Donaldson Co.DCI
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 516 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, up 13 from Q1 2024. 53 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($908.0M), BlackRock Inc. ($773.0M) and State Farm Mutual Automobile Insurance Co. ($674.6M). 9 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Donaldson Co. Inc.
- CUSIP
- 257651109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $41.3M |
| Exits | 39 | $59.5M |
All 13F filers, Q1 2024 → Q2 2024: 4,677,981 shares bought and 5,656,088 shares sold, net −978,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.2% | 12,689,281 | $908.0M |
| BlackRock Inc. | 0.02% | Reduce -4.3% | 10,801,720 | $773.0M |
| State Farm Mutual Automobile Insurance Co. | 0.61% | Reduce -1.4% | 9,426,592 | $674.6M |
| State Street Corp. | 0.02% | Reduce -3.1% | 5,419,641 | $387.8M |
| FMR LLC | 0.02% | Reduce -5.0% | 4,335,729 | $310.3M |
| Franklin Resources Inc. | 0.06% | Add +0.7% | 2,908,505 | $208.1M |
| Boston Trust Walden Corp | 1.49% | Add +0.1% | 2,801,417 | $200.5M |
| Geode Capital Management, LLC | 0.01% | Add +5.3% | 2,330,723 | $166.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.33% | Add +1.8% | 1,884,187 | $134.8M |
| Fiduciary Management Inc. | 1.23% | Add +0.7% | 1,843,067 | $131.9M |
| American Century Companies Inc. | 0.07% | Add +4.7% | 1,691,903 | $121.1M |
| TD Asset Management Inc | 0.11% | Reduce -16.4% | 1,605,856 | $114.9M |
| Fuller & Thaler Asset Management, Inc. | 0.48% | Add +0.5% | 1,554,282 | $111.2M |
| Mairs & Power Inc. | 1.04% | Reduce -6.4% | 1,498,820 | $107.3M |
| Allspring Global Investments Holdings, LLC | 0.17% | Reduce -38.2% | 1,462,194 | $104.6M |
| Janus Henderson Group PLC | 0.05% | Reduce -0.1% | 1,388,500 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +13.3% | 1,310,372 | $93.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.7% | 1,285,130 | $92.0M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,274,026 | $91.2M |
| Epoch Investment Partners, Inc. | 0.41% | Reduce -5.4% | 1,259,479 | $90.1M |
| Invesco Ltd. | 0.02% | Add +4.3% | 1,184,103 | $84.7M |
| Northern Trust Corp. | 0.01% | Add +10.6% | 1,069,975 | $76.6M |
| TrinityBridge Ltd | 2.46% | Add +92.9% | 1,010,659 | $72.3M |
| Norges Bank | 0.01% | Add +5.8% | 997,874 | $71.4M |
| First Trust Advisors LP | 0.06% | Reduce -13.5% | 852,791 | $61.0M |
| Principal Financial Group Inc. | 0.03% | Reduce -7.0% | 802,274 | $57.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 763,987 | $54.7M |
| AQR Capital Management | 0.08% | Add +18.5% | 754,631 | $54.0M |
| Impax Asset Management Group plc | 0.21% | Reduce -9.5% | 717,863 | $50.8M |
| Geneva Capital Management LLC | 0.92% | Reduce -2.3% | 705,894 | $50.5M |
| Gabelli Funds LLC | 0.39% | Reduce -1.1% | 701,800 | $50.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.0% | 612,571 | $43.8M |
| Wells Fargo & Company | 0.01% | Add +7.2% | 602,685 | $43.1M |
| McDaniel Terry & Co. | 3.18% | Add +1.1% | 509,241 | $36.4M |
| Mountain Pacific Investment Advisers LLC | 2.50% | Reduce -30.4% | 468,660 | $33.5M |
| Millennium Management | 0.03% | Add +11.4% | 455,472 | $32.6M |
| Prudential Financial Inc. | 0.05% | Add +147.7% | 454,422 | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +75.2% | 436,455 | $31.2M |
| Qube Research & Technologies Ltd | 0.06% | Add +76.3% | 436,030 | $31.2M |
| ProShare Advisors LLC | 0.08% | Reduce -7.5% | 431,404 | $30.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 415,780 | $29.8M |
| GAMCO Investors | 0.32% | Reduce -1.7% | 408,056 | $29.2M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +165.0% | 399,957 | $28.6M |
| UBS Group AG | 0.01% | Reduce -34.9% | 396,788 | $28.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.0% | 377,129 | $27.0M |
| Rhumbline Advisers | 0.03% | Reduce -4.5% | 374,852 | $26.8M |
| Jupiter Asset Management Ltd. | 0.25% | Add +91.4% | 370,756 | $26.5M |
| Eagle Ridge Investment Management | 2.26% | Add +0.3% | 340,583 | $24.4M |
| Confluence Investment Management LLC | 0.35% | Add +0.1% | 335,160 | $24.0M |
| Ameriprise Financial Inc. | 0.01% | Add +27.1% | 330,860 | $23.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +318.4% | 313,394 | $22.4M |
| Voloridge Investment Management, LLC | 0.08% | Add +95.7% | 309,875 | $22.2M |
