Donaldson Co.DCI
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 632 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, up 19 from Q1 2026. 70 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.1B), State Farm Mutual Automobile Insurance Co. ($820.7M) and Vanguard Portfolio Management LLC ($585.6M). 8 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 Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Donaldson Co. Inc.
- CUSIP
- 257651109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $255.8M |
| Exits | 53 | $67.3M |
All 13F filers, Q1 2026 → Q2 2026: 9,703,772 shares bought and 6,864,046 shares sold, net +2,839,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 632 holders
| BlackRock, Inc. | 0.02% | Add +6.5% | 11,941,762 | $1.1B |
| State Farm Mutual Automobile Insurance Co. | 0.56% | No change | 9,142,617 | $820.7M |
| Vanguard Portfolio Management LLC | 0.03% | Add +0.1% | 6,523,217 | $585.6M |
| Vanguard Capital Management LLC | 0.01% | Add +1.3% | 5,249,585 | $471.3M |
| State Street Corp. | 0.01% | Add +5.5% | 5,031,135 | $451.6M |
| FMR LLC | 0.02% | Add +2.7% | 3,932,243 | $353.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -6.3% | 3,120,304 | $280.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.78% | Reduce -4.8% | 2,782,815 | $249.8M |
| Morgan Stanley | 0.01% | Add +4.0% | 2,505,649 | $224.9M |
| Pictet Asset Management Holding SA | 0.20% | Add +28.0% | 2,305,723 | $207.0M |
| Fuller & Thaler Asset Management, Inc. | 0.56% | Add +8.8% | 2,298,083 | $206.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.6% | 2,041,534 | $183.3M |
| Invesco Ltd. | 0.01% | Reduce -16.7% | 1,910,328 | $171.5M |
| Boston Trust Walden Corp | 1.26% | Reduce -2.8% | 1,846,607 | $165.8M |
| Massachusetts Financial Services Co. | 0.05% | Add +147.0% | 1,635,889 | $150.3M |
| Fiduciary Management Inc. | 1.63% | Reduce -10.3% | 1,279,144 | $114.8M |
| American Century Companies Inc. | 0.05% | Reduce -23.4% | 1,267,162 | $113.8M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 1,163,233 | $104.4M |
| First Trust Advisors LP | 0.06% | Add +5.0% | 1,084,103 | $97.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.0% | 1,064,301 | $95.5M |
| Norges Bank | 0.01% | — | 1,050,604 | $94.3M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +8.9% | 978,829 | $86.6M |
| Capital Counsel LLC | 3.35% | Add +0.3% | 955,398 | $85.8M |
| JPMorgan Chase & Co. | 0.00% | Add +30.8% | 865,465 | $77.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 821,884 | $73.8M |
| UBS Group AG | 0.01% | Add +26.6% | 769,822 | $69.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.2% | 732,217 | $65.7M |
| Boston Partners | 0.05% | New | 671,952 | $60.3M |
| AQR Capital Management | 0.02% | Reduce -8.4% | 673,621 | $59.9M |
| Quantinno Capital Management LP | 0.07% | Add +30.9% | 665,883 | $59.8M |
| TrinityBridge Ltd | 1.58% | Reduce -5.5% | 659,335 | $59.2M |
| Gotham Asset Management | 0.14% | Add +112.1% | 657,057 | $59.0M |
| Wells Fargo & Company | 0.01% | Add +10.1% | 657,026 | $59.0M |
| Gabelli Funds LLC | 0.38% | Reduce -0.8% | 648,500 | $58.2M |
| TD Asset Management Inc | 0.05% | Reduce -15.5% | 580,330 | $52.1M |
| Point72 Asset Management | 0.08% | Add +256.2% | 574,313 | $51.6M |
| Epoch Investment Partners, Inc. | 0.28% | Reduce -10.7% | 554,772 | $49.8M |
| McDaniel Terry & Co. | 3.88% | Add +0.0% | 553,427 | $49.7M |
| Victory Capital Management Inc. | 0.03% | Reduce -20.6% | 548,632 | $49.3M |
| Swedbank AB | 0.04% | No change | 534,400 | $48.0M |
| Deprince Race & Zollo Inc. | 0.80% | New | 530,933 | $47.7M |
| Qube Research & Technologies Ltd | 0.05% | New | 524,837 | $47.1M |
| Bank of America Corp. | 0.00% | Add +17.6% | 520,056 | $46.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +3.9% | 488,676 | $43.9M |
| Geneva Capital Management LLC | 0.97% | Reduce -21.6% | 473,544 | $42.5M |
| Mairs & Power Inc. | 0.38% | Reduce -7.1% | 463,717 | $41.6M |
| Jupiter Topco LLC | 0.02% | — | 456,677 | $41.0M |
| Citadel Advisors | 0.02% | Add +104.4% | 403,275 | $36.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.2% | 398,318 | $35.8M |
| Ceredex Value Advisors LLC | 0.94% | Add +62.8% | 373,600 | $33.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.2% | 356,112 | $32.0M |
| Carnegie Investment Counsel | 0.62% | Reduce -1.6% | 358,083 | $30.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 324,954 | $29.2M |
| Arbejdsmarkedets Tillaegspension | 0.63% | Add +9.5% | 321,400 | $28.9M |
| ProShare Advisors LLC | 0.04% | Add +18.7% | 301,551 | $27.1M |
| Sei Investments Co. | 0.02% | Add +15.9% | 280,751 | $25.2M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 274,656 | $24.7M |
| GAMCO Investors | 0.22% | No change | 274,351 | $24.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -64.8% | 274,251 | $24.6M |
| Dudley & Shanley, Inc. | 3.69% | Add +0.7% | 272,330 | $24.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 263,375 | $23.6M |
| WCM Investment Management, LLC | 0.04% | Add +31.0% | 252,585 | $22.3M |
| Confluence Investment Management LLC | 0.35% | Reduce -6.9% | 247,292 | $22.2M |
| Marshall Wace, LLP | 0.02% | New | 247,030 | $22.2M |
| Acadian Asset Management LLC | 0.03% | Reduce -47.2% | 243,274 | $21.8M |
