$STEX

$0.41 -$0.03 (5.86%) Close

$STEX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 116.5M shares outstanding

Who owns STEX?

By type of holder

Institutions 18.9% Insiders 9.6% Everyone else 71.5%

Concentration Top 10 holders own 56.1%

Karl Henry Michael McPhie 18.0% · Morgan Lee Lekstrom 17.8%

Institutional ownership

18.9%

-1.3 pts vs last qtr

Institutional holders

-14 vs last qtr

Net shares bought

−1.6M

by institutions in Q2 2026

New / sold out

10 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Cambridge Investment Research Advisors, Inc. +540.5K
Geode Capital Management, LLC +338.3K

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −724.1K
Susquehanna International Group, LLP SOLD OUT −662.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Streamex Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+1013.6%

+123.31% a year

Each share's claim on the business

−91.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.1M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years70% Under 1 year30%

Quarterly turnover

13.5%

of institutional shares changed hands

Top 10 managers, median time held

1.3 years

Super Investors

Investment managers reporting STEX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LW Legacy Wealth Managment, LLC/ID	6.5M	5.61%	−499.3K (−7.1%)	2024	2.3%
Shares held by quarter Peak holding7.5M (Q3'25) Change over 8 quarters+6.5M Share of the company5.610% Legacy Wealth Managment, LLC/ID's full portfolio →
VC Vanguard Capital Management LLC	3.8M	3.29%	−126.8K (−3.2%)	2025	0.0%
Shares held by quarter Peak holding4.0M (Q1'26) Change over 8 quarters+3.8M Share of the company3.290% Vanguard Capital Management LLC's full portfolio →

Legacy Wealth Managment, LLC/ID

6.5M

% of company

5.61%

Change vs last qtr

−499.3K (−7.1%)

Held since

2024

Vanguard Capital Management LLC

3.8M

% of company

3.29%

Change vs last qtr

−126.8K (−3.2%)

Held since

2025

28 more super investors behind a free account

See every manager holding Streamex Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting STEX on Form N-PORT; together they hold 4.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.15M	2.5M	2.17%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$1.04M	1.2M	1.05%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.15M

% of company

2.17%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$1.04M

% of company

1.05%

% of the fund

0.00%

As of

June 30, 2026

20 more funds behind a free account

See every fund holding Streamex Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KH Karl Henry Michael McPhie 5%+ holder 13D · 14.2%	21.0M	18.04%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company18.040% Disclosed stake13D · 14.2% View the 13D/G filing →
ML Morgan Lee Lekstrom 5%+ holder 13D · 14.0%	20.7M	17.78%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.780% Disclosed stake13D · 14.0% View the 13D/G filing →

Karl Henry Michael McPhie

5%+ holder13D · 14.2%

21.0M

% of company

18.04%

Change vs last qtr

—

Held since

—

Morgan Lee Lekstrom

5%+ holder13D · 14.0%

20.7M

% of company

17.78%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Streamex Corp.

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