| Sprucegrove Investment Management Ltd. | 1.14% | Add +1.3% | 307,731 | $22.0M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.8% | 296,452 | $21.2M |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 294,627 | $21.1M |
| US Bancorp \de | 0.03% | Reduce -9.4% | 288,943 | $20.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.8% | 265,816 | $19.0M |
| Citadel Advisors | 0.02% | Reduce -39.9% | 263,207 | $18.8M |
| Eagle Asset Management Inc. | 0.10% | Reduce -29.0% | 263,726 | $18.7M |
| 1832 Asset Management L.P. | 0.03% | Add +0.1% | 250,422 | $17.9M |
| Martingale Asset Management L P | 0.37% | Reduce -10.6% | 237,850 | $17.0M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 236,800 | $16.9M |
| Legal & General Group Plc | 0.00% | Reduce -8.7% | 227,794 | $16.3M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 218,035 | $15.6M |
| Heartland Advisors Inc. | 0.84% | Reduce -8.0% | 209,602 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Add +0.0% | 208,020 | $14.9M |
| Los Angeles Capital Management LLC | 0.05% | New | 199,663 | $14.3M |
| GW&K Investment Management, LLC | 0.13% | Add +7.5% | 196,526 | $14.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 194,627 | $13.9M |
| Raymond James & Associates | 0.01% | Reduce -1.7% | 183,594 | $13.1M |
| PineStone Asset Management Inc. | 0.14% | Reduce -2.6% | 180,061 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.4% | 174,995 | $12.5M |
| Sei Investments Co. | 0.02% | Add +9.3% | 173,192 | $12.4M |
| Tudor Investment Corporation | 0.13% | Reduce -3.9% | 166,316 | $11.9M |
| Parallel Advisors, LLC | 0.30% | Reduce -0.8% | 162,461 | $11.6M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.4% | 162,553 | $11.6M |
| Corebridge Financial, Inc. | 0.06% | — | 152,248 | $10.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 151,358 | $10.8M |
| Jane Street Group, LLC | 0.01% | Add +242.3% | 147,978 | $10.6M |
| New York State Teachers Retirement System | 0.02% | Add +2.6% | 147,777 | $10.6M |
| Algert Global LLC | 0.35% | Add +1554.0% | 146,346 | $10.5M |
| Waters Parkerson & Co., LLC | 0.55% | Reduce -1.3% | 144,990 | $10.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.5% | 137,280 | $9.8M |
| Alps Advisors Inc. | 0.07% | Add +15.2% | 135,327 | $9.7M |
| Allianz Asset Management GmbH | 0.02% | Add +1029.5% | 134,027 | $9.6M |
| Cubist Systematic Strategies, LLC | 0.16% | Add +227.7% | 125,599 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 123,025 | $8.8M |
| State of Alaska, Department of Revenue | 0.10% | No change | 121,241 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +46.4% | 119,148 | $8.5M |
| Voya Investment Management LLC | 0.01% | Reduce -11.1% | 118,957 | $8.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.2% | 118,149 | $8.5M |
| Renaissance Technologies | 0.01% | Add +13.4% | 117,100 | $8.4M |
| Acadian Asset Management LLC | 0.02% | Reduce -44.9% | 108,057 | $7.7M |
| Benjamin F. Edwards & Company, Inc. | 0.13% | Reduce -1.6% | 105,370 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.4% | 102,582 | $7.3M |
| Van Eck Associates Corp. | 0.01% | Add +7.0% | 102,284 | $7.3M |
| Treasurer of the State of North Carolina | 0.03% | Add +22.4% | 100,400 | $7.2M |
| Man Group plc | 0.02% | Add +15.4% | 99,487 | $7.1M |
| Blair William & Co. | 0.02% | Add +985.1% | 97,619 | $7.0M |
| Gotham Asset Management | 0.09% | Add +91.2% | 97,486 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 95,215 | $6.8M |
| ExodusPoint Capital Management, LP | 0.07% | Add +36.1% | 92,308 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.1% | 91,655 | $6.6M |
| Palisade Asset Management, LLC | 0.68% | Reduce -7.7% | 91,250 | $6.5M |
| Mariner, LLC | 0.01% | Reduce -2.2% | 88,604 | $6.3M |
| Danske Bank A/S | 0.02% | Add +318.4% | 86,227 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -22.6% | 85,480 | $6.1M |
| Trexquant Investment LP | 0.09% | Add +135.3% | 84,801 | $6.1M |
| D. E. Shaw & Co. | 0.01% | Add +26.0% | 84,634 | $6.1M |
| SFE Investment Counsel | 1.33% | Reduce -0.3% | 83,608 | $6.0M |
| Teacher Retirement System of Texas | 0.03% | Add +6.0% | 82,950 | $5.9M |
| First Nebraska Trust Co | 0.59% | Reduce -0.5% | 79,600 | $5.7M |
| Dorsey & Whitney Trust CO LLC | 0.39% | Reduce -8.3% | 79,388 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -71.0% | 73,722 | $5.3M |
