DanaDAN

13F holders, Q2 2026 (June 30)
340holders +4
53new positions
49sold out
10famous investors
$27.21avg. 13F price*

At the end of Q2 2026, 340 institutions reported holding Dana Inc. (DAN) in their 13F filings, up 4 from Q1 2026. 53 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($496.7M), Dimensional Fund Advisors LP ($225.3M) and Vanguard Portfolio Management LLC ($211.8M). 10 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Dana Inc.
CUSIP
235825205
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 268Q1 2024Q2 2024: 262Q2 2024Q3 2024: 271Q3 2024Q4 2024: 258Q4 2024Q1 2025: 280Q1 2025Q2 2025: 307Q2 2025Q3 2025: 304Q3 2025Q4 2025: 305Q4 2025Q1 2026: 336Q1 2026Q2 2026: 340Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions53$61.4M
Exits49$61.4M

All 13F filers, Q1 2026 → Q2 2026: 9,510,268 shares bought and 11,038,104 shares sold, net −1,527,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 340 holders

BlackRock, Inc. 0.01% Add +5.1% 18,255,820 $496.7M
Dimensional Fund Advisors LP 0.04% Reduce -1.0% 8,280,881 $225.3M
Vanguard Portfolio Management LLC 0.01% Reduce -1.5% 7,783,860 $211.8M
American Century Companies Inc. 0.08% Add +2.7% 6,319,632 $172.0M
Vanguard Capital Management LLC 0.00% Reduce -6.0% 4,896,233 $133.2M
State Street Corp. 0.00% Reduce -0.5% 4,847,438 $131.9M
Geode Capital Management, LLC 0.00% Add +1.1% 3,120,396 $84.9M
Nykredit A/S 0.23% — 2,244,797 $61.1M
Jacobs Levy Equity Management, Inc. 0.19% Reduce -8.8% 1,894,107 $51.5M
JB Capital Partners LP 7.80% No change 1,852,293 $50.4M
Morgan Stanley 0.00% Add +39.0% 1,844,805 $50.2M
Invesco Ltd. 0.00% Reduce -53.7% 1,609,045 $43.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.7% 1,403,339 $38.2M
Northern Trust Corp. 0.00% Add +5.6% 1,396,847 $38.0M
Oberweis Asset Management Inc./ 0.74% Reduce -18.2% 1,318,300 $35.9M
Prudential Financial Inc. 0.04% Reduce -4.4% 1,246,843 $33.9M
Goldman Sachs Group Inc. 0.00% Add +22.8% 1,166,452 $31.7M
Brightline Capital Management, LLC 6.84% Add +0.9% 1,160,000 $31.6M
GAMCO Investors 0.28% Reduce -6.2% 1,135,498 $30.9M
Gabelli Funds LLC 0.20% Reduce -11.7% 1,134,031 $30.9M
Loomis Sayles & Co. L P 0.04% Reduce -17.3% 1,076,829 $29.3M
Covalis Capital LLP 1.65% Reduce -11.1% 1,066,246 $29.0M
UBS Group AG 0.00% Reduce -34.8% 971,191 $26.4M
Bank of New York Mellon Corp 0.00% Reduce -5.1% 939,772 $25.6M
Nuveen, LLC 0.01% Add +0.9% 866,574 $23.6M
Bridgeway Capital Management, LLC 0.38% Reduce -2.5% 788,730 $21.5M
Vanguard Fiduciary Trust Co. 0.00% Add +7.9% 786,904 $21.4M
Millennium Management 0.01% Reduce -63.8% 774,905 $21.1M
Citadel Advisors 0.01% Add +368.7% 767,374 $20.9M
JPMorgan Chase & Co. 0.00% Reduce -3.8% 747,083 $19.9M
Qube Research & Technologies Ltd 0.02% Add +88.9% 689,077 $18.7M
HITE Hedge Asset Management LLC 1.00% Add +155.8% 666,689 $18.1M
Two Sigma Investments, LP 0.01% Add +20.3% 645,035 $17.6M
Principal Financial Group Inc. 0.01% Reduce -0.7% 642,426 $17.5M
Bank of America Corp. 0.00% Add +9.9% 634,929 $17.3M
Russell Investments Group, Ltd. 0.01% Add +16.0% 623,483 $17.0M
Lodge Hill Capital, LLC 2.74% Reduce -0.1% 599,500 $16.3M
Kennedy Capital Management LLC 0.26% Reduce -2.8% 533,354 $14.5M
SG Americas Securities, LLC 0.01% Reduce -24.5% 521,596 $14.2M
Mackenzie Financial Corp. 0.01% Add +273.3% 510,025 $13.9M
Jane Street Group, LLC 0.01% Reduce -55.2% 505,917 $13.8M
