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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,238 | 62.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,222 | 61.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,158 | 58.2K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,144 | 57.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,134 | 57K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,108 | 55.1K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,101 | 54.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 1,100 | 51.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,080 | 50.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,059 | 52.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,054 | 49.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,047 | 52.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 988 | 49.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 986 | 49.1K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 836 | 39.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 773 | 38.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 764 | 36K $ | 0.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 721 | 34K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 703 | 35.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 33K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 672 | 33.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 660 | 32.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 641 | 30.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 634 | 29.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 631 | 31.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 629 | 29.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 624 | 29.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 602 | 28.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 551 | 27.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 532 | 26.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 483 | 24.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 461 | 21.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 445 | 21K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 444 | 22.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 437 | 20.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 18.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 394 | 19.6K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Motley Fool Capital Efficiency 100 Index ETF RBB Fund, Inc. | 387 | 19.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 366 | 17.3K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 348 | 16.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 341 | 16.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 318 | 16K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 301 | 14.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 291 | 14.5K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 288 | 14.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 270 | 13.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 247 | 12.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 239 | 11.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 203 | 9.6K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced Return Fund FundVantage Trust | 199 | 9.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 186 | 9.4K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 161 | 7.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 159 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 155 | 7.8K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 139 | 6.9K $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 135 | 6.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 127 | 6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF Pacer Funds Trust | 123 | 6.2K $ | 0.40 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 100 | 5K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 85 | 4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 84 | 4.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 65 | 3.3K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 65 | 3.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 58 | 2.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 47 | 2.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 45 | 2.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Innovative Growth Factor ETF RBB Fund, Inc. | 41 | 2K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 35 | 1.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 26 | 1.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 398.1 $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 330 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 2 | 94.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / AZAGALA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 200K € | 2.32 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 272 | +15 | 11,006,003 | -1.3 % |
| 2026Q1 | 257 | -12 | 11,146,402 | -6.8 % |
| 2025Q4 | 269 | -3 | 11,959,336 | -1.8 % |
| 2025Q3 | 272 | -10 | 12,176,344 | +1.6 % |
| 2025Q2 | 282 | +6 | 11,987,446 | +0.5 % |
| 2025Q1 | 276 | +3 | 11,930,781 | -4.0 % |
| 2024Q4 | 273 | 0 | 12,423,794 | +7.7 % |
| 2024Q3 | 273 | -2 | 11,532,664 | +2.3 % |
| 2024Q2 | 275 | +6 | 11,268,437 | +7.4 % |
| 2024Q1 | 269 | -4 | 10,487,641 | -7.5 % |
| 2023Q4 | 273 | 11,331,885 |
Institutional managers
235 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,995,329 | 188.3M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 1,238,218 | 58.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,160,874 | 54.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 948,619 | 44.7M $ | as of Mar 31, 2026 |
| Alberta Investment Management Corp | 852,611 | 40.2M $ | as of Mar 31, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | 780,037 | 36.8M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 761,163 | 35.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 686,331 | 32.4M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 653,818 | 30.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 626,417 | 29.5M $ | as of Mar 31, 2026 |
| Simcoe Capital Management, LLC | 597,725 | 28.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 545,484 | 25.7M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 467,079 | 22M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 462,672 | 21.8M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 448,950 | 21.2M $ | as of Mar 31, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 448,388 | 21.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 432,918 | 20.4M $ | as of Mar 31, 2026 |
| Mawer Investment Management Ltd. | 423,704 | 20M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 418,683 | 19.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 414,312 | 19.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 335,167 | 15.6M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 314,530 | 14.8M $ | as of Mar 31, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 295,274 | 13.9K $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 277,600 | 13.1K $ | as of Mar 31, 2026 |
| Access Investment Management LLC | 233,835 | 11M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 15.20 % | 3,882,805 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.11 % | 1,310,499 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Donnelley Financial Solutions Inc". https://titelia.com/en/stocks/donnelley-financial-solutions-inc-US25787G1004