| MetLife Investment Management, LLC | 0.10% | Add +314.2% | 234,967 | $21.1M |
| Swiss National Bank | 0.01% | Add +1.8% | 232,400 | $20.9M |
| US Bancorp \de | 0.02% | Reduce -1.4% | 229,990 | $20.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -41.1% | 217,476 | $19.5M |
| Nuveen, LLC | 0.00% | Reduce -4.6% | 209,136 | $18.8M |
| Alps Advisors Inc. | 0.08% | Reduce -9.8% | 201,083 | $18.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -26.6% | 197,193 | $17.7M |
| Ameriprise Financial Inc. | 0.00% | Add +35.1% | 188,685 | $16.9M |
| Retirement Systems of Alabama | 0.05% | Reduce -10.4% | 185,870 | $16.7M |
| Barclays PLC | 0.01% | Add +39.1% | 184,757 | $16.6M |
| Oribel Capital Management, LP | 1.32% | New | 176,900 | $15.9M |
| Mountain Pacific Investment Advisers LLC | 2.48% | Reduce -3.2% | 175,444 | $15.7M |
| Millennium Management | 0.01% | Add +75.8% | 167,229 | $15.0M |
| Van Eck Associates Corp. | 0.01% | Add +0.9% | 163,837 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 161,557 | $14.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 157,887 | $14.2M |
| Susquehanna Fundamental Investments, LLC | 0.26% | Add +75.8% | 152,315 | $13.7M |
| Citigroup Inc. | 0.01% | Add +344.7% | 148,989 | $13.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 156,424 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -19.4% | 141,614 | $12.6M |
| Parallel Advisors, LLC | 0.19% | Reduce -1.5% | 140,233 | $12.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 144,936 | $12.3M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 136,980 | $12.3M |
| California State Teachers Retirement System | 0.01% | Add +1.9% | 134,629 | $12.1M |
| Heartland Advisors Inc. | 0.53% | Reduce -0.1% | 132,479 | $11.9M |
| Franklin Resources Inc. | 0.00% | Reduce -16.1% | 128,286 | $11.5M |
| Seizert Capital Partners, LLC | 0.47% | Add +2.9% | 126,253 | $11.3M |
| New York State Common Retirement Fund | 0.01% | Add +69.4% | 124,360 | $11.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.12% | No change | 120,663 | $10.8M |
| Trexquant Investment LP | 0.07% | New | 120,044 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.5% | 119,467 | $10.7M |
| Corient Private Wealth LP | 0.01% | Add +92.4% | 117,441 | $10.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 109,613 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.1% | 109,343 | $9.8M |
| Royal Bank of Canada | 0.00% | Reduce -32.5% | 109,346 | $9.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.5% | 108,273 | $9.7M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -9.6% | 108,154 | $9.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.30% | Add +180.7% | 24,231 | $9.4M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -15.4% | 104,544 | $9.4M |
| BNP Paribas Financial Markets | 0.00% | Add +229.8% | 104,291 | $9.4M |
| Voya Investment Management LLC | 0.01% | Add +10.1% | 103,906 | $9.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +5.9% | 103,793 | $9.3M |
| Edgestream Partners, L.P. | 0.26% | Add +331.5% | 98,972 | $8.9M |
| Teacher Retirement System of Texas | 0.02% | Reduce -5.8% | 96,559 | $8.7M |
| Frontier Capital Management Co. LLC | 0.08% | New | 94,808 | $8.5M |
| Blair William & Co. | 0.02% | Reduce -5.6% | 94,285 | $8.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +1888.8% | 90,489 | $8.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -1.1% | 85,394 | $7.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 84,672 | $7.6M |
| Palisade Asset Management, LLC | 0.70% | Reduce -0.6% | 84,599 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 82,493 | $7.4M |
| Willis Investment Counsel | 0.35% | Add +47.4% | 81,745 | $7.3M |
| First Nebraska Trust Co | 0.59% | Reduce -0.3% | 81,307 | $7.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.3% | 80,002 | $7.2M |
| Covea Finance | 0.23% | Reduce -8.6% | 79,630 | $7.1M |
| Holocene Advisors, LP | 0.02% | Add +190.2% | 78,854 | $7.1M |
| Waters Parkerson & Co., LLC | 0.35% | Reduce -1.1% | 78,498 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +130.8% | 74,178 | $6.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +2174.4% | 73,600 | $6.6M |
| Radnor Capital Management, LLC | 0.91% | Add +3.9% | 72,000 | $6.5M |
| HSBC Holdings PLC | 0.00% | Add +21.4% | 70,448 | $6.3M |
| Benjamin Edwards Inc. | 0.06% | Reduce -4.8% | 70,084 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.3% | 68,824 | $6.2M |
| Harvey Investment Co. LLC | 0.66% | Reduce -0.2% | 67,854 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 66,457 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +29.4% | 66,544 | $5.9M |
| SFE Investment Counsel | 0.80% | Reduce -1.3% | 64,958 | $5.8M |
| GHP Investment Advisors, Inc. | 0.21% | Add +8.2% | 63,382 | $5.7M |
| Capital Fund Management S.A. | 0.04% | Reduce -2.3% | 62,992 | $5.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +16.1% | 60,879 | $5.5M |
| Creative Planning | 0.00% | Add +7.9% | 60,748 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +19.4% | 60,293 | $5.4M |
| Concentric Capital Strategies, LP | 0.33% | New | 58,875 | $5.3M |
| Marks Group Wealth Management, Inc | 0.46% | No change | 58,792 | $5.3M |
| Sit Investment Associates Inc. | 0.10% | Add +1.7% | 58,100 | $5.2M |
| Ameritas Investment Partners, Inc. | 0.14% | Add +0.1% | 57,432 | $5.2M |
