Donaldson Co.DCI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 621 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, up 58 from Q3 2025. 79 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($967.9M) and State Farm Mutual Automobile Insurance Co. ($810.6M). 7 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 (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $104.0M |
| Exits | 42 | $95.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,889,690 shares bought and 7,279,539 shares sold, net −1,389,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.9% | 11,809,433 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +2.2% | 10,917,049 | $967.9M |
| State Farm Mutual Automobile Insurance Co. | 0.64% | No change | 9,142,617 | $810.6M |
| State Street Corp. | 0.01% | Reduce -3.8% | 4,857,580 | $430.7M |
| FMR LLC | 0.02% | Reduce -4.0% | 3,960,255 | $351.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.72% | Reduce -5.8% | 3,016,070 | $267.4M |
| Geode Capital Management, LLC | 0.02% | Add +0.6% | 2,846,214 | $252.4M |
| Morgan Stanley | 0.01% | Add +1.9% | 2,542,166 | $225.4M |
| Boston Trust Walden Corp | 1.60% | Reduce -11.5% | 2,392,579 | $212.1M |
| Fiduciary Management Inc. | 2.26% | Reduce -6.3% | 2,320,281 | $205.7M |
| Fuller & Thaler Asset Management, Inc. | 0.63% | Add +22.0% | 2,109,595 | $187.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.8% | 2,010,010 | $178.2M |
| William Blair Investment Management, LLC | 0.42% | Add +26235.7% | 1,707,872 | $151.4M |
| American Century Companies Inc. | 0.07% | Reduce -1.3% | 1,478,953 | $131.1M |
| Invesco Ltd. | 0.01% | Add +1.6% | 1,355,944 | $120.2M |
| Norges Bank | 0.01% | — | 1,355,580 | $120.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.5% | 1,213,253 | $107.6M |
| Northern Trust Corp. | 0.01% | Reduce -4.0% | 1,140,411 | $101.1M |
| First Trust Advisors LP | 0.07% | Reduce -27.8% | 1,038,789 | $92.1M |
| TD Asset Management Inc | 0.07% | Reduce -7.5% | 1,025,579 | $90.9M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +2.4% | 946,530 | $85.1M |
| Capital Counsel LLC | 3.25% | Add +0.6% | 958,463 | $85.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -18.8% | 957,573 | $84.9M |
| Epoch Investment Partners, Inc. | 0.45% | Reduce -7.7% | 889,841 | $78.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 797,592 | $70.7M |
| AQR Capital Management | 0.03% | Add +4.7% | 698,259 | $61.9M |
| TrinityBridge Ltd | 1.37% | Reduce -41.7% | 697,068 | $61.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -0.5% | 676,665 | $60.0M |
| Geneva Capital Management LLC | 1.09% | Reduce -10.7% | 656,558 | $58.2M |
| Gabelli Funds LLC | 0.39% | Reduce -2.1% | 642,650 | $57.0M |
| UBS Group AG | 0.01% | Reduce -3.8% | 631,673 | $56.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.5% | 567,022 | $50.3M |
| Mairs & Power Inc. | 0.48% | Reduce -7.4% | 560,653 | $49.7M |
| Two Sigma Advisers, LP | 0.09% | Add +744.6% | 546,622 | $48.5M |
| Wells Fargo & Company | 0.01% | Reduce -10.8% | 530,078 | $47.0M |
| Swedbank AB | 0.05% | Add +2.6% | 528,100 | $46.8M |
| Quantinno Capital Management LP | 0.09% | Add +18.2% | 524,047 | $46.5M |
| McDaniel Terry & Co. | 3.88% | Reduce -9.5% | 503,113 | $44.6M |
| Two Sigma Investments, LP | 0.07% | Add +581.8% | 469,476 | $41.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 467,341 | $41.4M |
| Janus Henderson Group PLC | 0.02% | Reduce -52.0% | 450,349 | $39.9M |
| ProShare Advisors LLC | 0.06% | Reduce -18.4% | 400,289 | $35.5M |
| Acadian Asset Management LLC | 0.06% | Add +26656.6% | 399,209 | $35.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +65.9% | 356,662 | $31.6M |
| Carnegie Investment Counsel | 0.58% | Reduce -0.2% | 353,657 | $31.4M |
| GAMCO Investors | 0.30% | Reduce -7.2% | 349,156 | $31.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -9.2% | 345,542 | $30.6M |
| Rhumbline Advisers | 0.02% | Reduce -4.8% | 336,349 | $29.8M |
| Gotham Asset Management | 0.11% | Add +20.9% | 325,991 | $28.9M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 313,267 | $27.8M |
| Confluence Investment Management LLC | 0.39% | Reduce -4.1% | 291,382 | $25.8M |
| Scharf Investments, LLC | 0.65% | Reduce -64.6% | 273,570 | $24.3M |
| Dudley & Shanley, Inc. | 3.85% | Reduce -0.1% | 270,405 | $24.0M |
| Arbejdsmarkedets Tillaegspension | 0.58% | — | 257,974 | $22.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -49.8% | 252,700 | $22.4M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 235,235 | $20.9M |
| Alps Advisors Inc. | 0.12% | Reduce -6.0% | 233,889 | $20.7M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -34.3% | 233,512 | $20.7M |
| Swiss National Bank | 0.01% | Add +1.2% | 228,600 | $20.3M |
| California Public Employees Retirement System | 0.01% | Add +4.5% | 226,801 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.8% | 216,645 | $20.0M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.9% | 211,975 | $18.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -22.2% | 199,068 | $17.6M |
| Heartland Advisors Inc. | 0.93% | Reduce -4.3% | 194,794 | $17.3M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 193,206 | $17.1M |
