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 | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 5,049,004 | 373.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,666,126 | 344.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,390,851 | 250.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 4 | Disciplined Value Mid Cap Fund John Hancock Funds III | 2,889,107 | 213.6M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,159,136 | 159.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 6 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,134,089 | 157.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,933,778 | 152.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,702,446 | 125.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 9 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 1,162,506 | 85.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 10 | AQR Long-Short Equity Fund AQR Funds | 977,437 | 72.3M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 812,923 | 64.1M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 798,181 | 59.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 744,940 | 55.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 14 | Nomura Small Cap Value Fund Delaware Group Equity Funds V | 694,877 | 51.5M $ | 1.41 % | as of Feb 27, 2026 · Original filing |
| 15 | Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 625,000 | 46.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 598,617 | 47.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 584,786 | 46.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 18 | iShares Russell Mid-Cap ETF iShares Trust | 566,040 | 41.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 19 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 549,229 | 43.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 20 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 520,380 | 38.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 21 | Harbor Small Cap Value Fund HARBOR FUNDS | 519,562 | 40.9M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| 22 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 509,528 | 37.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 23 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 413,198 | 30.6M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 24 | AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 391,121 | 30.8M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 25 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 383,850 | 28.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 378,050 | 29.8M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 27 | AQR Equity Market Neutral Fund AQR Funds | 375,664 | 27.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 28 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 368,987 | 29.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 29 | Column Mid Cap Select Fund Trust for Professional Managers | 367,038 | 27.2M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 30 | AB Small Cap Growth Portfolio AB CAP FUND, INC. | 365,310 | 28.8M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 359,553 | 28.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 353,379 | 27.8M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 33 | Nomura VIP Small Cap Value Series Delaware VIP Trust | 351,825 | 26M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 348,548 | 25.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 35 | iShares Russell 1000 Value ETF iShares Trust | 341,548 | 25.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 36 | Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 336,058 | 24.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 37 | AB Discovery Value Fund AB TRUST | 320,283 | 23.7M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 38 | Calvert Small Cap Fund Calvert Impact Fund, Inc. | 316,242 | 23.4M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 39 | AMCAP Fund AMCAP Fund | 309,991 | 23M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 40 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 284,733 | 21.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 41 | SmallCap Fund Principal Funds, Inc | 283,400 | 22.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 42 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 277,429 | 21.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 43 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 277,416 | 20.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 44 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 272,508 | 20.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 45 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 256,007 | 19M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 46 | THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 251,883 | 19.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 245,361 | 18.1M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 48 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 242,401 | 19.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 49 | THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 234,202 | 18.5M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 232,505 | 17.2M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 51 | Small Cap Equity Portfolio GLENMEDE FUND INC | 226,819 | 17.9M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 52 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 225,745 | 16.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 53 | iShares Core Dividend Growth ETF iShares Trust | 224,187 | 17.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 54 | iShares Russell Mid-Cap Value ETF iShares Trust | 213,060 | 15.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 55 | VOYA LARGE CAP VALUE FUND Voya Equity Trust | 203,586 | 15.1M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 56 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 199,323 | 15.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 57 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 199,256 | 15.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 58 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 194,222 | 14.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 59 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 193,610 | 14.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 60 | Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 191,750 | 14.2M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 188,646 | 13.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 62 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,943 | 14.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 63 | Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 182,550 | 13.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 64 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 180,474 | 13.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 65 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 179,850 | 13.3M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 66 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 168,477 | 12.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 67 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,956 | 11.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 68 | Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 156,633 | 11.6M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 69 | JNL Mid Cap Index Fund JNL Series Trust | 153,873 | 11.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 70 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 152,660 | 11.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 71 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 149,648 | 11.8M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 72 | Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 149,100 | 11M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 73 | Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 142,050 | 10.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 74 | Small Cap Dynamic Growth Fund John Hancock Funds II | 137,418 | 10.2M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| 75 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 137,204 | 10.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 76 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 132,593 | 10.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 77 | Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 132,403 | 10.4M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 78 | Nuveen Equity Index Fund TIAA-CREF Funds | 131,262 | 10.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 79 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 127,687 | 9.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 80 | AMG GW&K Small Cap Core Fund AMG Funds | 125,602 | 9.3M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 81 | Heartland Value Plus Fund HEARTLAND GROUP INC. | 125,000 | 9.2M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| 82 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,998 | 9.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 83 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 123,734 | 9.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 84 | AMG GW&K Small/Mid Cap Core Fund AMG Funds | 123,658 | 9.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 85 | Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 123,111 | 9.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 86 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 122,757 | 9.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 87 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 119,958 | 8.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 88 | AQR Managed Futures Strategy HV Fund AQR Funds | 118,443 | 8.8M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 89 | Mid Cap Index Fund VALIC Co I | 116,648 | 8.6M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 90 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 112,630 | 8.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 91 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 110,398 | 8.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 92 | LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 109,143 | 8.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 93 | iShares Russell 1000 ETF iShares Trust | 106,026 | 7.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 105,407 | 7.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 95 | SmallCap Growth Fund I Principal Funds, Inc | 103,699 | 8.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 96 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 101,708 | 8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 97 | Mid Cap Value Fund VALIC Co I | 97,901 | 7.2M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 98 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 97,253 | 7.2M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 99 | Mid Cap Index Fund Northern Funds | 96,078 | 7.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 100 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 95,768 | 7.1M $ | 1.04 % | as of Feb 28, 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 |