Donaldson Co.DCI
13F holders, Q1 2025 (March 31)520holders −7
58new positions
62sold out
6famous investors
$67.25avg. 13F price*
At the end of Q1 2025, 520 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, down 7 from Q4 2024. 58 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($844.2M), BlackRock, Inc. ($739.3M) and State Farm Mutual Automobile Insurance Co. ($613.1M). 6 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Donaldson Co. Inc.
- CUSIP
- 257651109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $57.4M |
| Exits | 62 | $85.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,297,651 shares bought and 5,432,249 shares sold, net +1,865,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 520 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.0% | 12,589,296 | $844.2M |
| BlackRock, Inc. | 0.02% | Reduce -2.6% | 11,024,872 | $739.3M |
| State Farm Mutual Automobile Insurance Co. | 0.56% | Reduce -1.6% | 9,142,617 | $613.1M |
| State Street Corp. | 0.01% | Reduce -4.6% | 5,184,942 | $347.7M |
| FMR LLC | 0.02% | Add +3.0% | 4,115,867 | $276.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.55% | Add +75.3% | 3,330,602 | $223.4M |
| Geode Capital Management, LLC | 0.01% | Add +11.1% | 2,799,781 | $187.8M |
| Boston Trust Walden Corp | 1.28% | Reduce -1.1% | 2,621,959 | $175.8M |
| Fiduciary Management Inc. | 1.62% | Add +13.2% | 2,499,756 | $167.6M |
| Morgan Stanley | 0.01% | Reduce -6.0% | 2,045,937 | $137.2M |
| First Trust Advisors LP | 0.11% | Add +107.3% | 1,847,548 | $123.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +12.6% | 1,818,227 | $121.9M |
| Fuller & Thaler Asset Management, Inc. | 0.42% | Add +0.3% | 1,598,281 | $107.2M |
| Invesco Ltd. | 0.02% | Add +0.1% | 1,513,982 | $101.5M |
| American Century Companies Inc. | 0.06% | Reduce -4.8% | 1,491,797 | $100.0M |
| TrinityBridge Ltd | 2.50% | Add +27.9% | 1,298,164 | $87.1M |
| TD Asset Management Inc | 0.08% | Reduce -11.6% | 1,228,575 | $82.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.6% | 1,208,757 | $81.1M |
| Janus Henderson Group PLC | 0.04% | Reduce -9.5% | 1,174,326 | $78.8M |
| Northern Trust Corp. | 0.01% | Reduce -2.2% | 1,172,249 | $78.6M |
| AQR Capital Management | 0.08% | Add +32.4% | 1,172,395 | $77.6M |
| Mairs & Power Inc. | 0.78% | Reduce -14.5% | 1,120,149 | $75.1M |
| Scharf Investments, LLC | 2.23% | Reduce -14.4% | 783,957 | $73.9M |
| Epoch Investment Partners, Inc. | 0.36% | Reduce -15.3% | 1,022,191 | $68.5M |
| Capital Counsel LLC | 2.95% | Add +51.0% | 992,071 | $66.5M |
| Norges Bank | 0.01% | No change | 977,403 | $65.5M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -1.1% | 950,479 | $64.1M |
| Impax Asset Management Group plc | 0.35% | Add +27.5% | 878,632 | $58.1M |
| UBS Group AG | 0.01% | Add +60.7% | 823,166 | $55.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 769,562 | $51.6M |
| Geneva Capital Management LLC | 0.87% | Reduce -0.4% | 695,605 | $46.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +6.6% | 668,399 | $44.8M |
| Gabelli Funds LLC | 0.35% | Reduce -1.8% | 667,150 | $44.7M |
| Wells Fargo & Company | 0.01% | Add +22.9% | 615,513 | $41.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -14.9% | 598,039 | $40.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.2% | 593,394 | $39.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +3.1% | 592,119 | $39.7M |
| McDaniel Terry & Co. | 3.29% | Reduce -0.3% | 560,037 | $37.6M |
| Swedbank AB | 0.05% | Add +98.5% | 514,800 | $34.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.5% | 474,072 | $31.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.7% | 453,394 | $30.4M |
| Mountain Pacific Investment Advisers LLC | 2.25% | Reduce -4.2% | 451,193 | $30.3M |
| ProShare Advisors LLC | 0.06% | Reduce -6.2% | 424,994 | $28.5M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -15.3% | 419,655 | $28.1M |
| GAMCO Investors | 0.29% | Add +0.2% | 389,956 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.1% | 379,925 | $25.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 359,154 | $24.1M |
| Bank of America Corp. | 0.00% | Add +40.4% | 355,267 | $23.8M |
| Carnegie Investment Counsel | 0.55% | New | 345,453 | $23.1M |