| SG Americas Securities, LLC | 0.00% | Add +182.3% | 56,825 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -12.0% | 56,181 | $5.0M |
| North Star Investment Management Corp. | 0.27% | Reduce -0.6% | 55,982 | $5.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +0.4% | 54,807 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +78.1% | 53,660 | $4.8M |
| Amalgamated Bank | 0.03% | Reduce -0.4% | 52,790 | $4.7M |
| Freestone Grove Partners LP | 0.03% | Add +439.3% | 52,525 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.4% | 51,933 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.0% | 51,828 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 50,668 | $4.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.1% | 49,131 | $4.4M |
| Whittier Trust Co. | 0.04% | Add +2431.7% | 48,001 | $4.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.0% | 47,119 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 45,775 | $4.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -9.0% | 45,252 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -23.3% | 45,207 | $4.1M |
| Curi Capital, LLC | 0.06% | Reduce -11.9% | 44,749 | $4.0M |
| Advisors Capital Management, LLC | 0.04% | Reduce -1.8% | 44,638 | $4.0M |
| Callan Family Office, LLC | 0.08% | Reduce -0.4% | 43,988 | $3.9M |
| Vest Financial, LLC | 0.04% | Add +1.1% | 43,654 | $3.9M |
| Brown Advisory Inc. | 0.01% | Add +0.5% | 43,224 | $3.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.4% | 43,200 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.7% | 42,989 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -57.8% | 42,922 | $3.9M |
| Natixis Advisors, LLC | 0.00% | Add +38.2% | 42,801 | $3.8M |
| Regions Financial Corp. | 0.02% | Reduce -9.6% | 42,462 | $3.8M |
| ExodusPoint Capital Management, LP | 0.03% | Add +854.5% | 41,998 | $3.8M |
| Bahl & Gaynor LLC | 0.02% | No change | 41,800 | $3.8M |
| Arjuna Capital | 0.83% | Reduce -1.0% | 41,176 | $3.7M |
| Rothschild Capital Partners, LLC | 0.80% | No change | 41,137 | $3.7M |
| Summit Trail Advisors, LLC | 0.05% | Add +5.7% | 41,055 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +35.5% | 40,987 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 40,479 | $3.6M |
| Sprucegrove Investment Management Ltd. | 0.56% | Reduce -44.9% | 40,004 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 39,788 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 39,737 | $3.6M |
| Birchwood Financial Partners, Inc. | 2.90% | Reduce -0.5% | 39,469 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 38,432 | $3.5M |
| Johnson Investment Counsel Inc. | 0.03% | No change | 38,206 | $3.4M |
| Nicholas Company, Inc. | 0.06% | Reduce -0.2% | 38,050 | $3.4M |
| New Age Alpha Advisors, LLC | 0.14% | Add +118.3% | 38,021 | $3.4M |
| Axq Capital, LP | 0.37% | New | 37,402 | $3.4M |
| Palisade Capital Management, LP | 0.16% | Reduce -20.9% | 37,183 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 36,638 | $3.3M |
| PDT Partners, LLC | 0.17% | Reduce -12.9% | 36,552 | $3.3M |
| Fifth Third Bancorp | 0.01% | Reduce -6.9% | 35,915 | $3.2M |
| William Blair Investment Management, LLC | 0.01% | Reduce -97.8% | 34,964 | $3.1M |
| Ballast Asset Management, LP | 1.24% | Reduce -1.0% | 34,761 | $3.1M |
| Jump Financial, LLC | 0.03% | New | 34,451 | $3.1M |
| Man Group plc | 0.01% | Add +118.4% | 34,188 | $3.1M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.5% | 33,900 | $3.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Reduce -0.9% | 33,845 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.9% | 33,680 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 33,641 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -63.4% | 32,296 | $2.9M |
| Arizona State Retirement System | 0.01% | Add +0.9% | 31,957 | $2.9M |
| Ethic Inc. | 0.04% | Reduce -9.5% | 31,493 | $2.8M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -0.6% | 31,150 | $2.8M |
| Focus Financial Network, Inc. | 0.08% | Add +1.9% | 30,516 | $2.7M |
| Great Waters Wealth Management | 0.25% | No change | 30,219 | $2.7M |
| Berger Financial Group, Inc | 0.14% | Reduce -0.7% | 29,630 | $2.7M |
| Keybank National Association | 0.01% | Reduce -17.4% | 29,614 | $2.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 29,432 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -18.0% | 28,661 | $2.6M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -13.8% | 28,422 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.4% | 27,961 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.1% | 27,726 | $2.5M |
| Squarepoint Ops LLC | 0.00% | Add +16.4% | 27,249 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -2.5% | 27,058 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.2% | 26,960 | $2.4M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -23.7% | 26,788 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +21.6% | 26,585 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.8% | 26,052 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.5% | 25,669 | $2.3M |
| Scharf Investments, LLC | 0.08% | Reduce -5.3% | 25,353 | $2.3M |
| Naples Global Advisors, LLC | 0.14% | Add +5.7% | 25,154 | $2.3M |
| New Mexico Educational Retirement Board | 0.06% | No change | 24,900 | $2.2M |