Empowered Funds, LLC 0.07% Reduce -3.9% 499,531 $13.6M
Tudor Investment Corporation 0.06% Add +155.3% 498,967 $13.6M
First Trust Advisors LP 0.01% Reduce -10.4% 498,285 $13.6M
Public Sector Pension Investment Board 0.03% Reduce -7.7% 468,509 $12.7M
T. Rowe Price Associates Inc. 0.00% Add +235.2% 427,944 $11.6M
Norges Bank 0.00% — 396,700 $10.8M
Renaissance Technologies 0.01% Reduce -4.0% 388,944 $10.6M
PDT Partners, LLC 0.55% No change 386,747 $10.5M
Allianz Asset Management GmbH 0.01% Add +43.7% 378,460 $10.3M
Algert Global LLC 0.11% Add +380.9% 332,460 $9.0M
EVR Research LP 4.30% Add +60.0% 320,000 $8.7M
UniSuper Management Pty Ltd 0.04% New 307,022 $8.4M
Ameriprise Financial Inc. 0.00% Add +12.5% 296,103 $8.1M
Barclays PLC 0.00% Add +10.1% 285,104 $7.8M
Neuberger Berman Group LLC 0.01% Add +1250.6% 278,274 $7.6M
Rhumbline Advisers 0.01% Reduce -14.9% 274,756 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.5% 266,392 $7.2M
Legal & General Group Plc 0.00% Reduce -6.5% 259,622 $7.1M
BNP Paribas Financial Markets 0.00% Add +140.3% 259,364 $7.1M
Los Angeles Capital Management LLC 0.03% Add +691.3% 258,538 $7.0M
Hennessy Advisors Inc. 0.22% New 252,700 $6.9M
Squarepoint Ops LLC 0.01% Add +96.8% 245,894 $6.7M
State of Wisconsin Investment Board 0.01% Add +50.8% 234,159 $6.4M
Citigroup Inc. 0.00% Reduce -17.9% 232,820 $6.3M
Susquehanna International Group, LLP 0.01% Add +403.1% 227,325 $6.2M
Sei Investments Co. 0.01% Add +121.1% 226,687 $6.2M
Swiss National Bank 0.00% Reduce -4.9% 208,900 $5.7M
Bessemer Group Inc. 0.01% Add +0.1% 208,406 $5.7M
Great Lakes Advisors, LLC 0.04% Reduce -17.1% 200,506 $5.5M
Jump Financial, LLC 0.05% New 200,310 $5.5M
Balyasny Asset Management L.P. 0.01% New 196,359 $5.3M
Victory Capital Management Inc. 0.00% Reduce -21.5% 193,760 $5.3M
Franklin Resources Inc. 0.00% Add +3.9% 192,659 $5.2M
Capital Fund Management S.A. 0.04% Reduce -8.8% 191,736 $5.2M
Bridgewater Associates 0.02% Add +598.7% 183,764 $5.0M
Intech Investment Management LLC 0.04% Add +10.2% 173,459 $4.7M
Schroder Investment Management Group 0.00% Add +3.0% 176,837 $4.7M
Alberta Investment Management Corp 0.03% New 170,800 $4.6M
Gotham Asset Management 0.01% Add +140.4% 165,592 $4.5M
Alliancebernstein L.P. 0.00% Add +6.2% 131,244 $4.4M
Y-Intercept (Hong Kong) Ltd 0.09% Add +905.6% 161,287 $4.4M
Engineers Gate Manager LP 0.05% Add +59.1% 152,871 $4.2M
Nomura Holdings Inc. 0.02% Reduce -30.5% 152,825 $4.2M
Robotti Robert 0.66% No change 151,158 $4.1M
Raymond James Financial Inc. 0.00% Reduce -4.8% 150,090 $4.1M
Deutsche Bank AG 0.00% Add +5.3% 138,476 $3.8M
Cerity Partners LLC 0.00% Add +9.4% 136,675 $3.7M
Truist Financial Corp. 0.00% Add +1.4% 132,466 $3.6M
HRT Financial LP 0.01% Reduce -59.2% 128,562 $3.5M
California State Teachers Retirement System 0.00% Reduce -2.9% 127,442 $3.5M
Lazard Asset Management LLC 0.01% New 120,922 $3.3M
Point72 Asset Management 0.01% Reduce -78.2% 120,780 $3.3M
HSBC Holdings PLC 0.00% Add +3.6% 119,377 $3.2M
NFJ Investment Group, LLC 0.11% No change 115,653 $3.1M
Wells Fargo & Company 0.00% Add +118.0% 113,555 $3.1M
Caxton Associates LLP 0.06% Reduce -31.3% 112,606 $3.1M
Aquatic Capital Management LLC 0.10% New 111,047 $3.0M
New York State Teachers Retirement System 0.01% Add +21.1% 107,811 $2.9M
AQR Capital Management 0.00% Reduce -1.4% 103,763 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -1.5% 101,077 $2.8M
