Donaldson Co.DCI
13F holders, Q1 2026 (March 31)613holders −8
58new positions
67sold out
7famous investors
$84.85avg. 13F price*
At the end of Q1 2026, 613 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, down 8 from Q4 2025. 58 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($952.0M), State Farm Mutual Automobile Insurance Co. ($775.9M) and Vanguard Portfolio Management LLC ($553.2M). 7 famous investors held it, including Mario Gabelli (0.2% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $147.0M |
| Exits | 67 | $64.1M |
All 13F filers, Q4 2025 → Q1 2026: 8,058,581 shares bought and 6,107,667 shares sold, net +1,950,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| BlackRock, Inc. | 0.02% | Add +2.8% | 11,217,068 | $952.0M |
| State Farm Mutual Automobile Insurance Co. | 0.61% | No change | 9,142,617 | $775.9M |
| Vanguard Portfolio Management LLC | 0.03% | — | 6,518,149 | $553.2M |
| Vanguard Capital Management LLC | 0.01% | — | 5,183,334 | $439.9M |
| State Street Corp. | 0.01% | Reduce -1.8% | 4,768,908 | $404.7M |
| FMR LLC | 0.02% | Reduce -3.3% | 3,829,005 | $325.0M |
| Geode Capital Management, LLC | 0.02% | Add +17.1% | 3,331,874 | $282.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.73% | Reduce -3.0% | 2,924,194 | $248.2M |
| Morgan Stanley | 0.01% | Reduce -5.2% | 2,409,565 | $204.5M |
| Invesco Ltd. | 0.02% | Add +69.1% | 2,293,506 | $194.6M |
| Fuller & Thaler Asset Management, Inc. | 0.60% | Add +0.1% | 2,111,613 | $179.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.1% | 1,988,788 | $168.8M |
| Boston Trust Walden Corp | 1.33% | Reduce -20.6% | 1,900,416 | $161.3M |
| Pictet Asset Management Holding SA | 0.16% | Add +10438.1% | 1,801,481 | $152.9M |
| American Century Companies Inc. | 0.07% | Add +11.8% | 1,653,854 | $140.4M |
| William Blair Investment Management, LLC | 0.45% | Reduce -5.4% | 1,615,349 | $137.1M |
| Fiduciary Management Inc. | 1.50% | Reduce -38.5% | 1,426,427 | $121.1M |
| Bank of New York Mellon Corp | 0.02% | Add +0.8% | 1,222,704 | $103.8M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,156,473 | $98.1M |
| First Trust Advisors LP | 0.06% | Reduce -0.6% | 1,032,298 | $87.6M |
| Capital Counsel LLC | 3.44% | Reduce -0.7% | 952,104 | $80.8M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -5.1% | 898,389 | $77.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 816,733 | $69.3M |
| Two Sigma Investments, LP | 0.06% | Add +66.0% | 779,219 | $66.1M |
| AQR Capital Management | 0.03% | Add +5.4% | 735,765 | $61.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 716,234 | $60.8M |
| TrinityBridge Ltd | 1.61% | Add +0.1% | 697,928 | $59.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -27.8% | 690,981 | $58.6M |
| TD Asset Management Inc | 0.05% | Reduce -33.0% | 686,608 | $58.3M |
| Massachusetts Financial Services Co. | 0.02% | New | 662,358 | $56.2M |
| Gabelli Funds LLC | 0.38% | Add +1.7% | 653,500 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Add +41.5% | 661,465 | $54.6M |
| Epoch Investment Partners, Inc. | 0.32% | Reduce -30.2% | 621,014 | $52.7M |
| UBS Group AG | 0.01% | Reduce -3.7% | 608,176 | $51.6M |
| Geneva Capital Management LLC | 1.09% | Reduce -8.0% | 604,371 | $51.3M |
| Wells Fargo & Company | 0.01% | Add +12.6% | 596,747 | $50.6M |
| McDaniel Terry & Co. | 3.99% | Add +10.0% | 553,411 | $47.0M |
| Swedbank AB | 0.05% | Add +1.2% | 534,400 | $45.4M |
| Quantinno Capital Management LP | 0.07% | Reduce -3.0% | 508,612 | $43.2M |
| Mairs & Power Inc. | 0.43% | Reduce -10.9% | 499,374 | $42.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -30.5% | 470,148 | $39.9M |
| Acadian Asset Management LLC | 0.06% | Add +15.4% | 460,669 | $39.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.1% | 449,931 | $38.2M |
| Bank of America Corp. | 0.00% | Add +41.1% | 442,180 | $37.5M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +107.1% | 399,518 | $33.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -34.9% | 369,243 | $31.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.4% | 360,594 | $30.6M |
| Carnegie Investment Counsel | 0.58% | Add +2.8% | 363,710 | $29.6M |
| Rhumbline Advisers | 0.02% | Reduce -2.6% | 327,689 | $27.8M |
| Gotham Asset Management | 0.08% | Reduce -5.0% | 309,766 | $26.3M |
| Arbejdsmarkedets Tillaegspension | 0.62% | Add +13.8% | 293,587 | $24.9M |
| SG Capital Management LLC | 2.04% | New | 292,111 | $24.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.0% | 278,129 | $23.6M |
| GAMCO Investors | 0.23% | Reduce -21.4% | 274,351 | $23.3M |
| Dudley & Shanley, Inc. | 3.75% | No change | 270,405 | $22.9M |
| Raymond James Financial Inc. | 0.01% | Add +35.0% | 268,706 | $22.7M |
| Confluence Investment Management LLC | 0.35% | Reduce -8.8% | 265,723 | $22.6M |
| California Public Employees Retirement System | 0.01% | Add +15.3% | 261,558 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 258,010 | $21.9M |
| ProShare Advisors LLC | 0.03% | Reduce -36.5% | 254,137 | $21.6M |
| Sei Investments Co. | 0.02% | Add +34.2% | 242,122 | $20.5M |
| US Bancorp \de | 0.02% | Reduce -0.9% | 233,203 | $19.8M |
