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 | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 4,196,882 | 133.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 2 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 4,095,477 | 130M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,011,729 | 127.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,922,741 | 92.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 2,917,464 | 92.6M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares Select Dividend ETF iShares Trust | 2,528,138 | 80.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 7 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,492,494 | 76.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,861,226 | 59.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 1,436,800 | 44M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,413,262 | 44.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,101,908 | 35M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 12 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 777,085 | 24.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 13 | Fidelity Value Discovery Fund Fidelity Puritan Trust | 721,971 | 22.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 14 | Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 697,996 | 22.1M $ | 2.08 % | as of Apr 30, 2026 · Original filing |
| 15 | Fidelity Equity-Income Fund Fidelity Devonshire Trust | 689,350 | 21.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 16 | Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 670,875 | 21.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 664,795 | 20.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 18 | State Farm Growth Fund Advisers Investment Trust | 658,400 | 20.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 19 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 619,847 | 19.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 614,913 | 18.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares Core Dividend Growth ETF iShares Trust | 596,328 | 18.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 22 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 595,381 | 18.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 23 | Royce Small-Cap Special Equity Fund ROYCE FUND | 520,000 | 16.5M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 493,306 | 15.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 25 | iShares Russell Mid-Cap ETF iShares Trust | 483,671 | 15.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 26 | VIP Equity-Income Portfolio Variable Insurance Products Fund | 481,800 | 15.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 463,914 | 14.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 28 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 400,260 | 12.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 29 | First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 395,269 | 12.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 30 | Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 381,657 | 12.1M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 31 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 375,487 | 11.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 32 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 360,949 | 11.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 33 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 358,145 | 11M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| 34 | FlexShares Quality Dividend Index Fund FlexShares Trust | 341,550 | 10.8M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 35 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 341,060 | 10.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 36 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 322,666 | 9.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 37 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 309,709 | 9.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 38 | Cambria Shareholder Yield ETF Cambria ETF Trust | 293,555 | 9.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 39 | NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 290,905 | 9.2M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 40 | JNL/WMC Value Fund JNL Series Trust | 290,345 | 9.2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 41 | Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 264,535 | 8.1M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 246,800 | 7.6M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 43 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 246,502 | 7.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 44 | iShares Russell 1000 Value ETF iShares Trust | 241,127 | 7.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 237,374 | 7.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 46 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 209,180 | 6.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 208,373 | 6.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 48 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 205,421 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 49 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 203,394 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 197,549 | 6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 51 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 192,276 | 5.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 52 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 190,006 | 5.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 186,757 | 5.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 159,291 | 5.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 55 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 158,014 | 5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust | 154,734 | 4.9M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 57 | Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 151,780 | 4.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 58 | iShares Russell Mid-Cap Value ETF iShares Trust | 151,417 | 4.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 59 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 151,203 | 4.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 60 | iShares Russell Mid-Cap Growth ETF iShares Trust | 141,656 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 61 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 134,055 | 4.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 133,643 | 40.4M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 63 | BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 131,192 | 4.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 64 | SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 129,443 | 4.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 65 | VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 128,027 | 4.1M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 66 | JNL Mid Cap Index Fund JNL Series Trust | 127,904 | 4.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 67 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 126,976 | 4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 68 | State Farm Balanced Fund Advisers Investment Trust | 124,800 | 4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 69 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 124,566 | 4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 70 | LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 110,700 | 3.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 71 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 110,172 | 3.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 72 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 108,932 | 3.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 73 | Swedbank Robur Transfer 60 Swedbank Robur Fonder AB | 107,087 | 32.4M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 74 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 103,903 | 3.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 75 | SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 102,600 | 3.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 76 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 101,119 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 77 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 100,397 | 3.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 78 | Mid Cap Index Fund VALIC Co I | 96,550 | 3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 79 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 94,240 | 3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 94,186 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 81 | iShares Russell 1000 ETF iShares Trust | 94,171 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 94,075 | 3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 83 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 93,225 | 2.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 84 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 93,196 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 85 | iShares Russell 1000 Growth ETF iShares Trust | 89,900 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | Hartford Multifactor US Equity ETF Lattice Strategies Trust | 88,537 | 2.8M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 87 | NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 86,384 | 2.7M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 88 | FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 84,660 | 2.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 89 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 84,542 | 2.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 90 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 84,000 | 2.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 91 | Mid Cap Index Fund Northern Funds | 79,040 | 2.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 92 | Large Cap Index Master Portfolio Master Investment Portfolio | 78,657 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 77,074 | 2.4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 94 | Nuveen Equity Index Fund TIAA-CREF Funds | 76,216 | 2.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | SEI Enhanced U.S. Large Cap Quality Factor ETF SEI EXCHANGE TRADED FUNDS | 75,644 | 2.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 96 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 73,719 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 97 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 73,298 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 98 | Lazard Equity Franchise Portfolio LAZARD FUNDS INC | 72,809 | 2.3M $ | 6.24 % | as of Mar 31, 2026 · Original filing |
| 99 | CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 72,421 | 2.3M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 100 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 70,866 | 2.2M $ | 0.12 % | as of Apr 30, 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 |