| Robeco Institutional Asset Management B.V. | 0.02% | New | 192,931 | $17.1M |
| Mountain Pacific Investment Advisers LLC | 2.65% | Reduce -1.4% | 184,154 | $16.3M |
| Millennium Management | 0.01% | Reduce -65.3% | 183,784 | $16.3M |
| Legal & General Group Plc | 0.00% | Reduce -17.1% | 182,157 | $16.2M |
| Sei Investments Co. | 0.02% | Add +14.3% | 180,409 | $16.0M |
| Alliancebernstein L.P. | 0.00% | Add +15.0% | 169,966 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.9% | 161,141 | $14.3M |
| Van Eck Associates Corp. | 0.01% | Reduce -4.3% | 153,747 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 150,231 | $13.3M |
| Parallel Advisors, LLC | 0.24% | Reduce -1.1% | 145,846 | $12.9M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 156,424 | $12.5M |
| PineStone Asset Management Inc. | 0.08% | Reduce -7.6% | 139,361 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 138,094 | $12.2M |
| Barclays PLC | 0.00% | Reduce -24.9% | 134,756 | $11.9M |
| Seizert Capital Partners, LLC | 0.50% | Reduce -2.9% | 133,748 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +7.9% | 130,086 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 129,931 | $11.5M |
| Danske Bank A/S | 0.03% | Reduce -11.1% | 129,457 | $11.5M |
| Tidal Investments LLC | 0.05% | Reduce -27.4% | 127,183 | $11.3M |
| ExodusPoint Capital Management, LP | 0.12% | Add +44.8% | 125,901 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.4% | 122,557 | $10.9M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -1.0% | 119,692 | $10.6M |
| Concentric Capital Strategies, LP | 0.54% | New | 117,103 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.1% | 115,776 | $10.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 109,403 | $9.7M |
| 1832 Asset Management L.P. | 0.01% | Add +14.9% | 105,979 | $9.4M |
| Susquehanna Fundamental Investments, LLC | 0.32% | Add +258.6% | 105,470 | $9.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 103,969 | $9.2M |
| Blair William & Co. | 0.02% | Add +1.7% | 101,315 | $9.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -1.1% | 93,771 | $8.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 93,633 | $8.3M |
| Sprucegrove Investment Management Ltd. | 0.99% | Reduce -64.2% | 92,664 | $8.2M |
| Citadel Advisors | 0.01% | Reduce -44.6% | 87,251 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -29.8% | 87,101 | $7.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 86,641 | $7.7M |
| Palisade Asset Management, LLC | 0.74% | Reduce -0.3% | 85,354 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +9.5% | 82,803 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.0% | 82,295 | $7.3M |
| First Nebraska Trust Co | 0.66% | Reduce -0.9% | 81,902 | $7.3M |
| Waters Parkerson & Co., LLC | 0.35% | Reduce -3.5% | 81,440 | $7.2M |
| Jane Street Group, LLC | 0.01% | Reduce -45.0% | 78,479 | $7.0M |
| Benjamin Edwards Inc. | 0.08% | Reduce -12.2% | 77,374 | $6.9M |
| Mariner, LLC | 0.01% | Add +3.3% | 76,991 | $6.8M |
| New York State Common Retirement Fund | 0.01% | No change | 74,530 | $6.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +5297.2% | 71,891 | $6.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +88.2% | 70,931 | $6.3M |
| Harvey Investment Co. LLC | 0.65% | No change | 69,184 | $6.1M |
| SFE Investment Counsel | 0.95% | Reduce -10.3% | 68,802 | $6.1M |
| Radnor Capital Management, LLC | 0.90% | Reduce -2.0% | 68,545 | $6.1M |
| Nicholas Company, Inc. | 0.10% | Reduce -6.4% | 67,280 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 66,149 | $5.9M |
| Covea Finance | 0.18% | No change | 61,900 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +22.4% | 61,616 | $5.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.26% | Reduce -1.1% | 59,957 | $5.3M |
| Gallo Partners, LP | 4.68% | New | 59,871 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.0% | 59,073 | $5.2M |
| Marks Group Wealth Management, Inc | 0.50% | No change | 58,792 | $5.2M |
| Palisade Capital Management, LP | 0.17% | Reduce -6.4% | 57,633 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.5% | 56,603 | $5.0M |
| North Star Investment Management Corp. | 0.31% | Reduce -1.6% | 56,332 | $5.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +5.2% | 54,717 | $4.9M |
| GHP Investment Advisors, Inc. | 0.20% | Add +2.2% | 54,251 | $4.8M |
| Aptus Capital Advisors, LLC | 0.04% | New | 54,035 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -13.6% | 53,972 | $4.8M |
| Sit Investment Associates Inc. | 0.09% | Reduce -1.4% | 53,900 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -4.1% | 46,599 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +22.4% | 52,749 | $4.7M |
| Willis Investment Counsel | 0.24% | Add +49.7% | 52,611 | $4.7M |
| Amalgamated Bank | 0.03% | Reduce -5.2% | 51,004 | $4.5M |
| Curi Capital, LLC | 0.08% | Add +0.5% | 50,596 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +73.1% | 50,352 | $4.5M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -3.0% | 49,805 | $4.4M |
