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
Global X Russell 2000 ETF GLOBAL X FUNDS 11,106558.6K $0.04 %0.05 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 10,349515K $0.20 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 10,246509.8K $0.04 %0.04 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,986502.3K $0.08 %0.04 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 9,667455.7K $0.47 %0.04 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 9,455475.6K $0.01 %0.04 %as of Apr 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 9,354440.9K $0.23 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,339469.8K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,316439.2K $0.08 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,307468.1K $0.02 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,232464.4K $0.06 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,220434.6K $0.02 %0.04 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,079428K $0.08 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,875418.4K $0.02 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 8,751412.5K $0.22 %0.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 8,744412.2K $0.02 %0.04 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,645407.5K $0.04 %0.04 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 8,377416.8K $0.09 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,156410.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,095381.6K $0.04 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,886371.7K $0.04 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,777366.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,534374.9K $0.04 %0.03 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,507353.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,500353.6K $0.08 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,175360.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 7,014330.6K $1.37 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,623333.1K $0.06 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,556329.8K $0.01 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,544308.5K $0.04 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,522307.4K $0.00 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,245294.4K $0.00 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,165290.6K $0.03 %0.03 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 5,882277.3K $0.17 %0.02 %as of Mar 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 5,505273.9K $1.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,360266.7K $0.02 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,240247K $0.03 %0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,100240.4K $0.12 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 5,023252.7K $0.04 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,950233.3K $0.04 %0.02 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 4,869229.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,858241.7K $0.11 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,642218.8K $0.04 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,519227.3K $0.12 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,332215.6K $0.02 %0.02 %as of Feb 28, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 4,172196.7K $0.13 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,096206K $0.02 %0.02 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,029189.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,008201.6K $0.05 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,575168.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,527166.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,525177.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,492173.8K $0.06 %0.01 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,344157.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,330157K $0.00 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 3,202161.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,109146.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,066144.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,037143.2K $0.08 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,993141.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,944138.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 2,884143.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,800132K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,792131.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,776130.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,750138.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,737137.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,726137.1K $0.04 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,708127.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,527119.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 2,514118.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,424114.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,348118.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,282113.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2,234105.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,224104.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 2,191110.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,127107K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,099104.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 2,08898.4K $0.63 %0.01 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,06597.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,03896.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,98199.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,94891.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,86888.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 1,85092.1K $0.93 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,79084.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,78184K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,69780K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,61480.3K $0.34 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,58474.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,58378.8K $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,57578.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,51671.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,51476.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,46969.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,37064.6K $0.06 %0.01 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,31766.2K $0.04 %0.01 %as of Apr 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,30861.7K $0.25 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,25759.3K $0.01 %0.01 %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