| Harvey Investment Co. LLC | 0.63% | No change | 73,519 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -8.5% | 72,392 | $5.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.21% | Add +2.8% | 71,969 | $5.2M |
| Nicholas Company, Inc. | 0.09% | No change | 71,875 | $5.1M |
| Ontario Teachers Pension Plan Board | 0.05% | Reduce -10.8% | 70,582 | $5.1M |
| Barclays PLC | 0.00% | Reduce -57.6% | 70,170 | $5.0M |
| Macquarie Group Ltd. | 0.01% | Add +87.9% | 69,999 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.7% | 68,918 | $4.9M |
| Amalgamated Bank | 0.04% | Add +1.8% | 67,419 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -23.5% | 63,617 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -6.9% | 63,378 | $4.5M |
| North Star Investment Management Corp. | 0.32% | Reduce -2.9% | 61,598 | $4.4M |
| HRT Financial LP | 0.02% | Add +135.6% | 61,010 | $4.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.7% | 60,401 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 60,217 | $4.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -5.3% | 59,257 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +2.6% | 58,845 | $4.2M |
| Marks Group Wealth Management, Inc | 0.44% | No change | 58,792 | $4.2M |
| Jensen Investment Management Inc. | 0.03% | No change | 56,760 | $4.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -75.4% | 56,435 | $4.0M |
| Pinebridge Investments, L.P. | 0.03% | Add +10.7% | 55,560 | $4.0M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -1.9% | 54,666 | $3.9M |
| Rothschild Capital Partners, LLC | 1.11% | No change | 54,353 | $3.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.9% | 54,248 | $3.9M |
| Comerica Bank | 0.02% | Reduce -7.5% | 53,164 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -8.0% | 52,091 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.2% | 51,837 | $3.7M |
| Hoylecohen, LLC | 0.26% | Reduce -1.4% | 48,191 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Add +13.1% | 48,014 | $3.4M |
| Sit Investment Associates Inc. | 0.08% | Reduce -0.6% | 47,650 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.8% | 47,194 | $3.4M |
| Palisade Capital Management, LP | 0.10% | Reduce -1.9% | 46,335 | $3.3M |
| Schroder Investment Management Group | 0.00% | New | 46,049 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -14.5% | 46,067 | $3.3M |
| Commerce Bank | 0.02% | Reduce -12.7% | 44,534 | $3.2M |
| Bahl & Gaynor LLC | 0.02% | No change | 43,286 | $3.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 43,110 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +69.0% | 43,086 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -27.2% | 42,440 | $3.0M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 41,523 | $3.0M |
| Neo Ivy Capital Management | 0.57% | — | 40,512 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Add +7.0% | 39,621 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 39,538 | $2.8M |
| Point72 Hong Kong Ltd | 0.16% | Reduce -32.1% | 37,628 | $2.7M |
| Jump Financial, LLC | 0.05% | Reduce -10.3% | 36,657 | $2.6M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -37.1% | 36,387 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +2.7% | 36,055 | $2.6M |
| Bank of Montreal | 0.00% | Add +17.3% | 35,602 | $2.6M |
| Johnson Investment Counsel Inc. | 0.03% | No change | 35,670 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Add +0.0% | 33,908 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 34,566 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 34,023 | $2.4M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.7% | 34,000 | $2.4M |
| Arizona State Retirement System | 0.02% | Add +2.1% | 33,697 | $2.4M |
| Regions Financial Corp. | 0.02% | Reduce -0.7% | 33,440 | $2.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +130.3% | 32,945 | $2.4M |
| Berger Financial Group, Inc | 0.19% | Reduce -1.1% | 32,794 | $2.3M |
| Victory Capital Management Inc. | 0.00% | Add +8.5% | 32,646 | $2.3M |
| Advisors Capital Management, LLC | 0.04% | Add +2.7% | 32,453 | $2.3M |
| Pearl River Capital, LLC | 0.37% | New | 32,350 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Add +3.0% | 32,025 | $2.3M |
| Covea Finance | 0.10% | Reduce -11.1% | 32,000 | $2.3M |
