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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 are 2 beneficial ownership filings. 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
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