As of the latest SEC filings, STIFEL FINANCIAL CORP (SF) is held by 511 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $373,222,375.68 in market value, representing 0.35% of its portfolio.
Funds holding STIFEL FINANCIAL CORP (SF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SF
- CIK:
- 0000720672
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.35% | $373,222,375.68 | 5,049,004 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $344,920,033.92 | 4,666,126 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.15% | $250,651,705.92 | 3,390,851 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.98% | $213,562,789.44 | 2,889,107 | Mar 31, 2026 | May 29, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.26% | $159,603,333.12 | 2,159,136 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.19% | $157,751,858.88 | 2,134,089 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.64% | $152,401,044.18 | 1,933,778 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.15% | $125,844,808.32 | 1,702,446 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.77% | $85,932,406.56 | 1,162,506 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.35% | $84,961,873.92 | 1,149,376 | Mar 31, 2026 | Jun 1, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.90% | $72,252,143.04 | 977,437 | Mar 31, 2026 | May 22, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.73% | $64,066,461.63 | 812,923 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.14% | $59,105,303.05 | 798,181 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.35% | $55,065,964.80 | 744,940 | Mar 31, 2026 | May 28, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.41% | $51,455,604.83 | 694,877 | Feb 27, 2026 | Apr 23, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.68% | $47,177,005.77 | 598,617 | Apr 30, 2026 | Jun 26, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.04% | $46,200,000.00 | 625,000 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.05% | $46,086,984.66 | 584,786 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.09% | $43,284,737.49 | 549,229 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $41,841,676.80 | 566,040 | Mar 31, 2026 | May 28, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.62% | $40,946,681.22 | 519,562 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $38,534,139.00 | 520,380 | Feb 28, 2026 | Apr 24, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.38% | $37,664,309.76 | 509,528 | Mar 31, 2026 | May 28, 2026 |
|
CHCLX
AB DISCOVERY GROWTH FUND, INC.
|
MF | Independent / Boutique | 1.14% | $30,824,246.01 | 391,121 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.22% | $30,597,274.88 | 413,198 | Feb 28, 2026 | Apr 24, 2026 |
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