| Great Waters Wealth Management | 0.35% | Reduce -1.8% | 31,999 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -7.0% | 31,945 | $2.3M |
| STRS Ohio | 0.01% | Add +20.4% | 30,742 | $2.2M |
| Quantinno Capital Management LP | 0.04% | Add +49.8% | 29,956 | $2.1M |
| AlphaQuest LLC | 0.29% | Add +32.5% | 29,696 | $2.1M |
| Bridgewater Associates | 0.01% | New | 29,257 | $2.1M |
| Creative Planning | 0.00% | Add +0.3% | 29,231 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.7% | 28,958 | $2.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.24% | Reduce -16.2% | 28,863 | $2.1M |
| Capital Fund Management S.A. | 0.02% | Add +0.0% | 28,509 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +6.8% | 28,298 | $2.0M |
| Engineers Gate Manager LP | 0.04% | Add +23.9% | 27,653 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +4.0% | 26,903 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.3% | 26,865 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.4% | 26,679 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +71.1% | 26,304 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | New | 25,435 | $1.8M |
| Values First Advisors, Inc. | 1.09% | Reduce -9.6% | 25,421 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.4% | 24,993 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -15.8% | 24,968 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -0.7% | 24,929 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 24,900 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.3% | 24,185 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.3% | 24,185 | $1.7M |
| Ethic Inc. | 0.04% | Add +1.3% | 24,061 | $1.7M |
| Hills Bank & Trust Co | 0.14% | Reduce -1.7% | 23,856 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +8.1% | 23,732 | $1.7M |
| Globeflex Capital L P | 0.18% | No change | 23,546 | $1.7M |
| Abacus FCF Advisors LLC | 0.40% | Add +8.7% | 22,443 | $1.6M |
| Sherbrooke Park Advisers LLC | 0.28% | New | 22,274 | $1.6M |
| ICW Investment Advisors LLC | 0.72% | Reduce -1.6% | 22,062 | $1.6M |
| AMG National Trust Bank | 0.04% | Reduce -0.3% | 21,934 | $1.6M |
| Aquatic Capital Management LLC | 0.06% | No change | 21,500 | $1.5M |
| Dean Investment Associates, LLC | 0.22% | Reduce -7.0% | 21,254 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 21,132 | $1.5M |
| White Pine Capital LLC | 0.57% | Add +0.1% | 21,002 | $1.5M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -2.4% | 20,822 | $1.5M |
| Utah Retirement Systems | 0.02% | Reduce -5.2% | 19,876 | $1.4M |
| Romano Brothers and Company | 0.20% | Reduce -16.9% | 19,820 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +17.9% | 19,665 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 19,591 | $1.4M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 19,273 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 19,151 | $1.4M |
| Lecap Asset Management Ltd. | 0.30% | Add +72.5% | 19,130 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +0.1% | 18,859 | $1.3M |
| Hancock Whitney Corp. | 0.05% | New | 18,741 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | Add +0.1% | 18,572 | $1.3M |
| New England Research & Management, Inc. | 0.63% | Reduce -8.8% | 18,425 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Reduce -18.5% | 18,236 | $1.3M |
| Citigroup Inc. | 0.00% | Add +44.8% | 18,162 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.4% | 18,100 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +424.0% | 18,058 | $1.3M |
| Willis Investment Counsel | 0.09% | Add +1.6% | 17,458 | $1.2M |
| Hollow Brook Wealth Management LLC | 0.41% | No change | 16,725 | $1.2M |
| Verition Fund Management LLC | 0.01% | New | 16,299 | $1.2M |
| Allen Investment Management, LLC | 0.01% | No change | 16,000 | $1.1M |
| iSAM Funds (UK) Ltd | 0.84% | Add +341.5% | 15,714 | $1.1M |
| Centiva Capital, LP | 0.05% | New | 15,614 | $1.1M |
| Graham Capital Management, L.P. | 0.07% | Reduce -55.0% | 15,598 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -4.3% | 15,035 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | — | 14,879 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.5% | 14,979 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +0.2% | 14,973 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.5% | 14,950 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Add +13.2% | 14,787 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +19.9% | 14,610 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +2.2% | 14,485 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.7% | 14,468 | $1.0M |