| Confluence Investment Management LLC | 0.31% | Reduce -2.9% | 318,834 | $21.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -47.0% | 300,761 | $20.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -1.0% | 288,715 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +29.0% | 279,525 | $18.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.3% | 277,039 | $18.6M |
| Sprucegrove Investment Management Ltd. | 1.99% | Reduce -10.1% | 276,461 | $18.5M |
| US Bancorp \de | 0.02% | Reduce -0.8% | 266,574 | $17.9M |
| Alps Advisors Inc. | 0.10% | Add +5.6% | 260,151 | $17.4M |
| Raymond James Financial Inc. | 0.01% | Add +26.3% | 259,980 | $17.4M |
| Dudley & Shanley, Inc. | 2.59% | Reduce -8.8% | 244,965 | $16.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.1% | 244,228 | $16.4M |
| Nuveen, LLC | 0.00% | — | 234,816 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 234,131 | $15.7M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 231,300 | $15.5M |
| Millennium Management | 0.02% | Add +428.6% | 223,976 | $15.0M |
| GW&K Investment Management, LLC | 0.13% | Add +2.0% | 213,631 | $14.3M |
| Citadel Advisors | 0.01% | Add +11.5% | 203,766 | $13.7M |
| Heartland Advisors Inc. | 0.78% | Add +1.7% | 202,925 | $13.6M |
| California Public Employees Retirement System | 0.01% | Reduce -0.1% | 196,580 | $13.2M |
| Franklin Resources Inc. | 0.00% | Add +16.2% | 188,639 | $12.7M |
| Gotham Asset Management | 0.10% | Add +17.5% | 175,956 | $11.8M |
| Van Eck Associates Corp. | 0.02% | Add +9.1% | 175,656 | $11.8M |
| PineStone Asset Management Inc. | 0.09% | Reduce -11.0% | 175,461 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 164,722 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +2.6% | 163,823 | $11.0M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +3.5% | 161,879 | $10.8M |
| Danske Bank A/S | 0.03% | Add +87.1% | 160,355 | $10.8M |
| Sei Investments Co. | 0.01% | Add +16.1% | 157,856 | $10.6M |
| Voya Investment Management LLC | 0.01% | Add +20.9% | 157,802 | $10.6M |
| Parallel Advisors, LLC | 0.23% | Reduce -2.4% | 154,808 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -16.8% | 154,549 | $10.4M |
| Waters Parkerson & Co., LLC | 0.49% | Reduce -5.8% | 136,075 | $9.1M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +183.6% | 134,822 | $9.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.6% | 131,914 | $8.8M |
| State of Alaska, Department of Revenue | 0.09% | Add +0.3% | 122,191 | $8.2M |
| 1832 Asset Management L.P. | 0.02% | Reduce -31.2% | 121,429 | $8.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -9.4% | 118,174 | $7.9M |
| Teacher Retirement System of Texas | 0.03% | Reduce -33.6% | 117,088 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 110,786 | $7.4M |
| Sit Investment Associates Inc. | 0.17% | Reduce -30.9% | 110,085 | $7.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.2% | 105,279 | $7.1M |
| Quantinno Capital Management LP | 0.05% | Add +83.2% | 103,669 | $7.0M |
| Prudential Financial Inc. | 0.01% | Reduce -76.0% | 99,920 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +38.2% | 102,128 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.8% | 97,001 | $6.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 95,591 | $6.4M |
| Blair William & Co. | 0.02% | Add +0.1% | 94,262 | $6.3M |
| Benjamin Edwards Inc. | 0.09% | Reduce -16.1% | 93,825 | $6.3M |
| Mariner, LLC | 0.01% | Add +0.3% | 93,690 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.8% | 93,205 | $6.3M |
| Palisade Asset Management, LLC | 0.60% | Reduce -1.0% | 86,721 | $5.8M |
| Barclays PLC | 0.00% | Reduce -33.6% | 85,092 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.4% | 82,944 | $5.6M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -33.9% | 81,368 | $5.5M |
| First Nebraska Trust Co | 0.52% | Reduce -0.7% | 78,342 | $5.3M |
| SFE Investment Counsel | 0.98% | Reduce -8.4% | 72,850 | $4.9M |
| Harvey Investment Co. LLC | 0.54% | Reduce -1.1% | 72,684 | $4.9M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -56.9% | 72,662 | $4.9M |
| Brandywine Global Investment Management, LLC | 0.04% | New | 72,314 | $4.8M |
| Nicholas Company, Inc. | 0.08% | Add +0.0% | 71,905 | $4.8M |
| Radnor Capital Management, LLC | 0.79% | Add +0.6% | 70,260 | $4.7M |
| LPL Financial LLC | 0.00% | Add +3.0% | 69,858 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -57.7% | 67,320 | $4.5M |