| Ceredex Value Advisors LLC | 0.61% | New | 229,550 | $19.5M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 228,200 | $19.4M |
| Alps Advisors Inc. | 0.09% | Reduce -4.6% | 223,059 | $18.9M |
| Nuveen, LLC | 0.01% | Add +13.4% | 219,174 | $18.6M |
| Retirement Systems of Alabama | 0.06% | Reduce -2.1% | 207,483 | $17.6M |
| Citadel Advisors | 0.01% | Add +126.1% | 197,300 | $16.7M |
| WCM Investment Management, LLC | 0.04% | New | 192,822 | $15.9M |
| Mountain Pacific Investment Advisers LLC | 2.63% | Reduce -1.6% | 181,180 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -18.9% | 175,742 | $15.0M |
| Van Eck Associates Corp. | 0.01% | Add +5.7% | 162,434 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +24.8% | 162,084 | $13.8M |
| Point72 Asset Management | 0.03% | Add +307.2% | 161,245 | $13.7M |
| Legal & General Group Plc | 0.00% | Reduce -12.2% | 159,922 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 157,738 | $13.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.6% | 150,242 | $13.3M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 156,424 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +17.5% | 152,847 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -4.4% | 143,566 | $12.2M |
| Parallel Advisors, LLC | 0.22% | Reduce -2.4% | 142,321 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 139,701 | $11.9M |
| Barclays PLC | 0.00% | Reduce -1.5% | 132,792 | $11.3M |
| Heartland Advisors Inc. | 0.57% | Reduce -31.9% | 132,607 | $11.3M |
| California State Teachers Retirement System | 0.01% | Add +20.7% | 132,083 | $11.2M |
| Caisse de depot et placement du Quebec | 0.02% | Add +215.2% | 123,630 | $10.5M |
| Seizert Capital Partners, LLC | 0.48% | Reduce -8.3% | 122,691 | $10.4M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 122,557 | $10.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.14% | Add +433.9% | 120,663 | $10.2M |
| State of Alaska, Department of Revenue | 0.11% | No change | 119,692 | $10.2M |
| New York State Teachers Retirement System | 0.02% | Add +1.6% | 117,655 | $10.0M |
| Danske Bank A/S | 0.02% | Reduce -20.6% | 102,857 | $8.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 102,628 | $8.7M |
| Teacher Retirement System of Texas | 0.04% | Add +9.4% | 102,545 | $8.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 101,821 | $8.6M |
| Mariner, LLC | 0.01% | Add +32.0% | 101,604 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 99,920 | $8.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +36.4% | 98,040 | $8.3M |
| Millennium Management | 0.01% | Reduce -48.2% | 95,125 | $8.1M |
| Voya Investment Management LLC | 0.01% | Add +8.4% | 94,419 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | Add +157.4% | 88,176 | $7.5M |
| Covea Finance | 0.26% | Add +40.8% | 87,130 | $7.4M |
| Susquehanna Fundamental Investments, LLC | 0.28% | Reduce -17.9% | 86,623 | $7.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -18.5% | 86,326 | $7.3M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +123.0% | 85,383 | $7.2M |
| Palisade Asset Management, LLC | 0.73% | Reduce -0.3% | 85,114 | $7.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.6% | 82,269 | $7.0M |
| First Nebraska Trust Co | 0.64% | Reduce -0.5% | 81,512 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.1% | 79,738 | $6.8M |
| Waters Parkerson & Co., LLC | 0.35% | Reduce -2.5% | 79,398 | $6.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Add +92.8% | 78,124 | $6.6M |
| Benjamin Edwards Inc. | 0.06% | Reduce -4.8% | 73,651 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.5% | 73,408 | $6.2M |
| Sprucegrove Investment Management Ltd. | 0.99% | Reduce -21.6% | 72,604 | $6.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +30.3% | 71,273 | $6.0M |
| Radnor Capital Management, LLC | 0.87% | Add +1.1% | 69,290 | $5.9M |
| Tidal Investments LLC | 0.02% | Reduce -45.7% | 69,056 | $5.9M |
| Harvey Investment Co. LLC | 0.63% | Reduce -1.7% | 67,984 | $5.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 66,709 | $5.7M |
| SFE Investment Counsel | 0.89% | Reduce -4.4% | 65,783 | $5.6M |
| Capital Fund Management S.A. | 0.05% | Add +148.0% | 64,482 | $5.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -26.4% | 63,812 | $5.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -12.0% | 62,400 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +15.7% | 61,038 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.2% | 58,944 | $5.0M |
| Marks Group Wealth Management, Inc | 0.48% | No change | 58,792 | $5.0M |
| GHP Investment Advisors, Inc. | 0.20% | Add +8.0% | 58,584 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +53.1% | 58,011 | $4.9M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +15.3% | 57,403 | $4.9M |
| Sit Investment Associates Inc. | 0.10% | Add +6.0% | 57,135 | $4.8M |
| MetLife Investment Management, LLC | 0.02% | Add +0.2% | 56,730 | $4.8M |
| North Star Investment Management Corp. | 0.29% | No change | 56,332 | $4.8M |
| Creative Planning | 0.00% | Add +22.9% | 56,322 | $4.8M |
| LPL Financial LLC | 0.00% | Add +3.1% | 55,640 | $4.7M |
| Willis Investment Counsel | 0.26% | Add +5.4% | 55,447 | $4.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.0% | 54,570 | $4.6M |
