H&R Block, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | — | $553.9K | 0.12% | 17,450 NS | $448.48M | FIGI |
| ROYCE GLOBAL TRUST, INC. — | — | $541.5K | 0.52% | 17,062 NS | $103.29M | FIGI |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $534.7K | 0.34% | 16,846 NS | $156.51M | FIGI |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | XJH | $490.7K | 0.14% | 15,461 NS | $346.61M | FIGI |
| Voya Global High Dividend Low Volatility Port… Voya VARIABLE PORTFOLIOS INC | — | $478.6K | 0.14% | 15,080 NS | $337.69M | FIGI |
| AQR Large Cap Multi-Style Fund AQR Funds | — | $477.7K | 0.04% | 15,050 NS | $1.17B | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $454.1K | 0.02% | 14,308 NS | $2.04B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $438.4K | 0.01% | 13,811 NS | $5.26B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $420.4K | 0.01% | 13,245 NS | $5.55B | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $369.6K | 0.12% | 11,646 NS | $314.56M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $350.7K | 0.00% | 11,050 NS | $7.43B | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $333.1K | 0.11% | 10,496 NS | $295.38M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $327.9K | 0.09% | 10,331 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $321.9K | 0.03% | 10,142 NS | $1.02B | FIGI |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | — | $315.5K | 0.20% | 9,939 NS | $160.16M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $310.6K | 0.01% | 9,787 NS | $4.47B | FIGI |
| Touchstone Strategic Trust-Touchstone Dynamic… Touchstone Strategic Trust | — | $310.4K | 0.22% | 9,778 NS | $139.95M | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $305.6K | 0.02% | 9,628 NS | $1.49B | FIGI |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | — | $296.5K | 0.12% | 9,343 NS | $241.27M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $269.7K | 0.06% | 8,496 NS | $460.74M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $268.2K | 0.02% | 8,451 NS | $1.50B | FIGI |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | — | $255.9K | 0.16% | 8,063 NS | $155.40M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $232.3K | 0.06% | 7,319 NS | $368.49M | FIGI |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | — | $229.3K | 0.09% | 7,223 NS | $252.52M | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $202.5K | 0.05% | 6,380 NS | $425.33M | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $200.2K | 0.01% | 6,309 NS | $3.47B | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $198.5K | 0.03% | 6,253 NS | $636.65M | FIGI |
| LVIP JPMorgan Select Mid Cap Value Managed Vo… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $181.9K | 0.04% | 5,732 NS | $476.92M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $180.4K | 0.01% | 5,685 NS | $1.65B | FIGI |
| SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST | — | $172.1K | 0.03% | 5,423 NS | $504.36M | FIGI |
| AQR Alternative Risk Premia Fund AQR Funds | — | $165.0K | 0.03% | 5,197 NS | $485.58M | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $162.4K | 0.01% | 5,118 NS | $1.82B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $158.8K | 0.00% | 5,003 NS | $25.99B | FIGI |
| Calvert U.S. Large Cap Growth Responsible Ind… Calvert Responsible Index Series, Inc. | — | $158.4K | 0.02% | 4,991 NS | $908.30M | FIGI |
| Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III | SAGP | $152.3K | 0.21% | 4,798 NS | $71.80M | FIGI |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | SQLV | $149.2K | 0.62% | 4,702 NS | $24.26M | FIGI |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | — | $149.2K | 0.01% | 4,700 NS | $1.02B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $145.6K | 0.01% | 4,588 NS | $1.23B | FIGI |
| WisdomTree Global High Dividend Fund WisdomTree Trust | DEW | $143.7K | 0.11% | 4,527 NS | $135.53M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $141.9K | 0.00% | 4,470 NS | $5.64B | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $140.2K | 0.02% | 4,416 NS | $876.76M | FIGI |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | — | $133.1K | 0.20% | 4,192 NS | $67.70M | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $126.5K | 0.00% | 3,986 NS | $2.90B | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $124.5K | 0.04% | 3,924 NS | $293.56M | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $122.8K | 0.00% | 3,868 NS | $2.53B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $121.3K | 0.00% | 3,821 NS | $9.23B | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $106.6K | 0.01% | 3,360 NS | $980.51M | FIGI |
| AQR MS Fusion HV Fund AQR Funds | — | $104.3K | 0.18% | 3,287 NS | $58.49M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $97.3K | 0.01% | 3,066 NS | $1.58B | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $91.3K | 0.03% | 2,878 NS | $293.14M | FIGI |