Titelia

Fund shareholders of Donnelley Financial Solutions Inc

ISIN US25787G1004 · United States · LEI 549300O1NPY4J56QCU04

Fund shareholders
273
Of which ETFs
74 199 other funds
Value held
≈ 530.5M $ 530.3M $ · 200K €
Share of capital
44.8 % of 24.6M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,592,00975M $0.08 %6.48 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 792,06537.3M $0.00 %3.22 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 667,27733.6M $1.15 %2.71 %as of Apr 30, 2026
iShares Russell 2000 ETF iShares Trust 627,57129.6M $0.04 %2.55 %as of Mar 31, 2026
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 442,49820.9M $0.19 %1.80 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 294,96613.9M $0.02 %1.20 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 283,93613.4M $1.51 %1.15 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 252,31712.7M $0.04 %1.03 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 239,21711.3M $0.08 %0.97 %as of Mar 31, 2026
JPMorgan Small Cap Blend Fund JPMorgan Trust I 212,25910M $0.70 %0.86 %as of Mar 31, 2026
Royce Small-Cap Total Return Fund ROYCE FUND 206,9589.8M $1.15 %0.84 %as of Mar 31, 2026
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 188,4908.9M $0.90 %0.77 %as of Mar 31, 2026
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 185,5189.3M $1.03 %0.75 %as of Apr 30, 2026
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 182,5928.6M $0.87 %0.74 %as of Mar 31, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 174,7708.2M $0.09 %0.71 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 149,2757M $0.06 %0.61 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 142,2516.7M $0.09 %0.58 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 140,2947.1M $0.18 %0.57 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 138,5336.9M $0.02 %0.56 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 135,2276.4M $1.53 %0.55 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 127,9116.4M $0.03 %0.52 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 126,6396.3M $0.04 %0.52 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 121,4396.1M $0.03 %0.49 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 121,3446M $0.06 %0.49 %as of Feb 28, 2026
Applied Finance Explorer Fund World Funds Trust 107,8325.4M $0.55 %0.44 %as of Apr 30, 2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 102,3444.8M $0.07 %0.42 %as of Mar 31, 2026
Royce Small-Cap Fund ROYCE FUND 97,1864.6M $0.25 %0.40 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 93,3054.7M $0.06 %0.38 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 91,0044.5M $0.08 %0.37 %as of Feb 28, 2026
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 85,7334.3M $0.35 %0.35 %as of Feb 28, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 84,5124M $0.69 %0.34 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 83,9304.2M $0.03 %0.34 %as of Apr 30, 2026
LKCM Small Cap Equity Fund LKCM Funds 79,6443.8M $1.15 %0.32 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 78,9453.7M $0.09 %0.32 %as of Mar 31, 2026
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 65,1993.1M $0.94 %0.27 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 63,0303M $0.07 %0.26 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 60,7532.9M $0.02 %0.25 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,1643M $0.01 %0.24 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 59,2293M $0.08 %0.24 %as of Apr 30, 2026
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 58,0302.9M $0.45 %0.24 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 56,0502.8M $0.04 %0.23 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,3942.7M $0.01 %0.22 %as of Apr 30, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 53,9472.5M $0.58 %0.22 %as of Mar 31, 2026
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 52,9102.5M $0.71 %0.22 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 51,5902.6M $0.13 %0.21 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 51,0692.5M $0.00 %0.21 %as of Feb 28, 2026
abrdn U.S. Small Cap Equity Fund abrdn Funds 49,8152.5M $0.67 %0.20 %as of Apr 30, 2026
Putnam Small Cap Value Fund Putnam Investment Funds 49,2002.4M $0.87 %0.20 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,8142.3M $0.01 %0.19 %as of Apr 30, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 43,5412.2M $0.02 %0.18 %as of Feb 28, 2026
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 42,6332M $0.13 %0.17 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 42,5912M $0.04 %0.17 %as of Mar 31, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 42,2402.1M $0.08 %0.17 %as of Feb 28, 2026
JNL Small Cap Index Fund JNL Series Trust 41,3661.9M $0.08 %0.17 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 40,4472M $0.07 %0.16 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 39,0731.9M $0.00 %0.16 %as of Feb 28, 2026
Embark Small Cap Equity Fund Harbor Funds II 37,6721.9M $0.33 %0.15 %as of Apr 30, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 34,5081.7M $0.09 %0.14 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,2291.6M $0.00 %0.14 %as of Mar 31, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 32,6661.6M $0.23 %0.13 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 32,1071.6M $0.09 %0.13 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,5941.6M $0.04 %0.13 %as of Apr 30, 2026
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 31,2861.5M $0.21 %0.13 %as of Mar 31, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 29,6461.5M $0.21 %0.12 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 29,3781.5M $0.12 %0.12 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 29,1051.5M $0.06 %0.12 %as of Apr 30, 2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 26,2411.3M $0.10 %0.11 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,1771.2M $0.04 %0.11 %as of Mar 31, 2026
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 25,9631.2M $0.74 %0.11 %as of Mar 31, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 25,5111.3M $0.05 %0.10 %as of Feb 28, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 23,1941.1M $0.12 %0.09 %as of Mar 31, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 22,8861.1M $0.08 %0.09 %as of Mar 31, 2026
American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS 21,8531M $4.67 %0.09 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 21,7211.1M $0.00 %0.09 %as of Apr 30, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 20,8581M $0.08 %0.08 %as of Apr 30, 2026
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 20,3091M $0.06 %0.08 %as of Apr 30, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 19,814996.6K $0.03 %0.08 %as of Apr 30, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,700928.7K $0.08 %0.08 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 19,564973.5K $0.06 %0.08 %as of Feb 28, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,713835K $0.08 %0.07 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,400820.2K $0.04 %0.07 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,036856.9K $0.02 %0.07 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,893840.6K $0.06 %0.07 %as of Feb 28, 2026
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 16,726788.5K $2.75 %0.07 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,378823.8K $0.00 %0.07 %as of Apr 30, 2026
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 16,362823K $0.29 %0.07 %as of Apr 30, 2026
Victory Small Cap Stock Fund Victory Portfolios III 16,312820.5K $0.09 %0.07 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,204806.3K $0.00 %0.07 %as of Feb 28, 2026
Putnam VT Small Cap Value Fund Putnam Variable Trust 16,200763.7K $0.72 %0.07 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 15,900749.5K $0.05 %0.06 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 14,016660.7K $0.06 %0.06 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,813694.8K $0.00 %0.06 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 13,329663.3K $0.07 %0.05 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,314627.6K $0.00 %0.05 %as of Mar 31, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,224665.2K $0.08 %0.05 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,021613.8K $0.10 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,457587.2K $0.00 %0.05 %as of Mar 31, 2026
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 11,817557.1K $0.67 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 11,584546.1K $0.04 %0.05 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 11,207528.3K $0.33 %0.05 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS 4.67 %as of Mar 31, 2026
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 2.75 %as of Mar 31, 2026
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.32 %as of Dec 31, 2025
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.53 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 1.51 %as of Mar 31, 2026
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1.37 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 1.15 %as of Mar 31, 2026
Royce Small-Cap Total Return Fund ROYCE FUND 1.15 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 1.15 %as of Apr 30, 2026
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.03 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2272+1511,006,003-1.3 %
2026Q1257-1211,146,402-6.8 %
2025Q4269-311,959,336-1.8 %
2025Q3272-1012,176,344+1.6 %
2025Q2282+611,987,446+0.5 %
2025Q1276+311,930,781-4.0 %
2024Q4273012,423,794+7.7 %
2024Q3273-211,532,664+2.3 %
2024Q2275+611,268,437+7.4 %
2024Q1269-410,487,641-7.5 %
2023Q427311,331,885