Thrivent Financial for Lutherans 0.00% Reduce -21.5% 98,113 $2.7M
Orion Porfolio Solutions, LLC 0.02% New 97,299 $2.6M
Cibc World Market Inc. 0.00% Reduce -58.3% 97,005 $2.6M
Assenagon Asset Management S.A. 0.00% Add +405.3% 89,828 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.7% 89,536 $2.4M
Chilton Investment Co. Inc. 0.06% New 87,848 $2.4M
XTX Topco Ltd 0.03% Add +181.8% 87,194 $2.4M
Public Employees Retirement System of Ohio 0.01% No change 85,815 $2.3M
Teacher Retirement System of Texas 0.01% Reduce -42.4% 80,678 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -52.8% 83,004 $2.2M
Schonfeld Strategic Advisors LLC 0.01% New 74,302 $2.0M
Longaeva Partners L.P. 0.06% New 72,234 $2.0M
Twinbeech Capital LP 0.35% New 71,753 $2.0M
Freestone Grove Partners LP 0.01% New 68,868 $1.9M
Donaldson Capital Management, LLC 0.05% New 68,382 $1.9M
MetLife Investment Management, LLC 0.01% Add +4.6% 64,580 $1.8M
Florida Financial Advisors, LLC 0.29% New 63,508 $1.7M
Montag A & Associates Inc. 0.07% Reduce -34.6% 61,967 $1.7M
Trexquant Investment LP 0.01% Reduce -90.0% 61,407 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -7.1% 59,174 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.8% 59,126 $1.6M
Creative Planning 0.00% Reduce -7.8% 58,915 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +5.6% 53,180 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -2.5% 51,803 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.8% 51,057 $1.4M
Vanguard Global Advisers, LLC 0.00% Reduce -13.8% 50,687 $1.4M
Jupiter Topco LLC 0.00% — 49,110 $1.3M
Osaic Holdings, Inc. 0.00% Add +979.7% 49,082 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -4.2% 47,700 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 47,100 $1.3M
Numerai GP LLC 0.10% Add +401.9% 46,476 $1.3M
SummerHaven Investment Management, LLC 0.67% No change 45,914 $1.2M
Tidal Investments LLC 0.00% Add +185.2% 44,850 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -30.7% 44,263 $1.2M
Quantinno Capital Management LP 0.00% Add +6.2% 44,164 $1.2M
EntryPoint Capital, LLC 0.29% Add +127.7% 43,925 $1.2M
STRS Ohio 0.00% Add +21.4% 43,100 $1.2M
New York State Common Retirement Fund 0.00% Add +9.7% 40,728 $1.1M
Fieldview Capital Management, LLC 0.31% Add +211.5% 40,017 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -3.0% 39,922 $1.1M
Natixis Advisors, LLC 0.00% Reduce -10.4% 38,971 $1.1M
Pinnacle Associates Ltd. 0.01% Add +0.9% 38,874 $1.1M
Brevan Howard Capital Management LP 0.02% Add +22.6% 37,742 $1.0M
Voya Investment Management LLC 0.00% Add +21.4% 37,670 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 37,233 $1.0M
LPL Financial LLC 0.00% Add +29.0% 36,139 $983K
State of New Jersey Common Pension Fund D 0.00% Reduce -46.0% 35,563 $968K
Portolan Capital Management, LLC 0.03% Reduce -3.3% 33,121 $901K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.0% 33,021 $899K
D. E. Shaw & Co. 0.00% Reduce -8.7% 32,822 $893K
Cambria Investment Management, L.P. 0.04% Add +57.8% 32,607 $887K
Yousif Capital Management, LLC 0.01% Reduce -5.0% 32,504 $884K
Campbell & CO Investment Adviser LLC 0.05% Reduce -26.4% 32,408 $882K
Entropy Technologies, LP 0.03% Add +16.0% 32,237 $877K
Marshall Wace, LLP 0.00% New 31,180 $848K
Nisa Investment Advisors, LLC 0.00% Add +9.4% 29,699 $808K
Amalgamated Bank 0.01% Reduce -9.9% 29,289 $797K