| ICW Investment Advisors LLC | 0.76% | Reduce -0.5% | 24,195 | $2.2M |
| Romano Brothers and Company | 0.22% | No change | 23,995 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.3% | 23,950 | $2.1M |
| &partners | 0.01% | Add +2.8% | 23,935 | $2.1M |
| Occudo Quantitative Strategies LP | 0.11% | Reduce -21.5% | 23,809 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 22,960 | $2.1M |
| Commerce Bank | 0.01% | Reduce -0.1% | 22,928 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -6.3% | 22,851 | $2.1M |
| Values First Advisors, Inc. | 0.93% | Reduce -10.2% | 22,617 | $2.0M |
| Vident Advisory, LLC | 0.01% | Add +263.6% | 22,288 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +24.7% | 22,127 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -21.5% | 20,868 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 19,929 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +0.7% | 19,769 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.12% | New | 19,560 | $1.8M |
| USS Investment Management Ltd | 0.01% | New | 19,300 | $1.7M |
| Boothbay Fund Management, LLC | 0.03% | Add +78.5% | 19,212 | $1.7M |
| White Pine Capital LLC | 0.41% | Reduce -0.7% | 19,145 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +199.8% | 19,066 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +0.1% | 18,891 | $1.7M |
| EntryPoint Capital, LLC | 0.41% | New | 18,645 | $1.7M |
| JGP Wealth Management, LLC | 0.15% | No change | 18,554 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +6.1% | 17,900 | $1.6M |
| Hills Bank & Trust Co | 0.07% | Reduce -1.7% | 17,582 | $1.6M |
| Utah Retirement Systems | 0.01% | Reduce -7.4% | 17,513 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -75.5% | 17,471 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -79.6% | 17,455 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -67.7% | 17,364 | $1.6M |
| Inscription Capital, LLC | 0.14% | Add +7.3% | 17,289 | $1.6M |
| Burney Co./ | 0.04% | Reduce -0.6% | 17,119 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.0% | 16,654 | $1.5M |
| Savant Capital, LLC | 0.00% | Reduce -2.2% | 16,472 | $1.5M |
| Aster Capital Management (DIFC) Ltd | 0.31% | New | 16,404 | $1.5M |
| Hollow Brook Wealth Management LLC | 0.29% | No change | 16,085 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 16,000 | $1.4M |
| Armstrong Henry H Associates Inc. | 0.14% | Add +467.1% | 15,880 | $1.4M |
| Atria Investments, Inc | 0.01% | Add +8.2% | 15,318 | $1.4M |
| Dean Investment Associates, LLC | 0.18% | Reduce -1.7% | 15,280 | $1.4M |
| M&T Bank Corp | 0.00% | Add +13.4% | 15,200 | $1.4M |
| Bridgewater Associates | 0.01% | New | 15,085 | $1.4M |
| Bank of Montreal | 0.00% | Add +2.2% | 14,911 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Add +3.5% | 14,778 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +159.6% | 14,557 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 14,280 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.4% | 14,236 | $1.3M |
| Xponance LLC | 0.01% | Reduce -0.4% | 14,175 | $1.3M |
| Granite Investment Partners, LLC | 0.06% | No change | 14,050 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.12% | No change | 14,000 | $1.3M |
| Eads & Heald Wealth Management | 0.61% | Reduce -4.2% | 13,820 | $1.2M |
| Entropy Technologies, LP | 0.05% | New | 13,623 | $1.2M |
| Jensen Investment Management Inc. | 0.03% | Reduce -41.9% | 13,490 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.6% | 13,403 | $1.2M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 13,275 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +43.1% | 13,177 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +16.7% | 13,076 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.3% | 13,015 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +17.9% | 12,987 | $1.2M |
| Sumitomo Life Insurance Co. | 0.02% | New | 12,875 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +320.4% | 12,729 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Reduce -3.9% | 12,574 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -1.3% | 12,438 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | Reduce -1.7% | 12,205 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +15.4% | 11,610 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -22.5% | 11,605 | $1.0M |
| Inspire Advisors, LLC | 0.07% | Add +1.5% | 11,590 | $1.0M |
| Aviva PLC | 0.00% | New | 11,469 | $1.0M |
| Studio Investment Management LLC | 0.17% | Add +1.4% | 11,413 | $1.0M |
| Aurora Investment Counsel | 0.53% | Reduce -43.8% | 11,385 | $1.0M |
| HRT Financial LP | 0.00% | New | 11,200 | $1.0M |
| Tidal Investments LLC | 0.00% | Reduce -83.8% | 11,195 | $1.0M |
| State of Wyoming | 0.10% | Add +6.5% | 11,069 | $994K |
| Caprock Group, LLC | 0.02% | Reduce -13.3% | 11,055 | $992K |
| Quantbot Technologies LP | 0.04% | Reduce -23.7% | 10,864 | $975K |
| XTX Topco Ltd | 0.01% | New | 10,541 | $946K |
| Inspire Investing, LLC | 0.04% | Add +13.4% | 10,435 | $937K |
| Swiss Life Asset Management Ltd | 0.00% | Add +42.5% | 10,414 | $935K |
| Nicolet Bankshares Inc. | 0.03% | No change | 10,334 | $928K |
| OneDigital Investment Advisors LLC | 0.01% | Add +283.1% | 10,236 | $919K |
| Ritholtz Wealth Management | 0.01% | Add +16.3% | 10,177 | $914K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 9,582 | $860K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,533 | $856K |