| Regions Financial Corp. | 0.03% | Reduce -0.1% | 49,613 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -5.6% | 48,918 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 48,643 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -10.4% | 48,206 | $4.3M |
| Horizon Investments, LLC | 0.05% | New | 46,851 | $4.2M |
| Creative Planning | 0.00% | Add +19.9% | 45,815 | $4.1M |
| Callan Family Office, LLC | 0.08% | Add +14.7% | 44,258 | $3.9M |
| Brown Advisory Inc. | 0.01% | Add +0.0% | 43,419 | $3.8M |
| Zurich Insurance Group Ltd | 0.03% | No change | 43,251 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.7% | 42,760 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 42,706 | $3.8M |
| Aquatic Capital Management LLC | 0.11% | Add +125.1% | 42,688 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.3% | 37,673 | $3.8M |
| Bahl & Gaynor LLC | 0.02% | Reduce -0.3% | 42,376 | $3.8M |
| Magnetar Financial LLC | 0.04% | New | 42,008 | $3.7M |
| PDT Partners, LLC | 0.24% | Add +29.4% | 41,952 | $3.7M |
| Rothschild Capital Partners, LLC | 0.86% | Reduce -24.3% | 41,137 | $3.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | New | 40,521 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.4% | 40,463 | $3.6M |
| Vest Financial, LLC | 0.05% | Reduce -24.3% | 40,190 | $3.6M |
| Keybank National Association | 0.01% | Reduce -1.0% | 40,152 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -17.9% | 40,111 | $3.6M |
| Jensen Investment Management Inc. | 0.06% | Reduce -36.5% | 40,070 | $3.6M |
| Birchwood Financial Partners, Inc. | 3.49% | — | 39,684 | $3.5M |
| Point72 Asset Management | 0.01% | New | 39,599 | $3.5M |
| Comerica Bank | 0.01% | Reduce -10.5% | 39,507 | $3.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +14.4% | 39,473 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.0% | 39,194 | $3.5M |
| Caisse de depot et placement du Quebec | 0.01% | New | 39,225 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.0% | 38,432 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +2.1% | 38,287 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -42.6% | 37,893 | $3.4M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -15.7% | 38,026 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +30.8% | 36,962 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 36,638 | $3.2M |
| KLP Kapitalforvaltning As | 0.01% | No change | 36,500 | $3.2M |
| Advisors Capital Management, LLC | 0.04% | Reduce -2.0% | 34,740 | $3.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 34,365 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Add +20.1% | 34,261 | $3.0M |
| Ballast Asset Management, LP | 1.43% | Reduce -3.4% | 34,242 | $3.0M |
| Summit Trail Advisors, LLC | 0.05% | Add +8.9% | 33,962 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 33,641 | $3.0M |
| Holocene Advisors, LP | 0.01% | Reduce -33.8% | 33,440 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +14.1% | 33,412 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +17.2% | 33,017 | $2.9M |
| Weiss Asset Management LP | 0.05% | Add +23.5% | 32,724 | $2.9M |
| Arizona State Retirement System | 0.02% | Reduce -5.4% | 32,614 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +3.2% | 32,301 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.9% | 32,100 | $2.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 32,067 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | New | 31,689 | $2.8M |
| Advisory Services Network, LLC | 0.04% | No change | 31,599 | $2.8M |
| Aurora Investment Counsel | 1.42% | Reduce -5.4% | 30,529 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Add +13.8% | 30,428 | $2.7M |
| Berger Financial Group, Inc | 0.16% | Reduce -0.3% | 30,426 | $2.7M |
| Great Waters Wealth Management | 0.30% | Reduce -1.3% | 30,419 | $2.7M |
| Nomura Asset Management International Inc. | 0.00% | — | 30,358 | $2.7M |
| Arjuna Capital | 0.65% | New | 29,945 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 29,884 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -74.1% | 29,018 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.1% | 28,986 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.7% | 28,706 | $2.5M |
| Ethic Inc. | 0.04% | Add +22.4% | 27,449 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 27,358 | $2.4M |
| Capital Fund Management S.A. | 0.02% | Reduce -3.8% | 26,005 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.2% | 25,915 | $2.3M |
| Commerce Bank | 0.01% | Reduce -37.8% | 25,411 | $2.3M |
| Values First Advisors, Inc. | 1.16% | Reduce -4.3% | 25,325 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +36.6% | 25,318 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | No change | 24,900 | $2.2M |
| ICW Investment Advisors LLC | 0.80% | Reduce -2.4% | 24,702 | $2.2M |
| Romano Brothers and Company | 0.25% | Reduce -1.0% | 24,320 | $2.2M |
| NewEdge Wealth, LLC | 0.02% | Add +4.2% | 24,039 | $2.1M |
| Naples Global Advisors, LLC | 0.16% | Add +1.9% | 23,425 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.0% | 23,407 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -13.5% | 23,386 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.7% | 23,108 | $2.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.02% | New | 22,600 | $2.0M |
