Titelia

Fund shareholders of Donnelley Financial Solutions Inc

ISIN US25787G1004 · United States · LEI 549300O1NPY4J56QCU04

Fund shareholders
262
Of which ETFs
79 183 other funds
Value held
≈ 430M $ 429.8M $ · 200K €
Share of capital
40.9 % of 24.6M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,505,42363.2M $0.06 %6.12 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 745,06531.3M $0.00 %3.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 646,20127.1M $0.03 %2.63 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 603,90825.3M $0.20 %2.46 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 287,50812.1M $0.01 %1.17 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 271,24912.8M $0.04 %1.10 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 228,1969.6M $0.06 %0.93 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 220,3619.2M $0.55 %0.90 %as of Jun 30, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 215,2809M $0.74 %0.88 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 202,8858.5M $0.90 %0.83 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 185,6808.8M $0.35 %0.76 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 180,1967.6M $0.05 %0.73 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 177,7287.5M $1.78 %0.72 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 174,7707.3M $0.06 %0.71 %as of Jun 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 164,6176.9M $0.65 %0.67 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 137,5715.5M $0.01 %0.56 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 131,2375.2M $0.03 %0.53 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 126,2045M $0.02 %0.51 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 121,4395.7M $0.03 %0.49 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 119,0805M $0.06 %0.48 %as of Jun 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 115,9015.5M $0.52 %0.47 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 109,6234.4M $0.05 %0.45 %as of May 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 101,4694.3M $0.05 %0.41 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 94,5464.5M $0.06 %0.38 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 91,7293.6M $0.06 %0.37 %as of May 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 87,1793.7M $0.17 %0.35 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 85,5224M $0.61 %0.35 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 83,0183.9M $0.03 %0.34 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 75,4233.2M $0.50 %0.31 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 71,0952.8M $0.23 %0.29 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 69,4742.9M $0.06 %0.28 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 65,4913.1M $0.47 %0.27 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 64,7043.1M $0.07 %0.26 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 62,7542.6M $0.73 %0.26 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 62,3843M $0.22 %0.25 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 61,4942.6M $0.05 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 60,4792.9M $0.04 %0.25 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,1642.8M $0.01 %0.24 %as of Jul 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 59,6552.4M $0.30 %0.24 %as of May 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 58,8082.5M $0.24 %0.24 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 52,9102.2M $0.55 %0.22 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 51,3282.2M $0.42 %0.21 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 51,0692M $0.00 %0.21 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,7822.4M $0.01 %0.21 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 49,1552.1M $0.04 %0.20 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 48,9032.1M $0.01 %0.20 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 46,4691.9M $0.03 %0.19 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,8142.2M $0.01 %0.19 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 41,7612M $0.31 %0.17 %as of Jul 31, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 41,0001.6M $0.55 %0.17 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 40,7351.6M $0.01 %0.17 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 40,3111.6M $0.00 %0.16 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 39,6141.6M $0.06 %0.16 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 39,3361.7M $0.06 %0.16 %as of Jun 30, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 38,9601.5M $0.77 %0.16 %as of May 31, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 38,2311.6M $0.44 %0.16 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,0451.4M $0.00 %0.14 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,8271.6M $0.08 %0.14 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,7751.6M $0.06 %0.14 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 32,9711.6M $0.04 %0.13 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 32,6661.5M $0.15 %0.13 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 32,0361.3M $0.07 %0.13 %as of May 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 31,7451.3M $0.10 %0.13 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 29,1131.2M $0.15 %0.12 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 28,5661.4M $0.06 %0.12 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 26,9531.1M $0.03 %0.11 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 26,2131M $0.04 %0.11 %as of May 31, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 25,4001.1M $0.87 %0.10 %as of Jun 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 25,0731.2M $0.05 %0.10 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 23,312977.9K $0.26 %0.09 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 22,6181.1M $0.05 %0.09 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 21,9461M $0.08 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,7211M $0.00 %0.09 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 21,631907.4K $0.08 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,386897.1K $0.06 %0.09 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,568778.9K $0.06 %0.08 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 18,406870.6K $0.07 %0.07 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 17,979754.2K $0.05 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,383689.9K $0.04 %0.07 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 17,329687.8K $0.04 %0.07 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,036805.8K $0.01 %0.07 %as of Jul 31, 2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 16,726701.7K $2.14 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,500692.2K $0.03 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,405688.2K $0.06 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,378774.7K $0.00 %0.07 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 16,362773.9K $0.24 %0.07 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,204643.1K $0.00 %0.07 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,900667K $0.04 %0.06 %as of Jun 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 15,679657.7K $0.51 %0.06 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 14,203563.7K $0.06 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,537640.3K $0.00 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,314558.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,131550.8K $0.05 %0.05 %as of Jun 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 12,757535.2K $0.45 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 12,721533.6K $0.07 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 12,611529K $0.03 %0.05 %as of Jun 30, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 12,568527.2K $0.27 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,871561.5K $0.04 %0.05 %as of Jul 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 11,817495.7K $0.51 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 11,668463.1K $0.02 %0.05 %as of May 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.32 %as of Dec 31, 2025 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 2.14 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.78 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 0.90 %as of Jun 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 0.87 %as of Jun 30, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 0.77 %as of May 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.75 %as of May 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 0.74 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 0.73 %as of Jun 30, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 0.67 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3261-1110,066,910-8.5 %
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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 4.98 %1,245,123as of Jun 30, 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