HRB

H&R Block, Inc.

StockConsumer CyclicalPersonal Products & ServicesUS$6.0B market cap

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Closing prices for this stock are not synced yet; every fund below is live.

HRB total return with dividends reinvested, from daily closes

Held by ETFs: $46M; in funds that list it in their top 10
Share of the company: ≈0.8%; of H&R Block held through ETFs
Top-10 holding in: 8 ETFs; one of their ten biggest
Built on HRB alone: 0 ETFs; […]
Most per dollar · basket: FGD 1.5%; $15 of every $1,000
Biggest holder: FGD $25M; of HRB, 1.5% of the fund

Every ETF Theme Built Around HRB

YTD

Heaviest HRB Baskets

YTD

$15per $1,000 in FGD

FGD1.5%+14.7%SYLD1.2%+26.1%MVPA5.2%+9.4%ZIG3.7%+12.6%ECML2.3%+19.3%NTRL1.3%+6.7%

Corner: HRB weight · HRB is the biggest slice

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in HRB Sits

Today

54%in Income funds

Income $25MOther $13MUS Stock Styles $7MInternational $587K

FGD$25M · 1.5%SYLD$12M · 1.2%ZIGNTRLMVPA$4M · 5.2%ECML$3M · 2.3%SQLVRCGE

Tile size = dollars of HRB held% = HRB’s weight in the fund

End-of-day Nov 4, 2026 · $46M across funds that list HRB in their top 10

Open in desk

More of It

Most HRB per $1,000

Today

$52of HRB per $1,000 in MVPA, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1MVPAMiller Value Partners Appreciation ETFMiller Value Partners$52+9.4%Open

2ZIGThe Acquirers FundAcquirers$37+12.6%Open

3ECMLEuclidean Fundamental Value ETFEuclidean$23+19.3%Open

4FGDFirst Trust Dow Jones Global Select Dividend Index FundFirst Trust$15+14.7%Open

5NTRLFirst Trust Merger Arbitrage ETFFirst Trust$13+6.7%Open

6SYLDCambria Shareholder Yield ETFCambria$12+26.1%Open

7SQLVRoyce Quant Small-Cap Quality Value ETFFranklin$8+24.0%Open

8RCGERockCreek Global Equality ETFRockCreek$6+8.2%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding HRB

Today

$15in FGD, the heaviest basket

FundPer $1,000YTD

FGD$15+14.7%

SYLD$12+26.1%

MVPA$52+9.4%

ZIG$37+12.6%

ECML$23+19.3%

NTRL$13+6.7%

End-of-day Nov 4, 2026 · bars run to $200

Income from It

Income Strategies Holding HRB

YTD

$25Mof HRB held by 1 income fund · FGD is the largest

StrategyFundNameHRB per $1,000YieldYTDAssets

Dividend stocksFGDFirst Trust Dow Jones Global Select Dividend Index Fund$155.7%+14.7%$1.6B

On $10KFGD $573/yr

End-of-day Nov 4, 2026 · $25M = income funds that list HRB in their top 10 · trailing yield