| Granite Investment Partners, LLC | 0.04% | Reduce -1.7% | 14,250 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.4% | 14,260 | $1.0M |
| Granite Bay Wealth Management, LLC | 0.54% | No change | 14,000 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | Add +6.2% | 13,804 | $988K |
| Savant Capital, LLC | 0.01% | Add +46.2% | 13,674 | $979K |
| Petrus Trust Company, LTA | 0.09% | No change | 13,538 | $969K |
| Community Financial Services Group, LLC | 0.20% | Add +0.8% | 13,055 | $934K |
| Xponance LLC | 0.01% | Reduce -31.1% | 12,960 | $927K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.2% | 12,581 | $900K |
| Entropy Technologies, LP | 0.10% | Reduce -38.3% | 12,380 | $886K |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 12,237 | $876K |
| Lido Advisors, LLC | 0.01% | Reduce -43.5% | 12,232 | $875K |
| Teza Capital Management LLC | 0.11% | New | 12,165 | $871K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.2% | 12,159 | $870K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.6% | 11,731 | $839K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.2% | 11,700 | $837K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.3% | 11,364 | $813K |
| Deutsche Bank AG | 0.00% | Add +2.5% | 11,326 | $810K |
| Avantax Advisory Services, Inc. | 0.01% | Add +205.3% | 11,172 | $799K |
| Benjamin Edwards Inc. | 0.15% | Reduce -8.2% | 11,160 | $799K |
| Cerity Partners LLC | 0.00% | Add +26.9% | 11,131 | $797K |
| Bank of New Hampshire | 0.21% | Reduce -1.8% | 11,113 | $795K |
| Curi Capital, LLC | 0.02% | Reduce -1.4% | 11,098 | $794K |
| Point72 (DIFC) Ltd | 0.07% | Add +54.1% | 10,920 | $781K |
| Ironwood Investment Counsel, LLC | 0.14% | Reduce -4.0% | 10,845 | $776K |
| Burney Co./ | 0.03% | Reduce -11.7% | 10,600 | $759K |
| Walleye Capital LLC | 0.01% | Add +4.6% | 10,557 | $755K |
| Vestcor Inc | 0.03% | Reduce -6.6% | 10,541 | $754K |
| Intech Investment Management LLC | 0.01% | New | 10,083 | $722K |
| Claro Advisors Inc. | 0.11% | Reduce -4.0% | 10,039 | $718K |
| Cumberland Partners Ltd | 0.05% | Add +11.1% | 10,000 | $716K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,533 | $714K |
| First Eagle Investment Management, LLC | 0.00% | Add +17.7% | 9,967 | $713K |
| Eads & Heald Wealth Management | 0.34% | Add +2.8% | 9,758 | $698K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.8% | 9,600 | $687K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.4% | 9,501 | $680K |
| Global Retirement Partners, LLC | 0.02% | Add +1741.4% | 9,465 | $677K |
| Investment House LLC | 0.04% | No change | 9,400 | $673K |
| Deerfield Management Company, L.P. | 0.01% | New | 9,389 | $672K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.9% | 9,312 | $666K |
| Maryland State Retirement & Pension System | 0.01% | No change | 9,240 | $661K |
| Mackenzie Financial Corp. | 0.00% | Add +14.9% | 8,972 | $642K |
| Wedbush Securities Inc. | 0.02% | Add +10.4% | 8,940 | $640K |
| Perkins Capital Management Inc. | 0.60% | No change | 8,884 | $636K |
| Sendero Wealth Management, LLC | 0.11% | No change | 8,886 | $636K |
| Townsquare Capital LLC | 0.01% | Reduce -1.0% | 8,850 | $633K |
| Versor Investments LP | 0.12% | Reduce -14.5% | 8,843 | $633K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,838 | $632K |
| Atria Investments, Inc | 0.01% | New | 8,681 | $621K |
| Mirova | 0.11% | No change | 8,576 | $614K |
| Aviva PLC | 0.00% | Reduce -4.3% | 8,553 | $612K |
| Hillsdale Investment Management Inc. | 0.05% | No change | 8,500 | $608K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.3% | 8,474 | $606K |
| Squarepoint Ops LLC | 0.00% | Reduce -57.4% | 8,356 | $598K |
| Renaissance Group LLC | 0.02% | Reduce -1.0% | 8,262 | $591K |
| Glenview Trust Co | 0.01% | Reduce -0.5% | 8,079 | $578K |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 8,066 | $577K |
| Ellevest, Inc. | 0.03% | Add +3.5% | 8,015 | $574K |
| Guggenheim Capital LLC | 0.00% | Add +34.1% | 8,014 | $573K |
| Summit Trail Advisors, LLC | 0.01% | Add +25.6% | 7,843 | $561K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | No change | 7,811 | $559K |