| Azzad Asset Management Inc. | 0.08% | New | 9,444 | $848K |
| Investment House LLC | 0.04% | No change | 9,400 | $844K |
| Sendero Wealth Management, LLC | 0.08% | Add +0.0% | 9,388 | $843K |
| Sylvest Advisors, LLC | 0.38% | Add +1.4% | 9,325 | $837K |
| Cresset Asset Management, LLC | 0.00% | Add +3.2% | 9,256 | $831K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -4.0% | 9,245 | $830K |
| Diversified Trust Co. | 0.01% | Reduce -0.4% | 9,222 | $828K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.4% | 9,008 | $809K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,838 | $793K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.0% | 8,823 | $792K |
| Intech Investment Management LLC | 0.01% | Reduce -46.7% | 8,813 | $791K |
| Securian Asset Management, Inc. | 0.03% | Add +1.7% | 8,585 | $776K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,593 | $771K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.7% | 8,430 | $757K |
| Ironwood Investment Counsel, LLC | 0.10% | Reduce -4.5% | 8,423 | $756K |
| PineStone Asset Management Inc. | 0.00% | Reduce -41.5% | 8,328 | $748K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -54.8% | 8,222 | $738K |
| Glenview Trust Co | 0.01% | Reduce -0.7% | 8,000 | $718K |
| Panagora Asset Management Inc. | 0.00% | No change | 7,898 | $709K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.6% | 7,836 | $703K |
| Schroder Investment Management Group | 0.00% | Reduce -82.5% | 7,866 | $695K |
| Kera Capital Partners, Inc. | 0.07% | Add +16.7% | 7,693 | $691K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 7,682 | $690K |
| Morningstar Investment Management LLC | 0.04% | No change | 8,088 | $686K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 7,600 | $682K |
| Ballentine Partners, LLC | 0.01% | Add +12.7% | 7,589 | $681K |
| Exchange Traded Concepts, LLC | 0.00% | Add +211.0% | 7,493 | $673K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.7% | 7,152 | $642K |
| Syon Capital LLC | 0.03% | Reduce -6.1% | 7,125 | $640K |
| Broadwater Capital Management LLC | 0.46% | No change | 7,100 | $637K |
| Bearing Point Capital, LLC | 0.09% | Reduce -4.7% | 7,053 | $633K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.2% | 6,871 | $617K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +2.6% | 6,855 | $615K |
| Integrity Alliance, Llc. | 0.02% | No change | 6,848 | $615K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.8% | 6,705 | $602K |
| Frec Markets, Inc. | 0.05% | Add +166.8% | 6,700 | $601K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +52.6% | 6,648 | $597K |
| North Star Asset Management Inc. | 0.02% | No change | 6,583 | $591K |
| Pinebridge Investments LLC | 0.00% | New | 6,536 | $587K |
| Jane Street Group, LLC | 0.00% | Add +24.4% | 6,507 | $584K |
| Amundi | 0.00% | No change | 6,377 | $572K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.8% | 6,304 | $566K |
| Lazard Asset Management LLC | 0.00% | Reduce -23.0% | 6,297 | $565K |
| denkapparat Operations GmbH | 0.18% | Add +59.4% | 6,190 | $556K |
| One Wealth Advisors, LLC | 0.06% | Add +24.3% | 6,017 | $540K |
| Aristotle Capital Management, LLC | 0.00% | No change | 6,000 | $539K |
| CI Investments Inc. | 0.00% | Add +4.3% | 5,920 | $531K |
| First National Bank of Omaha | 0.01% | No change | 5,904 | $530K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +15.3% | 5,775 | $518K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +25.8% | 5,675 | $509K |
| Quadrant Capital Group LLC | 0.01% | Add +1.4% | 5,668 | $509K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,612 | $504K |
| Versant Capital Management, Inc | 0.04% | Add +8.3% | 5,492 | $493K |
| Martingale Asset Management L P | 0.01% | Reduce -53.9% | 5,431 | $488K |
| Welch & Forbes LLC | 0.01% | No change | 5,401 | $485K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 5,350 | $480K |
| Argent Trust Co | 0.01% | Add +6.5% | 5,349 | $480K |
| DNB Asset Management AS | 0.00% | Reduce -9.3% | 5,347 | $480K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.7% | 5,244 | $471K |
| AlphaCore Capital LLC | 0.01% | New | 5,239 | $470K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -2.0% | 5,122 | $460K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,923 | $459K |
| Diversify Wealth Management, LLC | 0.01% | Add +18.9% | 4,923 | $459K |
| Impact Capital Partners LLC | 0.12% | Add +3.1% | 5,085 | $456K |
| Affiance Financial, LLC | 0.07% | Add +0.3% | 5,072 | $455K |
| Mgo One Seven LLC | 0.01% | Add +54.3% | 5,066 | $455K |
| Okabena Investment Services Inc. | 0.08% | No change | 5,025 | $451K |
| Roberts Glore & Co. Inc. | 0.11% | No change | 5,003 | $449K |
| Parsons Capital Management Inc. | 0.02% | No change | 4,950 | $444K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -29.9% | 4,910 | $441K |
| Arax Advisory Partners | 0.00% | Add +66.0% | 4,899 | $440K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +9.0% | 4,891 | $439K |
| AE Wealth Management LLC | 0.00% | New | 4,816 | $432K |
| Bernicke Wealth Management, Ltd. | 0.05% | Reduce -6.7% | 4,808 | $432K |
| First Interstate Bank | 0.02% | No change | 4,800 | $431K |
| Curated Wealth Partners LLC | 0.05% | Reduce -6.4% | 4,742 | $426K |
