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
YORKTOWN GROWTH FUND American Pension Investors Trust 16,2001.2M $1.02 %0.01 %as of Jul 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 16,0271.8M $0.70 %0.01 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15,9381.9M $0.27 %0.01 %as of Jun 30, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 15,4211.8M $0.84 %0.01 %as of Jun 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 15,4001.8M $0.34 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 15,1681.2M $0.01 %0.01 %as of Jul 31, 2026 ↗
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 14,7951.8M $0.52 %0.01 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,7571.7M $0.00 %0.01 %as of May 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 14,5501.6M $0.19 %0.01 %as of May 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,5181.7M $0.26 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 13,7701.1M $0.05 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,3951M $0.04 %0.01 %as of Jul 31, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 13,3501.6M $0.50 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,2851.6M $0.13 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 12,7951.5M $0.61 %0.01 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 12,6791.5M $0.07 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 12,551961K $0.30 %0.01 %as of Jul 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 12,4261.5M $0.25 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 12,4241.5M $0.17 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 12,402949.6K $0.12 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 12,355946K $0.27 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,243937.4K $0.03 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 12,1001.4M $0.47 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,9921.4M $0.10 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 11,6531.4M $0.01 %0.01 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 11,6441.4M $0.36 %0.01 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 11,3211.3M $0.20 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,3071.3M $0.27 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 11,2371.3M $0.60 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,9921.2M $0.09 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,9861.3M $0.27 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,7821.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 10,7581.3M $0.27 %0.01 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 10,7521.2M $0.00 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 10,7221.3M $0.14 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 10,6851.3M $0.13 %0.01 %as of Jun 30, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 10,5801.3M $0.49 %0.01 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 10,5521.3M $0.68 %0.01 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 10,2391.2M $0.16 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,8861.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
Bond-Debenture Portfolio LORD ABBETT SERIES FUND INC 9,6931.1M $0.10 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,6891.1M $0.27 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 9,5661.1M $0.04 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 9,559731.9K $0.27 %0.01 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 9,429722K $0.03 %0.01 %as of Jul 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 9,3651.1M $0.80 %0.01 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 9,3001.1M $0.01 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 9,1071.1M $0.02 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 9,0901.1M $0.35 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,0501M $0.36 %0.01 %as of May 31, 2026 ↗
Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds 8,8601M $0.91 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,7751M $0.26 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,6251M $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 8,5561M $0.25 %0.01 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 8,5121M $1.66 %0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,078957.2K $0.45 %0.01 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 7,849601K $0.05 %0.01 %as of Jul 31, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 7,800924.3K $0.16 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 7,747878.1K $0.04 %0.01 %as of May 31, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 7,627864.5K $4.24 %0.01 %as of May 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 7,425568.5K $1.58 %0.01 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,367873K $0.36 %0.01 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 7,351871.1K $0.62 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 7,313866.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 7,231819.6K $1.26 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,903528.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 6,880815.3K $0.51 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 6,864525.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 6,785804K $0.23 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,754800.3K $0.19 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 6,721796.4K $0.06 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,709795K $0.02 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,611783.4K $0.26 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,475767.3K $0.51 %0.01 %as of Jun 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 6,456765K $0.84 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,420760.8K $0.21 %0.01 %as of Jun 30, 2026 ↗
Golden Eagle Dynamic Hypergrowth ETF ETF Opportunities Trust 6,386756.7K $1.10 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,375488.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 6,370722K $0.14 %0.01 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,201734.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,167699K $0.01 %0.01 %as of May 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,065718.7K $0.23 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 5,901699.3K $0.31 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,832691.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,826690.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,818689.4K $0.26 %0.00 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,725648.9K $0.01 %0.00 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,674672.4K $0.11 %0.00 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,593662.8K $0.15 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,463647.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 5,449645.7K $0.24 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,204589.9K $0.09 %0.00 %as of May 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 5,175613.2K $0.41 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 5,163395.3K $0.20 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,059573.4K $0.03 %0.00 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,943378.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,875373.3K $0.13 %0.00 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,849574.6K $0.18 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,841573.7K $0.26 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 4,549348.3K $0.01 %0.00 %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