| Jensen Investment Management Inc. | 0.05% | Reduce -13.4% | 66,810 | $4.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.8% | 66,328 | $4.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.5% | 66,091 | $4.4M |
| Holocene Advisors, LP | 0.01% | Add +341.0% | 64,840 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 64,296 | $4.3M |
| Dorsey & Whitney Trust CO LLC | 0.25% | Reduce -10.6% | 63,755 | $4.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.15% | Reduce -13.9% | 63,382 | $4.3M |
| Panagora Asset Management Inc. | 0.02% | Reduce -1.4% | 61,515 | $4.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.8% | 61,465 | $4.1M |
| Covea Finance | 0.19% | Add +38.6% | 61,000 | $4.1M |
| North Star Investment Management Corp. | 0.29% | Reduce -0.3% | 60,190 | $4.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Reduce -16.0% | 60,008 | $4.0M |
| BLI - Banque de Luxembourg Investments | 0.12% | Add +14.7% | 59,300 | $4.0M |
| Marks Group Wealth Management, Inc | 0.38% | No change | 58,792 | $3.9M |
| Seizert Capital Partners, LLC | 0.18% | New | 58,350 | $3.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -41.1% | 57,584 | $3.9M |
| Focus Partners Wealth | 0.01% | Reduce -6.1% | 57,028 | $3.8M |
| Palisade Capital Management, LP | 0.12% | Add +4.2% | 55,911 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -4.7% | 55,839 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 55,806 | $3.7M |
| Rothschild Capital Partners, LLC | 0.95% | No change | 54,353 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -1.1% | 52,602 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.1% | 51,000 | $3.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +4.9% | 50,460 | $3.4M |
| GHP Investment Advisors, Inc. | 0.16% | Add +5.3% | 49,566 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 48,595 | $3.3M |
| Comerica Bank | 0.01% | Add +7.3% | 48,579 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +222.3% | 48,012 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +45.8% | 45,478 | $3.0M |
| Vest Financial, LLC | 0.05% | New | 44,924 | $3.0M |
| Johnson Investment Counsel Inc. | 0.03% | Add +24.5% | 44,411 | $3.0M |
| Capital Fund Management S.A. | 0.04% | Add +83.8% | 44,298 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 44,240 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +2.5% | 44,149 | $3.0M |
| Bahl & Gaynor LLC | 0.01% | Reduce -0.1% | 43,378 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 43,317 | $2.9M |
| Commerce Bank | 0.02% | Reduce -2.0% | 42,990 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.5% | 42,973 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +3.1% | 42,808 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 41,813 | $2.8M |
| Element Capital Management LLC | 0.66% | New | 39,681 | $2.7M |
| Bank of Montreal | 0.00% | Add +7.1% | 38,503 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -10.8% | 38,381 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.3% | 38,300 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 38,237 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.1% | 37,851 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -16.3% | 37,651 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 36,638 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -29.9% | 36,402 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 35,810 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 35,461 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +0.0% | 34,754 | $2.3M |
| Ieq Capital, LLC | 0.02% | Add +40.7% | 34,643 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 34,566 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 34,256 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.9% | 33,500 | $2.2M |
| Advisors Capital Management, LLC | 0.03% | Add +0.8% | 33,111 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -20.3% | 32,561 | $2.2M |
| Creative Planning | 0.00% | Add +2.0% | 32,091 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 31,151 | $2.1M |
| Berger Financial Group, Inc | 0.15% | Reduce -4.1% | 31,391 | $2.1M |
| Great Waters Wealth Management | 0.29% | No change | 31,319 | $2.1M |
| Strategic Global Advisors, LLC | 0.41% | New | 31,006 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.0% | 30,741 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -4.0% | 30,741 | $2.1M |
| Ashton Thomas Securities, LLC | 0.57% | Add +158.7% | 29,740 | $2.0M |
