Filing Research | SNEX - STONEX GROUP INC Institutional Holdings

Snapshot holdings

50 / 93 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	1.2MSH	$139.7M
2	HENNESSY ADVISORS INC	Shares	564.6KSH	$66.9M
3	Perpetual Ltd	Shares	219.1KSH	$26.0M
4	Apollon Wealth Management, LLC	Shares	106.3KSH	$12.6M
5	BURNEY CO/	Shares	97.5KSH	$11.5M
6	Swedbank AB	Shares	97.0KSH	$11.5M
7	Jefferson Bridge Capital, LLC	Shares	82.0KSH	$9.7M
8	Generali Investments CEE, investicni spolecnost, a.s.	Shares	59.7KSH	$7.1M
9	CHATHAM CAPITAL GROUP, INC.	Shares	59.0KSH	$7.0M
10	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	53.6KSH	$6.4M
11	OAK RIDGE INVESTMENTS LLC	Shares	46.5KSH	$5.5M
12	Louisiana State Employees Retirement System	Shares	30.9KSH	$3.7M
13	Police & Firemen's Retirement System of New Jersey	Shares	21.5KSH	$2.5M
14	EXCHANGE TRADED CONCEPTS, LLC	Shares	20.4KSH	$2.4M
15	Harbour Capital Advisors, LLC	Shares	20.2KSH	$2.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.9KSH	$2.4M
17	FCG Investment Co	Shares	17.5KSH	$2.1M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.7KSH	$2.0M
19	Yorktown Management & Research Co Inc	Shares	15.8KSH	$1.9M
20	SHEETS SMITH WEALTH MANAGEMENT	Shares	13.9KSH	$1.6M
21	COOKSON PEIRCE & CO INC	Shares	13.0KSH	$1.5M
22	SummerHaven Investment Management, LLC	Shares	11.7KSH	$1.4M
23	BTC Capital Management, Inc.	Shares	10.3KSH	$1.2M
24	D.A. DAVIDSON & CO.	Shares	8.0KSH	$949.7K
25	Diversified Trust Co	Shares	7.4KSH	$876.9K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.2KSH	$739.9K
27	Sequoia Financial Advisors, LLC	Shares	5.8KSH	$690.4K
28	Cadent Capital Advisors, LLC	Shares	5.8KSH	$689.7K
29	NorthCrest Asset Manangement, LLC	Shares	5.5KSH	$676.7K
30	Abel Hall, LLC	Shares	5.6KSH	$659.3K
31	Crossmark Global Holdings, Inc.	Shares	4.9KSH	$582.4K
32	Revisor Wealth Management LLC	Shares	4.5KSH	$537.2K
33	BayBridge Capital Group, LLC	Shares	4.2KSH	$493.7K
34	Triumph Capital Management	Shares	4.1KSH	$489.9K
35	GK Wealth Management LLC	Shares	4.1KSH	$483.0K
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.8KSH	$482.6K
37	GATEWAY INVESTMENT ADVISERS LLC	Shares	3.6KSH	$425.3K
38	Catalyst Capital Advisors LLC	Shares	3.4KSH	$407.8K
39	Farther Finance Advisors, LLC	Shares	3.4KSH	$400.5K
40	Merit Financial Group, LLC	Shares	2.9KSH	$346.6K
41	HM PAYSON & CO	Shares	2.7KSH	$319.9K
42	DRIVE WEALTH MANAGEMENT, LLC	Shares	2.6KSH	$312.9K
43	TECTONIC ADVISORS LLC	Shares	2.5KSH	$292.2K
44	IFP Advisors, Inc	Shares	2.3KSH	$268.4K
45	GAMMA Investing LLC	Shares	2.3KSH	$267.7K
46	Net Worth Advisory Group	Shares	2.1KSH	$251.5K
47	Fifth Third Wealth Advisors LLC	Shares	2.0KSH	$233.1K
48	DIVERSIFIED MANAGEMENT INC	Shares	1.9KSH	$225.2K
49	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	1.9KSH	$221.7K
50	KRAEMATON INVESTMENT ADVISORS, INC	Shares	1.9KSH	$220.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 98 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+1.2M	+$139.7M	$139.7M
2	Apollon Wealth Management, LLC new	Shares	+106.3K	+$12.6M	$12.6M
3	Swedbank AB new	Shares	+97.0K	+$11.5M	$11.5M
4	BURNEY CO/ added	Shares	+79.7K	+$10.1M	$11.5M
5	HENNESSY ADVISORS INC trimmed	Shares	-141.4K	+$10.0M	$66.9M
