Donaldson Co.DCI

13F holders, Q4 2025 (December 31)
621holders +58
79new positions
42sold out
7famous investors
$88.68avg. 13F price*

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

0200400600800 Q1 2024: 503Q1 2024Q2 2024: 516Q2 2024Q3 2024: 535Q3 2024Q4 2024: 527Q4 2024Q1 2025: 520Q1 2025Q2 2025: 527Q2 2025Q3 2025: 563Q3 2025Q4 2025: 621Q4 2025Q1 2026: 613Q1 2026Q2 2026: 632Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions79$104.0M
Exits42$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.