Who owns STOX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of STOX from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 4.0M shares of STOX worth $115.8M; the largest disclosed holder is Bank of New York Mellon Corp. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$115.8M
value, 2026 filers
4.0M
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of STOX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.1M | $66.3M | 0.0% | — | +2.1% |
| 2 | Cooper Financial Group | 878,898 | $27.3M | 2.3% | — | +1.0% |
| 3 | LPL Financial LLCNEW | 497,770 | $15.4M | 0.0% | — | new |
| 4 | Cambridge Investment Research Advisors, Inc. | 249,451 | $7,738 | 0.0% | — | +44.8% |
| 5 | ENVESTNET ASSET MANAGEMENT INCNEW | 172,633 | $5.4M | 0.0% | — | new |
| 6 | Simplicity Wealth,LLC | 28,922 | $897,160 | 0.0% | — | +18.2% |
| 7 | GOLDMAN SACHS GROUP INCNEW | 11,186 | $346,990 | 0.0% | — | new |
| 8 | US BANCORP \DE\NEW | 3,616 | $112,167 | 0.0% | — | new |
| 9 | OSAIC HOLDINGS, INC. | 1,423 | $44,141 | 0.0% | — | +221.9% |
| 10 | Horizon Investments, LLC | 842 | $26,119 | 0.0% | — | -50.0% |
| 11 | JONES FINANCIAL COMPANIES LLLPNEW | 430 | $13,044 | 0.0% | — | new |
| 12 | Golden State Wealth Management, LLCNEW | 250 | $7,755 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.