| AMG National Trust Bank | 0.05% | Add +2.3% | 22,210 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 21,901 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +17.4% | 21,679 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -15.0% | 21,451 | $1.9M |
| &partners | 0.01% | Add +31.9% | 21,495 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -6.1% | 20,986 | $1.9M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | — | 20,252 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +1.0% | 20,149 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +38.0% | 20,149 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.9% | 20,024 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.7% | 19,369 | $1.7M |
| White Pine Capital LLC | 0.47% | Reduce -0.2% | 19,271 | $1.7M |
| Utah Retirement Systems | 0.02% | No change | 19,219 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -5.4% | 19,122 | $1.7M |
| Dean Investment Associates, LLC | 0.24% | Reduce -2.3% | 18,956 | $1.7M |
| Graham Capital Management, L.P. | 0.08% | Reduce -43.0% | 18,628 | $1.7M |
| JGP Wealth Management, LLC | 0.17% | New | 18,554 | $1.6M |
| Caprock Group, LLC | 0.03% | Add +20.6% | 18,534 | $1.6M |
| Man Group plc | 0.00% | Add +70.7% | 18,475 | $1.6M |
| Hills Bank & Trust Co | 0.09% | Reduce -2.7% | 18,302 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 18,299 | $1.6M |
| AlphaQuest LLC | 0.09% | Add +1802.2% | 18,147 | $1.6M |
| Jump Financial, LLC | 0.02% | Add +260.8% | 18,053 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | Add +19.3% | 17,793 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 17,545 | $1.6M |
| Inscription Capital, LLC | 0.16% | Add +0.3% | 17,528 | $1.6M |
| Algert Global LLC | 0.02% | Add +26.7% | 17,460 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +20.1% | 17,399 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +40.5% | 17,144 | $1.5M |
| Formidable Asset Management, LLC | 0.22% | No change | 18,554 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.4% | 17,095 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -14.2% | 16,866 | $1.5M |
| Artemis Investment Management LLP | 0.02% | New | 16,846 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.3% | 16,724 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +5.2% | 16,316 | $1.4M |
| Hollow Brook Wealth Management LLC | 0.37% | No change | 16,085 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 16,000 | $1.4M |
| Evergreen Capital Management LLC | 0.03% | Add +390.4% | 15,883 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +36.9% | 15,288 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.40% | New | 15,180 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -4.8% | 15,046 | $1.3M |
| Entropy Technologies, LP | 0.07% | New | 14,760 | $1.3M |
| Eads & Heald Wealth Management | 0.63% | Reduce -3.5% | 14,688 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -27.3% | 14,672 | $1.3M |
| Sendero Wealth Management, LLC | 0.14% | No change | 14,481 | $1.3M |
| Schroder Investment Management Group | 0.00% | Add +2.7% | 14,132 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.31% | Add +1.6% | 14,229 | $1.3M |
| XTX Topco Ltd | 0.03% | Add +206.2% | 13,853 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -34.4% | 13,728 | $1.2M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +30.7% | 13,720 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -28.3% | 13,682 | $1.2M |
| HRT Financial LP | 0.00% | Reduce -80.9% | 13,420 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 13,295 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.1% | 13,260 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +1.6% | 13,131 | $1.2M |
| Inspire Advisors, LLC | 0.11% | New | 13,118 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -7.1% | 13,077 | $1.2M |
| State of Wyoming | 0.13% | Reduce -4.2% | 13,020 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 12,864 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 13,911 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.14% | — | 12,629 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +314.9% | 11,659 | $1.0M |
| Aaron Wealth Advisors LLC | 0.06% | Add +14.8% | 11,507 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.4% | 10,075 | $1.0M |
| Hillsdale Investment Management Inc. | 0.03% | No change | 11,300 | $1.0M |
| Studio Investment Management LLC | 0.18% | Add +7.3% | 11,228 | $995K |
| Syon Capital LLC | 0.05% | Add +22.3% | 11,193 | $992K |
| Xponance LLC | 0.01% | Reduce -15.4% | 10,987 | $974K |
| Cibc World Markets Corp. | 0.00% | — | 10,969 | $973K |
| Granite Investment Partners, LLC | 0.06% | No change | 10,940 | $970K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,533 | $963K |
| Cwm, LLC | 0.00% | Add +2.6% | 10,656 | $945K |
| MIdWestOne Financial Group, Inc. | 0.10% | No change | 10,334 | $916K |
| Oxford Asset Management LLP | 0.32% | Add +62.0% | 10,295 | $913K |
| New York Life Investment Management LLC | 0.01% | Reduce -13.8% | 10,238 | $908K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.0% | 10,084 | $894K |
| Hilltop Holdings Inc. | 0.05% | Reduce -0.0% | 10,032 | $889K |
