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
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 57,4644.4M $0.01 %0.05 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,0004.3M $0.05 %0.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 53,6466.4M $1.52 %0.04 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 52,6326.2M $0.37 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 52,3124M $0.27 %0.04 %as of Jul 31, 2026 ↗
NYLIM VP Small Cap Growth Portfolio NYLIM VP FUNDS TRUST 52,0556.2M $1.43 %0.04 %as of Jun 30, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 50,8466M $0.46 %0.04 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 50,4936M $0.27 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 50,1723.8M $0.03 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 50,0503.8M $0.45 %0.04 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 49,6315.6M $0.44 %0.04 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 49,1665.8M $0.06 %0.04 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 48,7655.5M $0.74 %0.04 %as of May 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 48,6425.8M $0.45 %0.04 %as of Jun 30, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 48,4293.7M $1.02 %0.04 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 48,3973.7M $0.19 %0.04 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 47,9615.4M $0.02 %0.04 %as of May 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 46,7255.3M $0.86 %0.04 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 46,5485.3M $0.04 %0.04 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 46,3175.5M $0.45 %0.04 %as of Jun 30, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 46,0573.5M $1.34 %0.04 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 45,9845.4M $1.44 %0.04 %as of Jun 30, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 45,3043.5M $0.95 %0.04 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 42,8323.3M $0.04 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 42,4444.8M $0.01 %0.04 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 40,7564.8M $0.58 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 40,4054.8M $0.25 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,2693.1M $0.06 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,7984.7M $0.16 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 39,0073M $0.11 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 38,2044.5M $0.01 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 37,9664.3M $0.23 %0.03 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 36,8334.4M $0.27 %0.03 %as of Jun 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 36,3274.3M $0.64 %0.03 %as of Jun 30, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 35,8924.3M $1.77 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34,2814.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 34,1003.9M $0.20 %0.03 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 33,7542.6M $0.27 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 33,7092.6M $0.01 %0.03 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 33,3263.9M $0.35 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 32,6722.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 32,3433.8M $0.07 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 29,9633.4M $0.34 %0.02 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,4062.3M $0.32 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 29,4022.3M $0.22 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 29,3803.3M $0.24 %0.02 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 29,2013.5M $0.79 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 29,1322.2M $1.62 %0.02 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 29,1162.2M $0.23 %0.02 %as of Jul 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 29,0283.3M $5.56 %0.02 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,4033.4M $0.32 %0.02 %as of Jun 30, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 28,2213.3M $1.36 %0.02 %as of Jun 30, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 28,1683.2M $3.21 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 28,0152.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 27,9042.1M $0.09 %0.02 %as of Jul 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust 26,8493M $1.45 %0.02 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 26,2043.1M $0.14 %0.02 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 26,1733.1M $0.30 %0.02 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 25,9403.1M $0.45 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 25,9002M $0.02 %0.02 %as of Jul 31, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 25,5493M $0.18 %0.02 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 25,0813M $0.16 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 24,5962.9M $0.09 %0.02 %as of Jun 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 24,5021.9M $0.10 %0.02 %as of Jul 31, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 24,2472.9M $2.44 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 24,0022.8M $0.26 %0.02 %as of Jun 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 23,9312.7M $0.15 %0.02 %as of May 31, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 23,8442.7M $3.71 %0.02 %as of May 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 23,6052.8M $0.45 %0.02 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 23,4472.8M $0.45 %0.02 %as of Jun 30, 2026 ↗
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 22,9871.8M $0.57 %0.02 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 22,8482.7M $0.25 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 22,6592.7M $0.41 %0.02 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 22,4021.7M $2.89 %0.02 %as of Jul 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 22,3482.5M $0.05 %0.02 %as of May 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 21,7171.7M $0.25 %0.02 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 21,5661.7M $0.08 %0.02 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 21,4862.4M $0.02 %0.02 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,3961.6M $0.28 %0.02 %as of Jul 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 21,2771.6M $0.63 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 21,1292.4M $0.06 %0.02 %as of May 31, 2026 ↗
Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. 21,0372.5M $0.13 %0.02 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 20,9212.4M $0.57 %0.02 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20,6492.4M $0.27 %0.02 %as of Jun 30, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 20,2981.6M $0.73 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 20,0362.4M $0.01 %0.02 %as of Jun 30, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 19,8221.5M $0.94 %0.02 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 19,3332.3M $0.33 %0.02 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 19,1592.2M $0.09 %0.02 %as of May 31, 2026 ↗
SMART Earnings Growth 30 ETF Tidal Trust I 19,0232.3M $3.59 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 18,8951.4M $0.11 %0.02 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 18,2432.2M $0.46 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 17,61913.5M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 17,4932M $1.56 %0.01 %as of May 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 17,0512M $1.04 %0.01 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 16,9882M $0.07 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,7612M $0.47 %0.01 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 16,4421.9M $0.01 %0.01 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 16,3491.9M $0.25 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 16,3271.3M $0.29 %0.01 %as of Jul 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