| Macquarie Group Ltd. | 0.00% | No change | 30,358 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +5.0% | 30,113 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +162.2% | 29,759 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +0.7% | 28,558 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.9% | 28,547 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -19.5% | 27,732 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +112.6% | 27,570 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.0% | 26,966 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.2% | 26,553 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +5.1% | 25,271 | $1.7M |
| Romano Brothers and Company | 0.22% | Reduce -0.8% | 25,120 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +14.6% | 25,089 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 24,900 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -33.6% | 24,847 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Add +65.2% | 24,762 | $1.7M |
| Values First Advisors, Inc. | 0.96% | Add +1.0% | 24,504 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.4% | 24,298 | $1.6M |
| ICW Investment Advisors LLC | 0.66% | Add +0.6% | 24,094 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.9% | 26,605 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +67.9% | 23,152 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +64.5% | 22,902 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 22,868 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 22,032 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -67.7% | 22,005 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -13.6% | 21,604 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -2.0% | 21,561 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.7% | 21,504 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +74.0% | 21,389 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +9.1% | 21,007 | $1.4M |
| White Pine Capital LLC | 0.48% | Reduce -0.3% | 20,846 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +19.1% | 20,601 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 20,222 | $1.4M |
| Edgestream Partners, L.P. | 0.05% | New | 20,007 | $1.3M |
| Utah Retirement Systems | 0.02% | No change | 19,876 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +3.9% | 19,783 | $1.3M |
| Ethic Inc. | 0.03% | Reduce -8.7% | 19,587 | $1.3M |
| Hills Bank & Trust Co | 0.09% | Reduce -5.1% | 19,635 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 19,273 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +10.1% | 19,242 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 19,151 | $1.3M |
| Aster Capital Management (DIFC) Ltd | 0.24% | Add +362.1% | 18,584 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Add +25.1% | 18,849 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | No change | 18,554 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 18,404 | $1.2M |
| Willis Investment Counsel | 0.08% | Reduce -3.0% | 18,318 | $1.2M |
| Cwm, LLC | 0.00% | Add +72.2% | 18,204 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.1% | 18,184 | $1.2M |
| Dean Investment Associates, LLC | 0.18% | Reduce -4.6% | 17,742 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.1% | 17,246 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -10.7% | 16,792 | $1.1M |
| Hollow Brook Wealth Management LLC | 0.33% | No change | 16,725 | $1.1M |
| Zurich Insurance Group Ltd | 0.01% | No change | 16,400 | $1.1M |
| &partners | 0.01% | Add +36.2% | 16,092 | $1.1M |
| Allen Investment Management, LLC | 0.01% | No change | 16,000 | $1.1M |
| Community Financial Services Group, LLC | 0.21% | Add +4.9% | 14,735 | $988K |
| Man Group plc | 0.00% | Reduce -73.3% | 14,507 | $973K |
| Sendero Wealth Management, LLC | 0.13% | Add +34.8% | 14,481 | $971K |
| Leavell Investment Management, Inc. | 0.05% | Add +4.6% | 14,440 | $968K |
| Eastern Bank | 0.02% | Reduce -83.3% | 14,264 | $957K |
| Granite Investment Partners, LLC | 0.05% | No change | 14,250 | $956K |
| Granite Bay Wealth Management, LLC | 0.33% | No change | 14,000 | $939K |
| Osaic Holdings, Inc. | 0.00% | Add +13.7% | 13,899 | $932K |
| Xponance LLC | 0.01% | Add +1.5% | 13,872 | $930K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -23.2% | 13,856 | $929K |
| SG Americas Securities, LLC | 0.00% | New | 13,594 | $912K |