| Trust Point Inc. | 0.04% | Add +1.9% | 4,698 | $422K |
| Coldstream Capital Management Inc. | 0.01% | Add +24.8% | 4,689 | $421K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.6% | 4,655 | $418K |
| Natixis | 0.00% | Reduce -88.0% | 4,614 | $414K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.9% | 4,602 | $413K |
| Perkins Capital Management Inc. | 0.31% | No change | 4,600 | $413K |
| Childress Capital Advisors, LLC | 0.07% | Add +22.9% | 4,567 | $410K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -54.4% | 4,489 | $403K |
| D.A. Davidson & Co. | 0.00% | No change | 4,425 | $397K |
| HUB Investment Partners, LLC | 0.01% | Add +12.5% | 4,393 | $394K |
| SummitTX Capital, L.P. | 0.01% | New | 4,339 | $390K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 4,334 | $389K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.8% | 4,310 | $387K |
| SEB Asset Management AB | 0.00% | New | 4,281 | $384K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,192 | $376K |
| Ellevest, Inc. | 0.04% | Reduce -31.5% | 4,178 | $374K |
| Somerville Kurt F | 0.09% | No change | 4,125 | $370K |
| CX Institutional | 0.01% | Reduce -22.8% | 4,127 | $370K |
| Certuity, LLC | 0.02% | Reduce -5.7% | 4,119 | $370K |
| Bluespring Wealth Management, LLC | 0.01% | Add +30.9% | 4,051 | $364K |
| Pier 88 Investment Partners LLC | 0.60% | Reduce -25.9% | 4,000 | $359K |
| GAMMA Investing LLC | 0.01% | Add +36.0% | 3,923 | $352K |
| Eastern Bank | 0.01% | Reduce -16.2% | 3,920 | $352K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -74.2% | 3,874 | $348K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +29.5% | 3,862 | $347K |
| Wesbanco Bank Inc. | 0.01% | Reduce -9.5% | 3,822 | $343K |
| True North Advisors, LLC | 0.03% | Reduce -6.6% | 3,768 | $338K |
| Shelton Capital Management | 0.01% | No change | 3,751 | $337K |
| HB Wealth Management, LLC | 0.00% | Add +7.1% | 3,750 | $337K |
| Ballast Advisors LLC | 0.08% | No change | 3,736 | $335K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.8% | 3,718 | $334K |
| Centennial Wealth Advisory LLC | 0.07% | New | 3,708 | $333K |
| TD Private Client Wealth LLC | 0.01% | Add +0.1% | 3,700 | $332K |
| Evolve Private Wealth, LLC | 0.02% | New | 3,700 | $332K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 3,671 | $330K |
| KBC Group NV | 0.00% | No change | 3,644 | $327K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -20.3% | 3,627 | $326K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.6% | 3,626 | $326K |
| Summitry LLC | 0.01% | Add +7.6% | 3,624 | $325K |
| Advisory Advocates, LLC | 0.28% | Add +3.8% | 3,620 | $325K |
| iSAM Funds (UK) Ltd | 0.23% | New | 3,600 | $323K |
| Wbi Investments, LLC | 0.08% | New | 3,599 | $323K |
| Vise Technologies, Inc. | 0.00% | Reduce -16.6% | 3,596 | $323K |
| Financial Planning Hawaii, Inc. | 0.17% | Add +28.5% | 3,585 | $322K |
| CIBC Asset Management Inc | 0.00% | Reduce -6.3% | 3,581 | $321K |
| Evergreen Capital Management LLC | 0.01% | Reduce -76.1% | 3,491 | $313K |
| Leeward Financial Partners, LLC | 0.08% | No change | 3,482 | $313K |
| Mitchell Sinkler & Starr | 0.13% | Add +0.5% | 3,481 | $312K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.0% | 3,471 | $312K |
| North Dakota State Investment Board | 0.01% | Add +0.7% | 3,418 | $307K |
| Nykredit A/S | 0.00% | — | 3,395 | $305K |
| Vestcor Inc | 0.01% | No change | 3,349 | $301K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -24.1% | 3,319 | $298K |
| M. Kraus & Co | 0.08% | No change | 3,304 | $297K |
| Diversified Management Inc. | 0.06% | Reduce -82.6% | 3,293 | $296K |
| Trueblood Wealth Management, LLC | 0.10% | New | 3,206 | $288K |
| Osprey Private Wealth LLC | 0.07% | No change | 3,200 | $287K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 3,200 | $287K |
| First Eagle Investment Management, LLC | 0.00% | No change | 3,200 | $287K |
| Hantz Financial Services, Inc. | 0.00% | Add +35.1% | 3,142 | $282K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,103 | $279K |
| Legend Financial Advisors, Inc. | 0.16% | No change | 3,092 | $278K |
| 1900 Wealth Management LLC | 0.02% | Add +6.9% | 3,084 | $277K |
| Riverwater Partners LLC | 0.08% | Add +0.5% | 3,083 | $277K |
| Merit Financial Group, LLC | 0.00% | Reduce -8.6% | 3,066 | $275K |
| QRG Capital Management, Inc. | 0.00% | New | 3,030 | $272K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -40.9% | 3,024 | $271K |
| World Investment Advisors | 0.00% | Reduce -6.4% | 3,187 | $270K |
| Plimoth Trust Co. LLC | 0.05% | No change | 3,000 | $269K |
| Washington Trust Bank | 0.02% | No change | 3,000 | $269K |
| Hemenway Trust Co LLC | 0.02% | No change | 3,000 | $269K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,960 | $266K |
| Portside Wealth Group, LLC | 0.03% | Reduce -2.1% | 2,889 | $259K |
| Tannin Capital LLC | 0.17% | Add +3.0% | 2,882 | $259K |
| AlphaGrep UK Ltd | 0.08% | Reduce -55.6% | 2,874 | $258K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.0% | 2,870 | $258K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.0% | 2,857 | $256K |
| Blue Trust, Inc. | 0.00% | Reduce -2.5% | 2,852 | $256K |
| Horizon Investments, LLC | 0.00% | Reduce -91.5% | 2,849 | $256K |
| Florida Financial Advisors, LLC | 0.04% | Add +9.1% | 2,841 | $255K |