Highland Capital Management, LLC 0.04% Reduce -15.8% 28,753 $782K
Arizona State Retirement System 0.00% Reduce -5.8% 28,718 $781K
CenterBook Partners LP 0.04% Add +38.5% 28,696 $781K
Advisory Alpha, LLC 0.02% New 28,405 $773K
Vanguard Investments Australia, Ltd. 0.00% No change 28,050 $763K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.3% 27,989 $762K
Sierra Summit Advisors LLC 0.08% New 26,516 $722K
Fifth Third Bancorp 0.00% Reduce -4.9% 26,395 $718K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -7.1% 25,807 $702K
Man Group plc 0.00% New 25,614 $697K
Inspire Investing, LLC 0.03% Add +62.3% 25,110 $683K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.9% 24,700 $672K
KLP Kapitalforvaltning As 0.00% No change 24,500 $667K
Center for Financial Planning, Inc. 0.06% No change 24,000 $653K
Mangrove Partners Im, LLC 0.04% New 23,463 $638K
Islay Capital Management, LLC 0.30% New 23,361 $636K
Integrated Quantitative Investments LLC 0.10% Reduce -67.3% 22,980 $625K
Legato Capital Management LLC 0.05% Reduce -9.6% 22,980 $625K
Pathstone Holdings, LLC 0.00% Add +2.3% 22,671 $617K
Atria Investments, Inc 0.01% Reduce -3.6% 21,267 $579K
Royal Bank of Canada 0.00% Add +31.1% 21,144 $575K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -3.5% 20,698 $563K
Jackson Creek Investment Advisors LLC 0.19% Add +130.6% 20,770 $559K
RBF Capital, LLC 0.02% No change 20,000 $544K
PNC Financial Services Group, Inc. 0.00% Reduce -7.3% 19,012 $517K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -22.3% 18,843 $513K
State of Wyoming 0.05% Reduce -47.5% 18,441 $502K
Sterling Capital Management LLC 0.01% Reduce -15.6% 18,272 $497K
Fox Run Management, L.L.C. 0.08% New 17,543 $477K
Arax Advisory Partners 0.00% Add +108.8% 17,212 $468K
Canada Pension Plan Investment Board 0.00% No change 16,900 $460K
Federated Hermes, Inc. 0.00% Add +2.7% 16,791 $457K
Pictet Asset Management Holding SA 0.00% Reduce -9.1% 16,630 $453K
Commonwealth Equity Services, LLC 0.00% Add +54.1% 16,048 $437K
Maryland State Retirement & Pension System 0.01% Reduce -2.6% 15,909 $433K
Virtu Financial LLC 0.01% New 15,862 $432K
Envestnet Asset Management Inc. 0.00% Add +12.4% 15,795 $430K
ProShare Advisors LLC 0.00% Reduce -10.3% 15,786 $430K
Amundi 0.00% Reduce -43.3% 15,610 $425K
Magnetar Financial LLC 0.00% Reduce -55.9% 15,262 $415K
AE Wealth Management LLC 0.00% Reduce -1.5% 14,903 $406K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.5% 14,858 $404K
Swiss Life Asset Management Ltd 0.00% Add +12.8% 14,351 $390K
Atom Investors LP 0.03% Reduce -80.9% 14,188 $386K
Diametric Capital, LP 0.04% New 14,013 $381K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.4% 13,635 $373K
111 Capital 0.06% New 13,455 $366K
Tower Research Capital LLC (TRC) 0.01% Add +73.6% 13,442 $366K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -80.4% 12,917 $351K
Public Employees Retirement Association of Colorado 0.00% Reduce -13.4% 12,842 $349K
Mutual of America Capital Management LLC 0.00% Reduce -3.0% 12,465 $339K
Contravisory Investment Management, Inc. 0.06% Reduce -7.0% 12,463 $339K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -38.1% 12,442 $339K
Venture Visionary Partners LLC 0.01% No change 12,435 $338K
Hillsdale Investment Management Inc. 0.01% Add +0.1% 12,330 $335K
Affinity Wealth Management LLC 0.04% Add +0.5% 12,000 $327K
Prelude Capital Management, LLC 0.02% Add +39.3% 11,696 $318K