| Olympiad Research LP | 0.40% | Add +9.5% | 7,622 | $545K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -7.7% | 7,563 | $541K |
| State of Wyoming | 0.09% | Add +39.5% | 7,557 | $541K |
| Capstone Investment Advisors, LLC | 0.02% | New | 7,494 | $536K |
| Diversified Trust Co. | 0.01% | Reduce -56.6% | 7,428 | $532K |
| Tidal Investments LLC | 0.01% | Add +6.0% | 7,347 | $526K |
| Prelude Capital Management, LLC | 0.04% | Add +0.6% | 7,317 | $524K |
| North Star Asset Management Inc. | 0.02% | Reduce -1.0% | 7,122 | $510K |
| Broadwater Capital Management LLC | 0.39% | No change | 7,100 | $508K |
| Shay Capital LLC | 0.14% | New | 7,000 | $501K |
| Donoghue Forlines LLC | 0.14% | Add +8.2% | 6,709 | $480K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,405 | $458K |
| Zacks Investment Management | 0.01% | Add +7.8% | 6,385 | $457K |
| Oak Thistle LLC | 0.33% | New | 6,295 | $450K |
| Roberts Glore & Co. Inc. | 0.13% | No change | 6,020 | $431K |
| Cwm, LLC | 0.00% | Add +66.5% | 6,006 | $430K |
| Aristotle Capital Management, LLC | 0.00% | No change | 6,000 | $429K |
| TFG Advisers LLC | 0.16% | Reduce -3.7% | 5,908 | $423K |
| First National Bank of Omaha | 0.03% | No change | 5,904 | $422K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.4% | 5,831 | $417K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 5,800 | $415K |
| Welch & Forbes LLC | 0.01% | No change | 5,965 | $414K |
| Boothbay Fund Management, LLC | 0.01% | New | 5,775 | $413K |
| Truist Financial Corp. | 0.00% | Add +16.4% | 5,697 | $408K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.2% | 5,677 | $406K |
| Trust Point Inc. | 0.03% | Reduce -6.1% | 5,658 | $405K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 5,528 | $396K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 5,452 | $390K |
| XTX Topco Ltd | 0.03% | New | 5,375 | $385K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 5,315 | $380K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.1% | 5,212 | $373K |
| Two Sigma Investments, LP | 0.00% | Reduce -93.6% | 5,189 | $371K |
| Dudley & Shanley, Inc. | 0.06% | Add +37.3% | 5,150 | $369K |
| Captrust Financial Advisors | 0.00% | Add +34.7% | 5,142 | $368K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -10.8% | 4,988 | $357K |
| Aigen Investment Management, LP | 0.07% | New | 4,983 | $357K |
| Ballentine Partners, LLC | 0.01% | Add +0.3% | 4,953 | $354K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,950 | $354K |
| Inspire Investing, LLC | 0.04% | Add +2.5% | 4,922 | $352K |
| Bank of Nova Scotia | 0.00% | Add +10.5% | 4,842 | $346K |
| Oxford Asset Management LLP | 0.34% | Add +57.3% | 4,810 | $344K |
| Isthmus Partners, LLC | 0.04% | No change | 4,797 | $343K |
| PrairieView Partners, LLC | 0.04% | No change | 4,800 | $343K |
| Shelton Capital Management | 0.01% | Reduce -8.3% | 4,774 | $342K |
| Oak Family Advisors, LLC | 0.13% | Add +4.3% | 4,742 | $339K |
| Mitchell Sinkler & Starr | 0.09% | New | 4,530 | $332K |
| Somerville Kurt F | 0.06% | No change | 4,625 | $331K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 4,554 | $326K |
| Magnetar Financial LLC | 0.01% | New | 4,495 | $322K |
| Smith Group Asset Management, LLC | 0.03% | New | 4,440 | $318K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.8% | 4,431 | $317K |
| Argent Trust Co | 0.01% | New | 4,392 | $314K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 4,320 | $309K |
| Bayesian Capital Management, LP | 0.04% | New | 4,304 | $308K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 4,235 | $303K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -6.7% | 4,177 | $299K |
| Great Lakes Advisors, LLC | 0.00% | New | 4,109 | $294K |
| nVerses Capital, LLC | 0.18% | Add +36.7% | 4,100 | $293K |
| SkyOak Wealth, LLC | 0.07% | Reduce -10.8% | 4,068 | $291K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -12.0% | 4,010 | $287K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -29.4% | 3,970 | $284K |
| Freedom Investment Management, Inc. | 0.02% | Add +14.6% | 3,957 | $283K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 3,884 | $278K |
| Riverwater Partners LLC | 0.20% | Reduce -5.9% | 3,798 | $272K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.5% | 3,787 | $271K |
| Ballast Advisors LLC | 0.08% | Reduce -9.2% | 3,736 | $267K |
| Diversify Wealth Management, LLC | 0.03% | — | 3,783 | $267K |
