SNEX institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

372 institutional managers reported holding SNEX for the quarter ended Mar 31, 2026. Together they hold about 79% of shares outstanding; the top 10 hold 46%. 53 opened new positions; 39 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock11.01M13.52%$888.5Madded +57.5%2020 Q3
Vanguard Group7.37M9.05%$594.7Madded +82.8%2020 Q3
T. Rowe Price3.47M4.26%$280.1Madded +21.8%2020 Q3
American Century Companies INC3.40M4.17%$274.2Madded +66.6%2020 Q3
State Street2.78M3.42%$224.5Madded +52%2020 Q4
T. Rowe Price Investment Management, INC.2.51M3.08%$202.6Madded +590.5%2024 Q2
Dimensional Fund Advisors2.11M2.59%$170.1Madded +50.2%2020 Q3
Geode Capital1.99M2.45%$160.8Madded +64.4%2020 Q3
AltraVue Capital, LLC (focused)1.63M2.00%$131.4Madded +24.2%2021 Q1
Ameriprise Financial INC1.49M1.83%$120.1Madded +36.8%2020 Q3
Van Berkom & Associates INC.1.38M1.70%$111.7Madded +21.1%2020 Q3
Morgan Stanley948.5k1.16%$76.5Madded +44.4%2020 Q3
Punch & Associates Investment Management, INC.943.6k1.16%$76.1Madded +33.3%2020 Q3
Northern Trust867.0k1.06%$70.0Madded +53%2020 Q3
Driehaus Capital Management LLC861.5k1.06%$69.5Madded +78.1%2025 Q2
Boston Partners839.7k1.03%$67.8Madded +41.7%2022 Q2
Rockefeller Capital Management L.p.810.0k0.99%$65.4Madded +32.6%2021 Q1
Charles Schwab Investment Management801.8k0.98%$64.7Madded +49.4%2020 Q3
Invesco751.9k0.92%$60.7Madded +22.9%2020 Q3
Hennessy Advisors INC706.0k0.87%$57.0Madded +37.6%2025 Q2
Nine Ten Capital Management LLC (focused)580.0k0.71%$46.8Madded +45.9%2020 Q2
UBS553.7k0.68%$44.7Madded +112.6%2020 Q3
Champlain Investment Partners, LLC529.1k0.65%$42.7Madded +43.4%2024 Q4
Goldman Sachs468.6k0.57%$37.8Madded +21%2020 Q3
Ashford Capital Management INC466.6k0.57%$37.7Madded +56.4%2023 Q1
Bank OF America CORP /DE/464.5k0.57%$37.5Madded +115.6%2020 Q3
Principal Financial Group INC440.5k0.54%$35.5Madded +50.9%2020 Q3
Lord, Abbett & CO. LLC431.6k0.53%$34.8Mopened2026 Q1
Nuveen421.8k0.52%$34.0Madded +56.3%2020 Q3
Allspring Global Investments Holdings, LLC415.1k0.51%$33.5Madded +117.3%2021 Q4
BNY Mellon410.2k0.50%$33.1Madded +48.2%2020 Q3
Tidal Investments LLC390.6k0.48%$31.5Madded +45.1%2024 Q4
FMR (Fidelity)381.7k0.47%$30.8Madded +106.6%2020 Q3
Jacobs Levy Equity Management, INC344.6k0.42%$27.8Madded +14669.3%2020 Q4
Woodmont Investment Counsel LLC342.5k0.42%$27.6Madded +46.5%2020 Q3
Perpetual LTD329.9k0.41%$26.6Madded +21.8%2025 Q1
Public Sector Pension Investment Board316.3k0.39%$25.5Madded +56%2020 Q3
Public Employees Retirement Association OF Colorado310.8k0.38%$25.1Madded +99.6%2020 Q3
Motley Fool Asset Management LLC268.3k0.33%$21.6Madded +3.2%2022 Q4
Mariner, LLC256.7k0.32%$20.7Madded +64.5%2022 Q1
Aberdeen Group plc256.0k0.31%$20.7Madded +52.5%2025 Q3
Private Capital Management, LLC232.5k0.28%$18.8Madded +39.1%2020 Q3
Loomis Sayles & CO L P217.8k0.27%$17.6Madded +71.2%2025 Q2
Rhumbline Advisers201.0k0.25%$16.2Madded +53.5%2020 Q3
NEW York State Common Retirement Fund198.9k0.24%$16.0Madded +37.1%2020 Q3
Bessemer Group INC195.8k0.24%$15.8Madded +19.2%2023 Q4
12th Street Asset Management Company, LLC (focused)187.0k0.23%$15.1Madded +50.5%2021 Q2
BNP Paribas Financial Markets186.2k0.23%$15.0Madded +78.8%2024 Q4
Raymond James Financial INC184.5k0.23%$14.9Madded +18.2%2022 Q1
Royce & Associates177.7k0.22%$14.3Madded +77.1%2020 Q3

Largest 50 of 372 shown; the full ranked, searchable register is at boothcheck.com/holders/SNEX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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