DNLI · Denali Therapeutics Inc. · Shareholders & Ownership

$18.93 +0.89 (+4.93%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$3.03B

159.85M

Volume · Oct 20 1.82M Avg daily vol (3M) 1.59M

Every disclosed holder of DNLI 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 DNLI

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)	295	156,264,973	97.76%	Yes
Insiders (Forms 3, 4, 5)	13	7,074,471	4.43%	Yes
13D/G-only blocks	2	12,906,125	8.07%	Yes
Remaining	—	16,398,166	-10.26%	Negative
Registered funds (N-PORT, not summed)	285	65,147,756	40.76%	No

Shares outstanding: 159,847,403, 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 DNLI

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	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,178,963	10.12%	+7,659,771	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,178,963	10.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,026,413	8.77%	+991,979	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	3,804,692	2.38%	+333,314	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,302,420	0.81%	+152,817	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,054,236	0.66%	-974	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	273,130	0.17%	+41,711	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	253,103	0.16%	+21,919	Jul 31, 2026	iShares Trust, not summed
3	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,960,230	7.48%	-106,249	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BAILLIE GIFFORD & CO 13G CIK 1088875 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,960,230	7.48%	+9,761,339	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BIOGEN INC. 13G CIK 875045 · Unknown · Oct 30, 2024 Rule 13d-1(c), passive investor	7,155,243	4.48%	-5,596,122	Oct 30, 2024	Rule 13d-1(c), passive investor
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,049,304	4.41%	+777,303	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,475,517	2.17%	+644,663	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	50,432	0.03%	+1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,713	0.00%	+330	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
5.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	750	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,012,974	4.39%	0	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	6,477,057	4.05%	+356,897	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,275,729	3.93%	+127,772	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BRATTON DOUGLAS K 13G CIK 1281933 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	5,750,882	3.60%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,535,836	2.84%	-39,538	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,608,716	1.01%	+200,061	Jul 31, 2026	Fidelity Salem Street Trust, not summed
10.2	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	1,454,450	0.91%	0	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
10.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	768,130	0.48%	-6,312	May 31, 2026	Fidelity Concord Street Trust, not summed
10.4	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	413,611	0.26%	-5,398	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
10.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	293,168	0.18%	+18,736	May 31, 2026	Fidelity Concord Street Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,288,391	2.68%	+46,746	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,155,895	2.60%	-251,360	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	399,392	0.25%	+62,802	Jul 31, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	256,894	0.16%	+60,536	Jul 31, 2026	Goldman Sachs Trust, not summed
12.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	77,256	0.05%	+26,966	Jun 30, 2026	Goldman Sachs Trust, not summed
12.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	57,608	0.04%	+1,119	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
12.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	49,836	0.03%	+5,258	Jul 31, 2026	Goldman Sachs Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,973,342	2.49%	+246,228	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,905,225	2.44%	+709,796	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BAKER BROS. ADVISORS LP 13F CIK 1263508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,734,336	2.34%	+2,641	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	BAKER BROS. ADVISORS LP Insider CIK 1263508 · Jun 3, 2026 Director, 10% Owner, issuer-wide, not summed	3,422,366	2.14%	—	Jun 3, 2026	Director, 10% Owner, issuer-wide, not summed
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,161,972	1.98%	-1,270,342	Jun 30, 2026	carried, not yet filed for the newest quarter
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,136,149	1.96%	+672,003	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	4,966,700	3.11%	—	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
17.2	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	2,328,096	1.46%	-2,526	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
17.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	1,274,515	0.80%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
17.4	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	1,251,030	0.78%	-158,606	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
17.5	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	711,908	0.45%	+238,384	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,120,592	1.95%	+549,248	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,097,183	1.94%	-14,297	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	3,037,857	1.90%	0	May 31, 2026	VANGUARD WORLD FUND, not summed
21	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,984,807	1.87%	+91,189	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	691,817	0.43%	-8,483	Jun 30, 2026	AB CAP FUND, INC., not summed