Bleakley Financial Group, LLC 0.00% New 11,541 $314K
Asset Management One Co., Ltd. 0.00% No change 11,392 $310K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -15.2% 11,220 $305K
Bank of Montreal 0.00% Add +1.5% 11,079 $301K
Xponance LLC 0.00% Add +1.9% 11,045 $301K
FMR LLC 0.00% Reduce -86.9% 10,774 $293K
BTG Pactual Asset Management US LLC 0.02% New 10,494 $286K
Guinness Atkinson Asset Management Inc 0.13% No change 10,386 $283K
Ameritas Investment Partners, Inc. 0.01% Add +8.6% 10,062 $274K
Vident Advisory, LLC 0.00% Reduce -4.6% 9,907 $270K
Lombard Odier Asset Management (USA) Corp 0.37% New 9,845 $268K
Bayesian Capital Management, LP 0.17% New 9,830 $267K
Ensign Peak Advisors, Inc 0.00% Reduce -15.9% 9,284 $253K
Edgestream Partners, L.P. 0.01% Reduce -97.0% 9,276 $252K
Gsa Capital Partners LLP 0.02% Reduce -67.0% 9,275 $252K
Crossmark Global Holdings, Inc. 0.00% No change 9,201 $250K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 8,786 $239K
Lighthouse Investment Partners, LLC 0.01% Reduce -79.3% 8,432 $229K
Choreo, LLC 0.00% Add +8.3% 8,342 $227K
Cetera Investment Advisers 0.00% Reduce -8.3% 8,254 $225K
HighTower Advisors, LLC 0.00% Reduce -39.6% 7,839 $213K
Caitong International Asset Management Co., Ltd 0.03% New 7,715 $210K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -55.0% 7,600 $207K
Central Pacific Bank - Trust Division 0.02% Reduce -17.6% 7,000 $190K
Rockefeller Capital Management L.P. 0.00% Add +51.4% 5,036 $137K
KBC Group NV 0.00% No change 4,620 $126K
GAMMA Investing LLC 0.00% Reduce -0.7% 4,616 $126K
Spire Wealth Management 0.00% Add +0.3% 4,569 $124K
Signaturefd, LLC 0.00% Add +3.8% 4,510 $123K
Walleye Capital LLC 0.00% New 4,225 $115K
Versant Capital Management, Inc 0.01% No change 3,895 $106K
Macquarie Group Ltd. 0.00% New 3,224 $88K
LSV Asset Management 0.00% New 3,100 $84K
Hantz Financial Services, Inc. 0.00% Add +8.2% 2,736 $74K
Smartleaf Asset Management LLC 0.00% No change 2,578 $68K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +0.1% 2,462 $67K
US Bancorp \de 0.00% Reduce -3.5% 1,959 $53K
Northwestern Mutual Wealth Management Co. 0.00% Add +1439.0% 1,816 $49K
Pinnacle Holdings, LLC 0.02% New 1,783 $49K
Essex Investment Management Co. LLC 0.01% No change 1,665 $45K
Plato Investment Management Ltd 0.00% Reduce -90.6% 1,664 $45K
USA Financial Formulas 0.01% — 1,609 $44K
Jones Financial Companies LLLP 0.00% Add +18.1% 1,531 $43K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -17.8% 1,548 $42K
Nomura Asset Management Co. Ltd. 0.00% Reduce -43.6% 1,360 $37K
Salomon & Ludwin, LLC 0.00% Add +69.1% 1,224 $32K
Group One Trading LLC 0.00% New 1,024 $28K
Parallel Advisors, LLC 0.00% Reduce -47.1% 1,018 $28K
Southern Michigan Bank & Trust 0.01% No change 1,000 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -59.0% 921 $25K
Farther Finance Advisors, LLC 0.00% Add +10.9% 841 $23K
Persistent Asset Partners Ltd 0.01% New 823 $22K
Larson Financial Group LLC 0.00% Reduce -5.3% 773 $21K
Optiver Holding B.V. 0.00% New 772 $21K
Kemnay Advisory Services Inc. 0.00% Reduce -73.2% 758 $21K
UMB Bank, n.a. 0.00% Reduce -3.3% 621 $17K
Bare Financial Services, Inc 0.00% Add +68.4% 480 $13K
Strengthening Families & Communities, LLC 0.00% Add +0.4% 479 $13K
Community Financial Services Group, LLC 0.00% No change 460 $12K
Huntington National Bank 0.00% Reduce -25.3% 443 $12K