| Engineers Gate Manager LP | 0.01% | New | 10,003 | $887K |
| Burney Co./ | 0.03% | Add +0.3% | 9,919 | $879K |
| Morningstar Investment Management LLC | 0.05% | Reduce -0.1% | 9,600 | $851K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.7% | 9,552 | $847K |
| Investment House LLC | 0.04% | No change | 9,400 | $833K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.5% | 9,374 | $831K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -2.8% | 9,349 | $829K |
| Virtu Financial LLC | 0.03% | New | 9,341 | $828K |
| Intech Investment Management LLC | 0.01% | New | 9,276 | $822K |
| Sylvest Advisors, LLC | 0.44% | Add +3.1% | 9,237 | $819K |
| Mackenzie Financial Corp. | 0.00% | Reduce -27.6% | 9,078 | $818K |
| Mirabella Financial Services LLP | 0.08% | New | 9,148 | $811K |
| Capstone Investment Advisors, LLC | 0.01% | Add +182.3% | 9,041 | $802K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,838 | $784K |
| Sciencast Management LP | 0.11% | New | 8,727 | $774K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -7.0% | 8,693 | $771K |
| Verdence Capital Advisors LLC | 0.05% | Add +1.2% | 8,603 | $763K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.3% | 8,441 | $748K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.7% | 8,350 | $740K |
| Swiss Life Asset Management Ltd | 0.00% | Add +57.3% | 8,229 | $730K |
| Glenview Trust Co | 0.01% | Add +0.8% | 8,060 | $715K |
| Kera Capital Partners, Inc. | 0.09% | Add +34.1% | 6,897 | $703K |
| Panagora Asset Management Inc. | 0.00% | No change | 7,898 | $700K |
| Axq Capital, LP | 0.16% | Add +39.0% | 7,779 | $690K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 7,665 | $680K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | New | 7,500 | $665K |
| Wealthspire Advisors, LLC | 0.01% | Add +16.6% | 7,338 | $651K |
| Affiance Financial, LLC | 0.10% | No change | 7,326 | $650K |
| Renaissance Group LLC | 0.03% | Add +0.1% | 7,265 | $644K |
| Bearing Point Capital, LLC | 0.10% | Reduce -4.6% | 7,253 | $643K |
| Broadwater Capital Management LLC | 0.47% | No change | 7,100 | $629K |
| Versor Investments LP | 0.10% | Reduce -40.0% | 7,100 | $629K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.1% | 7,040 | $624K |
| Martingale Asset Management L P | 0.02% | Reduce -7.7% | 6,979 | $619K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 6,883 | $610K |
| Integrity Alliance, Llc. | 0.02% | No change | 6,848 | $607K |
| Truist Financial Corp. | 0.00% | No change | 6,784 | $601K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 6,752 | $599K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 6,724 | $596K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 6,585 | $584K |
| North Star Asset Management Inc. | 0.02% | Reduce -0.2% | 6,583 | $584K |
| Bridgewater Associates | 0.00% | Reduce -82.7% | 6,558 | $581K |
| Vident Advisory, LLC | 0.01% | Add +118.9% | 6,388 | $566K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -58.0% | 6,360 | $564K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.2% | 6,200 | $550K |
| MQS Management LLC | 0.31% | New | 6,003 | $532K |
| Aristotle Capital Management, LLC | 0.00% | No change | 6,000 | $532K |
| Welch & Forbes LLC | 0.01% | No change | 5,965 | $529K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.6% | 5,905 | $524K |
| First National Bank of Omaha | 0.02% | No change | 5,904 | $523K |
| Wbi Investments, LLC | 0.14% | Add +2.9% | 5,892 | $522K |
| Captrust Financial Advisors | 0.00% | Reduce -40.9% | 5,849 | $519K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,706 | $506K |
| CI Investments Inc. | 0.00% | Add +18.3% | 5,679 | $504K |
| Quadrant Capital Group LLC | 0.02% | Add +2.4% | 5,645 | $500K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,612 | $498K |
| Tiaa Trust, National Association | 0.00% | Add +2.0% | 5,589 | $496K |
| Bernicke Wealth Management, Ltd. | 0.06% | — | 5,479 | $486K |
| Amundi | 0.00% | New | 5,472 | $485K |
| Pier 88 Investment Partners LLC | 0.54% | No change | 5,400 | $479K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -6.9% | 5,400 | $479K |
| CX Institutional | 0.01% | Reduce -1.2% | 5,330 | $473K |
| Farringdon Capital, Ltd. | 0.11% | New | 5,221 | $463K |
| Roberts Glore & Co. Inc. | 0.12% | Reduce -2.0% | 5,168 | $458K |
| Curated Wealth Partners LLC | 0.05% | Add +31.6% | 5,066 | $449K |
| Versant Capital Management, Inc | 0.06% | Add +11.3% | 5,049 | $448K |
| Impact Capital Partners LLC | 0.13% | Reduce -7.4% | 5,026 | $446K |
| Okabena Investment Services Inc. | 0.09% | No change | 5,025 | $446K |
| Argent Trust Co | 0.02% | Reduce -3.7% | 5,024 | $445K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.8% | 5,009 | $444K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,950 | $439K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +42.2% | 4,917 | $436K |
| Riverwater Partners LLC | 0.17% | No change | 4,913 | $436K |
| First Interstate Bank | 0.02% | No change | 4,800 | $426K |
| Compass Capital Management, Inc. | 0.02% | No change | 4,750 | $421K |
| Choreo, LLC | 0.01% | Add +7.0% | 4,660 | $421K |
