Filing Research | STONECO LTD Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.0MSH	$11.3M
2	Assenagon Asset Management S.A.	Shares	578.0KSH	$6.3M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	105.2KSH	$1.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	93.1KSH	$1.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	63.7KSH	$714.6K
6	Fideuram Asset Management (Ireland) dac	Shares	48.3KSH	$538.3K
7	ABN AMRO INVESTMENT SOLUTIONS	Shares	37.4KSH	$404.9K
8	Accel Wealth Management	Shares	23.6KSH	$255.4K
9	Ballentine Partners, LLC	Shares	20.9KSH	$226.2K
10	IFM Investors Pty Ltd	Shares	14.7KSH	$158.9K
11	Financial Perspectives, Inc	Shares	14.1KSH	$152.6K
12	Sequoia Financial Advisors, LLC	Shares	12.8KSH	$138.8K
13	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.6KSH	$136.6K
14	Berman McAleer LLC	Shares	10.8KSH	$116.7K
15	SIGNATUREFD, LLC	Shares	8.1KSH	$88.0K
16	SBI Securities Co., Ltd.	Shares	5.1KSH	$55.4K
17	GAMMA Investing LLC	Shares	3.9KSH	$42.1K
18	Polunin Capital Partners Ltd	Shares	3.5MSH	$39.3K
19	Versant Capital Management, Inc	Shares	3.0KSH	$32.9K
20	EverSource Wealth Advisors, LLC	Shares	2.2KSH	$23.3K
21	Farther Finance Advisors, LLC	Shares	1.8KSH	$19.1K
22	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$15.0K
23	Decker Retirement Planning Inc.	Shares	668SH	$7.2K
24	Mirae Asset Global Investments Co., Ltd.	Shares	665SH	$7.2K
25	Triumph Capital Management	Shares	553SH	$6.0K
26	Ritter Daniher Financial Advisory LLC / DE	Shares	400SH	$4.3K
27	Blue Trust, Inc.	Shares	379SH	$4.1K
28	True Wealth Design, LLC	Shares	321SH	$3.5K
29	FIRST COMMUNITY TRUST NA	Shares	250SH	$2.7K
30	SJS Investment Consulting Inc.	Shares	160SH	$1.7K
31	Torren Management, LLC	Shares	127SH	$1.4K
32	VISION FINANCIAL MARKETS LLC	Shares	100SH	$1.1K
33	Physician Wealth Advisors, Inc.	Shares	64SH	$694
34	Handelsbanken Fonder AB	Shares	43.1KSH	$467
35	Trust Co	Shares	33SH	$358
36	IFP Advisors, Inc	Shares	23SH	$249
37	BFSG, LLC	Shares	20SH	$217
38	State of Alaska, Department of Revenue	Shares	11.1KSH	$120
39	HARBOR INVESTMENT ADVISORY, LLC	Shares	3SH	$33
40	Hughes Financial Services, LLC	Shares	3SH	$33
41	Crewe Advisors LLC	Shares	2SH	$22

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

50 / 51 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+767.8K	+$7.4M	$11.3M
2	Assenagon Asset Management S.A. added	Shares	+536.3K	+$5.7M	$6.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+63.7K	+$714.6K	$714.6K
4	Fideuram Asset Management (Ireland) dac added	Shares	+42.6K	+$444.7K	$538.3K
5	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+37.4K	+$404.9K	$404.9K
6	Ballentine Partners, LLC new	Shares	+20.9K	+$226.2K	$226.2K
7	Sequoia Financial Advisors, LLC new	Shares	+12.8K	+$138.8K	$138.8K
8	Berman McAleer LLC new	Shares	+10.8K	+$116.7K	$116.7K
9	MassMutual Private Wealth & Trust, FSB added	Shares	+756	+$6.1K	$15.0K
10	Versant Capital Management, Inc added	Shares	+1.1K	+$5.1K	$32.9K
11	SJS Investment Consulting Inc. added	Shares	+158	+$1.7K	$1.7K
12	True Wealth Design, LLC added	Shares	+185	+$1.6K	$3.5K
13	Blue Trust, Inc. added	Shares	+198	+$1.6K	$4.1K
14	Physician Wealth Advisors, Inc. added	Shares	+47	+$453	$694
15	Crewe Advisors LLC unchanged	Shares	0	-$7	$22
16	Matrix Trust Co exited	Shares	-536	-$8	$0
17	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$9	$33
18	State of Alaska, Department of Revenue unchanged	Shares	0	-$36	$120
19	Hughes Financial Services, LLC trimmed	Shares	-3	-$52	$33
20	BFSG, LLC unchanged	Shares	0	-$66	$217
21	Trust Co unchanged	Shares	0	-$108	$358
22	Handelsbanken Fonder AB added	Shares	+1.4K	-$122	$467
23	Torren Management, LLC added	Shares	+17	-$175	$1.4K
24	IFP Advisors, Inc trimmed	Shares	-9	-$203	$249
25	Golden State Wealth Management, LLC exited	Shares	-21	-$297	$0
26	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$313	$1.1K
27	FIRST COMMUNITY TRUST NA unchanged	Shares	0	-$820	$2.7K
28	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$1.3K	$4.3K
29	Triumph Capital Management trimmed	Shares	-4	-$1.9K	$6.0K
30	Mirae Asset Global Investments Co., Ltd. added	Shares	+7	-$2.1K	$7.2K
31	Decker Retirement Planning Inc. unchanged	Shares	0	-$2.2K	$7.2K
32	Crews Bank & Trust exited	Shares	-366	-$5.2K	$0
33	Polunin Capital Partners Ltd added	Shares	+154.1K	-$8.5K	$39.3K
34	EverSource Wealth Advisors, LLC trimmed	Shares	-552	-$14.9K	$23.3K
35	SBI Securities Co., Ltd. added	Shares	+68	-$15.8K	$55.4K
36	JGP Global Gestao de Recursos Ltda. exited	PUT	-570	-$18.8K	$0
37	SIGNATUREFD, LLC added	Shares	+130	-$24.7K	$88.0K
38	GAMMA Investing LLC trimmed	Shares	-1.1K	-$28.5K	$42.1K
39	Farther Finance Advisors, LLC trimmed	Shares	-2.3K	-$39.9K	$19.1K
40	Financial Perspectives, Inc added	Shares	+404	-$40.5K	$152.6K
41	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-106	-$42.8K	$136.6K
42	JGP Global Gestao de Recursos Ltda. exited	CALL	-570	-$45.0K	$0
43	IFM Investors Pty Ltd unchanged	Shares	0	-$48.1K	$158.9K
44	Accel Wealth Management trimmed	Shares	-3.0K	-$119.9K	$255.4K
45	HIGHLAND CAPITAL MANAGEMENT, LLC exited	Shares	-13.1K	-$184.8K	$0
46	Quintet Private Bank (Europe) S.A. exited	Shares	-19.5K	-$275.3K	$0
47	Apollon Wealth Management, LLC exited	Shares	-21.1K	-$297.4K	$0
48	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-514	-$312.6K	$1.0M
49	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-10.6K	-$494.8K	$1.1M
50	JGP Global Gestao de Recursos Ltda. exited	Shares	-475.1K	-$6.7M	$0

Scroll to load more