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 | |
|---|---|---|---|---|---|
| 101 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 95,768 | 7.1M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| 102 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 89,838 | 7.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 103 | AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 93,144 | 6.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 104 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 87,310 | 6.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 105 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 91,509 | 6.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 106 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 88,976 | 6.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 107 | Large Cap Index Master Portfolio Master Investment Portfolio | 88,665 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 108 | iShares U.S. Financials ETF iShares Trust | 81,696 | 6.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 109 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 86,499 | 6.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 110 | Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 86,324 | 6.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 111 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 80,539 | 6.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 112 | VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 84,779 | 6.3M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| 113 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 78,893 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 114 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 82,838 | 6.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 115 | LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,788 | 6.1M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 116 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 76,944 | 6.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 117 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 76,474 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 118 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 81,150 | 6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 119 | AQR Managed Futures Strategy Fund AQR Funds | 80,797 | 6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 120 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 80,249 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 121 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 74,263 | 5.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 122 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 76,620 | 5.7M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 123 | AQR Multi-Asset Fund AQR Funds | 76,653 | 5.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 124 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 76,249 | 5.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 125 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 70,725 | 5.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 126 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 74,586 | 5.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 127 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 68,871 | 5.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 128 | iShares Core S&P U.S. Growth ETF iShares Trust | 71,832 | 5.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 129 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 70,921 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 130 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 70,728 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 131 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 69,901 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 132 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 68,570 | 5.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 133 | NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 64,302 | 5.1M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| 134 | Column Mid Cap Fund Trust for Professional Managers | 66,524 | 4.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 135 | SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 62,030 | 4.9M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 136 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 61,632 | 4.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 137 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,563 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 138 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 64,235 | 4.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 139 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 60,344 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 140 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 63,899 | 4.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 141 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 63,012 | 4.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 142 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 62,568 | 4.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 143 | HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 62,296 | 4.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 144 | MidCap S&P 400 Index Fund Principal Funds, Inc | 58,338 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 145 | Nomura Smid Cap Core Fund IVY FUNDS | 60,321 | 4.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 146 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 60,253 | 4.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 147 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 59,797 | 4.4M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 148 | Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 55,036 | 4.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 149 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 54,873 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 150 | iShares Russell 2500 ETF iShares Trust | 57,671 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 151 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 57,487 | 4.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 152 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 53,581 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 153 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 56,624 | 4.2M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 154 | iShares Core S&P U.S. Value ETF iShares Trust | 56,529 | 4.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 155 | AQR Style Premia Alternative Fund AQR Funds | 55,796 | 4.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 156 | Avantis U.S. Equity ETF American Century ETF Trust | 55,155 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 157 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 51,808 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 158 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 54,168 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 159 | Columbia Research Enhanced Core ETF Columbia ETF Trust I | 50,480 | 4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 160 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 53,674 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 161 | Mid-Cap Value Portfolio PACIFIC SELECT FUND | 53,299 | 3.9M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 162 | NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 52,595 | 3.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 163 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 52,174 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 164 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 48,823 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 165 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 51,753 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 166 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 51,750 | 3.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 167 | Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 51,676 | 3.8M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 168 | Harbor Mid Cap Fund HARBOR FUNDS | 47,075 | 3.7M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| 169 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 46,817 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 170 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,703 | 3.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 171 | iShares U.S. Financial Services ETF iShares Trust | 46,214 | 3.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 172 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,076 | 3.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 173 | TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 44,089 | 3.5M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| 174 | MOA SMALL CAP VALUE FUND MoA Funds Corp | 46,947 | 3.5M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 175 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 43,123 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 176 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,609 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 177 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 40,617 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 178 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 42,744 | 3.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 179 | iShares Russell 3000 ETF iShares Trust | 41,613 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 180 | Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 39,000 | 3.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 181 | NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 40,529 | 3M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 182 | First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 37,701 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 183 | Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 37,129 | 2.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 184 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 33,873 | 2.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 185 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 35,754 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 186 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 33,286 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 187 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,358 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 188 | Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 34,100 | 2.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 189 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 33,464 | 2.5M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 190 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 33,421 | 2.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 191 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 33,311 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 192 | AMG GW&K Small Cap Growth Fund AMG Funds IV | 31,264 | 2.5M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 193 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 32,778 | 2.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 194 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 32,611 | 2.4M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 195 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 32,360 | 2.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 196 | Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 30,394 | 2.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 197 | Global Equity Fund RUSSELL INVESTMENT CO | 29,694 | 2.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 198 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 30,979 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 199 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 28,923 | 2.3M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 200 | Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 28,490 | 2.2M $ | 0.12 % | 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 |