| Campbell & CO Investment Adviser LLC | 0.26% | Add +69.7% | 53,772 | $4.6M |
| Amalgamated Bank | 0.03% | Add +3.9% | 53,010 | $4.5M |
| Illinois Municipal Retirement Fund | 0.06% | Add +32.8% | 52,415 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +33.1% | 52,151 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.4% | 51,435 | $4.3M |
| Curi Capital, LLC | 0.08% | Add +0.4% | 50,776 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -18.0% | 50,498 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 49,740 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.1% | 49,201 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 48,918 | $4.2M |
| Palisade Capital Management, LP | 0.14% | Reduce -18.4% | 46,998 | $4.0M |
| Regions Financial Corp. | 0.03% | Reduce -5.3% | 46,974 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 46,599 | $4.0M |
| Advisors Capital Management, LLC | 0.05% | Add +30.8% | 45,449 | $3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +34.3% | 44,876 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -8.3% | 44,200 | $3.8M |
| Callan Family Office, LLC | 0.09% | Reduce -0.2% | 44,183 | $3.7M |
| Schroder Investment Management Group | 0.00% | Add +218.1% | 44,947 | $3.7M |
| Zurich Insurance Group Ltd | 0.03% | No change | 43,251 | $3.7M |
| Vest Financial, LLC | 0.04% | Add +7.4% | 43,169 | $3.7M |
| Brown Advisory Inc. | 0.01% | Reduce -0.9% | 43,015 | $3.7M |
| PDT Partners, LLC | 0.21% | No change | 41,952 | $3.6M |
| Bahl & Gaynor LLC | 0.02% | Reduce -1.4% | 41,800 | $3.5M |
| Arjuna Capital | 0.90% | Add +38.9% | 41,600 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.5% | 41,240 | $3.5M |
| Rothschild Capital Partners, LLC | 0.86% | No change | 41,137 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +0.8% | 40,803 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 40,690 | $3.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +11.2% | 40,600 | $3.4M |
| Birchwood Financial Partners, Inc. | 3.25% | Add +0.0% | 39,685 | $3.4M |
| Summit Trail Advisors, LLC | 0.05% | Add +14.4% | 38,854 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +3249.0% | 38,580 | $3.3M |
| Natixis | 0.01% | Add +226100.0% | 38,454 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 38,432 | $3.3M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.5% | 38,206 | $3.2M |
| Nicholas Company, Inc. | 0.06% | Reduce -43.3% | 38,125 | $3.2M |
| Allianz Asset Management GmbH | 0.00% | Add +20.8% | 36,754 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 36,638 | $3.1M |
| Atom Investors LP | 0.22% | New | 36,613 | $3.1M |
| Keybank National Association | 0.01% | Reduce -10.8% | 35,831 | $3.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.0% | 35,775 | $3.0M |
| Ballast Asset Management, LP | 1.33% | Add +2.5% | 35,107 | $3.0M |
| Nomura Asset Management International Inc. | 0.01% | Add +15.6% | 35,089 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +73.5% | 34,961 | $3.0M |
| Ethic Inc. | 0.05% | Add +26.8% | 34,795 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 34,204 | $2.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Reduce -43.0% | 34,151 | $2.9M |
| Horizon Investments, LLC | 0.03% | Reduce -28.1% | 33,666 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 33,641 | $2.9M |
| Citigroup Inc. | 0.00% | Add +15.5% | 33,504 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Add +4.0% | 33,400 | $2.8M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Reduce -17.8% | 32,971 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.7% | 32,132 | $2.7M |
| Arizona State Retirement System | 0.02% | Reduce -2.9% | 31,684 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +84.4% | 31,621 | $2.7M |
| Occudo Quantitative Strategies LP | 0.15% | New | 30,317 | $2.7M |
| CIBC Bancorp USA Inc. | 0.00% | — | 31,340 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +22.3% | 30,969 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | New | 30,240 | $2.6M |
| Great Waters Wealth Management | 0.27% | Reduce -0.7% | 30,219 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -40.2% | 30,130 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Reduce -7.3% | 29,940 | $2.5M |
| Berger Financial Group, Inc | 0.14% | Reduce -2.0% | 29,828 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 29,432 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 28,898 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.0% | 27,844 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +1.5% | 27,758 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -12.2% | 27,758 | $2.4M |
| Holocene Advisors, LP | 0.01% | Reduce -18.7% | 27,177 | $2.3M |
| Scharf Investments, LLC | 0.07% | Reduce -90.2% | 26,767 | $2.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +21.4% | 26,578 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.3% | 25,839 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -89.0% | 25,742 | $2.2M |
| Values First Advisors, Inc. | 1.11% | Reduce -0.5% | 25,197 | $2.1M |
| New Mexico Educational Retirement Board | 0.06% | No change | 24,900 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +33.3% | 24,398 | $2.1M |