Bank & Trust Co 0.01% No change 442 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 439 $12K
True Wealth Design, LLC 0.00% No change 330 $9K
Keating Financial Advisory Services, Inc. 0.00% Add +3.6% 315 $9K
Allworth Financial LP 0.00% Reduce -22.7% 314 $9K
Covestor Ltd 0.00% Add +92.8% 293 $8K
Parkside Financial Bank & Trust 0.00% Reduce -0.3% 292 $8K
JFS Wealth Advisors, LLC 0.00% Add +9.1% 229 $6K
Rothschild Investment LLC 0.00% Reduce -17.6% 187 $5K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +432.4% 181 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -32.6% 155 $4K
Fortitude Family Office, LLC 0.00% Reduce -13.6% 146 $4K
Global Retirement Partners, LLC 0.00% — 142 $4K
Picton Mahoney Asset Management 0.00% New 139 $4K
Quarry LP 0.00% New 131 $4K
MCF Advisors LLC 0.00% Add +18.0% 118 $3K
LRI Investments, LLC 0.00% Add +12.5% 117 $3K
CVA Family Office, LLC 0.00% Reduce -57.8% 114 $3K
Valued Wealth Advisors LLC 0.00% New 108 $3K
Fiduciary Financial Advisors 0.00% New 105 $3K
Fulcrum Asset Management LLP 0.00% New 100 $3K
Gleason Group, Inc. 0.00% New 94 $3K
SBI Securities Co., Ltd. 0.00% No change 91 $2K
Bell Investment Advisors, Inc 0.00% No change 89 $2K
Torren Management, LLC 0.00% Add +1.1% 89 $2K
Farmers & Merchants Investments Inc. 0.00% No change 75 $2K
Essential Partners LLC 0.00% Reduce -21.5% 73 $2K
Westfuller Advisors, LLC 0.00% Add +1.5% 67 $2K
Stone House Investment Management, LLC 0.00% No change 62 $2K
Creative Capital Management Investments LLC 0.00% New 61 $2K
Manchester Capital Management LLC 0.00% No change 61 $2K
SJS Investment Consulting Inc. 0.00% No change 50 $1K
Glen Eagle Advisors, LLC 0.00% No change 50 $1K
Private Wealth Management Group, LLC 0.00% No change 48 $1K
Hughes Financial Services, LLC 0.00% No change 47 $1K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -43.0% 45 $1K
Kilter Group LLC 0.00% Reduce -25.4% 41 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.8% 41 $1K
Blue Trust, Inc. 0.00% Add +29.0% 40 $1K
Bay Harbor Wealth Management, LLC 0.00% Reduce -5.0% 38 $1K
Silver Grove Financial Group, Inc. 0.00% New 34 $925
Rialto Wealth Management, LLC 0.00% Add +14.8% 31 $844
First Horizon Corp. 0.00% No change 31 $844
HFM Investment Advisors, LLC 0.00% Add +123.1% 29 $790
Plante Moran Financial Advisors, LLC 0.00% New 29 $789
IFP Advisors, Inc 0.00% No change 25 $680
Bruce G. Allen Investments, LLC 0.00% No change 24 $653
Ankerstar Wealth, LLC 0.00% No change 23 $626
Gilpin Wealth Management, LLC 0.00% No change 23 $626
Decker Retirement Planning Inc. 0.00% No change 21 $571
TD Capital Management LLC 0.00% No change 17 $465
Assetmark, Inc. 0.00% No change 17 $463
Physician Wealth Advisors, Inc. 0.00% New 14 $381
Rossby Financial, LCC 0.00% No change 12 $327
Financial Consulate, Inc. 0.00% No change 10 $273
Clearstead Advisors, LLC 0.00% New 9 $245
Abound Wealth Management 0.00% No change 9 $245
Davis Capital Management 0.00% New 6 $163
DecisionPoint Financial, LLC 0.00% New 6 $158
Dunhill Financial, LLC 0.00% No change 2 $66
Maryland Capital Advisors Inc. 0.00% — 2 $55
Raffa Wealth Management, LLC 0.00% Reduce -80.0% 1 $27
Cedar Mountain Advisors, LLC 0.00% No change 1 $27
Evolution Advisers, Inc. 0.00% New 12 $0
Navigoe, LLC 0.00% New 11 $0

"% of holder's portfolio" is DAN's weight in each manager's 13F, not the share of Dana Inc. the manager owns.