| Quadrature Capital Ltd | 0.00% | Reduce -79.0% | 3,720 | $266K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,688 | $264K |
| Quantbot Technologies LP | 0.01% | Reduce -83.0% | 3,651 | $261K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,604 | $258K |
| Stiles Financial Services Inc | 0.10% | Add +0.1% | 3,540 | $253K |
| Quantum Private Wealth, LLC | 0.09% | No change | 3,511 | $251K |
| Gen-Wealth Partners Inc | 0.12% | Add +13.1% | 3,510 | $251K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 3,500 | $250K |
| Leeward Financial Partners, LLC | 0.10% | No change | 3,482 | $249K |
| M. Kraus & Co | 0.08% | Reduce -1.7% | 3,450 | $247K |
| CIBC Asset Management Inc | 0.00% | No change | 3,426 | $245K |
| Northeast Investment Management | 0.01% | Reduce -7.5% | 3,363 | $241K |
| Profund Advisors LLC | 0.01% | Reduce -20.8% | 3,331 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,314 | $237K |
| Essex Financial Services, Inc. | 0.02% | New | 3,256 | $234K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 3,111 | $233K |
| Mgo One Seven LLC | 0.01% | Add +4.6% | 3,203 | $229K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,200 | $229K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 3,200 | $229K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.7% | 3,152 | $226K |
| Legend Financial Advisors, Inc. | 0.16% | New | 3,092 | $221K |
| Hemenway Trust Co LLC | 0.02% | Reduce -24.6% | 3,018 | $216K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,009 | $215K |
| &partners | 0.01% | New | 2,998 | $215K |
| Stephens Inc. | 0.00% | Reduce -4.1% | 2,976 | $213K |
| Rafferty Asset Management, LLC | 0.00% | New | 2,971 | $213K |
| Machina Capital S.A.S. | 0.09% | New | 2,937 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,923 | $209K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -6.2% | 2,901 | $208K |
| Faithward Advisors, LLC | 0.04% | Reduce -5.6% | 2,868 | $205K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,821 | $202K |
| KBC Group NV | 0.00% | Add +11.9% | 2,761 | $198K |
| Janiczek Wealth Management, LLC | 0.04% | Add +6.8% | 2,730 | $195K |
| CI Investments Inc. | 0.00% | Reduce -0.6% | 2,656 | $190K |
| Blue Trust, Inc. | 0.00% | Add +47.0% | 2,282 | $170K |
| Northwest Capital Management Inc | 0.06% | No change | 2,298 | $164K |
| Bessemer Group Inc. | 0.00% | Add +1464.5% | 2,206 | $158K |
| Whittier Trust Co. | 0.00% | Reduce -1.0% | 2,142 | $153K |
| Principal Securities, Inc. | 0.00% | Add +3.2% | 2,010 | $144K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.3% | 1,915 | $137K |
| Jones Financial Companies LLLP | 0.00% | Add +1132.5% | 1,898 | $136K |
| Paradigm Asset Management Co. LLC | 0.04% | New | 1,800 | $129K |
| Bangor Savings Bank | 0.01% | No change | 1,654 | $118K |
| Quarry LP | 0.05% | Add +174.5% | 1,650 | $118K |
| IFP Advisors, Inc | 0.00% | No change | 1,602 | $115K |
| Nkcfo LLC | 0.06% | New | 1,545 | $111K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,495 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +185.8% | 1,269 | $91K |
| USA Financial Formulas | 0.01% | Reduce -24.2% | 1,245 | $89K |
| Covestor Ltd | 0.06% | Reduce -30.5% | 1,228 | $88K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,173 | $84K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.3% | 1,051 | $75K |
| Simplex Trading, LLC | 0.00% | New | 1,059 | $75K |
| Headlands Technologies LLC | 0.01% | Add +220.9% | 1,011 | $72K |
| Fifth Third Bancorp | 0.00% | Add +9.9% | 1,009 | $72K |
| Pacific Center for Financial Services | 0.02% | No change | 1,000 | $72K |
| National Bank of Canada | 0.00% | No change | 1,000 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.0% | 781 | $58K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $57K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 787 | $56K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 703 | $50K |
| Montag A & Associates Inc. | 0.00% | No change | 700 | $50K |
| Advisors Asset Management, Inc. | 0.00% | New | 697 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 665 | $48K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +7.3% | 635 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +216.9% | 618 | $44K |
| HM Payson & Co. | 0.00% | No change | 604 | $43K |
