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 | |
|---|---|---|---|---|---|
| 301 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,025 | 123.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 302 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,986 | 126.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 303 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 3,924 | 124.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 304 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 3,821 | 121.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 305 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 3,806 | 120.8K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 306 | GMO U.S. Equity Fund GMO TRUST | 3,559 | 109K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 307 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 3,533 | 112.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 308 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,435 | 109K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 309 | Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS | 3,374 | 103.3K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 310 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 3,360 | 106.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 311 | AQR MS Fusion HV Fund AQR Funds | 3,287 | 104.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 312 | VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 3,153 | 96.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 313 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 3,139 | 99.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 314 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,066 | 97.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 315 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,923 | 89.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 316 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,878 | 91.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 317 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,808 | 89.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 318 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 2,726 | 86.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 319 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,699 | 85.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 320 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 2,629 | 80.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 321 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 2,535 | 77.6K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 322 | SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,480 | 78.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 323 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,438 | 77.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 324 | Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 2,428 | 77K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 325 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 2,415 | 76.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 326 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,400 | 76.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 327 | Voya VACS Series MCV Fund Voya Equity Trust | 2,310 | 70.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 328 | New Covenant Growth Fund NEW COVENANT FUNDS | 2,109 | 66.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 329 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,102 | 66.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 330 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,100 | 66.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 331 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 2,100 | 66.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 332 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 2,006 | 63.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 333 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,979 | 62.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 334 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,953 | 62K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 335 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 1,919 | 60.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 336 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 1,889 | 60K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 337 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 1,873 | 59.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 338 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,825 | 57.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 339 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,798 | 57.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 340 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 1,765 | 54K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 341 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,735 | 55.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 342 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 1,719 | 54.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 343 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 1,719 | 52.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 344 | Morningstar Alternatives Fund Morningstar Funds Trust | 1,709 | 54.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 345 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,703 | 54.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 346 | LSV Global Managed Volatility Fund ADVISORS' INNER CIRCLE FUND | 1,700 | 53.9K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 347 | LargeCap Value Fund III Principal Funds, Inc | 1,609 | 51.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 348 | MidCap Value Fund I Principal Funds, Inc | 1,572 | 49.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 349 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,416 | 43.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 350 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,369 | 43.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 351 | EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 1,362 | 43.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 352 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,311 | 41.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 353 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,300 | 41.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 354 | Growth Equity Index Fund GuideStone Funds | 1,174 | 37.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 355 | LargeCap Growth Fund I Principal Funds, Inc | 1,054 | 33.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 356 | ULTRA MID CAP PROFUND ProFunds | 1,015 | 32.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 357 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 924 | 29.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 358 | AQR MS Fusion Fund AQR Funds | 918 | 29.1K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 359 | The Institutional U.S. Equity Portfolio HC Capital Trust | 890 | 28.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 360 | Value Equity Index Fund GuideStone Funds | 848 | 26.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 361 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 800 | 25.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 362 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 785 | 24K $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 363 | Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 779 | 24.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 364 | ProShares UltraPro MidCap400 ProShares Trust | 756 | 23.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 365 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 719 | 22K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 366 | US Vegan Climate ETF ETF Series Solutions | 711 | 22.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 367 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 700 | 22.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 368 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 693 | 22K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 369 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 685 | 21.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 370 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 670 | 20.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 371 | AQR LSE Fusion Fund AQR Funds | 668 | 21.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 372 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 664 | 21.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 373 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 643 | 20.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 374 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 630 | 20K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 375 | PROFUND VP MIDCAP GROWTH ProFunds | 619 | 19.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 376 | PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 591 | 18.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 377 | iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust | 575 | 18.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 378 | Avantis Total Equity Markets ETF American Century ETF Trust | 561 | 17.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 379 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 522 | 16.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 380 | PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 515 | 16.3K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 381 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 496 | 15.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 382 | Hartford US Quality Growth ETF Lattice Strategies Trust | 404 | 12.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 383 | Growth Fund VALIC Co I | 391 | 12K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 384 | PROFUND VP MIDCAP VALUE ProFunds | 381 | 12.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 385 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 373 | 11.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 386 | Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 356 | 11.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 387 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 356 | 10.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 388 | iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 349 | 11.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 389 | Avantis U.S. Quality ETF American Century ETF Trust | 295 | 9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 390 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 271 | 8.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 391 | PROFUND VP ULTRAMID CAP ProFunds | 263 | 8.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 392 | AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 246 | 7.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 393 | WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 246 | 7.8K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 394 | MID-CAP PROFUND ProFunds | 243 | 7.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 395 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust | 226 | 7.2K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 396 | Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 222 | 6.8K $ | 0.17 % | as of Feb 27, 2026 · Original filing |
| 397 | MID-CAP GROWTH PROFUND ProFunds | 185 | 5.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 398 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 172 | 5.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 399 | BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 156 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 400 | The Frontier Economic Fund ETF Series Solutions | 140 | 4.3K $ | 0.12 % | 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 |