.73 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 858,68065.7M $2.17 %0.71 %as of Jul 31, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 846,90064.8M $5.12 %0.70 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 808,68195.8M $0.10 %0.67 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 672,45579.7M $0.52 %0.56 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 664,21478.7M $0.85 %0.55 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 646,95976.7M $0.45 %0.54 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 633,83675.1M $0.91 %0.53 %as of Jun 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 606,40071.9M $0.49 %0.50 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 510,56139.1M $0.20 %0.42 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 441,18133.8M $0.15 %0.37 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 432,18951.2M $0.45 %0.36 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 401,82847.6M $0.92 %0.33 %as of Jun 30, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 381,22345.2M $1.63 %0.32 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 377,65942.8M $0.24 %0.31 %as of May 31, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 373,12028.6M $3.75 %0.31 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 370,33328.4M $0.19 %0.31 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 361,56241M $0.10 %0.30 %as of May 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 357,02242.3M $0.84 %0.30 %as of Jun 30, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 343,68540.7M $1.36 %0.28 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 336,60725.8M $0.28 %0.28 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 336,19338.1M $0.17 %0.28 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 331,03939.2M $0.37 %0.27 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 320,96024.6M $0.59 %0.27 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 320,24037.9M $0.34 %0.27 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 294,17034.9M $0.60 %0.24 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 293,90734.8M $1.33 %0.24 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 265,36320.3M $0.27 %0.22 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 256,02019.6M $0.22 %0.21 %as of Jul 31, 2026 ↗
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 243,02118.6M $0.84 %0.20 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 242,43927.5M $0.47 %0.20 %as of May 31, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 226,42826.8M $1.91 %0.19 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 223,73017.1M $0.04 %0.19 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 213,52216.3M $0.04 %0.18 %as of Jul 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 211,28625M $0.82 %0.18 %as of Jun 30, 2026 ↗
LORD ABBETT BOND DEBENTURE FUND INC LORD ABBETT BOND DEBENTURE FUND INC 190,30722.6M $0.10 %0.16 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 189,18321.4M $0.41 %0.16 %as of May 29, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 182,32314M $0.52 %0.15 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 181,67321.5M $0.80 %0.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 167,70012.8M $0.96 %0.14 %as of Jul 31, 2026 ↗
T. Rowe Price Communications & Technology Fund T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. 163,52419.4M $0.24 %0.14 %as of Jun 30, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 163,31218.5M $0.87 %0.14 %as of May 31, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 159,15218.9M $0.56 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 142,52510.9M $0.27 %0.12 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 142,27410.9M $0.09 %0.12 %as of Jul 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 137,23715.6M $1.79 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 136,86710.5M $0.03 %0.11 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 134,29815.9M $0.27 %0.11 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 132,17915M $0.01 %0.11 %as of May 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 131,14510M $0.22 %0.11 %as of Jul 31, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 128,62415.2M $0.95 %0.11 %as of Jun 30, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 126,77414.4M $4.03 %0.11 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 126,58315M $0.59 %0.10 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 124,92014.8M $0.01 %0.10 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 124,64714.1M $1.73 %0.10 %as of May 31, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 122,6779.4M $0.89 %0.10 %as of Jul 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 121,30014.4M $0.76 %0.10 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 112,69512.8M $0.73 %0.09 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 110,06213M $0.45 %0.09 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 107,64012.2M $0.09 %0.09 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 106,82812.1M $0.01 %0.09 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 105,69712.5M $0.54 %0.09 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 104,55111.9M $0.46 %0.09 %as of May 