| ICW Investment Advisors LLC | 0.75% | Reduce -1.5% | 24,323 | $2.1M |
| Romano Brothers and Company | 0.23% | Reduce -1.3% | 23,995 | $2.0M |
| Naples Global Advisors, LLC | 0.15% | Add +1.6% | 23,789 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.4% | 23,650 | $2.0M |
| Squarepoint Ops LLC | 0.00% | New | 23,418 | $2.0M |
| &partners | 0.01% | Add +8.3% | 23,274 | $2.0M |
| Jensen Investment Management Inc. | 0.04% | Reduce -42.0% | 23,230 | $2.0M |
| Commerce Bank | 0.01% | Reduce -9.7% | 22,951 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | New | 22,937 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +3.5% | 22,210 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.6% | 21,860 | $1.9M |
| AMG National Trust Bank | 0.04% | Reduce -2.3% | 21,711 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +1.8% | 20,515 | $1.8M |
| Aurora Investment Counsel | 0.95% | Reduce -33.7% | 20,254 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +16.2% | 20,223 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -13.9% | 20,126 | $1.7M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.37% | New | 19,800 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | Reduce -18.4% | 19,626 | $1.7M |
| White Pine Capital LLC | 0.44% | No change | 19,271 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 19,175 | $1.6M |
| Diversified Management Inc. | 0.28% | Add +474.6% | 18,922 | $1.6M |
| Utah Retirement Systems | 0.02% | Reduce -1.6% | 18,905 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -10.1% | 18,863 | $1.6M |
| JGP Wealth Management, LLC | 0.16% | No change | 18,554 | $1.6M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -4.8% | 18,197 | $1.6M |
| Hills Bank & Trust Co | 0.07% | Reduce -2.2% | 17,894 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -18.2% | 17,743 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +27.7% | 17,535 | $1.5M |
| New Age Alpha Advisors, LLC | 0.07% | Reduce -2.1% | 17,420 | $1.5M |
| Burney Co./ | 0.05% | Add +73.6% | 17,219 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -43.5% | 16,874 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +3.2% | 16,835 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +78.1% | 16,522 | $1.4M |
| Inscription Capital, LLC | 0.14% | Reduce -8.1% | 16,112 | $1.4M |
| Hollow Brook Wealth Management LLC | 0.35% | No change | 16,085 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 16,000 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.9% | 15,897 | $1.3M |
| Genus Capital Management Inc. | 0.15% | New | 15,840 | $1.3M |
| Man Group plc | 0.00% | Reduce -15.3% | 15,652 | $1.3M |
| Dean Investment Associates, LLC | 0.19% | Reduce -18.0% | 15,551 | $1.3M |
| Brevan Howard Capital Management LP | 0.01% | New | 15,009 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.1% | 14,973 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Reduce -8.1% | 14,596 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 14,586 | $1.2M |
| Eads & Heald Wealth Management | 0.61% | Reduce -1.8% | 14,418 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +39.5% | 14,285 | $1.2M |
| Xponance LLC | 0.01% | Add +29.6% | 14,234 | $1.2M |
| Quantbot Technologies LP | 0.05% | New | 14,232 | $1.2M |
| PineStone Asset Management Inc. | 0.01% | Reduce -89.8% | 14,228 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -16.1% | 14,159 | $1.2M |
| Granite Investment Partners, LLC | 0.07% | Add +28.4% | 14,050 | $1.2M |
| Granite Bay Wealth Management, LLC | 0.25% | Reduce -1.6% | 14,000 | $1.2M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.05% | Add +15.1% | 8,631 | $1.2M |
| Algert Global LLC | 0.02% | Reduce -21.1% | 13,780 | $1.2M |
| Hillsdale Investment Management Inc. | 0.03% | Add +21.1% | 13,680 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -8.6% | 13,405 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.2% | 13,275 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | No change | 13,077 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.4% | 12,939 | $1.1M |
| Caprock Group, LLC | 0.03% | Reduce -31.3% | 12,743 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -4.0% | 12,604 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Reduce -1.6% | 12,421 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.7% | 12,135 | $1.0M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.04% | New | 12,120 | $1.0M |
| Martingale Asset Management L P | 0.03% | Add +68.9% | 11,786 | $1.0M |
| Inspire Advisors, LLC | 0.08% | Reduce -13.0% | 11,416 | $969K |
| Studio Investment Management LLC | 0.17% | Add +0.2% | 11,251 | $955K |
| Empowered Funds, LLC | 0.01% | New | 11,205 | $951K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.1% | 11,015 | $935K |
| Cwm, LLC | 0.00% | Add +1.5% | 10,818 | $918K |
| Boothbay Fund Management, LLC | 0.02% | New | 10,766 | $914K |
| State of Wyoming | 0.10% | Reduce -20.2% | 10,395 | $882K |
| Nicolet Bankshares Inc. | 0.03% | New | 10,334 | $877K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.1% | 10,064 | $869K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,533 | $845K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -14.4% | 9,845 | $836K |
