ADPT · Adaptive Biotechnologies Corp · Shareholders & Ownership

$25.33 +0.91 (+3.73%)

Russell 2000 member Rebalance outlook locked

Market Cap

$4.06B

159.60M

Volume · Oct 21 1.73M Avg daily vol (3M) 2.3M

Every disclosed holder of ADPT 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 ADPT

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)	301	155,512,085	97.44%	Yes
Insiders (Forms 3, 4, 5)	12	4,789,821	3.00%	Yes
13D/G-only blocks	3	13,199,481	8.27%	Yes
Remaining	—	13,905,545	-8.71%	Negative
Registered funds (N-PORT, not summed)	280	54,120,436	33.91%	No

Shares outstanding: 159,595,842, 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 ADPT

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	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,993,708	18.79%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,139,159	9.49%	+1,836,134	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,955,565	2.48%	+299,765	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,422,585	0.89%	+200,798	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,094,715	0.69%	-11,282	Jun 30, 2026	iShares Trust, not summed
2.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	394,284	0.25%	+59,129	May 29, 2026	BlackRock Funds, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	282,461	0.18%	+41,406	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,403,587	4.01%	+309,443	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Millennium Management LLC 13G CIK 1319244 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	6,292,634	3.94%	-3,107,939	Dec 31, 2024	Rule 13d-1(c), passive investor
5	Rubric Capital Management LP 13G CIK 1687509 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	6,256,847	3.92%	-8,143,153	Jun 30, 2025	Rule 13d-1(b), qualified institution
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,911,366	3.70%	+2,053,944	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,476,231	3.43%	+984,757	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,834,309	3.03%	+220,984	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,625,859	2.90%	+2,660,249	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,267,645	2.67%	-1,169,073	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,641,837	2.28%	+5,783	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,458,388	2.17%	+231,143	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	53,100	0.03%	+800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	15,080	0.01%	-4,400	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
12.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	3,962	0.00%	+459	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
12.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,890	0.00%	+337	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	747	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,094,011	1.94%	-1,356,055	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	1,102,417	0.69%	-148,736	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
13.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	613,044	0.38%	-46,893	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
13.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	99,819	0.06%	-17,513	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco Nasdaq Biotechnology ETF Fund S000072469 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,255	0.01%	-291	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,984,227	1.87%	-257,850	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	150,859	0.09%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	86,238	0.05%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
14.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	59,634	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
14.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	59,120	0.04%	+787	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	48,718	0.03%	-9,668	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,665,308	1.67%	+1,099,095	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	1,101,637	0.69%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
15.2	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	458,170	0.29%	+55,670	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
15.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	313,827	0.20%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
15.4	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	292,588	0.18%	—	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
15.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	246,790	0.15%	+26,892	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
16	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,527,703	1.58%	+777,102	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	319,070	0.20%	+119,375	Jun 30, 2026	Driehaus Mutual Funds, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,524,620	1.58%	+529,418	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,474,814	1.55%	-1,061,289	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	1,194,246	0.75%	-503,506	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
18.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	247,344	0.16%	-76,746	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
18.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	35,318	0.02%	-17,739	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
18.4	Lord Abbett Health Care Fund Fund S000064462 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	5,407	0.00%	-1,362	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,366,155	1.48%	+1,061,995	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	813,626	0.51%	+277,841	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	791,630	0.50%	+127,330	Jul 31, 2026	TIAA-CREF Funds, not summed
19.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	302,300	0.19%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	197,903	0.12%	+18,384	Jul 31, 2026	TIAA-CREF Funds, not summed
19.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	120,601	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
20	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,182,326	1.37%	-505,755	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ROBINS CHAD M Insider CIK 1780649 · Aug 18, 2026 Director, CEO and Chairman, issuer-wide	2,180,518	1.37%	0	Aug 18, 2026	Director, CEO and Chairman, issuer-wide