21.2	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	650,814	0.41%	-13,405	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
21.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	179,900	0.11%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
21.4	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	13,143	0.01%	-91	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
21.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	4,521	0.00%	+386	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
22	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,860,604	1.79%	+168,429	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	679,330	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	506,524	0.32%	+8,186	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	456,915	0.29%	-44,055	Jul 31, 2026	Dimensional ETF Trust, not summed
22.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	238,844	0.15%	+27,745	Jul 31, 2026	Dimensional ETF Trust, not summed
22.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	169,195	0.11%	-13,200	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,824,746	1.77%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,791,206	1.75%	+232,341	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,565,817	1.61%	+51,229	Jun 30, 2026	carried, not yet filed for the newest quarter
26	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,496,890	1.56%	+288,079	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
27	Watts Ryan J. Insider CIK 1724310 · Aug 12, 2026 Director, President and CEO, issuer-wide	2,417,217	1.51%	-32,220	Aug 12, 2026	Director, President and CEO, issuer-wide
28	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,414,162	1.51%	-22,733	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,208,263	1.38%	+2,093,739	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	727,399	0.46%	—	May 29, 2026	Delaware Group Equity Funds V, not summed
29.2	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	137,860	0.09%	+23,336	Jun 30, 2026	Optimum Fund Trust, not summed
30	Casdin Capital, LLC 13F CIK 1534261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,045,000	1.28%	+205,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Tessier-Lavigne Marc Insider CIK 1437435 · Jun 3, 2025 Director, issuer-wide	1,965,424	1.23%	—	Jun 3, 2025	Director, issuer-wide
32	Crestline Management, L.P. 13F CIK 1536054 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,910,732	1.20%	-300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,784,440	1.12%	+46,547	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,731,822	1.08%	+76,154	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,420,083	0.89%	-58,403	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	561,500	0.35%	-23,900	Jul 31, 2026	Principal Funds, Inc, not summed
35.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	209,518	0.13%	+10,330	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	51,300	0.03%	-1,300	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
35.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,271	0.01%	+4,888	Jul 31, 2026	Principal Funds, Inc, not summed
36	Foresite Capital Management VI LLC 13F CIK 2013341 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,396,771	0.87%	+186,800	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Siren, L.L.C. 13F CIK 2005245 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,396,513	0.87%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,389,765	0.87%	+79,109	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	74,380	0.05%	+7,969	Jun 30, 2026	Northern Funds, not summed
38.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,153	0.01%	-375	Jun 30, 2026	Northern Funds, not summed
38.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,428	0.01%	-16,830	Jul 31, 2026	FlexShares Trust, not summed
39	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,355,514	0.85%	+1,059,011	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,481	0.84%	-508,965	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,955	0.78%	+37,556	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	712,909	0.45%	-5,772	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	357,236	0.22%	+44,846	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	90,464	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	85,423	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,230,957	0.77%	+96,774	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,224,497	0.77%	+124,778	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Artisan International Small-Mid Fund Fund S000006494 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	753,697	0.47%	+70,254	Jun 30, 2026	Artisan Partners Funds Inc., not summed
44	Candriam S.C.A. 13F CIK 1537014 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,189,886	0.74%	+90,041	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,748	0.70%	-132,202	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JNL/T. Rowe Price Capital Appreciation Fund Fund S000068115 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	1,084,400	0.68%	—	Jun 30, 2026	JNL Series Trust, not summed
47	ADAR1 Capital Management, LLC 13F CIK 1940272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,029,080	0.64%	-842,375	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	991,904	0.62%	+42,209	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	961,050	0.60%	-143,707	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	383	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
50	Krognes Steve E. Insider CIK 1666236 · Jun 3, 2026 Director, issuer-wide	819,999	0.51%	+6,408	Jun 3, 2026	Director, issuer-wide

56 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 1714899 CUSIP 24823R105 13F (30d) 22 filings 22 filers Visit website Investor relations