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8698 · Monex Group, Inc. · Held by Funds

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597 JPY -3 (-0.50%) At close · Nov 13
Rebalance outlook locked
Market Cap
150.06B JPY
Shares
251.36M
Volume · Nov 13 1.4M Avg daily vol (3M) 1.87M

Funds whose latest official portfolio report holds Monex Group, Inc. (8698), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.

Major shareholders

Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.

Major-holding notifications for this issuer
Event date Holder Shares Instruments Total Previous total Published
2026-06-23 Oasis Management Company Ltd. Financial Services Agency (Japan) — — 5.15% — 2026-06-30
2024-03-15 Oki Matsumoto, filing for 2 joint holders Financial Services Agency (Japan) — — 8.99% 8.99% 2024-03-15
2023-12-20 Oki Matsumoto, filing for 2 joint holders Correction Financial Services Agency (Japan) — — 8.99% 9.58% 2023-12-25
2023-09-20 Oasis Management Company Ltd. Financial Services Agency (Japan) — — 4.07% 5.08% 2023-09-27
2022-10-03 Shizuoka Financial Group ,Inc Financial Services Agency (Japan) — — 20% — 2022-10-07
2022-10-03 THE SHIZUOKA BANK,LTD Financial Services Agency (Japan) — — 0% 20.01% 2022-10-07
2022-02-18 Oasis Management Company Ltd. Financial Services Agency (Japan) — — 5.08% — 2022-02-28

Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.

Showing 1–7 of 7 notifications

US registered funds (Form N-PORT)

44 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 2,494,873 $10,984,482 0.00%
iShares Core MSCI EAFE ETF 1,579,200 $6,952,932 0.00%
VANGUARD DEVELOPED MARKETS INDEX FUND 1,687,441 $6,520,244 0.00%
Schwab Crypto Thematic ETF 1,197,615 $4,598,134 1.71%
WisdomTree Japan Hedged Equity Fund 1,023,600 $3,930,019 0.06%
Avantis International Small Cap Value ETF 660,900 $3,066,246 0.01%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 667,687 $2,939,705 0.02%
iShares MSCI EAFE Small-Cap ETF 635,770 $2,799,180 0.02%
iShares Core MSCI Total International Stock ETF 480,300 $2,114,674 0.00%
Fidelity Crypto Industry and Digital Payments ETF 442,800 $1,700,090 0.65%
Schwab International Small-Cap Equity ETF 357,130 $1,661,590 0.03%
Dimensional International Core Equity 2 ETF 310,900 $1,376,571 0.01%
Dimensional International Small Cap ETF 282,100 $1,249,053 0.02%
Avantis International Equity ETF 226,700 $1,051,775 0.01%
iShares Core MSCI International Developed Markets ETF 221,700 $976,105 0.00%
VANGUARD PACIFIC STOCK INDEX FUND 173,018 $761,767 0.01%
Dimensional International Core Equity Market ETF 157,900 $699,133 0.00%
iShares International Small-Cap Equity Factor ETF 131,500 $578,971 0.09%
WisdomTree Japan SmallCap Dividend Fund 127,700 $490,293 0.13%
VANGUARD TOTAL WORLD STOCK INDEX FUND 107,900 $475,064 0.00%
Capital Link Global Fintech Leaders ETF 76,000 $469,192 3.46%
WisdomTree International SmallCap Dividend Fund 113,100 $434,237 0.04%
Fidelity Total International Index Fund 95,173 $419,030 0.00%
State Street(R) SPDR(R) S&P(R) International Small Cap ETF 108,407 $416,219 0.05%
Grayscale Future of Finance ETF 69,358 $291,901 3.69%
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF 72,300 $277,589 0.00%
iShares Core MSCI Pacific ETF 50,700 $223,223 0.01%
WisdomTree Dynamic International SmallCap Equity Fund 42,800 $164,327 0.04%
iShares MSCI Japan Small-Cap ETF 33,600 $155,887 0.06%
VANGUARD ESG INTERNATIONAL STOCK ETF 33,100 $153,568 0.00%
State Street Global All Cap Equity ex-U.S. Index Portfolio 37,700 $144,746 0.00%
Dimensional World ex. U.S. Core Equity 2 ETF 31,400 $139,030 0.00%
Avantis International Equity Fund 27,800 $128,978 0.01%
iShares International Dividend Growth ETF 29,800 $115,147 0.01%
MUFG Japan Small Cap Active ETF 22,900 $106,545 0.47%
Avantis International Small Cap Equity ETF 22,100 $102,533 0.03%
iShares MSCI World Small-Cap ETF 17,200 $79,799 0.01%
Dimensional International Sustainability Core 1 ETF 12,300 $54,461 0.00%
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 12,300 $54,461 0.01%
Avantis Responsible International Equity ETF 10,600 $49,179 0.01%
Dimensional International Vector Equity ETF 10,900 $48,262 0.02%
Goldman Sachs Finance Reimagined ETF 16,260 $42,319 0.13%
Amplify Digital & Online Trading ETF 4,200 $15,793 4.57%
Amplify Tokenization Technology Leaders ETF 1,700 $6,527 0.76%
Showing 1–44 of 44 positions

Swedish fund portfolios

Swedish UCITS only, published with a two-month delay. Special funds are excluded. Exact-ISIN transferable-security rows; not comprehensive European ownership. Values are SEK; weights are percentages of fund assets, not company ownership. Repeated source rows remain separate.

Reported at 2026-06-30.

Swedish UCITS reported holdings for this security
FundReported quantityValue (SEK)Fund assets
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB · FI 60972 31,660.00 1,176,434.29 0%
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB · FI 60972 16,040.00 596,020.41 0%

Checked 2026-11-12.

Showing 1–2 of 2 positions