6	Generali Investments CEE, investicni spolecnost, a.s. new	Shares	+59.7K	+$7.1M	$7.1M
7	Jefferson Bridge Capital, LLC trimmed	Shares	-9.5K	+$2.3M	$9.7M
8	FCG Investment Co new	Shares	+17.5K	+$2.1M	$2.1M
9	OAK RIDGE INVESTMENTS LLC added	Shares	+1.1K	+$1.8M	$5.5M
10	COOKSON PEIRCE & CO INC new	Shares	+13.0K	+$1.5M	$1.5M
11	Louisiana State Employees Retirement System trimmed	Shares	-150	+$1.2M	$3.7M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$938.7K	$2.5M
13	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-14.1K	+$891.0K	$6.4M
14	CHATHAM CAPITAL GROUP, INC. trimmed	Shares	-17.9K	+$786.4K	$7.0M
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-85	+$747.3K	$2.4M
16	Yorktown Management & Research Co Inc unchanged	Shares	0	+$596.1K	$1.9M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-594	+$585.1K	$2.0M
18	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+244	+$544.7K	$1.6M
19	Revisor Wealth Management LLC new	Shares	+4.5K	+$537.2K	$537.2K
20	Triumph Capital Management new	Shares	+4.1K	+$489.9K	$489.9K
21	GK Wealth Management LLC new	Shares	+4.1K	+$483.0K	$483.0K
22	SummerHaven Investment Management, LLC trimmed	Shares	-1	+$443.2K	$1.4M
23	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+3.6K	+$425.3K	$425.3K
24	BTC Capital Management, Inc. trimmed	Shares	-908	+$346.5K	$1.2M
25	D.A. DAVIDSON & CO. unchanged	Shares	0	+$303.3K	$949.7K
26	Net Worth Advisory Group new	Shares	+2.1K	+$251.5K	$251.5K
27	Harbour Capital Advisors, LLC trimmed	Shares	-365	+$239.8K	$2.4M
28	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-6	+$235.9K	$739.9K
29	Fifth Third Wealth Advisors LLC new	Shares	+2.0K	+$233.1K	$233.1K
30	Sequoia Financial Advisors, LLC added	Shares	+132	+$231.2K	$690.4K
31	Abel Hall, LLC added	Shares	+250	+$230.8K	$659.3K
32	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+1.9K	+$221.7K	$221.7K
33	KRAEMATON INVESTMENT ADVISORS, INC new	Shares	+1.9K	+$220.4K	$220.4K
34	Cadent Capital Advisors, LLC unchanged	Shares	0	+$220.3K	$689.7K
35	AFFINITY WEALTH MANAGEMENT LLC new	Shares	+1.8K	+$215.9K	$215.9K
36	Wedmont Private Capital new	Shares	+1.8K	+$208.1K	$208.1K
37	Crossmark Global Holdings, Inc. trimmed	Shares	-95	+$178.3K	$582.4K
38	NorthCrest Asset Manangement, LLC trimmed	Shares	-489	+$170.0K	$676.7K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-29	+$156.1K	$482.6K
40	Golden State Wealth Management, LLC added	Shares	+1.1K	+$137.6K	$142.0K
41	Farther Finance Advisors, LLC added	Shares	+83	+$130.1K	$400.5K
42	SBI Securities Co., Ltd. new	Shares	+995	+$117.9K	$117.9K
43	BayBridge Capital Group, LLC added	Shares	+208	+$117.1K	$493.7K
44	GAMMA Investing LLC added	Shares	+366	+$115.0K	$267.7K
45	HM PAYSON & CO unchanged	Shares	0	+$102.2K	$319.9K
46	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+23	+$101.8K	$312.9K
47	Merit Financial Group, LLC trimmed	Shares	-335	+$83.6K	$346.6K
48	Curated Wealth Partners LLC new	Shares	+36.8K	+$79.8K	$79.8K
49	Catalyst Capital Advisors LLC trimmed	Shares	-750	+$69.8K	$407.8K
50	IFP Advisors, Inc trimmed	Shares	-387	+$54.5K	$268.4K

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