H&R Block, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $1.94M | 0.14% | 61,143 NS | $1.43B | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $1.93M | 0.23% | 60,779 NS | $829.25M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.91M | 0.01% | 60,333 NS | $30.28B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $1.90M | 0.09% | 59,872 NS | $2.23B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.87M | 0.12% | 58,955 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $1.86M | 0.12% | 58,593 NS | $1.50B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $1.79M | 0.01% | 56,336 NS | $25.97B | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $1.77M | 0.07% | 55,900 NS | $2.62B | FIGI |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.76M | 0.36% | 55,425 NS | $484.98M | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.64M | 0.22% | 51,765 NS | $744.07M | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.62M | 0.40% | 50,895 NS | $407.99M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.60M | 0.09% | 50,528 NS | $1.86B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $1.57M | 0.01% | 49,505 NS | $24.08B | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $1.52M | 0.12% | 47,785 NS | $1.22B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $1.50M | 0.06% | 47,385 NS | $2.59B | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $1.43M | 0.12% | 45,026 NS | $1.17B | FIGI |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | MDIV | $1.41M | 0.36% | 44,551 NS | $394.66M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $1.40M | 0.08% | 44,200 NS | $1.71B | FIGI |
| Optimum Large Cap Growth Fund Optimum Fund Trust | — | $1.40M | 0.08% | 43,993 NS | $1.69B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.39M | 0.05% | 43,826 NS | $2.63B | FIGI |
| Royce Small-Cap Fund ROYCE FUND | — | $1.38M | 0.08% | 43,525 NS | $1.82B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $1.37M | 0.12% | 43,019 NS | $1.13B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $1.36M | 0.06% | 42,890 NS | $2.38B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $1.34M | 0.12% | 42,105 NS | $1.11B | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.18M | 0.13% | 37,151 NS | $937.53M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.18M | 0.01% | 37,021 NS | $17.05B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Yield Fo… SPDR SERIES TRUST | ONEY | $1.15M | 0.14% | 36,345 NS | $848.45M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $1.08M | 0.04% | 34,089 NS | $3.03B | FIGI |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | — | $1.04M | 0.35% | 32,825 NS | $294.93M | FIGI |
| Frank Value Fund FRANK FUNDS | — | $1.03M | 3.20% | 32,517 NS | $32.29M | FIGI |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | DSMC | $998.5K | 0.83% | 31,460 NS | $119.82M | FIGI |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | — | $950.4K | 0.20% | 29,944 NS | $465.47M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $906.5K | 0.13% | 28,560 NS | $719.76M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $893.0K | 0.01% | 28,135 NS | $11.74B | FIGI |
| Income Equity Fund Northern Funds | — | $887.2K | 0.31% | 27,951 NS | $282.43M | FIGI |
| GuideMark Large Cap Core Fund GPS Funds I | — | $884.8K | 0.12% | 27,878 NS | $727.26M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $864.4K | 0.11% | 27,233 NS | $759.28M | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $830.4K | 0.04% | 26,164 NS | $2.27B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $830.4K | 0.12% | 26,163 NS | $665.18M | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $818.2K | 0.02% | 25,779 NS | $3.41B | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $787.2K | 0.02% | 24,800 NS | $3.50B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $755.0K | 0.14% | 23,786 NS | $522.23M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $741.2K | 0.12% | 23,352 NS | $613.37M | FIGI |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | — | $722.2K | 0.06% | 22,755 NS | $1.14B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $694.7K | 0.09% | 21,886 NS | $741.60M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $636.2K | 0.06% | 20,045 NS | $1.00B | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $634.5K | 0.13% | 19,989 NS | $506.96M | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $631.6K | 0.09% | 19,900 NS | $724.27M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $561.7K | 0.03% | 17,698 NS | $1.67B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $558.6K | 0.10% | 17,600 NS | $575.61M | FIGI |