| Freestone Grove Partners LP | 0.01% | New | 9,739 | $827K |
| Renaissance Group LLC | 0.03% | Add +33.4% | 9,688 | $822K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.5% | 9,634 | $818K |
| Lido Advisors, LLC | 0.00% | Reduce -31.9% | 9,478 | $804K |
| Investment House LLC | 0.04% | No change | 9,400 | $798K |
| Sendero Wealth Management, LLC | 0.09% | Reduce -35.2% | 9,386 | $797K |
| Diversified Trust Co. | 0.01% | Add +286.3% | 9,256 | $786K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.6% | 9,228 | $783K |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 9,211 | $782K |
| Inspire Investing, LLC | 0.05% | Add +152.1% | 9,205 | $781K |
| Sylvest Advisors, LLC | 0.41% | Reduce -0.5% | 9,192 | $780K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.9% | 9,109 | $773K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 8,971 | $761K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,838 | $750K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -5.7% | 8,821 | $749K |
| Ritholtz Wealth Management | 0.01% | Add +230.9% | 8,750 | $743K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.1% | 8,593 | $729K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -38.0% | 8,480 | $720K |
| Securian Asset Management, Inc. | 0.03% | No change | 8,441 | $716K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -3.7% | 8,286 | $703K |
| Quadrature Capital Ltd | 0.01% | New | 8,263 | $701K |
| Lazard Asset Management LLC | 0.00% | New | 8,175 | $694K |
| Morningstar Investment Management LLC | 0.04% | Reduce -15.8% | 8,088 | $686K |
| Glenview Trust Co | 0.01% | No change | 8,060 | $684K |
| Panagora Asset Management Inc. | 0.00% | No change | 7,898 | $670K |
| Integrated Wealth Concepts LLC | 0.01% | New | 7,691 | $653K |
| Syon Capital LLC | 0.03% | Reduce -32.2% | 7,587 | $644K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.0% | 7,543 | $640K |
| Broadwater Capital Management LLC | 0.47% | No change | 7,100 | $629K |
| Bearing Point Capital, LLC | 0.10% | Add +2.1% | 7,403 | $628K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -4.1% | 7,352 | $624K |
| Truist Financial Corp. | 0.00% | Add +8.2% | 7,339 | $623K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -11.2% | 7,310 | $620K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.3% | 7,169 | $608K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 7,004 | $594K |
| Integrity Alliance, Llc. | 0.02% | No change | 6,848 | $581K |
| Ballentine Partners, LLC | 0.01% | Reduce -4.4% | 6,732 | $571K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.6% | 6,684 | $567K |
| Kera Capital Partners, Inc. | 0.07% | Reduce -4.4% | 6,594 | $560K |
| North Star Asset Management Inc. | 0.02% | No change | 6,583 | $559K |
| D. E. Shaw & Co. | 0.00% | New | 6,500 | $552K |
| AlphaGrep UK Ltd | 0.16% | New | 6,480 | $550K |
| Amundi | 0.00% | Add +16.5% | 6,377 | $541K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,360 | $540K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.9% | 6,078 | $523K |
| Vident Advisory, LLC | 0.00% | Reduce -4.0% | 6,129 | $520K |
| Ellevest, Inc. | 0.07% | Add +35.8% | 6,103 | $518K |
| Aristotle Capital Management, LLC | 0.00% | No change | 6,000 | $509K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +208.8% | 6,013 | $506K |
| First National Bank of Omaha | 0.02% | No change | 5,904 | $501K |
| DNB Asset Management AS | 0.00% | New | 5,894 | $500K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.6% | 5,790 | $491K |
| CI Investments Inc. | 0.00% | Reduce -0.1% | 5,675 | $482K |
| Polymer Capital Management (US) LLC | 0.07% | New | 5,635 | $478K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,612 | $476K |
| Captrust Financial Advisors | 0.00% | Reduce -4.1% | 5,608 | $476K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.0% | 5,589 | $474K |
| Welch & Forbes LLC | 0.01% | Reduce -9.5% | 5,401 | $458K |
| Pier 88 Investment Partners LLC | 0.68% | No change | 5,400 | $458K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -0.9% | 5,350 | $454K |
| CX Institutional | 0.01% | Add +0.3% | 5,348 | $454K |
| Jane Street Group, LLC | 0.00% | Reduce -93.3% | 5,233 | $444K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,228 | $444K |
| Strive Financial Group ,LLC | 0.23% | Add +705.4% | 5,195 | $441K |
| Bernicke Wealth Management, Ltd. | 0.06% | Reduce -5.9% | 5,154 | $437K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +4.0% | 5,115 | $434K |
| Versant Capital Management, Inc | 0.04% | Add +0.5% | 5,072 | $430K |
| Curated Wealth Partners LLC | 0.05% | No change | 5,066 | $430K |
| Affiance Financial, LLC | 0.07% | Reduce -31.0% | 5,057 | $429K |
| MQS Management LLC | 0.29% | Reduce -16.3% | 5,026 | $427K |
| FORA Capital, LLC | 0.03% | New | 5,024 | $427K |
| Okabena Investment Services Inc. | 0.08% | No change | 5,025 | $426K |
| Argent Trust Co | 0.01% | No change | 5,024 | $426K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 5,009 | $425K |
| Roberts Glore & Co. Inc. | 0.12% | Reduce -3.2% | 5,003 | $425K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,950 | $420K |