| Essex Financial Services, Inc. | 0.01% | Reduce -1.8% | 2,841 | $255K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.7% | 2,831 | $254K |
| Northeast Investment Management | 0.01% | Reduce -1.7% | 2,820 | $253K |
| Semanteon Capital Management, LP | 1.10% | New | 2,706 | $243K |
| Faithward Advisors, LLC | 0.03% | Add +1.7% | 2,676 | $240K |
| KFA Private Wealth Group, LLC | 0.06% | No change | 2,668 | $240K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.7% | 2,665 | $239K |
| Hancock Whitney Corp. | 0.00% | Reduce -87.2% | 2,627 | $236K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -99.3% | 2,601 | $233K |
| Kathmere Capital Management, LLC | 0.01% | Add +1.2% | 2,594 | $233K |
| AMG National Trust Bank | 0.00% | Reduce -88.1% | 2,587 | $232K |
| Claret Asset Management Corp | 0.02% | New | 2,553 | $229K |
| Hardworking Capital Advisors, LLC | 0.19% | Reduce -44.8% | 2,544 | $228K |
| Manchester Capital Management LLC | 0.03% | Add +2.0% | 2,505 | $225K |
| MML Investors Services, LLC | 0.00% | New | 2,486 | $223K |
| Choreo, LLC | 0.00% | Reduce -19.8% | 2,484 | $223K |
| LCNB Corp. | 0.07% | No change | 2,475 | $222K |
| Profund Advisors LLC | 0.01% | Reduce -5.8% | 2,475 | $222K |
| STRS Ohio | 0.00% | Reduce -11.5% | 2,432 | $218K |
| Wealthspire Retirement, LLC | 0.01% | Add +1.7% | 2,405 | $216K |
| Stephens Inc. | 0.00% | New | 2,383 | $214K |
| Simplex Trading, LLC | 0.01% | New | 2,377 | $213K |
| Compass Capital Management, Inc. | 0.01% | No change | 2,375 | $213K |
| Steinberganna Wealth Management | 0.09% | Add +0.3% | 2,373 | $213K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.1% | 2,354 | $211K |
| Susquehanna International Group, LLP | 0.00% | New | 2,351 | $211K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.2% | 2,348 | $211K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 2,319 | $208K |
| Payne Capital LLC | 0.17% | New | 2,298 | $206K |
| Checchi Capital Advisers, LLC | 0.01% | New | 2,295 | $206K |
| Tudor Investment Corporation | 0.00% | New | 2,279 | $205K |
| Patriot Investment Management Group, Inc. | 0.01% | New | 2,275 | $204K |
| Oxford Asset Management LLP | 0.10% | New | 2,235 | $201K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,079 | $184K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.4% | 1,984 | $178K |
| MidFirst Bank | 0.01% | No change | 1,980 | $178K |
| Bessemer Group Inc. | 0.00% | Add +3.5% | 1,767 | $160K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -71.7% | 1,699 | $150K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -51.0% | 1,624 | $146K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -16.6% | 1,587 | $142K |
| Bangor Savings Bank | 0.01% | No change | 1,524 | $137K |
| Signaturefd, LLC | 0.00% | Add +1.8% | 1,523 | $137K |
| Global Retirement Partners, LLC | 0.00% | — | 1,485 | $133K |
| UMB Bank, n.a. | 0.00% | Add +15.7% | 1,450 | $130K |
| Kentucky Trust Co | 0.06% | No change | 1,430 | $128K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,333 | $120K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1350.0% | 1,305 | $117K |
| IFP Advisors, Inc | 0.00% | Reduce -33.8% | 1,167 | $105K |
| Bank of New Hampshire | 0.02% | Reduce -2.2% | 1,148 | $103K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,125 | $101K |
| Pacific Center for Financial Services | 0.02% | No change | 1,000 | $90K |
| Employees Retirement System of Texas | 0.00% | No change | 974 | $87K |
| Sachetta, LLC | 0.04% | Add +24.6% | 952 | $85K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -53.8% | 927 | $83K |
| Southern Michigan Bank & Trust | 0.03% | No change | 830 | $75K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 811 | $73K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $72K |
| USA Financial Formulas | 0.01% | — | 779 | $70K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -44.8% | 746 | $67K |
| Bayforest Capital Ltd | 0.06% | New | 676 | $61K |
| Hoese & Co LLP | 0.04% | No change | 660 | $59K |
| Larson Financial Group LLC | 0.00% | Add +420.3% | 640 | $57K |
| Leonteq Securities AG | 0.00% | Add +61.5% | 630 | $57K |
| Covestor Ltd | 0.03% | Reduce -1.6% | 599 | $54K |
| Bullock Wealth Management Group | 0.02% | Add +0.4% | 547 | $48K |
| Strive Financial Group ,LLC | 0.02% | Reduce -90.3% | 505 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.1% | 497 | $45K |
| SJS Investment Consulting Inc. | 0.00% | Add +24.4% | 484 | $43K |
| Essential Partners LLC | 0.02% | Reduce -19.5% | 479 | $43K |
| Battery Global Advisors, LLC | 0.02% | No change | 478 | $43K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +0.2% | 477 | $43K |
| Webster Bank, N. A. | 0.00% | No change | 468 | $42K |
| Quantum Portfolio Management LLC | 0.01% | New | 397 | $36K |
| True Wealth Design, LLC | 0.01% | Add +20.5% | 394 | $35K |
| CENTRAL TRUST Co | 0.00% | Reduce -71.5% | 382 | $34K |
| Pflug Koory, LLC | 0.01% | No change | 360 | $32K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 359 | $32K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 356 | $32K |
| Trust Co. of Vermont | 0.00% | — | 350 | $31K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 319 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +794.3% | 313 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.8% | 301 | $27K |
