Who owns Streamex (STEX)
Which tracked institutional funds hold STEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STEX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on STEX is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 9 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STEX’s largest tracked holder by dollar value, Legacy Investment Solutions, LLC, sizes it at 25.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 25.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 52 tracked filers holding STEX, 26 increased or opened the position and 41 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- MILLENNIUM MANAGEMENT LLC$818K
- MARSHALL WACE, LLP$607K
Largest trims
- Legacy Wealth Managment, LLC/ID$2M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- Yorkville Advisors Global, LP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$481K
- Shay Capital LLC$393K
- United Capital Management of KS, Inc.$264K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID trimmed | 6,530,074 | $6M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,831,200 | $3M | 4.3% | 2026-Q2 |
| Yorkville Advisors Global, LP | 3,750,000 | $3M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,257,054 | $1M | 1.4% | 2026-Q2 |
| BlackRock, Inc. | 933,112 | $793K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 631,990 | $537K | 0.7% | 2026-Q2 |
| STATE STREET CORP added | 603,990 | $514K | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 473,603 | $403K | 0.5% | 2026-Q2 |
| Rossby Financial, LCC added | 385,030 | $327K | 0.4% | 2026-Q2 |
| UBS Group AG added | 339,053 | $288K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 313,777 | $267K | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 320,000 | $266K | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 307,029 | $261K | 0.3% | 2026-Q2 |
| Shay Capital LLC trimmed | 285,466 | $243K | 0.3% | 2026-Q2 |
| One68 Global Capital, LLC trimmed | 4,000 | $229K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 235,394 | $200K | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 207,913 | $177K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 147,841 | $126K | 0.2% | 2026-Q2 |
| Quattro Advisors LLC | 103,345 | $88K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 83,600 | $79K | 0.1% | 2026-Q2 |
| GREENLEAF TRUST | 68,632 | $58K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 67,480 | $57K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 51,817 | $44K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 44,456 | $38K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 42,298 | $36K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 41,533 | $35K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 38,000 | $32K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 35,393 | $30K | 0.0% | 2026-Q2 |
| SteelPeak Wealth, LLC | 34,900 | $30K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 34,810 | $30K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 29,727 | $25K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC new | 24,641 | $21K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 24,113 | $21K | 0.0% | 2026-Q2 |
| LPL Financial LLC | 22,200 | $19K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 20,878 | $18K | 0.0% | 2026-Q2 |
| United Capital Management of KS, Inc. trimmed | 18,454 | $16K | 0.0% | 2026-Q2 |
| FMR LLC added | 12,418 | $11K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,871 | $9K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 10,000 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 6,837 | $6K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,557 | $4K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. | 4,000 | $3K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 1,800 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 1,400 | $1K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,130 | $961 | 0.0% | 2026-Q2 |
| RMG Wealth Management LLC | 550 | $461 | 0.0% | 2026-Q2 |
| Colonial Trust Advisors | 100 | $85 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 50 | $43 | 0.0% | 2026-Q2 |
| Robbins Farley | 8 | $7 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5 | $4 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 1 | $1 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 337 | — | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 724,052 | $818K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP added | 536,920 | $607K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 330,000 | $372K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 320,144 | $362K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Man Group plc new | 117,899 | $133K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OMERS ADMINISTRATION Corp added | 76,600 | $87K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 74,724 | $84K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Squarepoint Ops LLC added | 70,740 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 61,937 | $70K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GC Wealth Management RIA, LLC new | 57,435 | $65K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP trimmed | 48,511 | $55K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VAN ECK ASSOCIATES CORP new | 39,097 | $44K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC added | 37,700 | $42K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,899 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC trimmed | 21,482 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 16,196 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INTEGRITY WEALTH ADVISORS, INC. added | 15,743 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd trimmed | 14,422 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Catalyst Funds Management Pty Ltd new | 13,500 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 1,000 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Innovative Asset Advisors Group, LLC new | 1,000 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC new | 1,623 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 500 | $565 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 200 | $226 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC | 50 | $57 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 7 | $8 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,435,317 | $4M | 5.8% | 2025-Q4 stale (2 quarters behind) |
| Quantbot Technologies LP new | 48,461 | $147K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Balyasny Asset Management L.P. new | 16,209 | $49K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Hudson Bay Capital Management LP new | 14,040 | $43K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS new | 12,310 | $37K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Lighthouse Investment Partners, LLC new | 11,640 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 371 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 200 | $606 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Riverview Trust Co | 60 | $182 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| EverSource Wealth Advisors, LLC | 36 | $109 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. trimmed | 8 | $24 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC trimmed | 1 | $3 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Y-Intercept (Hong Kong) Ltd new | 43,844 | $253K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BAXTER BROS INC new | 12,500 | $72K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 200 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC added | 6,838,677 | $49M | 64.7% | 2025-Q2 stale (4 quarters behind) |
| Centiva Capital, LP new | 36,185 | $258K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Aster Capital Management (DIFC) Ltd new | 1,415 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BARCLAYS PLC new | 1,352 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.