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 | |
|---|---|---|---|---|---|
| 301 | AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 9,552 | 706.1K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 302 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,420 | 742.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 303 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 9,255 | 684.1K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 304 | TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 9,051 | 669K $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| 305 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 9,024 | 711.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 306 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 8,950 | 705.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 307 | Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 8,892 | 657.3K $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 308 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,884 | 656.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 309 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 8,307 | 654.7K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 310 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,305 | 613.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 311 | Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 7,950 | 587.7K $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 312 | Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 7,698 | 569K $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 313 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,403 | 547.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 314 | Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 7,366 | 580.5K $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| 315 | YORKTOWN GROWTH FUND American Pension Investors Trust | 7,350 | 579.3K $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 316 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,229 | 569.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 317 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,204 | 532.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 318 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,183 | 531K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 319 | DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 7,177 | 565.6K $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 320 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 7,160 | 564.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 321 | AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 7,123 | 526.5K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 322 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 7,098 | 559.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 323 | iShares Core Dividend ETF iShares Trust | 6,901 | 543.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 324 | Inspire 500 ETF Northern Lights Fund Trust IV | 6,867 | 508.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 325 | iShares Morningstar Small-Cap ETF iShares Trust | 6,701 | 528.1K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 326 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,586 | 486.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 327 | JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust | 6,477 | 478.8K $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 328 | American Century U.S. Quality Value ETF American Century ETF Trust | 6,461 | 478.4K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 329 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 6,450 | 508.3K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 330 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 6,429 | 475.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 331 | iShares Dow Jones U.S. ETF iShares Trust | 6,409 | 505.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 332 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 6,117 | 452.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 333 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 5,927 | 438.9K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 334 | Penn Series SMID Cap Value Fund Penn Series Funds Inc | 5,908 | 436.7K $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 335 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 5,899 | 436.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 336 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 5,871 | 462.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 337 | Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 5,727 | 423.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 338 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 5,654 | 417.9K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 339 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,508 | 407.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 340 | Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust | 5,418 | 400.5K $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 341 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 5,370 | 397.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 342 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,321 | 394K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 343 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 5,265 | 389.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 344 | Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 5,258 | 388.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 345 | Columbia Research Enhanced Value ETF Columbia ETF Trust I | 5,190 | 409K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 346 | S&P MidCap Index Fund SHELTON FUNDS | 5,186 | 384K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 347 | ProShares Ultra MidCap400 ProShares Trust | 5,091 | 377K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 348 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 5,030 | 372.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 349 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,004 | 369.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 350 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 4,992 | 369.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 351 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 4,936 | 364.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 352 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 4,843 | 381.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 353 | WBI BullBear Value 3000 ETF Absolute Shares Trust | 4,820 | 356.3K $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 354 | LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,804 | 355.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 355 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 4,799 | 354.7K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 356 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 4,732 | 349.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 357 | Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 4,716 | 348.6K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 358 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 4,700 | 347.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 359 | Avantis U.S. Equity Fund American Century ETF Trust | 4,688 | 347.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 360 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,527 | 356.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 361 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,500 | 333.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 362 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,488 | 331.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 363 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 4,445 | 328.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 364 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 3,874 | 286.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 365 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,831 | 283.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 366 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,801 | 281K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 367 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 3,777 | 297.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 368 | MOA ALL AMERICA FUND MoA Funds Corp | 3,544 | 262K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 369 | First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 3,469 | 256.4K $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 370 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 3,447 | 255.3K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 371 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,407 | 251.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 372 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 3,361 | 248.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 373 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,307 | 244.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 374 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,276 | 242.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 375 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 3,105 | 229.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 376 | NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,072 | 227.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 377 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 3,067 | 226.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 378 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,051 | 225.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 379 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 2,879 | 226.9K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 380 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 2,879 | 212.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 381 | AQR LSE Fusion Fund AQR Funds | 2,874 | 212.4K $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 382 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,850 | 210.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 383 | Longview Advantage ETF RBB Fund Trust | 2,847 | 210.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 384 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,847 | 210.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 385 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,794 | 206.5K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 386 | Avantis Total Equity Markets ETF American Century ETF Trust | 2,709 | 200.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 387 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 2,692 | 199K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 388 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 2,526 | 199.1K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 389 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 2,517 | 186.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 390 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,484 | 183.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 391 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 2,388 | 176.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 392 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,383 | 176.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 393 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,340 | 173K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 394 | Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 2,337 | 172.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 395 | The U.S. Equity Portfolio HC Capital Trust | 2,268 | 167.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 396 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,217 | 163.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 397 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,207 | 163.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 398 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 2,158 | 170.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 399 | LargeCap Value Fund III Principal Funds, Inc | 2,157 | 170K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 400 | Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 2,121 | 156.8K $ | 1.78 % | 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 |