Institutional managers

235 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.3,995,329188.3M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,238,21858.4K $as of Mar 31, 2026
STATE STREET CORP1,160,87454.7M $as of Mar 31, 2026
MORGAN STANLEY948,61944.7M $as of Mar 31, 2026
Alberta Investment Management Corp852,61140.2M $as of Mar 31, 2026
RICE HALL JAMES & ASSOCIATES, LLC780,03736.8M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC761,16335.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP686,33132.4M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC653,81830.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC626,41729.5M $as of Mar 31, 2026
Simcoe Capital Management, LLC597,72528.2M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC545,48425.7M $as of Mar 31, 2026
Boston Trust Walden Corp467,07922M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.462,67221.8M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP448,95021.2M $as of Mar 31, 2026
SHAPIRO CAPITAL MANAGEMENT LLC448,38821.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC432,91820.4M $as of Mar 31, 2026
Mawer Investment Management Ltd.423,70420M $as of Mar 31, 2026
NORTHERN TRUST CORP418,68319.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC414,31219.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO335,16715.6M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P314,53014.8M $as of Mar 31, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO295,27413.9K $as of Mar 31, 2026
ALGERT GLOBAL LLC277,60013.1K $as of Mar 31, 2026
Access Investment Management LLC233,83511M $as of Mar 31, 2026

Declared shareholders of Donnelley Financial Solutions Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 15.20 %3,882,805as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.11 %1,310,499as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Donnelley Financial Solutions Inc". https://titelia.com/en/stocks/donnelley-financial-solutions-inc-US25787G1004