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 103,1497.9M $2.01 %0.09 %as of Jul 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 97,60911.6M $1.02 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 94,8387.3M $1.08 %0.08 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 94,55211.2M $0.66 %0.08 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 94,1077.2M $1.14 %0.08 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 93,18211M $0.57 %0.08 %as of Jun 30, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 92,00010.9M $1.31 %0.08 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 90,50510.7M $0.01 %0.08 %as of Jun 30, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 89,62810.6M $0.80 %0.07 %as of Jun 30, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 88,47110M $8.59 %0.07 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 87,10810.3M $0.49 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 86,2386.6M $0.01 %0.07 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 83,2959.4M $0.94 %0.07 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 80,8876.2M $0.01 %0.07 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 79,8259.5M $0.44 %0.07 %as of Jun 30, 2026 ↗
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 79,6229.4M $2.77 %0.07 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 79,1919.4M $0.25 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 77,9536M $0.45 %0.06 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 76,7745.9M $0.19 %0.06 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 74,0085.7M $0.23 %0.06 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 73,6738.7M $1.62 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 68,9667.8M $0.46 %0.06 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 68,5787.8M $0.03 %0.06 %as of May 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 68,5357.8M $0.06 %0.06 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 68,2578.1M $0.52 %0.06 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 64,4494.9M $0.12 %0.05 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 63,6694.9M $0.01 %0.05 %as of Jul 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 62,0997.4M $1.02 %0.05 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 60,4027.2M $0.45 %0.05 %as of Jun 30, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 60,1826.8M $1.98 %0.05 %as of May 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 Mid-Cap Growth ETF RBB Fund, Inc. 8.59 %as of May 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 5.56 %as of May 31, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 5.12 %as of Jul 31, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 4.24 %as of May 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 4.15 %as of Jul 31, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 4.03 %as of May 31, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 3.75 %as of Jul 31, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 3.71 %as of May 31, 2026 ↗
SMART Earnings Growth 30 ETF Tidal Trust I 3.59 %as of Jun 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 3.21 %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.

QuarterShareholdersChangeSharesChange
2026Q3437+4539,713,645+16.8 %
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
Vanguard Portfolio Management 5.14 %4,075,393as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of StoneX Group Inc

86 funds declare 86 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
NYLIM MacKay High Yield Corporate Bond Fund136.8M $as of Jul 31, 2026
NYLIM MacKay Short Duration High Income Fund115.7M $as of Jul 31, 2026
iShares Broad USD High Yield Corporate Bond ETF114M $as of Jul 31, 2026
NYLIM VP MacKay High Yield Corporate Bond Portfolio110.2M $as of Jun 30, 2026
Franklin High Income Fund19M $as of Jun 30, 2026
iShares iBoxx $ High Yield Corporate Bond ETF17.6M $as of May 31, 2026
Lord Abbett High Yield Fund16.9M $as of May 31, 2026
Janus Henderson High-Yield Fund16.7M $as of Jun 30, 2026
Invesco BulletShares 2027 High Yield Corporate Bond ETF16.6M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF16.5M $as of Jun 30, 2026
Franklin High Yield Corporate ETF16.2M $as of Jun 30, 2026
BlackRock Systematic Multi-Strategy Fund15.4M $as of Jun 30, 2026
iShares High Yield Systematic Bond ETF15.3M $as of May 31, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.9M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF14.5M $as of Jun 30, 2026
Transamerica Multi-Asset Income14.3M $as of Jul 31, 2026
Venerable High Yield Fund13.8M $as of Jun 30, 2026
Goldman Sachs High Yield Fund13.3M $as of Jun 30, 2026
PIMCO High Yield Fund13.2M $as of Jun 30, 2026
Franklin Core Plus Bond Fund12.7M $as of Jul 31, 2026
iShares Flexible Income Active ETF12.7M $as of Jul 31, 2026
Buffalo High Yield Fund12.1M $as of Jun 30, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF11.8M $as of Jun 30, 2026
Xtrackers USD High Yield Corporate Bond ETF11.7M $as of May 29, 2026
Credit Suisse Strategic Income Fund11.5M $as of Jul 31, 2026
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Titelia. "Fund shareholders of StoneX Group Inc". https://titelia.com/en/stocks/stonex-group-inc-US8618961085