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
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,8234.4M $0.08 %0.03 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 40,5044.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 40,2165.1M $7.40 %0.03 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 39,4734.2M $0.12 %0.03 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 38,2183.1M $0.77 %0.03 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 37,9053.1M $0.19 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 37,3803M $0.01 %0.03 %as of Mar 31, 2026 ↗
Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. 36,8713M $0.17 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 36,2893.8M $0.01 %0.03 %as of Apr 30, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 36,0234.6M $1.54 %0.03 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,9952.8M $0.31 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 34,9033.7M $0.44 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 34,0372.7M $0.20 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 34,0233.6M $0.03 %0.03 %as of Apr 30, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 33,7322.7M $1.38 %0.03 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 33,2102.7M $0.33 %0.03 %as of Mar 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 32,8334.2M $4.28 %0.03 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,4202.6M $0.11 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 31,9752.6M $0.01 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 31,9013.4M $0.24 %0.03 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 31,1082.5M $0.48 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 31,0142.5M $1.11 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 30,9303.9M $0.32 %0.03 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 30,5473.9M $0.02 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 30,3032.4M $0.05 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 30,2642.4M $0.65 %0.03 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 30,2023.2M $1.01 %0.03 %as of Apr 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 29,3792.4M $0.41 %0.02 %as of Mar 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 28,8933.7M $1.83 %0.02 %as of Feb 28, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 28,7033M $0.82 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,5553M $0.04 %0.02 %as of Apr 30, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 28,2523.6M $4.47 %0.02 %as of Feb 28, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 28,2002.3M $0.49 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 28,0143.6M $0.03 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 26,7383.4M $0.01 %0.02 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 26,3082.8M $0.44 %0.02 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 26,1872.8M $0.38 %0.02 %as of Apr 30, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 25,9973.3M $0.99 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 25,6333.3M $0.19 %0.02 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 25,5962.1M $0.08 %0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 25,5042.1M $0.11 %0.02 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 25,0812M $0.12 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 24,6432.6M $0.11 %0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 24,6382M $0.37 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 24,4862M $0.07 %0.02 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 23,9641.9M $0.37 %0.02 %as of Mar 31, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 23,5521.9M $0.36 %0.02 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 23,3391.9M $0.32 %0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,2242.5M $0.13 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 23,2111.9M $0.20 %0.02 %as of Mar 31, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 23,0242.4M $1.20 %0.02 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 22,6392.9M $0.42 %0.02 %as of Feb 28, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,4732.4M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 22,3202.4M $0.08 %0.02 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 22,2742.4M $0.02 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 21,5951.7M $0.18 %0.02 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 21,2201.7M $0.26 %0.02 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 21,0001.7M $0.43 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 20,3411.6M $0.46 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,3192.6M $0.29 %0.02 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 20,1901.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 20,1722.1M $0.02 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 20,0532.1M $0.01 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 19,7002.5M $0.20 %0.02 %as of Feb 28, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 19,6041.6M $0.37 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 19,2711.6M $0.14 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 19,0531.5M $0.20 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 18,7512M $1.63 %0.02 %as of Apr 30, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 18,6271.5M $2.76 %0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 18,4792M $0.20 %0.02 %as of Apr 30, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 18,4411.5M $0.94 %0.02 %as of Mar 31, 2026 ↗
Bond-Debenture Portfolio LORD ABBETT SERIES FUND INC 18,1171.5M $0.13 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 17,61913.5M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 17,6171.9M $0.02 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 17,4412.2M $0.13 %0.01 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 17,3101.8M $0.08 %0.01 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 17,0501.8M $0.01 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,3981.7M $0.30 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 14,5051.2M $0.20 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 14,3951.8M $0.04 %0.01 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 14,0761.8M $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 13,8961.5M $0.16 %0.01 %as of Apr 30, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 13,4951.1M $1.72 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 13,2991.1M $0.19 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,2851.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 13,1671.4M $0.07 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 12,9831.7M $0.07 %0.01 %as of Feb 28, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,9221M $0.75 %0.01 %as of Mar 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 12,6151M $0.38 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 12,4241M $0.14 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 12,388999.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,962964.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 11,9211.3M $0.50 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 11,8921.5M $0.11 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,7001.2M $0.05 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 11,6471.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 11,454923.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 11,3681.4M $0.19 %0.01 %as of Feb 28, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,2561.2M $0.09 %0.01 %as of Apr 30, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 11,250907.3K $0.33 %0.01 %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