| Impact Capital Partners LLC | 0.13% | Reduce -1.9% | 4,932 | $419K |
| One Wealth Advisors, LLC | 0.05% | New | 4,839 | $411K |
| First Interstate Bank | 0.02% | No change | 4,800 | $407K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +22.7% | 4,740 | $402K |
| Eastern Bank | 0.01% | Reduce -1.4% | 4,677 | $397K |
| Trust Point Inc. | 0.03% | Add +37.4% | 4,612 | $391K |
| Hardworking Capital Advisors, LLC | 0.37% | Add +2.1% | 4,607 | $391K |
| Perkins Capital Management Inc. | 0.37% | Add +4.5% | 4,600 | $390K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +58.8% | 4,552 | $386K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -61.0% | 4,550 | $386K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +20.1% | 4,510 | $383K |
| Vise Technologies, Inc. | 0.01% | No change | 4,313 | $382K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -3.8% | 4,488 | $381K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.9% | 4,425 | $376K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -96.5% | 4,400 | $373K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +32.8% | 4,372 | $371K |
| Certuity, LLC | 0.02% | Add +6.9% | 4,370 | $371K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +0.7% | 4,355 | $370K |
| Accredited Investors Inc. | 0.02% | Reduce -3.3% | 4,331 | $368K |
| Diversify Wealth Management, LLC | 0.01% | Add +45.9% | 4,140 | $360K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.5% | 4,222 | $358K |
| Praxis Investment Management Inc. | 0.02% | Add +69.0% | 4,192 | $356K |
| Somerville Kurt F | 0.09% | No change | 4,125 | $350K |
| True North Advisors, LLC | 0.04% | New | 4,033 | $342K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.5% | 3,961 | $336K |
| HUB Investment Partners, LLC | 0.01% | Reduce -9.8% | 3,906 | $332K |
| denkapparat Operations GmbH | 0.14% | No change | 3,884 | $330K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.0% | 3,856 | $327K |
| CIBC Asset Management Inc | 0.00% | No change | 3,823 | $324K |
| Coldstream Capital Management Inc. | 0.00% | Add +46.9% | 3,758 | $319K |
| Shelton Capital Management | 0.01% | Reduce -4.9% | 3,751 | $318K |
| Ballast Advisors LLC | 0.09% | No change | 3,736 | $317K |
| Childress Capital Advisors, LLC | 0.06% | Add +5.8% | 3,715 | $315K |
| Optas, LLC | 0.05% | New | 3,714 | $315K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.4% | 3,695 | $314K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 3,671 | $312K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,648 | $310K |
| KBC Group NV | 0.00% | No change | 3,644 | $309K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.1% | 3,582 | $304K |
| Brooklyn Investment Group | 0.01% | Add +25.4% | 3,580 | $304K |
| HB Wealth Management, LLC | 0.00% | Add +3.8% | 3,502 | $297K |
| Advisory Advocates, LLC | 0.30% | Reduce -14.6% | 3,488 | $296K |
| Leeward Financial Partners, LLC | 0.09% | No change | 3,482 | $296K |
| Mitchell Sinkler & Starr | 0.14% | Reduce -6.7% | 3,465 | $294K |
| World Investment Advisors | 0.00% | Reduce -7.2% | 3,404 | $289K |
| North Dakota State Investment Board | 0.01% | Reduce -17.2% | 3,395 | $288K |
| Summitry LLC | 0.01% | Reduce -0.5% | 3,369 | $286K |
| Merit Financial Group, LLC | 0.00% | Add +18.3% | 3,356 | $285K |
| Vestcor Inc | 0.01% | Add +69.1% | 3,349 | $284K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +57.3% | 3,315 | $281K |
| M. Kraus & Co | 0.08% | No change | 3,304 | $280K |
| Mgo One Seven LLC | 0.01% | Reduce -28.9% | 3,283 | $279K |
| PEAK6 LLC | 0.01% | New | 3,259 | $277K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,236 | $275K |
| Osprey Private Wealth LLC | 0.08% | No change | 3,200 | $272K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,200 | $272K |
| First Eagle Investment Management, LLC | 0.00% | No change | 3,200 | $272K |
| Savvy Advisors, Inc. | 0.01% | Reduce -1.4% | 3,189 | $271K |
| Choreo, LLC | 0.00% | Reduce -33.6% | 3,096 | $263K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -32.0% | 3,096 | $263K |
| Legend Financial Advisors, Inc. | 0.17% | No change | 3,092 | $262K |
| Riverwater Partners LLC | 0.09% | Reduce -37.5% | 3,068 | $260K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,028 | $259K |
| Magnetar Financial LLC | 0.00% | Reduce -92.7% | 3,048 | $259K |
| Plimoth Trust Co. LLC | 0.06% | No change | 3,000 | $255K |
| Hemenway Trust Co LLC | 0.02% | No change | 3,000 | $255K |
| Washington Trust Bank | 0.02% | No change | 3,000 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,983 | $253K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,960 | $251K |
| Arax Advisory Partners | 0.01% | Add +4.5% | 2,952 | $251K |
| Portside Wealth Group, LLC | 0.03% | Reduce -1.8% | 2,952 | $251K |
| Blue Trust, Inc. | 0.00% | Add +4.8% | 2,925 | $248K |
| Essex Financial Services, Inc. | 0.01% | Reduce -8.5% | 2,894 | $246K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,884 | $245K |
| GAMMA Investing LLC | 0.01% | Reduce -2.8% | 2,884 | $245K |
| Northeast Investment Management | 0.01% | No change | 2,868 | $243K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 2,858 | $243K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.7% | 2,811 | $239K |
