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Streamex Corp (STEX)

CUSIP: 09073N300 | NYSE | Financial Services · Capital Markets | Small Cap | 107 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DKarl Henry Michael McPhie21,014,45114.2%New 5%+ stakeNov 4, 2025No 13F filer matched
13DMorgan Lee Lekstrom20,707,42114.0%New 5%+ stakeNov 4, 2025

Institutional Holders — Q3 2026

Rossby Financial, LCC463,530
0.0% of portfolio›$298.1K
Cambridge Investment Research Advisors, Inc.453,958
0.0% of portfolio›$292.0K
Integrity Wealth Advisors, Inc.158,974
0.1% of portfolio›$102.2K
Greenleaf Trust68,632
0.0% of portfolio›$44.1K
SteelPeak Wealth, LLC34,900
0.0% of portfolio›$22.4K
United Capital Management of KS, Inc.28,069
0.0% of portfolio›$18.0K
Simplex Trading, LLC23,343
0.0% of portfolio›$15.0K
Imc-Chicago, LLC11,620
0.0% of portfolio›$7.5K
Bank of New York Mellon Corp10,871
0.0% of portfolio›$7.0K
Lazari Capital Management, Inc.10,200
0.0% of portfolio›$6.6K
GK Wealth Management LLC4,065
0.0% of portfolio›$2.6K
SBI Securities Co., Ltd.1,801
0.0% of portfolio›$1.2K
RMG Wealth Management LLC800
0.0% of portfolio›$288
Ascentis Independent Advisors200
0.0% of portfolio›$128
Robbins Farley8
0.0% of portfolio›$6
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Rossby Financial, LCC
463,530$298.1K0.0%ETFMediumMelbourne, FL2026-11-05
Cambridge Investment Research Advisors, Inc.
453,958$292.0K0.0%ETFLowFairfield, IA2026-11-02
Integrity Wealth Advisors, Inc.
158,974$102.2K0.1%ETFMediumVentura, CA2026-10-29
Greenleaf Trust
68,632$44.1K0.0%CoreLowKalamazoo, MI2026-10-29
SteelPeak Wealth, LLC
34,900$22.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
United Capital Management of KS, Inc.
28,069$18.0K0.0%GrowthMediumSalina, KS2026-11-04
Simplex Trading, LLC
23,343$15.0K0.0%CoreVery HighChicago, IL2026-11-04
Imc-Chicago, LLC
11,620$7.5K0.0%GARPVery HighChicago, IL2026-11-05
Bank of New York Mellon Corp
10,871$7.0K0.0%CoreLowNew York, NY2026-11-05
Lazari Capital Management, Inc.
10,200$6.6K0.0%GrowthLowBurbank, CA2026-10-20
GK Wealth Management LLC
4,065$2.6K0.0%GARPVery HighReno, NV2026-10-09
SBI Securities Co., Ltd.
1,801$1.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
RMG Wealth Management LLC
800$2880.0%ETFVery HighPlatteville, WI2026-10-26
Ascentis Independent Advisors
200$1280.0%ETFLowDallas, TX2026-11-03
Robbins Farley
8$60.0%CoreMediumBedford, NH2026-10-21
Caitong International Asset Management Co., Ltd
1$10.0%GrowthVery HighHong Kong, South Korea2026-10-29
No 13F filer matched
13DKarl Henry Michael McPhie21,014,451
14.2% of class · Nov 4, 2025New 5%+ stake
No 13F filer matched
13DMorgan Lee Lekstrom20,707,421
14.0% of class · Nov 4, 2025New 5%+ stake
No 13F filer matched