| Caxton Associates LLP | 0.03% | — | 13,560 | $909K |
| Pacer Advisors, Inc. | 0.00% | Reduce -51.6% | 12,858 | $862K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 12,853 | $862K |
| New York Life Investment Management LLC | 0.01% | Add +0.9% | 12,778 | $857K |
| Bank of New Hampshire | 0.22% | Add +13.7% | 12,608 | $845K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.1% | 12,439 | $834K |
| Balyasny Asset Management L.P. | 0.00% | Add +174.4% | 12,163 | $816K |
| Tema ETFs LLC | 0.24% | Add +145.9% | 11,848 | $795K |
| NEOS Investment Management LLC | 0.02% | Add +145.9% | 11,848 | $795K |
| First Eagle Investment Management, LLC | 0.00% | Add +8.4% | 11,617 | $779K |
| Townsquare Capital LLC | 0.01% | Add +38.5% | 11,526 | $773K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.6% | 11,473 | $769K |
| Cresset Asset Management, LLC | 0.00% | Add +1.7% | 11,462 | $769K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.4% | 11,368 | $762K |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 11,274 | $756K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -54.2% | 11,225 | $753K |
| Hilltop Holdings Inc. | 0.05% | New | 11,135 | $747K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.5% | 11,089 | $744K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.0% | 10,808 | $725K |
| Mercer Global Advisors Inc. | 0.00% | Add +57.9% | 10,763 | $722K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -10.3% | 10,500 | $704K |
| Vestcor Inc | 0.02% | Reduce -68.0% | 10,457 | $701K |
| MIdWestOne Financial Group, Inc. | 0.10% | Reduce -0.2% | 10,334 | $693K |
| Wedbush Securities Inc. | 0.03% | Add +0.9% | 10,309 | $691K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Reduce -13.3% | 10,151 | $681K |
| Eads & Heald Wealth Management | 0.34% | Add +4.1% | 9,988 | $670K |
| Burney Co./ | 0.02% | Reduce -1.8% | 9,978 | $669K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -2.2% | 9,914 | $665K |
| Savant Capital, LLC | 0.01% | Reduce -10.4% | 9,870 | $662K |
| Intech Investment Management LLC | 0.01% | Add +4.0% | 9,754 | $654K |
| Investment House LLC | 0.04% | No change | 9,400 | $630K |
| New England Research & Management, Inc. | 0.32% | Reduce -12.6% | 9,379 | $629K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +10.6% | 9,191 | $616K |
| Caisse Des Depots Et Consignations | 0.03% | Reduce -61.4% | 9,181 | $616K |
| Jane Street Group, LLC | 0.00% | Reduce -92.4% | 9,176 | $615K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,533 | $609K |
| Securian Asset Management, Inc. | 0.02% | No change | 9,052 | $607K |
| Aviva PLC | 0.00% | Add +9.8% | 8,898 | $597K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,838 | $593K |
| Martingale Asset Management L P | 0.01% | No change | 8,673 | $582K |
| Eisler Capital Management Ltd. | 0.02% | New | 8,591 | $577K |
| Mirova | 0.10% | No change | 8,576 | $575K |
| Mackenzie Financial Corp. | 0.00% | Reduce -17.8% | 8,453 | $567K |
| Claro Advisors Inc. | 0.07% | Reduce -5.9% | 8,335 | $559K |
| Globeflex Capital L P | 0.05% | No change | 8,200 | $550K |
| Verdence Capital Advisors LLC | 0.04% | New | 8,186 | $549K |
| EntryPoint Capital, LLC | 0.25% | New | 8,158 | $547K |
| Centiva Capital, LP | 0.03% | New | 8,087 | $542K |
| Mgo One Seven LLC | 0.02% | Add +0.9% | 8,057 | $540K |
| Glenview Trust Co | 0.01% | Reduce -1.1% | 8,000 | $536K |
| Sylvest Advisors, LLC | 0.33% | New | 7,895 | $529K |
| United Services Automobile Association | 0.02% | New | 7,704 | $517K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -1.9% | 7,665 | $514K |
| Bearing Point Capital, LLC | 0.11% | Reduce -0.3% | 7,603 | $510K |
| Renaissance Group LLC | 0.02% | Reduce -5.9% | 7,399 | $496K |
| Versor Investments LP | 0.08% | Reduce -6.5% | 7,385 | $495K |
| State of Wyoming | 0.06% | Add +0.1% | 7,284 | $488K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.2% | 7,144 | $479K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 7,131 | $478K |
| Broadwater Capital Management LLC | 0.37% | No change | 7,100 | $476K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.1% | 6,996 | $469K |
| Perkins Capital Management Inc. | 0.49% | Reduce -5.5% | 6,900 | $463K |
| Captrust Financial Advisors | 0.00% | Add +16.4% | 6,885 | $462K |
| Integrity Alliance, Llc. | 0.02% | New | 6,848 | $459K |