| IFG Advisory, LLC | 0.00% | New | 267 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 264 | $24K |
| V-Square Quantitative Management LLC | 0.00% | New | 259 | $23K |
| Dogwood Wealth Management LLC | 0.01% | No change | 234 | $21K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $19K |
| Quent Capital, LLC | 0.00% | Reduce -8.2% | 202 | $18K |
| Index Technologies Group LLC | 0.01% | New | 198 | $18K |
| HM Payson & Co. | 0.00% | No change | 192 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Add +884.2% | 187 | $17K |
| Private Wealth Management Group, LLC | 0.00% | No change | 179 | $16K |
| CVA Family Office, LLC | 0.00% | Add +214.0% | 179 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -6.7% | 168 | $15K |
| National Bank of Canada | 0.00% | Reduce -68.6% | 160 | $14K |
| Assetmark, Inc. | 0.00% | Add +16.1% | 151 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 145 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.1% | 144 | $13K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -71.5% | 143 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 135 | $12K |
| Clearstead Trust, LLC | 0.00% | Add +20.0% | 132 | $12K |
| Mather Group, Llc. | 0.00% | No change | 131 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 112 | $10K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 100 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -1.0% | 100 | $9K |
| Signature Equity Partners, LLC | 0.00% | Reduce -43.5% | 100 | $9K |
| LRI Investments, LLC | 0.00% | New | 94 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +40.9% | 93 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 91 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 90 | $8K |
| Community Financial Services Group, LLC | 0.00% | No change | 90 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +1.1% | 88 | $8K |
| Zions Bancorporation, National Association | 0.00% | Reduce -1.2% | 84 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 81 | $7K |
| Security National Bank of So Dak | 0.00% | New | 79 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 78 | $7K |
| Ancora Advisors LLC | 0.00% | Reduce -91.2% | 78 | $7K |
| Holos Integrated Wealth LLC | 0.00% | No change | 78 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 79 | $7K |
| Bare Financial Services, Inc | 0.00% | No change | 76 | $7K |
| Quarry LP | 0.00% | New | 68 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +12.1% | 65 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +3.2% | 64 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 56 | $5K |
| Concord Wealth Partners | 0.00% | New | 52 | $5K |
| Altshuler Shaham Ltd | 0.00% | Add +10.9% | 51 | $5K |
| Grove Bank & Trust | 0.00% | No change | 50 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -23.8% | 48 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 46 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 40 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -52.4% | 39 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +100.0% | 36 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 34 | $3K |
| Avion Wealth | 0.00% | Add +52.2% | 35 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +40.9% | 31 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 30 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 29 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 29 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 29 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.0% | 27 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $2K |
| Asset Dedication, LLC | 0.00% | Reduce -93.9% | 23 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 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 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +11.1% | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -24.0% | 19 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -25.0% | 18 | $2K |
| Rossby Financial, LCC | 0.00% | Add +30.8% | 17 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.9% | 16 | $1K |
| SouthState Bank Corp | 0.00% | No change | 16 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -5.9% | 16 | $1K |
| Kilter Group LLC | 0.00% | No change | 15 | $1K |
| First Horizon Corp. | 0.00% | No change | 15 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +85.7% | 13 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 13 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +85.7% | 13 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -9.1% | 10 | $898 |
| American Capital Advisory, LLC | 0.00% | Reduce -22.2% | 7 | $629 |
| Planning Strategies Inc. | 0.00% | — | 7 | $628 |
| Sunrise Financial Services, LLC | 0.00% | No change | 6 | $539 |
| SHP Wealth Management | 0.00% | Add +20.0% | 6 | $499 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -20.0% | 4 | $359 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $269 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $266 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -60.0% | 2 | $180 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $90 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 1 | $63 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is DCI's weight in each manager's 13F, not the share of Donaldson Co. Inc. the manager owns.