AXSM · Axsome Therapeutics, Inc. · Shareholders & Ownership

$159.58 +3.77 (+2.42%)

Russell 1000 member Rebalance outlook locked

Market Cap

$8.38B

52.38M

Volume · Oct 20 653.35K Avg daily vol (3M) 726.42K

Every disclosed holder of AXSM 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 AXSM

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	508	38,001,817	72.55%	Yes
Insiders (Forms 3, 4, 5)	6	7,900,256	15.08%	Yes
13D/G-only blocks	2	3,876,980	7.40%	Yes
Remaining	—	2,601,765	4.97%	Rest
Registered funds (N-PORT, not summed)	401	16,095,692	30.73%	No

Shares outstanding: 52,380,818, the issuer's latest cover-page count restated onto today's split basis.

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 AXSM

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	TABUTEAU HERRIOT Insider CIK 1219927 · Aug 6, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide	7,351,729	14.04%	0	Aug 6, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,103,708	5.93%	-809,136	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,736,503	5.22%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	305,148	0.58%	-13,940	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	254,745	0.49%	—	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	177,086	0.34%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	164,684	0.31%	—	Jun 30, 2026	iShares Trust, not summed
3	Fairmount Funds Management LLC 13G CIK 1802528 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(c), passive investor	2,360,077	4.51%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,514	3.79%	-74,656	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,965,086	3.75%	+27,334	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,671,684	3.19%	+374,006	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	468,539	0.89%	+6,254	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
6.2	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	159,465	0.30%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
6.3	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	150,596	0.29%	-10,509	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
6.4	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	89,040	0.17%	+29,691	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
6.5	Invesco Health Care Fund Fund S000000235 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	87,700	0.17%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,539,163	2.94%	-27,832	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Select Biotechnology Portfolio Fund S000007486 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	286,580	0.55%	+194,277	May 31, 2026	Fidelity Select Portfolios, not summed
7.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	218,156	0.42%	-5,102	May 31, 2026	Fidelity Concord Street Trust, not summed
7.3	Select Health Care Portfolio Fund S000007466 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	190,000	0.36%	+72,000	May 31, 2026	Fidelity Select Portfolios, not summed
7.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	172,625	0.33%	-153,030	Jul 31, 2026	Fidelity Securities Fund, not summed
7.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	164,543	0.31%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8	RTW INVESTMENTS, LP 13G CIK 1493215 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	1,516,903	2.90%	-1,405,826	Jun 30, 2025	Rule 13d-1(b), qualified institution
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,388,721	2.65%	+2,437	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,003,488	1.92%	+1,007	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	967,172	1.85%	-195,809	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	804,082	1.54%	+327,381	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	63	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	785,661	1.50%	-201,148	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,541	0.05%	-10,472	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,692	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,310	0.01%	+915	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
13.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	443	0.00%	+51	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
13.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	244	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14	Deep Track Capital, LP 13F CIK 1856083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,000	1.34%	-400,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	669,478	1.28%	+346,700	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,373	1.28%	+229,883	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	300,000	0.57%	+175,000	Jun 30, 2026	Franklin Custodian Funds, not summed
16.2	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	212,524	0.41%	+20,324	Jun 30, 2026	Putnam Funds Trust, not summed
16.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	6,280	0.01%	-3,492	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
16.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	3,255	0.01%	+930	Jun 30, 2026	Putnam Variable Trust, not summed
16.5	Franklin DynaTech VIP Fund Fund S000007312 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	2,007	0.00%	+1,138	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	653,920	1.25%	-491,386	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ALETHEA CAPITAL MANAGEMENT, LLC 13F CIK 1549408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	648,756	1.24%	-358	Jun 30, 2026	carried, not yet filed for the newest quarter
19	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	642,893	1.23%	-674,166	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	151,210	0.29%	-12,700	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
19.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	95,993	0.18%	-311,883	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
19.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	34,523	0.07%	+11,644	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
19.4	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	25,888	0.05%	-274,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
19.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	22,769	0.04%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
20	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	604,753	1.15%	+1,288	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	578,233	1.10%	+16,579	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	556,088	1.06%	+535,330	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,407	1.03%	-273,402	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	430,250	0.82%	-28,246	May 29, 2026	Delaware Group Equity Funds V, not summed
