Funds holding H&R Block Inc
411 funds declare a position · 125 ETFs and 286 other funds · 1.8B $· 117.4M SEK· 353.8K € · US0936711052
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 70,732 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 69,414 | 21M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 103 | First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 68,836 | 2.2M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 104 | NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 67,530 | 2.1M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 105 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 65,446 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 106 | Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 63,805 | 2M $ | 3.32 % | as of Feb 28, 2026 · Original filing |
| 107 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 61,143 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 108 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,054 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 109 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 60,779 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 110 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 60,333 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 111 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 59,921 | 1.8M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 112 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 59,801 | 1.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 113 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 58,955 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 114 | Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 58,729 | 1.9M $ | 3.09 % | as of Apr 30, 2026 · Original filing |
| 115 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 58,593 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 116 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 56,470 | 1.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 117 | iShares Core S&P U.S. Growth ETF iShares Trust | 56,336 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 118 | GMO U.S. Opportunistic Value Fund GMO TRUST | 55,831 | 1.7M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 119 | SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 55,425 | 1.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 120 | Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 52,715 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 121 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 51,765 | 1.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 122 | AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 50,895 | 1.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 123 | SmallCap Value Fund II Principal Funds, Inc | 50,800 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 124 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 50,699 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 125 | AST Small-Cap Equity Portfolio Advanced Series Trust | 50,528 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 126 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 50,185 | 1.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 127 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 49,978 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 128 | iShares Core S&P U.S. Value ETF iShares Trust | 49,505 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 129 | MidCap S&P 400 Index Fund Principal Funds, Inc | 48,492 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 130 | Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 48,230 | 1.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 131 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 47,785 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 132 | iShares Russell 2500 ETF iShares Trust | 47,385 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 133 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 45,026 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 134 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,583 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 135 | Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 44,551 | 1.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 136 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 44,200 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 137 | Optimum Large Cap Growth Fund Optimum Fund Trust | 43,993 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 138 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 43,826 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 139 | Royce Small-Cap Fund ROYCE FUND | 43,525 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 140 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 43,019 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 141 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 42,900 | 1.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 142 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 42,890 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 143 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 42,319 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 144 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 42,105 | 1.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 145 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 41,574 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 146 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 41,520 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 147 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 40,562 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 148 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 40,101 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 149 | SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 37,500 | 1.1M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 150 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,151 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 151 | iShares Russell 3000 ETF iShares Trust | 37,021 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 152 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 36,444 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 153 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 36,345 | 1.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 154 | Hartford Disciplined US Equity ETF Lattice Strategies Trust | 36,139 | 1.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 155 | Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 35,499 | 10.7M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 156 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,892 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 157 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 34,700 | 10.5M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 158 | Fidelity Global Equity Income Fund Fidelity Investment Trust | 34,398 | 1.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 159 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 34,174 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 160 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 34,089 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 161 | Systematic Core Fund VALIC Co I | 33,256 | 1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 162 | The Acquirers Fund ETF Series Solutions | 33,243 | 1.1M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| 163 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 32,825 | 1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 164 | Frank Value Fund FRANK FUNDS | 32,517 | 1M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| 165 | Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust | 31,782 | 1M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 166 | Fidelity Blue Chip Value ETF Fidelity Covington Trust | 31,778 | 1M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 167 | Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 31,460 | 998.5K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 168 | AB US High Dividend ETF AB Active ETFs, Inc. | 31,180 | 954.7K $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 169 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 30,500 | 933.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 170 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 30,125 | 955.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 171 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 29,952 | 917.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 172 | BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 29,944 | 950.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 173 | Harbor Mid Cap Value Fund HARBOR FUNDS | 29,400 | 932.9K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 174 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,803 | 913.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 175 | Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 28,750 | 912.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 176 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 28,560 | 906.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 177 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 28,135 | 893K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 178 | Income Equity Fund Northern Funds | 27,951 | 887.2K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 179 | GuideMark Large Cap Core Fund GPS Funds I | 27,878 | 884.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 180 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 27,233 | 864.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 181 | Systematic Growth Fund VALIC Co I | 26,349 | 806.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 182 | AQR Style Premia Alternative Fund AQR Funds | 26,164 | 830.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 183 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 26,163 | 830.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 184 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 25,779 | 818.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 185 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 24,800 | 787.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 186 | GMO Implementation Fund GMO TRUST | 24,534 | 751.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 187 | iShares U.S. Consumer Discretionary ETF iShares Trust | 24,473 | 776.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 188 | iShares Core Dividend ETF iShares Trust | 24,084 | 764.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 189 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 23,813 | 755.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 190 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 23,786 | 755K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 191 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 23,352 | 741.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 192 | JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 22,755 | 722.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 193 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 22,731 | 721.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 194 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 22,638 | 718.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 195 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 22,423 | 686.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 196 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,886 | 694.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 197 | Sovereign's Capital Flourish Fund Elevation Series Trust | 21,708 | 688.8K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 198 | RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 21,624 | 662.1K $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 199 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,558 | 684K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 200 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,699 | 633.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
476 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 15,538,824 | 493.2M $ | as of Mar 31, 2026 |
| FMR LLC | 15,287,403 | 485.2M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4,280,293 | 135.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,994,793 | 128.5M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 3,761,094 | 119.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,183,175 | 101M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 3,182,725 | 99.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,137,087 | 99.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,015,136 | 95.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,307,766 | 73.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,988,035 | 63.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,781,623 | 56.5M $ | as of Mar 31, 2026 |
| Himalaya Capital Management LLC | 1,626,906 | 51.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,594,384 | 50.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,516,885 | 48.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,451,084 | 46.1M $ | as of Mar 31, 2026 |
| Ranmore Fund Management Ltd | 1,400,000 | 44.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,328,584 | 42.2M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,136,544 | 36.1M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,128,669 | 35.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 1,108,222 | 35.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,081,378 | 34.3M $ | as of Mar 31, 2026 |
| Lodge Hill Capital, LLC | 1,050,000 | 33.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,008,715 | 32M $ | as of Mar 31, 2026 |
| UBS Group AG | 934,695 | 29.7M $ | as of Mar 31, 2026 |