Funds holding Donnelley Financial Solutions Inc
273 funds declare a position · 74 ETFs and 199 other funds · 530.3M $· 200K € · US25787G1004
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,592,009 | 75M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 792,065 | 37.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 667,277 | 33.6M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 627,571 | 29.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 5 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 442,498 | 20.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 294,966 | 13.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 7 | THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 283,936 | 13.4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 252,317 | 12.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 9 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 239,217 | 11.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 10 | JPMorgan Small Cap Blend Fund JPMorgan Trust I | 212,259 | 10M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 11 | Royce Small-Cap Total Return Fund ROYCE FUND | 206,958 | 9.8M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 12 | William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 188,490 | 8.9M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 13 | WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 185,518 | 9.3M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 14 | Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 182,592 | 8.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 174,770 | 8.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares Russell 2000 Growth ETF iShares Trust | 149,275 | 7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 17 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 142,251 | 6.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 18 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 140,294 | 7.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 138,533 | 6.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 135,227 | 6.4M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 127,911 | 6.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 22 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,639 | 6.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 23 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,439 | 6.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 24 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 121,344 | 6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 25 | Applied Finance Explorer Fund World Funds Trust | 107,832 | 5.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 26 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 102,344 | 4.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 27 | Royce Small-Cap Fund ROYCE FUND | 97,186 | 4.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 28 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,305 | 4.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 29 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 91,004 | 4.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 30 | VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 85,733 | 4.3M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 31 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 84,512 | 4M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 32 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 83,930 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 33 | LKCM Small Cap Equity Fund LKCM Funds | 79,644 | 3.8M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 34 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 78,945 | 3.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 35 | Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 65,199 | 3.1M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 36 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 63,030 | 3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 37 | iShares Russell 2000 Value ETF iShares Trust | 60,753 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 38 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 60,164 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 39 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 59,229 | 3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 40 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 58,030 | 2.9M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 41 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 56,050 | 2.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 42 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,394 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 43 | Clearwater Select Equity Fund Clearwater Investment Trust | 53,947 | 2.5M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 44 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 52,910 | 2.5M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 45 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 51,590 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 46 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 51,069 | 2.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 47 | abrdn U.S. Small Cap Equity Fund abrdn Funds | 49,815 | 2.5M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 48 | Putnam Small Cap Value Fund Putnam Investment Funds | 49,200 | 2.4M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| 49 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,814 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 43,541 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 51 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 42,633 | 2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 52 | Master Small Cap Index Series Quantitative Master Series LLC | 42,591 | 2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 53 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 42,240 | 2.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 54 | JNL Small Cap Index Fund JNL Series Trust | 41,366 | 1.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 55 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 40,447 | 2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 56 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 39,073 | 1.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | Embark Small Cap Equity Fund Harbor Funds II | 37,672 | 1.9M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 58 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,508 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 59 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 33,229 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 60 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 32,666 | 1.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 61 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 32,107 | 1.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 62 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,594 | 1.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 63 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 31,286 | 1.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 64 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 29,646 | 1.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 65 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,378 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 66 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 29,105 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 67 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 26,241 | 1.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 68 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 26,177 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 69 | Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 25,963 | 1.2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 70 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 25,511 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 71 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,194 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 72 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 22,886 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 73 | American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS | 21,853 | 1M $ | 4.67 % | as of Mar 31, 2026 · Original filing |
| 74 | Nuveen Equity Index Fund TIAA-CREF Funds | 21,721 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 20,858 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 76 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 20,309 | 1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 77 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 19,814 | 996.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 78 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 19,700 | 928.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 79 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 19,564 | 973.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 80 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 17,713 | 835K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 81 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,400 | 820.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 82 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,036 | 856.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 83 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,893 | 840.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 84 | JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 16,726 | 788.5K $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| 85 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,378 | 823.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 16,362 | 823K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 87 | Victory Small Cap Stock Fund Victory Portfolios III | 16,312 | 820.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 88 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,204 | 806.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | Putnam VT Small Cap Value Fund Putnam Variable Trust | 16,200 | 763.7K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 90 | EQ/Small Company Index Portfolio EQ Advisors Trust | 15,900 | 749.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 91 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 14,016 | 660.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 92 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,813 | 694.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 13,329 | 663.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 94 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,314 | 627.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 95 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 13,224 | 665.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 96 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 13,021 | 613.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 97 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,457 | 587.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 11,817 | 557.1K $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 99 | Small Cap Index Fund Northern Funds | 11,584 | 546.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 100 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 11,207 | 528.3K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
Institutional managers
235 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,995,329 | 188.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,160,874 | 54.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 948,619 | 44.7M $ | as of Mar 31, 2026 |
| Alberta Investment Management Corp | 852,611 | 40.2M $ | as of Mar 31, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | 780,037 | 36.8M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 761,163 | 35.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 686,331 | 32.4M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 653,818 | 30.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 626,417 | 29.5M $ | as of Mar 31, 2026 |
| Simcoe Capital Management, LLC | 597,725 | 28.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 545,484 | 25.7M $ | as of Mar 31, 2026 |
| Boston Trust Walden Corp | 467,079 | 22M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 462,672 | 21.8M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 448,950 | 21.2M $ | as of Mar 31, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | 448,388 | 21.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 432,918 | 20.4M $ | as of Mar 31, 2026 |
| Mawer Investment Management Ltd. | 423,704 | 20M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 418,683 | 19.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 414,312 | 19.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 335,167 | 15.6M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 314,530 | 14.8M $ | as of Mar 31, 2026 |
| Access Investment Management LLC | 233,835 | 11M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 165,075 | 7.8M $ | as of Mar 31, 2026 |
| Marathon Asset Management Ltd | 154,456 | 7.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 146,388 | 6.9M $ | as of Mar 31, 2026 |