23.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	70,202	0.13%	-15,479	Jun 30, 2026	IVY FUNDS, not summed
23.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	39,828	0.08%	-3,353	Jun 30, 2026	Optimum Fund Trust, not summed
23.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	27,592	0.05%	+4,160	Jun 30, 2026	IVY FUNDS, not summed
23.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	15,193	0.03%	+2,163	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
24	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	531,004	1.01%	+165,571	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	514,266	0.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	495,762	0.95%	+23,369	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	482,061	0.92%	-95,418	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	First Trust NYSE Arca Biotechnology Index Fund Fund S000012478 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	426,122	0.81%	-95,756	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
27.2	First Trust Health Care AlphaDEX Fund Fund S000017700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	96,954	0.19%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	21,040	0.04%	+4,929	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	18,750	0.04%	+2,523	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.5	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	15,434	0.03%	—	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	452,491	0.86%	-145,600	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Coleman Mark Insider CIK 1658379 · Jun 10, 2026 Director, issuer-wide	434,245	0.83%	+786	Jun 10, 2026	Director, issuer-wide
30	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,079	0.82%	+251,765	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	44,662	0.09%	—	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
30.2	Columbia Variable Portfolio - Select Mid Cap Growth Fund Fund S000019846 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	22,643	0.04%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
30.3	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	11,096	0.02%	+812	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
30.4	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	8,662	0.02%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
30.5	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	3,461	0.01%	-4,057	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
31	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	426,527	0.81%	+10,544	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,336	0.81%	+91,002	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	416,516	0.80%	-8,234	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	403,995	0.77%	+399,917	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	402,678	0.77%	+31,175	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	189,665	0.36%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
35.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	35,583	0.07%	+11,596	Jun 30, 2026	Manager Directed Portfolios, not summed
36	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	373,067	0.71%	+275,517	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,474	0.71%	+80,104	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	61,299	0.12%	+5,991	Jun 30, 2026	Driehaus Mutual Funds, not summed
37.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	2,395	0.00%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	332,642	0.64%	-17,846	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	132,800	0.25%	-5,800	Jul 31, 2026	Principal Funds, Inc, not summed
38.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	26,206	0.05%	-2,617	Jul 31, 2026	Principal Funds, Inc, not summed
38.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	12,100	0.02%	-400	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
39	EVENTIDE ASSET MANAGEMENT, LLC 13F CIK 1442891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,820	0.60%	-202,738	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Eventide Gilead Fund Fund S000022598 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	257,138	0.49%	-98,600	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
39.2	Eventide Healthcare & Life Sciences Fund Fund S000039514 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	56,024	0.11%	-103,127	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
39.3	Eventide Small Cap ETF Fund S000095403 · Registered fund · Jul 31, 2026 Strategy Shares, not summed	968	0.00%	+256	Jul 31, 2026	Strategy Shares, not summed
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,104	0.60%	-79,014	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	203,437	0.39%	-2,440	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,787	0.05%	+1,507	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	24,682	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.4	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	13,552	0.03%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
40.5	Schwab Health Care Fund Fund S000005519 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	12,357	0.02%	+2,679	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41	Integral Health Asset Management, LLC 13F CIK 1773206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.57%	+265,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	279,738	0.53%	-15,401	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	270,189	0.52%	-131,270	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,880	0.00%	+88	Jul 31, 2026	FlexShares Trust, not summed
44	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,000	0.50%	+97,700	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,034	0.49%	-478,544	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	255,878	0.49%	-25,625	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,280	0.49%	+51,214	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	250,805	0.48%	-203,877	Sep 30, 2026
49	SAMLYN CAPITAL, LLC 13F CIK 1421097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,015	0.47%	+246,015	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	245,574	0.47%	+200,554	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1579428 CUSIP 05464T104 13F (30d) 44 filings 40 filers Visit website Investor relations