| William Blair Investment Management, LLC | 0.00% | New | 6,809 | $457K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 6,675 | $448K |
| Kestra Investment Management, LLC | 0.01% | Add +7.6% | 6,633 | $445K |
| North Star Asset Management Inc. | 0.02% | Reduce -3.1% | 6,595 | $442K |
| Pallas Capital Advisors LLC | 0.02% | New | 6,525 | $438K |
| Farther Finance Advisors, LLC | 0.01% | Add +71.7% | 6,241 | $421K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 6,190 | $415K |
| Aristotle Capital Management, LLC | 0.00% | No change | 6,000 | $402K |
| Welch & Forbes LLC | 0.01% | No change | 5,965 | $400K |
| First National Bank of Omaha | 0.03% | No change | 5,904 | $396K |
| TFG Advisers LLC | 0.14% | Add +0.4% | 5,874 | $394K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 5,800 | $389K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.7% | 5,729 | $384K |
| CI Investments Inc. | 0.00% | Add +10.2% | 5,681 | $381K |
| Mitchell Sinkler & Starr | 0.11% | Add +18.3% | 5,635 | $378K |
| Impact Capital Partners LLC | 0.14% | New | 5,630 | $378K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 5,612 | $376K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 5,568 | $373K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +78.0% | 5,555 | $372K |
| Roberts Glore & Co. Inc. | 0.11% | Reduce -7.7% | 5,533 | $371K |
| Tiaa Trust, National Association | 0.00% | No change | 5,487 | $368K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 5,433 | $364K |
| Okabena Investment Services Inc. | 0.08% | New | 5,025 | $337K |
| Perbak Capital Partners LLP | 0.25% | New | 4,992 | $335K |
| Riverwater Partners LLC | 0.17% | Add +10.2% | 4,974 | $334K |
| denkapparat Operations GmbH | 0.35% | Add +15.5% | 4,954 | $332K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,950 | $332K |
| Ballentine Partners, LLC | 0.01% | Add +1.2% | 4,923 | $330K |
| Quadrant Capital Group LLC | 0.01% | Add +785.2% | 4,913 | $329K |
| Chicago Partners Investment Group LLC | 0.01% | Add +13.1% | 4,979 | $329K |
| Signal Advisors Wealth, LLC | 0.03% | Add +2.9% | 4,843 | $325K |
| Argent Trust Co | 0.01% | Add +1.3% | 4,801 | $322K |
| First Interstate Bank | 0.02% | No change | 4,800 | $322K |
| PrairieView Partners, LLC | 0.03% | No change | 4,800 | $321K |
| Advisors Asset Management, Inc. | 0.01% | Add +25.9% | 4,768 | $320K |
| Shell Asset Management Co. | 0.02% | Reduce -3.9% | 4,752 | $319K |
| Accredited Investors Inc. | 0.02% | Add +9.8% | 4,664 | $313K |
| Ellevest, Inc. | 0.02% | Reduce -29.6% | 4,662 | $313K |
| Twin Tree Management, LP | 0.01% | Reduce -25.2% | 4,610 | $309K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 4,554 | $305K |
| Isthmus Partners, LLC | 0.04% | Reduce -6.9% | 4,465 | $299K |
| KBC Group NV | 0.00% | Reduce -89.5% | 4,451 | $298K |
| Intellectus Partners, LLC | 0.07% | Add +26.6% | 4,429 | $297K |
| Great Lakes Advisors, LLC | 0.00% | Add +2.7% | 4,420 | $296K |
| Shelton Capital Management | 0.01% | Reduce -5.4% | 4,300 | $288K |
| Entropy Technologies, LP | 0.03% | Reduce -77.8% | 4,246 | $285K |
| Meeder Asset Management Inc. | 0.02% | New | 4,130 | $277K |
| Somerville Kurt F | 0.05% | Reduce -5.7% | 4,125 | $277K |
| Aristides Capital LLC | 0.10% | Reduce -5.3% | 4,069 | $273K |
| XTX Topco Ltd | 0.01% | New | 3,995 | $268K |
| MML Investors Services, LLC | 0.00% | Add +1.9% | 3,979 | $267K |
| Wesbanco Bank Inc. | 0.01% | New | 3,922 | $263K |
| Curated Wealth Partners LLC | 0.03% | New | 3,850 | $258K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 3,823 | $256K |
| Quantum Private Wealth, LLC | 0.10% | Add +12.6% | 3,821 | $256K |
| D.A. Davidson & Co. | 0.00% | New | 3,809 | $255K |
| Callan Family Office, LLC | 0.02% | Add +5.8% | 3,794 | $254K |
| Freedom Investment Management, Inc. | 0.02% | New | 3,776 | $253K |
| Gen-Wealth Partners Inc | 0.11% | Add +1.8% | 3,764 | $252K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.1% | 3,748 | $251K |
| Ballast Advisors LLC | 0.08% | No change | 3,736 | $251K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.4% | 3,733 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | Add +22.5% | 3,697 | $248K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 3,671 | $246K |
| SkyOak Wealth, LLC | 0.05% | New | 3,631 | $243K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -8.0% | 3,617 | $243K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,604 | $242K |
