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
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,903234.1K $0.24 %0.00 %as of Mar 31, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 2,880232.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,866231.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 2,824360.1K $1.52 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,666215K $0.05 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,631279K $0.01 %0.00 %as of Apr 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 2,613333.2K $0.27 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,593330.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,509266K $0.33 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,413194.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,146273.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,124270.8K $0.17 %0.00 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,119170.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,059166.1K $0.34 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,032259.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,955157.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,950157.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 1,854236.4K $0.77 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,844195.5K $0.25 %0.00 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1,823147K $0.02 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,787144.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,761142K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,683178.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,683135.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,583201.8K $0.37 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,544196.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,416114.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,414149.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,398148.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 1,397112.7K $0.75 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,389112K $0.08 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,386111.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,358144K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,336107.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 1,305138.4K $0.08 %0.00 %as of Apr 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,292164.7K $0.29 %0.00 %as of Feb 28, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,250132.5K $1.16 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,23699.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 1,227156.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,22298.6K $0.46 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 1,168148.9K $0.33 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,121142.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,099116.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 1,05084.7K $0.33 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 1,01181.5K $1.35 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,00681.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 87370.4K $0.72 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 83088K $0.15 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 82666.6K $1.35 %0.00 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 82566.5K $0.31 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 81165.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 75460.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 72492.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 72058.1K $0.38 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 64682.4K $0.94 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 64251.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 63981.5K $1.16 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 54544K $0.62 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 53857K $0.00 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 53167.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 50964.9K $0.26 %0.00 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 49752.7K $0.34 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 48339K $0.00 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 42033.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 40032.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 38431K $0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 38340.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 37940.2K $0.88 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 37930.6K $0.41 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 36029K $0.05 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 33727.2K $0.22 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 31725.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 25320.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 24820K $0.09 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 24619.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 20816.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 20325.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALL CAP ProFunds 18615K $0.13 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 18019.1K $0.25 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 17722.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 17218.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 16613.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 14718.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13611K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 13414.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1209.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 1149.2K $0.30 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 998K $0.13 %0.00 %as of Mar 31, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 735.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 525.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 506.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 191.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 162K $0.18 %0.00 %as of Feb 28, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of StoneX Group Inc". https://titelia.com/en/stocks/stonex-group-inc-US8618961085