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
1290 VT Micro Cap Portfolio EQ Advisors Trust 11,237906.3K $0.52 %0.01 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 11,1111.2M $0.16 %0.01 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 11,0051.2M $0.33 %0.01 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,8131.4M $0.01 %0.01 %as of Feb 28, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 10,8001.1M $0.94 %0.01 %as of Apr 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 10,788870.1K $0.20 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 10,5661.1M $0.27 %0.01 %as of Apr 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 10,383837.4K $1.14 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 10,306831.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,294830.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,239825.8K $0.12 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 10,2361.1M $3.22 %0.01 %as of Apr 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 10,1481.1M $0.06 %0.01 %as of Apr 30, 2026 ↗
Leuthold Select Industries ETF Managed Portfolio Series 10,025808.5K $0.61 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 9,946802.1K $0.21 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,886797.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,637777.2K $0.38 %0.01 %as of Mar 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 9,576772.3K $0.41 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 9,315751.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 9,1931.2M $0.57 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 9,172739.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,106734.4K $0.20 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 9,064731K $0.24 %0.01 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 8,990725K $0.12 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,9721.1M $0.16 %0.01 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 8,8141.1M $0.00 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,814710.8K $0.20 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 8,802709.9K $0.21 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,625695.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
Golden Eagle Dynamic Hypergrowth ETF ETF Opportunities Trust 8,517686.9K $2.50 %0.01 %as of Mar 31, 2026 ↗
Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds 8,436680.4K $0.76 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 8,412678.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 8,211662.2K $0.54 %0.01 %as of Mar 31, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 8,171659K $1.24 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,015646.4K $0.36 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 7,926840.4K $0.24 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,879835.4K $0.11 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,828998.1K $0.08 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 7,708817.3K $0.04 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,699620.9K $0.19 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,351592.9K $0.16 %0.01 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 7,168913.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,148911.4K $0.41 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,125755.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,865553.7K $0.20 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 6,715541.6K $0.36 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,709541.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,444683.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 6,436820.6K $4.24 %0.01 %as of Feb 28, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 6,424819.1K $1.13 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,420517.8K $0.16 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 6,397515.9K $0.42 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 6,319509.6K $0.18 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,968481.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,832470.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,802615.2K $0.23 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,682724.5K $0.26 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,611452.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,523445.4K $0.20 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 5,476441.6K $0.38 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,420691.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 5,178417.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 5,175417.4K $0.32 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 5,140545K $0.08 %0.00 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,107411.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 5,040406.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 4,950524.8K $1.46 %0.00 %as of Apr 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 4,901395.3K $0.21 %0.00 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 4,673376.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,664376.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 4,646492.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,646374.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,623372.8K $0.20 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,602488K $0.01 %0.00 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 4,518576K $0.11 %0.00 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,371352.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,250450.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,198338.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 4,191338K $2.18 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 4,070328.2K $0.26 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,968505.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 3,902413.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3,700298.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 3,577456.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,565454.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,545452K $0.01 %0.00 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,541285.6K $0.17 %0.00 %as of Mar 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 3,533374.6K $5.31 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 3,442365K $0.19 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,439277.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,408274.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3,349355.1K $3.51 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,348270K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 3,296349.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 3,294420K $0.16 %0.00 %as of Feb 28, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 3,235260.9K $1.08 %0.00 %as of Mar 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 3,150254K $0.27 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,035387K $0.14 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,027385.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,973315.2K $0.12 %0.00 %as of Apr 30, 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