| Arax Advisory Partners | 0.00% | New | 603 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +1372.2% | 530 | $38K |
| Mather Group, Llc. | 0.00% | Add +408.1% | 503 | $38K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.3% | 517 | $37K |
| Webster Bank, N. A. | 0.00% | Reduce -16.8% | 494 | $35K |
| Venturi Wealth Management, LLC | 0.00% | Add +289.5% | 483 | $35K |
| Quadrant Capital Group LLC | 0.00% | Add +0.4% | 476 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 442 | $32K |
| GAMMA Investing LLC | 0.00% | Reduce -51.3% | 418 | $30K |
| V-Square Quantitative Management LLC | 0.00% | Add +48.5% | 398 | $28K |
| Millburn Ridgefield LLC | 0.00% | Add +0.8% | 398 | $28K |
| Catalyst Capital Advisors LLC | 0.00% | Add +0.8% | 398 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 377 | $27K |
| Eagle Bay Advisors LLC | 0.01% | No change | 339 | $24K |
| First Horizon Advisors, Inc. | 0.00% | No change | 286 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 284 | $20K |
| AdvisorNet Financial, Inc | 0.00% | New | 250 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +44.4% | 247 | $18K |
| Innealta Capital, LLC | 0.01% | New | 242 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.9% | 213 | $15K |
| Cohen & Steers, Inc. | 0.00% | Reduce -3.3% | 207 | $15K |
| Colonial Trust Co / SC | 0.00% | Reduce -42.7% | 200 | $14K |
| Opal Wealth Advisors, LLC | 0.00% | New | 189 | $14K |
| Hoese & Co LLP | 0.01% | No change | 180 | $13K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 174 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 169 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.9% | 158 | $11K |
| Operose Advisors LLC | 0.00% | No change | 143 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 140 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -6.1% | 138 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +13.0% | 130 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $9K |
| JNBA Financial Advisors | 0.00% | No change | 112 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +400.0% | 110 | $8K |
| Quent Capital, LLC | 0.00% | Add +22.7% | 108 | $8K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -15.3% | 105 | $8K |
| LRI Investments, LLC | 0.00% | No change | 101 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 91 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 90 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 85 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +79.6% | 88 | $6K |
| UMB Bank, n.a. | 0.00% | Add +117.1% | 76 | $5K |
| Sachetta, LLC | 0.00% | Add +29.6% | 70 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 73 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 68 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 52 | $4K |
| Assetmark, Inc. | 0.00% | New | 50 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 49 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -3.9% | 49 | $4K |
| Concord Wealth Partners | 0.00% | No change | 43 | $3K |
| Allworth Financial LP | 0.00% | New | 42 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 38 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 34 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 34 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -11.4% | 31 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 30 | $2K |
| Huntington National Bank | 0.00% | New | 26 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 22 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +10.0% | 22 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.8% | 22 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 20 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $1K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 16 | $1K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 15 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 10 | $716 |
| Avior Wealth Management, LLC | 0.00% | Reduce -98.1% | 10 | $715 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 9 | $644 |
| Bokf, NA | 0.00% | No change | 4 | $286 |
| Larson Financial Group LLC | 0.00% | New | 4 | $286 |
| Lynx Investment Advisory | 0.00% | — | 2 | $143 |
| PSI Advisors, LLC | 0.00% | No change | 2 | $143 |
| Avion Wealth | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is DCI's weight in each manager's 13F, not the share of Donaldson Co. Inc. the manager owns.