Institutional Ownership Stone X Group Inc. (SNEX)
This table provides information about the institutional ownership of Stone X Group Inc. (SNEX). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
111
shares
|
$9,946
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
103
shares
|
$9,229
0.0% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$8,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
100
shares
|
$8,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
100
shares
|
$8,961
0.0% of portfolio
|
Q3 2025
Added 177.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$8,512
0.0% of portfolio
|
Q1 2025
Added 53.23%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
91
shares
|
$8,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
85
shares
|
$7,616
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$6,810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
75
shares
|
$6,720
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
74
shares
|
$6,631
0.0% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
67
shares
|
$6,003
0.0% of portfolio
|
Q3 2025
Added 272.22%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
62
shares
|
$5,555
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
61
shares
|
$5,466
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
59
shares
|
$5,286
0.0% of portfolio
|
Q1 2025
Added 47.5%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
52
shares
|
$4,659
0.0% of portfolio
|
Q3 2025
Added 126.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
46
shares
|
$4,122
0.0% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
44
shares
|
$3,942
0.0% of portfolio
|
Q4 2025
Added 22.22%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
40
shares
|
$3,584
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
40
shares
|
$3,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
40
shares
|
$3,584
0.0% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
39
shares
|
$3,494
0.0% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
32
shares
|
$2,867
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$2,598
0.0% of portfolio
|
Q2 2025
New holding
|
|