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 | |
|---|---|---|---|---|---|
| 401 | M Large Cap Value Fund M FUND INC | 2,100 | 155.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 402 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 2,081 | 154.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 403 | MidCap Value Fund I Principal Funds, Inc | 2,078 | 163.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 404 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 2,052 | 151.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 405 | Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 1,992 | 147.2K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 406 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,977 | 155.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 407 | First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 1,939 | 143.6K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 408 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,925 | 142.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 409 | T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 1,800 | 133.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 410 | AQR MS Fusion Fund AQR Funds | 1,779 | 131.5K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 411 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,740 | 128.8K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 412 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,707 | 126.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 413 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 1,600 | 118.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 414 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,476 | 109.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 415 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,425 | 112.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 416 | Sparrow Growth Fund SPARROW FUNDS | 1,410 | 104.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 417 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,391 | 103K $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 418 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,379 | 108.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 419 | Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,351 | 99.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 420 | Harbor Mid Cap Value ETF Harbor ETF Trust | 1,333 | 105.1K $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| 421 | Harbor SMID Cap Value ETF Harbor ETF Trust | 1,225 | 96.5K $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| 422 | ULTRA MID CAP PROFUND ProFunds | 1,222 | 96.3K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 423 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 1,175 | 86.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 424 | The Institutional U.S. Equity Portfolio HC Capital Trust | 1,163 | 85.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 425 | Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 1,145 | 84.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 426 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,139 | 84.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 427 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,052 | 77.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 428 | BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,050 | 77.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 429 | Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 1,027 | 75.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 430 | Harbor Mid Cap Core ETF Harbor ETF Trust | 1,026 | 80.9K $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| 431 | Large Company Value Portfolio Wilshire Mutual Funds Inc | 987 | 73K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 432 | ProShares UltraPro MidCap400 ProShares Trust | 912 | 67.5K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 433 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 910 | 67.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 434 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 885 | 65.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 435 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 850 | 62.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 436 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 804 | 63.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 437 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 791 | 58.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 438 | PROFUND VP MIDCAP GROWTH ProFunds | 789 | 58.3K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 439 | T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 770 | 56.9K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 440 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 765 | 56.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 441 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 761 | 56.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 442 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 739 | 54.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 443 | Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 731 | 57.6K $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 444 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 712 | 56.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 445 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 708 | 52.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 446 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 668 | 49.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 447 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 642 | 47.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 448 | Diversified Equity Master Portfolio Master Investment Portfolio | 639 | 47.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 449 | PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 624 | 49.2K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 450 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 612 | 45.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 451 | SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 558 | 41.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 452 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 555 | 41K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 453 | Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 504 | 37.3K $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| 454 | Select Financials Portfolio Fidelity Select Portfolios | 450 | 33.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 455 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 450 | 33.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 456 | BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 446 | 33K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 457 | BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 436 | 32.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 458 | PROFUND VP MIDCAP VALUE ProFunds | 431 | 31.9K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 459 | Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 428 | 31.6K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 460 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 405 | 31.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 461 | New Covenant Growth Fund NEW COVENANT FUNDS | 368 | 27.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 462 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 361 | 26.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 463 | AQR CVX Fusion Fund AQR Funds | 354 | 26.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 464 | THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 327 | 24.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 465 | PROFUND VP ULTRAMID CAP ProFunds | 316 | 23.4K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 466 | MID-CAP PROFUND ProFunds | 292 | 23K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 467 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 275 | 20.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 468 | Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 267 | 19.8K $ | 0.51 % | as of Feb 27, 2026 · Original filing |
| 469 | MID-CAP GROWTH PROFUND ProFunds | 234 | 18.4K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 470 | AB US Equity ETF AB Active ETFs, Inc. | 197 | 14.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 471 | Voya VACS Series LCC Fund Voya Equity Trust | 189 | 14K $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 472 | Value Equity Index Fund GuideStone Funds | 156 | 11.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 473 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 148 | 11.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 474 | VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 145 | 10.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 475 | Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 127 | 9.4K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 476 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 115 | 8.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 477 | Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 113 | 8.4K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 478 | MID-CAP VALUE PROFUND ProFunds | 94 | 7.4K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 479 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 79 | 6.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 480 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 51 | 4K $ | 0.01 % | as of Apr 30, 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 |