| Armstrong Henry H Associates Inc. | 0.02% | No change | 2,800 | $238K |
| Tannin Capital LLC | 0.17% | Add +1.5% | 2,797 | $237K |
| Financial Planning Hawaii, Inc. | 0.14% | No change | 2,790 | $237K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,786 | $236K |
| STRS Ohio | 0.00% | Reduce -1.1% | 2,749 | $233K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.0% | 2,710 | $230K |
| CHICAGO TRUST Co NA | 0.04% | No change | 2,705 | $230K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -23.1% | 2,672 | $227K |
| KFA Private Wealth Group, LLC | 0.05% | No change | 2,668 | $226K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -11.9% | 2,632 | $223K |
| Faithward Advisors, LLC | 0.03% | Reduce -3.8% | 2,631 | $223K |
| Profund Advisors LLC | 0.01% | Add +4.7% | 2,627 | $223K |
| Florida Financial Advisors, LLC | 0.05% | New | 2,605 | $221K |
| Gallacher Capital Management LLC | 0.08% | New | 2,572 | $218K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.9% | 2,566 | $218K |
| Kathmere Capital Management, LLC | 0.01% | Add +1.2% | 2,563 | $217K |
| Stirlingshire Investments, Inc. | 0.19% | Reduce -6.8% | 2,522 | $214K |
| Frec Markets, Inc. | 0.04% | New | 2,511 | $213K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.8% | 2,500 | $212K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -6.7% | 2,491 | $211K |
| LCNB Corp. | 0.07% | No change | 2,475 | $210K |
| Manchester Capital Management LLC | 0.03% | Reduce -3.9% | 2,455 | $208K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -1.3% | 2,427 | $206K |
| NorthRock Partners, LLC | 0.00% | New | 2,426 | $206K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -13.4% | 2,409 | $204K |
| Compass Capital Management, Inc. | 0.01% | Reduce -50.0% | 2,375 | $202K |
| Steinberganna Wealth Management | 0.10% | Add +0.3% | 2,365 | $201K |
| Wealthspire Retirement, LLC | 0.01% | Add +0.1% | 2,365 | $201K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.3% | 2,326 | $197K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.8% | 2,118 | $180K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.7% | 2,079 | $172K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +109.7% | 2,007 | $170K |
| MidFirst Bank | 0.01% | No change | 1,980 | $168K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.1% | 1,937 | $164K |
| Whittier Trust Co. | 0.00% | Reduce -6.5% | 1,896 | $162K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -7.8% | 1,904 | $162K |
| Twin Tree Management, LP | 0.03% | New | 1,893 | $161K |
| IFP Advisors, Inc | 0.00% | Add +51.7% | 1,764 | $150K |
| Bessemer Group Inc. | 0.00% | Add +8.9% | 1,707 | $145K |
| Bangor Savings Bank | 0.01% | Reduce -7.9% | 1,524 | $129K |
| Root Financial Partners, LLC | 0.01% | Add +7.0% | 1,516 | $129K |
| Signaturefd, LLC | 0.00% | Add +6.6% | 1,496 | $127K |
| Kentucky Trust Co | 0.06% | No change | 1,430 | $121K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -41.3% | 1,351 | $115K |
| CENTRAL TRUST Co | 0.00% | Add +30.7% | 1,341 | $114K |
| UMB Bank, n.a. | 0.00% | Add +12.4% | 1,253 | $106K |
| Bank of New Hampshire | 0.02% | Reduce -2.1% | 1,174 | $100K |
| Pacific Center for Financial Services | 0.02% | No change | 1,000 | $85K |
| Employees Retirement System of Texas | 0.00% | No change | 974 | $83K |
| Ancora Advisors LLC | 0.00% | No change | 890 | $76K |
| Southern Michigan Bank & Trust | 0.03% | — | 830 | $70K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 808 | $69K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $68K |
| Sachetta, LLC | 0.04% | New | 764 | $65K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 726 | $62K |
| USA Financial Formulas | 0.01% | Reduce -50.7% | 719 | $61K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -62.1% | 679 | $58K |
| Hoese & Co LLP | 0.04% | No change | 660 | $56K |
| Covestor Ltd | 0.04% | Reduce -45.8% | 609 | $52K |
| Essential Partners LLC | 0.02% | No change | 595 | $50K |
| Bullock Wealth Management Group | 0.02% | Add +0.4% | 545 | $47K |
| Steph & Co. | 0.01% | Reduce -41.7% | 550 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +65.1% | 535 | $45K |
| National Bank of Canada | 0.00% | Add +13.9% | 509 | $43K |
| Opal Wealth Advisors, LLC | 0.01% | New | 501 | $43K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -86.2% | 501 | $43K |
| Battery Global Advisors, LLC | 0.02% | Reduce -51.1% | 478 | $41K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +0.4% | 476 | $40K |
| Webster Bank, N. A. | 0.00% | Reduce -5.3% | 468 | $40K |
| True Link Financial Advisors, LLC | 0.00% | New | 426 | $36K |
| MAI Capital Management | 0.00% | Add +44.8% | 404 | $34K |
| Leonteq Securities AG | 0.00% | Reduce -13.7% | 390 | $33K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.9% | 389 | $33K |
| Asset Dedication, LLC | 0.00% | No change | 377 | $32K |
| Pflug Koory, LLC | 0.01% | No change | 360 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 359 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.8% | 349 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 327 | $28K |