| Stiles Financial Services Inc | 0.09% | Add +0.1% | 3,561 | $239K |
| Gallacher Capital Management LLC | 0.11% | New | 3,503 | $235K |
| IFP Advisors, Inc | 0.01% | Add +27.1% | 3,488 | $234K |
| Trust Point Inc. | 0.02% | Reduce -46.8% | 3,482 | $234K |
| Leeward Financial Partners, LLC | 0.09% | No change | 3,482 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | Add +16.6% | 3,479 | $233K |
| M. Kraus & Co | 0.07% | No change | 3,443 | $231K |
| Caprock Group, LLC | 0.01% | New | 3,384 | $227K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.6% | 3,344 | $224K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,293 | $221K |
| Studio Investment Management LLC | 0.04% | New | 3,205 | $215K |
| Osprey Private Wealth LLC | 0.13% | No change | 3,200 | $215K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,200 | $215K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.2% | 3,191 | $214K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.3% | 3,199 | $210K |
| Lido Advisors, LLC | 0.00% | New | 3,117 | $209K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.5% | 3,112 | $209K |
| Legend Financial Advisors, Inc. | 0.15% | No change | 3,092 | $207K |
| Northeast Investment Management | 0.01% | No change | 3,070 | $206K |
| Plimoth Trust Co. LLC | 0.05% | New | 3,000 | $201K |
| Hemenway Trust Co LLC | 0.02% | No change | 3,000 | $201K |
| TD Private Client Wealth LLC | 0.01% | Add +13.0% | 2,991 | $201K |
| Creekmur Asset Management LLC | 0.04% | New | 2,936 | $197K |
| Bessemer Group Inc. | 0.00% | Reduce -9.9% | 2,906 | $195K |
| Blue Trust, Inc. | 0.00% | Add +25.1% | 2,631 | $176K |
| GAMMA Investing LLC | 0.01% | Add +162.5% | 2,428 | $163K |
| Northwest Capital Management Inc | 0.06% | No change | 2,298 | $154K |
| Versant Capital Management, Inc | 0.02% | Add +387.4% | 2,213 | $148K |
| Whittier Trust Co. | 0.00% | No change | 2,027 | $136K |
| Covestor Ltd | 0.09% | Add +15.1% | 1,953 | $131K |
| Principal Securities, Inc. | 0.00% | No change | 1,938 | $131K |
| Bangor Savings Bank | 0.01% | No change | 1,654 | $111K |
| Kentucky Trust Co | 0.06% | Reduce -4.8% | 1,490 | $100K |
| Lindbrook Capital, LLC | 0.01% | Add +203.2% | 1,410 | $95K |
| AlphaQuest LLC | 0.01% | Reduce -94.0% | 1,325 | $89K |
| Signaturefd, LLC | 0.00% | Add +8.7% | 1,281 | $86K |
| USA Financial Formulas | 0.01% | Add +21.7% | 1,269 | $85K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,260 | $84K |
| Fifth Third Bancorp | 0.00% | Add +29.2% | 1,229 | $82K |
| Simplex Trading, LLC | 0.00% | New | 1,196 | $80K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 1,163 | $78K |
| Amundi | 0.00% | Reduce -93.6% | 1,158 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.3% | 1,099 | $74K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,088 | $73K |
| Manchester Capital Management LLC | 0.01% | Add +0.4% | 1,055 | $71K |
| UMB Bank, n.a. | 0.00% | Add +220.0% | 1,008 | $68K |
| Pacific Center for Financial Services | 0.02% | No change | 1,000 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.8% | 822 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Add +34.3% | 802 | $54K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 796 | $53K |
| CX Institutional | 0.00% | New | 784 | $53K |
| CENTRAL TRUST Co | 0.00% | No change | 730 | $49K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 711 | $48K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $44K |
| V-Square Quantitative Management LLC | 0.01% | No change | 605 | $41K |
| Brooklyn Investment Group | 0.01% | Add +113.9% | 601 | $40K |
| Johnson Financial Group, Inc. | 0.00% | No change | 595 | $40K |
| Webster Bank, N. A. | 0.00% | No change | 494 | $33K |
| Battery Global Advisors, LLC | 0.02% | No change | 478 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 442 | $30K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.1% | 440 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 431 | $29K |
| First Pacific Financial | 0.01% | No change | 399 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 377 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 360 | $24K |
