As of the latest SEC filings, StoneX Group Inc. (SNEX) is held by 393 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $339,213,819.35 in market value, representing 0.37% of its portfolio.
Funds holding StoneX Group Inc. (SNEX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SNEX
- CIK:
- 0000913760
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.37% | $339,213,819.35 | 4,205,999 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $170,737,058.13 | 2,117,013 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.67% | $157,534,410.00 | 1,235,564 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.20% | $145,283,313.25 | 1,801,405 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $124,390,930.75 | 1,542,355 | Mar 31, 2026 | May 28, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 1.11% | $91,731,713.25 | 1,137,405 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.24% | $77,019,343.76 | 726,392 | Apr 30, 2026 | Jun 26, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.18% | $69,560,625.00 | 862,500 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $63,052,250.65 | 781,801 | Mar 31, 2026 | May 28, 2026 |
|
HFMDX
Hennessy Cornerstone Mid Cap 30 Fund
|
MF | Independent / Boutique | 4.65% | $59,864,538.00 | 564,600 | Apr 30, 2026 | Jun 25, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.70% | $56,128,932.05 | 695,957 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.37% | $51,282,834.85 | 635,869 | Mar 31, 2026 | May 28, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.39% | $49,864,040.05 | 618,277 | Mar 31, 2026 | May 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.75% | $48,688,646.95 | 603,703 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.40% | $48,535,895.85 | 601,809 | Mar 31, 2026 | May 28, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 1.76% | $48,373,006.60 | 456,220 | Apr 30, 2026 | Jun 26, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 1.22% | $38,712,000.00 | 480,000 | Mar 31, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.19% | $36,089,855.22 | 340,374 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.36% | $34,856,042.85 | 432,189 | Mar 31, 2026 | May 28, 2026 |
|
PRMTX
T. Rowe Price Communications & Technology Fund
|
MF | T. Rowe Price | 0.43% | $34,733,858.10 | 430,674 | Mar 31, 2026 | May 28, 2026 |
|
RSMC
Rockefeller U.S. Small-Mid Cap ETF
|
ETF | Independent / Boutique | 4.53% | $34,182,428.54 | 322,384 | Apr 30, 2026 | Jun 25, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 1.48% | $33,343,129.50 | 413,430 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $30,980,587.50 | 242,985 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.20% | $30,961,972.50 | 242,839 | Feb 28, 2026 | Apr 28, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.70% | $30,352,506.53 | 376,349 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)