Funds holding Stifel Financial Corp
480 funds declare a position · 112 ETFs and 368 other funds · 4.4B $· 36.2M SEK · US8606301021
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 28,942 | 2.1M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 202 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 28,923 | 2.3M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 203 | RBC SMID Cap Growth Fund RBC Funds Trust | 28,560 | 2.1M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| 204 | Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 28,490 | 2.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 205 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 28,413 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 206 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 28,093 | 2.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 207 | JNL/Mellon Financial Sector Fund JNL Series Trust | 27,059 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 208 | Embark Small Cap Equity Fund Harbor Funds II | 26,086 | 2.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 209 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 26,029 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 210 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 25,984 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 211 | JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 25,568 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 212 | Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 25,561 | 2M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 213 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 25,533 | 1.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 214 | SmallCap Account Principal Variable Contract Funds, Inc | 25,450 | 1.9M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 215 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 25,206 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 216 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 24,893 | 2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 217 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,584 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 218 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 24,511 | 1.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 219 | Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 24,123 | 1.8M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| 220 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 24,048 | 1.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 221 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 23,369 | 1.7M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 222 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 23,262 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 223 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 23,217 | 1.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 224 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 22,760 | 1.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 225 | LS OPPORTUNITY FUND Valued Advisers Trust | 22,500 | 1.7M $ | 1.76 % | as of Feb 28, 2026 · Original filing |
| 226 | Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | 22,340 | 1.7M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 227 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 22,224 | 1.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 228 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 22,130 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 229 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 22,075 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 230 | Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 21,929 | 1.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 231 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 21,576 | 1.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 232 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,414 | 1.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 233 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 20,983 | 1.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 234 | Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 20,388 | 1.6M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| 235 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 20,347 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 236 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 19,976 | 1.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 237 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 19,838 | 1.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 238 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 19,538 | 1.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 239 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 19,359 | 1.4M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 240 | AMG GW&K Small Cap Value Fund AMG Funds | 19,312 | 1.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 241 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,222 | 1.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 242 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,017 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 243 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 18,933 | 1.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 244 | TIFF MULTI-ASSET FUND TIFF Investment Program | 18,910 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 245 | NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 18,446 | 1.4M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 246 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,144 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 247 | NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 18,029 | 1.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 248 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 18,000 | 1.4M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| 249 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 17,796 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 250 | Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 17,700 | 1.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 251 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 17,499 | 1.4M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 252 | RMB SMID Cap Fund RMB Investors Trust | 17,371 | 1.3M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| 253 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 17,280 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 254 | Victory Extended Market Index Fund Victory Portfolios III | 16,991 | 1.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 255 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 16,882 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 256 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 16,835 | 1.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 257 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 16,709 | 1.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 258 | Ancora Dividend Value Equity Fund ANCORA TRUST | 16,658 | 1.2M $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| 259 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 16,615 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 260 | MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 16,608 | 1.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 261 | Zacks Small/Mid Cap ETF Zacks Trust | 16,002 | 1.2M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 262 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 15,902 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 263 | Adasina Social Justice All Cap Global ETF Tidal Trust I | 15,705 | 1.2M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| 264 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 14,475 | 1.1M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 265 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 14,275 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 266 | First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 14,176 | 1M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 267 | AQR Alternative Risk Premia Fund AQR Funds | 13,964 | 1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 268 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 13,500 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 269 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 13,483 | 996.7K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 270 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 13,474 | 996K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 271 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,281 | 983.5K $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 272 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 13,146 | 971.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 273 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,099 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 274 | Nomura VIP Opportunity Series Delaware VIP Trust | 12,538 | 926.8K $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 275 | Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 12,536 | 988K $ | 2.08 % | as of Apr 30, 2026 · Original filing |
| 276 | Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 12,492 | 923.4K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 277 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,321 | 910.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 278 | iShares MSCI World Small-Cap ETF iShares Trust | 12,306 | 911.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 279 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,279 | 967.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 280 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 12,122 | 955.3K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 281 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 12,018 | 888.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 282 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,943 | 884.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 283 | Tanaka Growth Fund TANAKA FUNDS INC | 11,940 | 884.2K $ | 2.38 % | as of Feb 28, 2026 · Original filing |
| 284 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 11,902 | 938K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 285 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 11,768 | 871.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 286 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 11,767 | 927.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 287 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 11,530 | 908.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 288 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 11,530 | 852.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 289 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 11,240 | 830.9K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 290 | AQR Trend Total Return Fund AQR Funds | 11,135 | 823.1K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 291 | Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 10,967 | 812.1K $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 292 | First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 10,927 | 807.7K $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| 293 | AQR MS Fusion HV Fund AQR Funds | 10,592 | 783K $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 294 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 10,352 | 815.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 295 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 10,182 | 752.7K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 296 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,909 | 780.9K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 297 | MML Equity Fund MML Series Investment Fund II | 9,900 | 731.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 298 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,814 | 725.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 299 | iShares Morningstar Small-Cap Value ETF iShares Trust | 9,806 | 772.8K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 300 | AST Small-Cap Equity Portfolio Advanced Series Trust | 9,730 | 719.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
Institutional managers
619 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. | 14,487,418 | 1.1B $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 8,469,863 | 622.1M $ | as of Mar 31, 2026 |
| FMR LLC | 8,136,211 | 601.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,652,555 | 343.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,707,099 | 339M $ | as of Mar 31, 2026 |
| Boston Partners | 4,240,380 | 313.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 3,775,258 | 279.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,698,168 | 273.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 3,690,114 | 272.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,851,460 | 210.8M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,797,955 | 206.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,616,616 | 193.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,974,628 | 146M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,875,501 | 138.6M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,687,811 | 124.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,529,587 | 113.1M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,462,639 | 108.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,367,474 | 101.1M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,364,978 | 100.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,333,385 | 98.6M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,292,478 | 95.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,264,455 | 93.5M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,225,145 | 90.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,218,982 | 90.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,111,958 | 82.2M $ | as of Mar 31, 2026 |