| Eastern Bank | 0.01% | Reduce -5.4% | 4,744 | $421K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 4,667 | $414K |
| Fieldview Capital Management, LLC | 0.07% | New | 4,639 | $411K |
| Mgo One Seven LLC | 0.01% | Reduce -44.2% | 4,620 | $410K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.5% | 4,603 | $408K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 4,554 | $404K |
| Ashton Thomas Securities, LLC | 0.08% | Reduce -76.7% | 4,504 | $400K |
| Hardworking Capital Advisors, LLC | 0.36% | — | 4,514 | $400K |
| Ellevest, Inc. | 0.06% | Reduce -3.6% | 4,494 | $398K |
| Accredited Investors Inc. | 0.02% | Add +3.5% | 4,479 | $397K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,422 | $392K |
| Perbak Capital Partners LLP | 0.12% | Reduce -74.3% | 4,418 | $392K |
| Perkins Capital Management Inc. | 0.31% | No change | 4,400 | $390K |
| Marshall Wace, LLP | 0.00% | Reduce -67.2% | 4,382 | $389K |
| HUB Investment Partners, LLC | 0.01% | New | 4,332 | $384K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -31.6% | 4,327 | $384K |
| Vise Technologies, Inc. | 0.01% | Add +56.2% | 4,313 | $382K |
| Somerville Kurt F | 0.06% | No change | 4,125 | $366K |
| North Dakota State Investment Board | 0.01% | — | 4,101 | $364K |
| Certuity, LLC | 0.02% | Add +25.1% | 4,088 | $362K |
| Advisory Advocates, LLC | 0.36% | — | 4,086 | $362K |
| Baker Avenue Asset Management, LP | 0.01% | Add +20.4% | 4,062 | $360K |
| Twinbeech Capital LP | 0.03% | New | 4,000 | $355K |
| Shelton Capital Management | 0.01% | Reduce -8.3% | 3,943 | $350K |
| denkapparat Operations GmbH | 0.19% | No change | 3,884 | $344K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,863 | $342K |
| CIBC Asset Management Inc | 0.00% | No change | 3,823 | $339K |
| Diametric Capital, LP | 0.09% | New | 3,802 | $337K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 3,754 | $333K |
| TD Private Client Wealth LLC | 0.01% | Add +28.6% | 3,746 | $332K |
| Ballast Advisors LLC | 0.09% | No change | 3,736 | $331K |
| Mitchell Sinkler & Starr | 0.15% | Reduce -18.7% | 3,715 | $329K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 3,671 | $325K |
| World Investment Advisors | 0.01% | Reduce -5.3% | 3,668 | $325K |
| Inspire Investing, LLC | 0.03% | Reduce -3.5% | 3,652 | $324K |
| KBC Group NV | 0.00% | No change | 3,644 | $323K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,599 | $319K |
| Childress Capital Advisors, LLC | 0.05% | New | 3,511 | $311K |
| Leeward Financial Partners, LLC | 0.09% | No change | 3,482 | $309K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.0% | 3,474 | $308K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.5% | 3,440 | $305K |
| Los Angeles Capital Management LLC | 0.00% | Add +21.7% | 3,625 | $303K |
| Summitry LLC | 0.01% | Add +23.7% | 3,385 | $300K |
| HB Wealth Management, LLC | 0.00% | Add +5.5% | 3,373 | $299K |
| Trust Point Inc. | 0.02% | Reduce -9.3% | 3,356 | $298K |
| M. Kraus & Co | 0.08% | Reduce -4.0% | 3,304 | $293K |
| Aristides Capital LLC | 0.10% | Reduce -10.8% | 3,295 | $292K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.5% | 3,293 | $292K |
| Diversified Management Inc. | 0.07% | — | 3,293 | $292K |
| Savvy Advisors, Inc. | 0.01% | Reduce -3.1% | 3,235 | $287K |
| Osprey Private Wealth LLC | 0.08% | No change | 3,200 | $284K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,200 | $284K |
| First Eagle Investment Management, LLC | 0.00% | No change | 3,200 | $284K |
| Essex Financial Services, Inc. | 0.02% | Reduce -20.4% | 3,163 | $280K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -3.1% | 3,028 | $279K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Add +30.9% | 3,124 | $277K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.9% | 2,838 | $275K |
| Legend Financial Advisors, Inc. | 0.17% | New | 3,092 | $274K |
| Portside Wealth Group, LLC | 0.04% | Reduce -4.1% | 3,007 | $267K |
| Plimoth Trust Co. LLC | 0.06% | No change | 3,000 | $266K |
| Hemenway Trust Co LLC | 0.02% | No change | 3,000 | $266K |
| Washington Trust Bank | 0.02% | No change | 3,000 | $266K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,988 | $265K |
| GAMMA Investing LLC | 0.01% | Add +11.4% | 2,967 | $263K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,960 | $262K |
| Brooklyn Investment Group | 0.01% | New | 2,856 | $260K |
| Lecap Asset Management Ltd. | 0.10% | New | 2,905 | $258K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,884 | $256K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.8% | 2,868 | $254K |
| Northeast Investment Management | 0.01% | Reduce -5.5% | 2,868 | $254K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +11.9% | 2,867 | $254K |
| Merit Financial Group, LLC | 0.00% | New | 2,836 | $251K |
| Arax Advisory Partners | 0.01% | Reduce -73.8% | 2,825 | $250K |
| Armstrong Henry H Associates Inc. | 0.02% | No change | 2,800 | $248K |
| Blue Trust, Inc. | 0.00% | Reduce -11.6% | 2,792 | $248K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.6% | 2,791 | $247K |
| Financial Planning Hawaii, Inc. | 0.14% | — | 2,790 | $247K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 2,781 | $247K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,781 | $247K |
