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
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,478530.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 4,478507.6K $0.04 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,257326K $0.06 %0.00 %as of Jul 31, 2026 ↗
AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions 4,238324.5K $4.15 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 4,214477.7K $1.95 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,130489.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,003453.7K $0.07 %0.00 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,952468.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,946302.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,908299.2K $0.34 %0.00 %as of Jul 31, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 3,866458.1K $0.78 %0.00 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,837454.7K $0.25 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,778447.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 3,695437.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,591425.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,461392.3K $0.21 %0.00 %as of May 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 3,441407.8K $1.84 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,416404.8K $0.28 %0.00 %as of Jun 30, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 3,380400.5K $0.09 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,314375.6K $0.03 %0.00 %as of May 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3,255249.2K $2.49 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,235383.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 3,224382K $0.48 %0.00 %as of Jun 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 3,150373.3K $0.39 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,126370.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 3,113368.9K $1.26 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,067363.4K $0.22 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,001340.2K $0.04 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,894328K $0.04 %0.00 %as of May 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 2,781315.2K $0.92 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,737310.2K $0.09 %0.00 %as of May 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 2,722322.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,706306.7K $0.12 %0.00 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,706207.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,665315.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 2,638299K $0.11 %0.00 %as of May 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 2,632311.9K $1.10 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,622310.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,590293.6K $0.04 %0.00 %as of May 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 2,582197.7K $0.95 %0.00 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,556302.9K $0.11 %0.00 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,496295.8K $0.37 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,448187.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 2,435288.5K $0.55 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,370268.6K $0.51 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,370268.6K $0.07 %0.00 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,316262.5K $0.04 %0.00 %as of May 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,303261K $0.43 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,288259.3K $0.01 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,215262.5K $0.11 %0.00 %as of Jun 30, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 2,200260.7K $0.48 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,148254.5K $0.25 %0.00 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 2,082236K $0.09 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,055243.5K $0.26 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,036155.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 2,026229.6K $0.03 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,956231.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,950231.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,948220.8K $0.46 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,835217.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,804213.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,800213.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,780136.3K $1.14 %0.00 %as of Jul 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 1,738206K $1.59 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,721203.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 1,667197.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 1,653195.9K $0.92 %0.00 %as of Jun 30, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,593188.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 1,585187.8K $0.31 %0.00 %as of Jun 30, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 1,510178.9K $0.25 %0.00 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,500177.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,416167.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1,407107.7K $0.18 %0.00 %as of Jul 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,386164.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1,383156.8K $1.12 %0.00 %as of May 31, 2026 ↗
LISANTI SMALL CAP GROWTH FUND FORUM FUNDS 1,345159.4K $0.85 %0.00 %as of Jun 30, 2026 ↗
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust 1,300154.1K $0.28 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,220144.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,211143.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,17690K $0.00 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,164137.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,096129.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,086123.1K $0.11 %0.00 %as of May 31, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 1,02478.4K $0.93 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 978115.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 87399K $1.36 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 861102K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 846100.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 84364.5K $0.36 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 83895K $0.35 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 80761.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 73787.3K $0.34 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 70179.5K $0.03 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 69582.4K $0.45 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 69078.2K $0.01 %0.00 %as of May 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 68380.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 67279.6K $0.34 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 60471.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 60168.1K $0.03 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 58945.1K $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