22	FRED ALGER MANAGEMENT, LLC 13F CIK 3520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,092,284	1.31%	+29,138	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	ALGER SMALL CAP FOCUS FUND Fund S000020958 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	1,494,214	0.94%	0	Jul 31, 2026	ALGER FUNDS, not summed
22.2	ALGER SMALL CAP GROWTH FUND Fund S000009160 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	223,246	0.14%	-7,037	Jul 31, 2026	ALGER FUNDS, not summed
22.3	Alger Small Cap Growth Portfolio Fund S000009215 · Registered fund · Jun 30, 2026 ALGER PORTFOLIOS, not summed	174,425	0.11%	0	Jun 30, 2026	ALGER PORTFOLIOS, not summed
22.4	ALGER SMALL CAP GROWTH INSTITUTIONAL FUND Fund S000009202 · Registered fund · Jul 31, 2026 ALGER INSTITUTIONAL FUNDS, not summed	81,329	0.05%	0	Jul 31, 2026	ALGER INSTITUTIONAL FUNDS, not summed
22.5	ALGER HEALTH SCIENCES FUND Fund S000009164 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	36,621	0.02%	—	Jul 31, 2026	ALGER FUNDS, not summed
23	ARK Investment Management LLC 13F CIK 1697748 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,090,306	1.31%	-2,663	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	ARK Genomic Revolution ETF Fund S000042975 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	1,774,756	1.11%	-348,805	Jul 31, 2026	ARK ETF Trust, not summed
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,889,188	1.18%	+8,005	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	1,084,468	0.68%	+75,872	Jun 30, 2026	IVY FUNDS, not summed
24.2	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	282,151	0.18%	-125,046	Jun 30, 2026	Optimum Fund Trust, not summed
24.3	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	212,066	0.13%	+25,447	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
25	Aristotle Atlantic Partners, LLC 13F CIK 1697267 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,838,513	1.15%	+124,167	Jun 30, 2026	carried, not yet filed for the newest quarter
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,779,651	1.12%	+860,373	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,742,854	1.09%	+52,761	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,730,044	1.08%	+502,127	Jun 30, 2026	carried, not yet filed for the newest quarter
29	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,590,513	1.00%	+908,331	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,507,351	0.94%	+115,019	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	77,934	0.05%	+8,586	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,559	0.01%	+470	Jul 31, 2026	FlexShares Trust, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,415,621	0.89%	+89,476	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Amova Asset Management Americas, Inc. 13F CIK 1480751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,329,856	0.83%	-265,514	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,329,856	0.83%	-265,514	Jun 30, 2026	carried, not yet filed for the newest quarter
34	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,751	0.79%	+451,800	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	1,215,600	0.76%	+441,000	Jun 30, 2026	OBERWEIS FUNDS, not summed
35	PERCEPTIVE ADVISORS LLC 13F CIK 1224962 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,217,325	0.76%	+1,064,825	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,178,552	0.74%	+32,870	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	572,294	0.36%	-1,024	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	374,267	0.23%	+45,787	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	75,853	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,414	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	59,058	0.04%	-23,537	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,087,754	0.68%	-1,929,587	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Columbia Large Cap Growth Opportunity Fund Fund S000010797 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	349,029	0.22%	-3,277	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
37.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	60,054	0.04%	-6,341	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
37.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	264	0.00%	+37	Jun 30, 2026	Columbia ETF Trust I, not summed
38	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,071,935	0.67%	-396	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	786,166	0.49%	+135,696	May 31, 2026	MFS SERIES TRUST I, not summed
38.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	283,420	0.18%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
38.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	2,349	0.00%	-224	Jul 31, 2026	MFS Series Trust XV, not summed
39	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,011,327	0.63%	+64,476	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	Blue Water Life Science Advisors, LP 13F CIK 1789778 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,010,145	0.63%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	993,894	0.62%	+630,469	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
42	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	961,510	0.60%	-211,960	Jul 31, 2026	HARBOR FUNDS, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	934,709	0.59%	+63,750	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	918,998	0.58%	-151,629	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	883,406	0.55%	-21,945	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
46	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,688	0.55%	+881,688	Jun 30, 2026	carried, not yet filed for the newest quarter
47	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	849,795	0.53%	-81,727	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	525	0.00%	-109	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
48	ROBINS HARLAN S Insider CIK 1780851 · Jul 21, 2026 Chief Scientific Officer, issuer-wide	812,058	0.51%	-207,600	Jul 21, 2026	Chief Scientific Officer, issuer-wide
49	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	795,168	0.50%	+663,927	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	785,903	0.49%	+136,276	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1478320 CUSIP 00650F109 13F (30d) 32 filings 32 filers Visit website Investor relations