| STRS Ohio | 0.00% | Add +0.2% | 2,781 | $247K |
| MML Investors Services, LLC | 0.00% | Reduce -29.2% | 2,761 | $245K |
| Tannin Capital LLC | 0.22% | — | 2,755 | $244K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,540 | $244K |
| Faithward Advisors, LLC | 0.04% | Reduce -3.8% | 2,735 | $242K |
| Stirlingshire Investments, Inc. | 0.21% | — | 2,707 | $240K |
| CHICAGO TRUST Co NA | 0.04% | New | 2,705 | $240K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.6% | 2,684 | $238K |
| Advyzon Investment Management, LLC | 0.03% | Add +9.2% | 2,671 | $237K |
| KFA Private Wealth Group, LLC | 0.06% | No change | 2,668 | $237K |
| Vericrest Private Wealth | 0.21% | — | 2,666 | $236K |
| Ritholtz Wealth Management | 0.00% | New | 2,644 | $234K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.2% | 2,616 | $232K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -43.4% | 2,559 | $227K |
| Manchester Capital Management LLC | 0.03% | Add +142.2% | 2,555 | $227K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,533 | $225K |
| Profund Advisors LLC | 0.01% | Reduce -6.0% | 2,510 | $223K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,480 | $220K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,479 | $220K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +1.0% | 2,477 | $220K |
| LCNB Corp. | 0.07% | No change | 2,475 | $219K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -5.0% | 2,459 | $218K |
| Mill Creek Capital Advisors, LLC | 0.00% | Reduce -5.2% | 2,422 | $215K |
| Diversified Trust Co. | 0.00% | New | 2,396 | $212K |
| Wealthspire Retirement, LLC | 0.01% | New | 2,362 | $209K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,361 | $209K |
| Steinberganna Wealth Management | 0.10% | New | 2,357 | $209K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -5.0% | 2,348 | $208K |
| Interchange Capital Partners, LLC | 0.04% | New | 2,331 | $207K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -26.9% | 2,300 | $204K |
| Payne Capital LLC | 0.21% | New | 2,298 | $204K |
| Stephens Inc. | 0.00% | New | 2,271 | $201K |
| Patriot Investment Management Group, Inc. | 0.01% | New | 2,267 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.7% | 2,255 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.2% | 2,107 | $187K |
| Whittier Trust Co. | 0.00% | No change | 2,027 | $187K |
| Smartleaf Asset Management LLC | 0.01% | Add +11.6% | 2,044 | $185K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 2,066 | $183K |
| Hantz Financial Services, Inc. | 0.00% | Add +64.1% | 2,053 | $182K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.5% | 2,040 | $181K |
| Vestcor Inc | 0.01% | No change | 1,981 | $176K |
| MidFirst Bank | 0.01% | — | 1,980 | $176K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,947 | $175K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Add +726.3% | 1,950 | $173K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -48.5% | 1,790 | $159K |
| Bangor Savings Bank | 0.01% | No change | 1,654 | $147K |
| Modus Advisors, LLC | 0.04% | New | 1,647 | $146K |
| Bessemer Group Inc. | 0.00% | Reduce -20.9% | 1,568 | $139K |
| Global Retirement Partners, LLC | 0.00% | Add +1963.0% | 1,506 | $134K |
| USA Financial Formulas | 0.02% | Add +20.9% | 1,459 | $129K |
| Kentucky Trust Co | 0.07% | Reduce -4.0% | 1,430 | $127K |
| Root Financial Partners, LLC | 0.01% | Add +6.3% | 1,417 | $126K |
| Signaturefd, LLC | 0.00% | Add +9.6% | 1,403 | $124K |
| Battery Global Advisors, LLC | 0.06% | Add +104.6% | 978 | $120K |
| Bank of New Hampshire | 0.02% | Reduce -13.7% | 1,199 | $106K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 1,178 | $104K |
| IFP Advisors, Inc | 0.00% | No change | 1,163 | $103K |
| Fifth Third Bancorp | 0.00% | Add +3.0% | 1,152 | $102K |
| Covestor Ltd | 0.05% | Reduce -0.3% | 1,123 | $100K |
| UMB Bank, n.a. | 0.00% | Add +47.9% | 1,115 | $99K |
| CENTRAL TRUST Co | 0.00% | Add +0.2% | 1,026 | $91K |
| Employees Retirement System of Texas | 0.00% | No change | 974 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.1% | 957 | $85K |
| Steph & Co. | 0.02% | Add +76.5% | 944 | $84K |
| Pacific Center for Financial Services | 0.02% | No change | 1,000 | $82K |
| Ancora Advisors LLC | 0.00% | Add +1136.1% | 890 | $79K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 805 | $71K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $71K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 724 | $64K |
| Hoese & Co LLP | 0.04% | No change | 660 | $59K |
| Strive Financial Group ,LLC | 0.03% | — | 645 | $57K |
| Clearstead Advisors, LLC | 0.00% | Add +92.6% | 599 | $53K |
| Essential Partners LLC | 0.02% | Add +1.9% | 595 | $53K |
| Bullock Wealth Management Group | 0.02% | — | 543 | $48K |
| Eagle Bay Advisors LLC | 0.03% | New | 511 | $45K |
| Webster Bank, N. A. | 0.00% | No change | 494 | $44K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 474 | $42K |
| Leonteq Securities AG | 0.00% | Reduce -13.4% | 452 | $40K |
| National Bank of Canada | 0.00% | New | 447 | $40K |
| SJS Investment Consulting Inc. | 0.00% | No change | 378 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 377 | $33K |
