DFIN · Donnelley Financial Solutions, Inc. · Shareholders & Ownership

$52.75 -0.71 (-1.33%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.31B

24.59M

Volume · Oct 28 114.72K Avg daily vol (3M) 237.25K

Every disclosed holder of DFIN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns DFIN

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	251	22,976,579	93.46%	Yes
Insiders (Forms 3, 4, 5)	17	2,497,931	10.16%	Yes
13D/G-only blocks	1	1,439,287	5.85%	Yes
Remaining	—	2,328,414	-9.47%	Negative
Registered funds (N-PORT, not summed)	267	10,296,989	41.88%	No

Shares outstanding: 24,585,383, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of DFIN

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,937,601	16.02%	-57,728	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,505,423	6.12%	-86,586	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	646,201	2.63%	+18,630	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	180,196	0.73%	+30,921	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	119,080	0.48%	-23,171	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	101,469	0.41%	-875	Jun 30, 2026	iShares Trust, not summed
2	Simcoe Capital Management, LLC 13D CIK 1633362 · Registered investment adviser · May 14, 2024	1,439,287	5.85%	-246,785	May 14, 2024
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,445	4.88%	+39,571	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	228,196	0.93%	-11,021	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	177,728	0.72%	+42,501	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	69,474	0.28%	-9,471	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	61,494	0.25%	-1,536	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,975	0.04%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,056,961	4.30%	-57,959	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,245,123	5.06%	-65,376	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Alberta Investment Management Corp 13F CIK 1463559 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,052,611	4.28%	+200,000	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Jacobowitz Jeffrey Insider CIK 1450714 · Nov 6, 2024 Director, issuer-wide	823,257	3.35%	-234,041	Nov 6, 2024	Director, issuer-wide
7	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	820,801	3.34%	-127,818	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	84	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
8	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,119	3.15%	-4,918	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	745,065	3.03%	-47,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	699,080	2.84%	+12,749	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,439	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	94,546	0.38%	+1,241	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	83,018	0.34%	-912	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	60,164	0.24%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,782	0.21%	-3,612	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	633,806	2.58%	+7,389	Jun 30, 2026	carried, not yet filed for the newest quarter
12	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	631,933	2.57%	+86,449	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	215,280	0.88%	+26,790	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,252	2.56%	+166,580	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Leib Daniel Insider CIK 1464929 · Aug 19, 2026 Director, Chief Executive Officer, issuer-wide	611,315	2.49%	-9,787	Aug 19, 2026	Director, Chief Executive Officer, issuer-wide
15	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	603,908	2.46%	+161,410	Jun 30, 2026	Capitol Series Trust, not summed
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	562,516	2.29%	+490,614	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	530,227	2.16%	+423,448	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,983	2.16%	+252,383	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	516,410	2.10%	+13,751	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	449,160	1.83%	-17,919	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,271	1.77%	-14,679	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	202,885	0.83%	-4,073	Jun 30, 2026	ROYCE FUND, not summed
21.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	87,179	0.35%	-10,007	Jun 30, 2026	ROYCE FUND, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,256	1.75%	-3,662	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	117,930	0.48%	-8,274	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	109,393	0.45%	-230	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	65,491	0.27%	+35,845	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	60,479	0.25%	+4,429	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,566	0.12%	-539	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	SHAPIRO CAPITAL MANAGEMENT LLC 13F CIK 1177244 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	425,415	1.73%	-22,973	Jun 30, 2026	carried, not yet filed for the newest quarter
24	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,466	1.71%	-234,352	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	397,329	1.62%	-21,354	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,611	0.05%	+1,027	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,190	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
26	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	368,192	1.50%	+259,527	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,156	1.41%	-76,548	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	333,164	1.36%	-81,148	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	32,666	0.13%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	16,362	0.07%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
28.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	9,846	0.04%	+6,644	Jul 31, 2026	Goldman Sachs Trust, not summed
28.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	8,751	0.04%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
28.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	501	0.00%	-563	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	330,056	1.34%	-5,111	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Access Investment Management LLC 13F CIK 2010477 · Registered investment adviser · Sep 30, 2026	309,060	1.26%	+2,755	Sep 30, 2026
31	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	303,168	1.23%	-11,362	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	62,754	0.26%	-2,445	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	287,508	1.17%	-7,458	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	Gardella David A Insider CIK 1685399 · Mar 4, 2026 Chief Financial Officer, issuer-wide	245,046	1.00%	+23,463	Mar 4, 2026	Chief Financial Officer, issuer-wide
34	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	220,361	0.90%	+8,102	Jun 30, 2026	JPMorgan Trust I, not summed
35	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,088	0.82%	+128,188	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,312	0.09%	+19,140	Jun 30, 2026	AQR Funds, not summed
35.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	5,882	0.02%	—	Mar 31, 2026	AQR Funds, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	175,778	0.72%	-4,710	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	174,770	0.71%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	Boston Trust Walden Small Cap Fund Fund S000009927 · Registered fund · Jun 30, 2026 Boston Trust Walden Funds, not summed	164,617	0.67%	-17,975	Jun 30, 2026	Boston Trust Walden Funds, not summed
39	Clay Craig Insider CIK 1847703 · Sep 15, 2026 President, GCM, issuer-wide	154,096	0.63%	-4,364	Sep 15, 2026	President, GCM, issuer-wide
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	141,481	0.58%	-4,907	Jun 30, 2026	carried, not yet filed for the newest quarter
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,259	0.55%	-28,816	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	133,693	0.54%	-10,803	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	133,528	0.54%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	131,237	0.53%	+4,598	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	126,902	0.52%	+18,872	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	22,618	0.09%	-28,972	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45.2	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,992	0.01%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	121,808	0.50%	-7,689	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	18,406	0.07%	-2,452	Jul 31, 2026	Principal Funds, Inc, not summed
46.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,685	0.01%	+541	Jul 31, 2026	Principal Funds, Inc, not summed
46.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	378	0.00%	+131	Jul 31, 2026	Principal Funds, Inc, not summed
47	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,593	0.49%	+39,834	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · Aug 31, 2026 Putnam Investment Funds, not summed	72,600	0.30%	+31,600	Aug 31, 2026	Putnam Investment Funds, not summed
47.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	25,400	0.10%	+9,200	Jun 30, 2026	Putnam Variable Trust, not summed
47.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,237	0.01%	-277	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
47.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,575	0.01%	-9	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
48	Johnson Eric J Insider CIK 1847839 · Mar 6, 2026 President, GIC, issuer-wide	116,814	0.48%	-20,280	Mar 6, 2026	President, GIC, issuer-wide
49	Applied Finance Explorer Fund Fund S000049148 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	115,901	0.47%	+8,069	Jul 31, 2026	World Funds Trust, not summed
50	CRANDALL RICHARD L Insider CIK 924060 · May 13, 2026 Director, issuer-wide	114,621	0.47%	+5,864	May 13, 2026	Director, issuer-wide

36 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1669811 CUSIP 25787G100 13F (30d) 53 filings 53 filers Visit website Investor relations