| Arax Advisory Partners | 0.00% | Reduce -59.0% | 321 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.6% | 318 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.0% | 299 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.6% | 279 | $19K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.5% | 261 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 249 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.4% | 244 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $14K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 200 | $13K |
| Private Trust Co. NA | 0.00% | Add +105.3% | 195 | $13K |
| HM Payson & Co. | 0.00% | Reduce -68.2% | 192 | $13K |
| Hoese & Co LLP | 0.01% | No change | 180 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -11.7% | 173 | $12K |
| Rise Advisors, LLC | 0.00% | Reduce -42.3% | 165 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.4% | 150 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -77.7% | 140 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 140 | $9K |
| Hemington Wealth Management | 0.00% | Add +49.5% | 136 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +495.0% | 119 | $8K |
| Montag & Caldwell, LLC | 0.00% | No change | 113 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 112 | $8K |
| Allworth Financial LP | 0.00% | Add +192.1% | 111 | $7K |
| LRI Investments, LLC | 0.00% | No change | 101 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +20.0% | 96 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 91 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 90 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -23.1% | 90 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 85 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +82.6% | 84 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.09% | No change | 80 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 78 | $5K |
| Optiver Holding B.V. | 0.00% | New | 76 | $5K |
| Quent Capital, LLC | 0.00% | No change | 74 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -30.8% | 72 | $5K |
| Altshuler Shaham Ltd | 0.00% | Reduce -1.8% | 56 | $4K |
| Hexagon Capital Partners LLC | 0.00% | Add +54.3% | 54 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.0% | 48 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $3K |
| Concord Wealth Partners | 0.00% | No change | 43 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -19.2% | 42 | $3K |
| Grove Bank & Trust | 0.00% | No change | 37 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +79.4% | 61 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 34 | $2K |
| Transce3nd, LLC | 0.00% | No change | 32 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.3% | 29 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 28 | $2K |
| SouthState Bank Corp | 0.00% | New | 28 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 27 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 22 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 22 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 22 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 21 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -92.5% | 20 | $1K |
| WealthTrak Capital Management LLC | 0.00% | New | 20 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 19 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +220.0% | 16 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -62.8% | 16 | $1K |
| Huntington National Bank | 0.00% | Reduce -89.4% | 16 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $1K |
| Keystone Financial Group, Inc. | 0.00% | No change | 15 | $990 |
| MAI Capital Management | 0.00% | No change | 14 | $939 |
| Bare Financial Services, Inc | 0.00% | New | 13 | $872 |
| Bridge Generations Wealth Management LLC | 0.00% | New | 10 | $671 |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 10 | $671 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 9 | $604 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 8 | $536 |
| Sachetta, LLC | 0.00% | No change | 7 | $470 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $268 |
| Principia Wealth Advisory, LLC | 0.00% | New | 4 | $256 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $202 |
| Financial Management Professionals, Inc. | 0.00% | New | 3 | $201 |
| CoreCap Advisors, LLC | 0.00% | New | 3 | $201 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $134 |
| PSI Advisors, LLC | 0.00% | No change | 2 | $134 |
| Avion Wealth | 0.00% | New | 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.