| Pflug Koory, LLC | 0.01% | No change | 360 | $32K |
| Trust Co. of Vermont | 0.00% | No change | 350 | $31K |
| True Wealth Design, LLC | 0.01% | Add +0.6% | 327 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.7% | 324 | $29K |
| Allworth Financial LP | 0.00% | Add +29.8% | 292 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.5% | 289 | $26K |
| MAI Capital Management | 0.00% | Add +398.2% | 279 | $25K |
| AdvisorNet Financial, Inc | 0.00% | No change | 264 | $23K |
| SageView Advisory Group, LLC | 0.00% | New | 229 | $20K |
| Quent Capital, LLC | 0.00% | Add +13.6% | 226 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 200 | $18K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 199 | $18K |
| HM Payson & Co. | 0.00% | No change | 192 | $17K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 180 | $16K |
| Private Wealth Management Group, LLC | 0.00% | No change | 179 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 173 | $15K |
| Bare Financial Services, Inc | 0.00% | No change | 149 | $13K |
| Trust Co. of Toledo NA | 0.00% | No change | 145 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +30.5% | 137 | $12K |
| Larson Financial Group LLC | 0.00% | Add +202.4% | 127 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 112 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 110 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 101 | $9K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 100 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 91 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 90 | $8K |
| IMG Wealth Management, Inc. | 0.00% | No change | 85 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | New | 80 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 79 | $7K |
| Holos Integrated Wealth LLC | 0.00% | No change | 78 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.13% | Reduce -2.5% | 78 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +34.7% | 66 | $6K |
| Rothschild Investment LLC | 0.00% | Add +57.5% | 63 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 63 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 61 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 56 | $5K |
| Concord Wealth Partners | 0.00% | No change | 52 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 51 | $5K |
| Grove Bank & Trust | 0.00% | No change | 50 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 47 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 47 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +19.4% | 43 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 40 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 39 | $3K |
| ORG Partners LLC | 0.00% | New | 37 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 34 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 33 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 30 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -47.3% | 29 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 28 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 27 | $2K |
| Marquette Asset Management, LLC | 0.00% | Add +33.3% | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.5% | 23 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -32.3% | 21 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | Add +185.7% | 20 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -87.5% | 20 | $2K |
| Optima Capital LLC | 0.00% | New | 19 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 19 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 19 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 19 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -80.7% | 16 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +12.5% | 18 | $2K |
| Natixis | 0.00% | New | 17 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -75.8% | 16 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 16 | $1K |
| SouthState Bank Corp | 0.00% | No change | 16 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +7.1% | 15 | $1K |
| Kilter Group LLC | 0.00% | No change | 15 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -77.6% | 13 | $1K |
| SHP Wealth Management | 0.00% | — | 13 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 12 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 12 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $976 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 10 | $887 |
| Torren Management, LLC | 0.00% | — | 10 | $887 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $886 |
| HFM Investment Advisors, LLC | 0.00% | Add +16.7% | 7 | $621 |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $621 |
| Zions Bancorporation, National Association | 0.00% | New | 7 | $621 |
| Sunrise Financial Services, LLC | 0.00% | — | 6 | $532 |
| Rossby Financial, LCC | 0.00% | New | 6 | $532 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $266 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 3 | $265 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $197 |
"% of holder's portfolio" is DCI's weight in each manager's 13F, not the share of Donaldson Co. Inc. the manager owns.