| Allworth Financial LP | 0.00% | Add +9.6% | 320 | $27K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 283 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 264 | $22K |
| Dogwood Wealth Management LLC | 0.01% | Add +17.0% | 234 | $20K |
| Quent Capital, LLC | 0.00% | Reduce -2.6% | 220 | $19K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $18K |
| Walleye Capital LLC | 0.00% | New | 203 | $17K |
| Destiny Wealth Partners, LLC | 0.00% | New | 200 | $17K |
| HM Payson & Co. | 0.00% | No change | 192 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 180 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 179 | $15K |
| Signature Equity Partners, LLC | 0.01% | Add +2.3% | 177 | $15K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 161 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 145 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.9% | 141 | $12K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 135 | $11K |
| Mather Group, Llc. | 0.00% | New | 131 | $11K |
| Assetmark, Inc. | 0.00% | Add +64.6% | 130 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -3.1% | 123 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 112 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 110 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 101 | $9K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 100 | $8K |
| Community Financial Services Group, LLC | 0.00% | New | 90 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 91 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 90 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | New | 90 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +102.3% | 87 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +1114.3% | 85 | $7K |
| TopTier Wealth Management, LLC | 0.00% | New | 82 | $7K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +110.3% | 82 | $7K |
| Holos Integrated Wealth LLC | 0.00% | No change | 78 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.12% | No change | 78 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.0% | 76 | $7K |
| Bare Financial Services, Inc | 0.00% | Reduce -49.0% | 76 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 66 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 63 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1.6% | 62 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 56 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +13.7% | 58 | $5K |
| CVA Family Office, LLC | 0.00% | Add +256.3% | 57 | $5K |
| Grove Bank & Trust | 0.00% | No change | 50 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 46 | $4K |
| Truvestments Capital LLC | 0.00% | New | 46 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -2.1% | 46 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 40 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.2% | 35 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 34 | $3K |
| Estabrook Capital Management | 0.00% | New | 34 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 30 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +11.1% | 30 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 29 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +31.6% | 25 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -21.4% | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +22.2% | 22 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +83.3% | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 21 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.3% | 20 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 19 | $2K |
| WFA of San Diego, LLC | 0.00% | New | 18 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 18 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +80.0% | 18 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +13.3% | 17 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +6.3% | 17 | $1K |
| SouthState Bank Corp | 0.00% | No change | 16 | $1K |
| Kilter Group LLC | 0.00% | No change | 15 | $1K |
| First Horizon Corp. | 0.00% | New | 15 | $1K |
| Rossby Financial, LCC | 0.00% | Add +116.7% | 13 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 13 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.6% | 13 | $1K |
| Avion Wealth | 0.00% | No change | 23 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 11 | $934 |
| Frazier Financial Advisors, LLC | 0.00% | New | 9 | $764 |
| American Capital Advisory, LLC | 0.00% | Reduce -25.0% | 9 | $764 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $594 |
| HFM Investment Advisors, LLC | 0.00% | No change | 7 | $594 |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $594 |
| Sunrise Financial Services, LLC | 0.00% | No change | 6 | $509 |
| Cornerstone Financial Management LLC | 0.00% | New | 5 | $424 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.6% | 5 | $424 |
| Financial Management Professionals, Inc. | 0.00% | Add +66.7% | 5 | $424 |
| SHP Wealth Management | 0.00% | Reduce -61.5% | 5 | $424 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $188 |
| Activest Wealth Management | 0.00% | New | 1 | $85 |
| Curio Wealth, LLC | 0.00% | New | 1 | $85 |
"% of holder's portfolio" is DCI's weight in each manager's 13F, not the share of Donaldson Co. Inc. the manager owns.