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 | |
|---|---|---|---|---|---|
| 201 | Fidelity Value Discovery K6 Fund Fidelity Puritan Trust | 20,427 | 648.1K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 202 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,155 | 639.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 203 | Huber Small Cap Value Fund Advisors Series Trust | 20,100 | 637.8K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 204 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,045 | 636.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 205 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 20,039 | 635.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 206 | JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 20,003 | 634.7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 207 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 19,989 | 634.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 208 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 19,900 | 631.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 209 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,600 | 600.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 210 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 19,301 | 612.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 211 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 19,073 | 605.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 212 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 18,395 | 583.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 213 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 17,698 | 561.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 214 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 17,600 | 558.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 215 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 17,450 | 553.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 216 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 17,368 | 551.1K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 217 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 16,846 | 534.7K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 218 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,752 | 499.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 219 | Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 15,501 | 474.6K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 220 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 15,461 | 490.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 221 | ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 15,189 | 465.1K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 222 | Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 15,080 | 478.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 223 | AQR Large Cap Multi-Style Fund AQR Funds | 15,050 | 477.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 224 | First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 14,943 | 457.6K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 225 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 14,541 | 461.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 226 | Victory Extended Market Index Fund Victory Portfolios III | 14,310 | 454.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 227 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 14,308 | 454.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 228 | GMO U.S. Value ETF GMO ETF Trust | 13,988 | 428.3K $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 229 | iShares Morningstar Small-Cap Value ETF iShares Trust | 13,922 | 441.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 230 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 13,811 | 438.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 231 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 13,245 | 420.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 232 | Voya MI Dynamic Small Cap Fund Voya Equity Trust | 12,979 | 397.4K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 233 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,911 | 409.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 234 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 12,824 | 406.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 235 | PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 12,300 | 390.3K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 236 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 12,178 | 386.4K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 237 | VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 11,948 | 379.1K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 238 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 11,646 | 369.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 239 | GMO Benchmark-Free Fund GMO TRUST | 11,270 | 345.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 240 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 11,050 | 350.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 241 | iShares MSCI World Small-Cap ETF iShares Trust | 10,875 | 333K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 242 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 10,496 | 333.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 243 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,413 | 318.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 244 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,331 | 327.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 245 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 10,142 | 321.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 246 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 10,076 | 319.7K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 247 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 9,947 | 304.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 248 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 9,939 | 315.5K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 249 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 9,787 | 310.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 250 | Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 9,778 | 310.4K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 251 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 9,691 | 296.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 252 | FlexShares US Quality Low Volatility Index Fund FlexShares Trust | 9,646 | 306.1K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 253 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,628 | 305.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 254 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 9,343 | 296.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 255 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,793 | 279K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 256 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,496 | 269.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 257 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,451 | 268.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 258 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 8,342 | 255.4K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 259 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 8,252 | 261.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 260 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 8,063 | 255.9K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 261 | Storebrand Global Multifactor Storebrand Asset Management AS | 7,823 | 2.4M SEK | 0.18 % | as of Mar 31, 2026 · Original filing |
| 262 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,707 | 244.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 263 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,319 | 232.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 264 | Large Company Growth Portfolio Wilshire Mutual Funds Inc | 7,223 | 229.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 265 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 7,149 | 226.8K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 266 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 6,972 | 213.5K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 267 | LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 6,800 | 215.8K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 268 | American Century U.S. Quality Value ETF American Century ETF Trust | 6,469 | 198.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 269 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,380 | 202.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 270 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,309 | 200.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 271 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,253 | 198.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 272 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,732 | 181.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 273 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,685 | 180.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 274 | iShares Dow Jones U.S. ETF iShares Trust | 5,646 | 179.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 275 | iShares Morningstar Small-Cap ETF iShares Trust | 5,562 | 176.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 276 | SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | 5,423 | 172.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 277 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 5,420 | 166K $ | 0.07 % | as of Feb 27, 2026 · Original filing |
| 278 | LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 5,400 | 171.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 279 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,371 | 164.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 280 | AQR Alternative Risk Premia Fund AQR Funds | 5,197 | 165K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 281 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 5,118 | 162.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 282 | LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND | 5,100 | 161.8K $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 283 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 5,003 | 158.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 284 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,991 | 158.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 285 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,988 | 152.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 286 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 4,905 | 155.6K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 287 | Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III | 4,798 | 152.3K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 288 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 4,702 | 149.2K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 289 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 4,700 | 149.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 290 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 4,588 | 145.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 291 | WisdomTree Global High Dividend Fund WisdomTree Trust | 4,527 | 143.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 292 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,470 | 141.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 293 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,416 | 140.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 294 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 4,369 | 133.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 295 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 4,300 | 131.7K $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 296 | ProShares Ultra MidCap400 ProShares Trust | 4,215 | 129.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 297 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,200 | 128.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 298 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 4,192 | 133.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 299 | S&P MidCap Index Fund SHELTON FUNDS | 4,173 | 127.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 300 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 4,065 | 124.5K $ | 0.00 % | 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 |