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
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 11,645550.8K $0.07 %0.05 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 11,568459.1K $0.14 %0.05 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,395539K $0.28 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,156468K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 10,253406.9K $0.03 %0.04 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 9,846465.7K $0.04 %0.04 %as of Jul 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 9,354392.4K $0.18 %0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,339441.7K $0.00 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,224436.3K $0.02 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,220386.8K $0.02 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,975376.5K $0.01 %0.04 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,851418.7K $0.00 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 8,751367.1K $0.16 %0.04 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,416353.1K $0.06 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,368351K $0.06 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,167342.6K $0.03 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,156385.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,886330.8K $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 7,853329.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,777326.2K $0.01 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 7,386309.8K $0.12 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,212302.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 7,204340.7K $0.06 %0.03 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,503307.6K $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,473271.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,457305.4K $0.01 %0.03 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,331265.6K $0.06 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,325265.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,165258.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 6,000251.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5,585234.3K $0.07 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,503230.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,485217.7K $0.02 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,240219.8K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 5,200246K $0.04 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,034211.2K $0.03 %0.02 %as of Jun 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 4,938196K $0.75 %0.02 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,827202.5K $0.08 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,332171.9K $0.01 %0.02 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,331181.7K $0.04 %0.02 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 4,206176.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,154164.9K $0.07 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,096193.7K $0.01 %0.02 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,906163.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,870183.1K $0.04 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,792159.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,570149.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,527148K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,525166.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,467137.6K $0.01 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,423143.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,330139.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,177133.3K $0.04 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,165132.8K $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,901121.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 2,884114.5K $0.00 %0.01 %as of May 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,862120.1K $0.06 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,800132.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,776116.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,746129.9K $0.04 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,734129.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 2,714107.7K $0.04 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,708113.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,434102.1K $0.06 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,348111.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,29391K $0.03 %0.01 %as of May 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 2,26995.2K $0.35 %0.01 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 2,23793.8K $0.07 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,22493.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,212104.6K $0.04 %0.01 %as of Jul 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 2,191103.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,16590.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,09983.3K $0.00 %0.01 %as of May 31, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 1,99294.2K $0.03 %0.01 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,97193.2K $0.06 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,89179.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 1,85073.4K $0.67 %0.01 %as of May 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 1,76273.9K $0.11 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,73969K $0.01 %0.01 %as of May 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,68579.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,68570.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,66669.9K $0.05 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,64268.9K $0.05 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,61063.9K $0.26 %0.01 %as of May 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,57566.1K $0.13 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,51663.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,39555.4K $0.00 %0.01 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,34363.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,31762.3K $0.03 %0.01 %as of Jul 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,30854.9K $0.19 %0.01 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,25752.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,23858.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,20347.7K $0.03 %0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,19056.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,11046.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,10046.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,08951.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,06444.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,05444.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,00339.8K $0.01 %0.00 %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