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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 558 | 66.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 544 | 41.7K $ | 1.30 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 454 | 53.8K $ | 0.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 399 | 47.3K $ | 0.51 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 392 | 46.5K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 384 | 45.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 366 | 43.4K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 364 | 43.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust | 350 | 41.5K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 349 | 41.4K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 330 | 37.4K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 316 | 37.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 299 | 35.4K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 298 | 35.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 279 | 31.6K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 258 | 19.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 257 | 30.5K $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 241 | 18.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 235 | 27.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 235 | 27.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 195 | 23.1K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 180 | 21.3K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 158 | 18.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 153 | 18.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 143 | 16.9K $ | 0.77 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 138 | 16.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 131 | 15.5K $ | 0.42 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 108 | 12.8K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin Disruptive Commerce ETF Franklin Templeton ETF Trust | 96 | 11.4K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 93 | 7.1K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 69 | 7.8K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Corgi NYC Based ETF Corgi ETF Trust I | 54 | 6.4K $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 47 | 5.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 22 | 2.5K $ | 0.21 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 21 | 2.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 12 | 1.4K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1 | 76.6 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust | 1 | 38.3 $ | 0.00 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 437 | +45 | 39,713,645 | +16.8 % |
| 2026Q2 | 392 | +44 | 33,991,342 | +50.1 % |
| 2026Q1 | 348 | +2 | 22,643,981 | +3.6 % |
| 2025Q4 | 346 | +17 | 21,852,518 | +15.8 % |
| 2025Q3 | 329 | -1 | 18,877,426 | +5.1 % |
| 2025Q2 | 330 | +34 | 17,963,290 | +48.4 % |
| 2025Q1 | 296 | +2 | 12,105,436 | -1.8 % |
| 2024Q4 | 294 | +8 | 12,328,164 | +6.3 % |
| 2024Q3 | 286 | +4 | 11,594,290 | +1.8 % |
| 2024Q2 | 282 | +9 | 11,387,762 | +5.3 % |
| 2024Q1 | 273 | -5 | 10,818,954 | +46.5 % |
| 2023Q4 | 278 | 7,383,918 |
Institutional managers
376 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 11,012,451 | 888.2M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,471,998 | 280K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 3,398,475 | 274.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,782,201 | 224.4M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,511,192 | 202.5K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,107,795 | 170M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,993,170 | 160.8M $ | as of Mar 31, 2026 |
| AltraVue Capital, LLC | 1,628,997 | 131.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,487,960 | 120M $ | as of Mar 31, 2026 |
| Van Berkom & Associates Inc. | 1,384,258 | 111.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 948,503 | 76.5M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 943,579 | 76.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 922,037 | 71.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 867,014 | 69.9M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 861,530 | 69.5M $ | as of Mar 31, 2026 |
| Boston Partners | 839,732 | 68.2M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 809,992 | 65.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 801,761 | 64.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 751,897 | 60.6M $ | as of Mar 31, 2026 |
| HENNESSY ADVISORS INC | 706,050 | 56.9M $ | as of Mar 31, 2026 |
| Nine Ten Capital Management LLC | 579,979 | 46.8M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 529,052 | 42.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 468,586 | 37.8M $ | as of Mar 31, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | 466,630 | 37.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 464,475 | 37.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.14 % | 4,075,393 | as 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.
Cite this page
Titelia. "Fund shareholders of StoneX Group Inc". https://titelia.com/en/stocks/stonex-group-inc-US8618961085