KRYS · Krystal Biotech, Inc. · Shareholders & Ownership

$313.66 +2.16 (+0.69%) At close · Oct 26

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$9.22B

29.60M

Volume · Oct 26 223.77K Avg daily vol (3M) 286.23K

Every disclosed holder of KRYS 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 KRYS

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)	432	30,341,458	102.51%	Yes
Insiders (Forms 3, 4, 5)	6	3,204,986	10.83%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,947,608	-13.34%	Negative
Registered funds (N-PORT, not summed)	415	14,829,608	50.10%	No

Shares outstanding: 29,598,836, 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 KRYS

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	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,418,197	14.93%	+44,210	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Select Biotechnology Portfolio Fund S000007486 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,802,622	6.09%	-3,900	May 31, 2026	Fidelity Select Portfolios, not summed
1.2	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	788,525	2.66%	+13,000	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	285,631	0.97%	+40,551	Jul 31, 2026	Fidelity Salem Street Trust, not summed
1.4	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	224,316	0.76%	-3,796	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.5	Fidelity Series Growth Company Fund Fund S000042626 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	192,900	0.65%	-8,000	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,181,432	14.13%	+240,976	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,580,327	5.34%	+30,312	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	670,870	2.27%	+65,211	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	241,279	0.82%	+39,112	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	235,776	0.80%	+13,109	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	182,295	0.62%	-6,671	Jun 30, 2026	iShares Trust, not summed
3	Avoro Capital Advisors LLC 13F CIK 1633313 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,888,888	9.76%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,574,905	5.32%	+118,178	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Krishnan Krish S Insider CIK 1298709 · Sep 4, 2026 Director, President and CEO, 10% Owner, issuer-wide	1,565,253	5.29%	-25,000	Sep 4, 2026	Director, President and CEO, 10% Owner, issuer-wide
5.1	Krish S. Krishnan 13G CIK 1298709 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor, not summed	3,388,283	11.45%	—	Mar 31, 2026	Rule 13d-1(d), exempt investor, not summed
6	Krishnan Suma Insider CIK 1298711 · Sep 4, 2026 Director, President, R&D, 10% Owner, issuer-wide	1,493,155	5.04%	-25,000	Sep 4, 2026	Director, President, R&D, 10% Owner, issuer-wide
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,351,158	4.56%	+36,724	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	318,741	1.08%	-13,536	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	240,760	0.81%	+6,950	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	149,449	0.50%	+13,271	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,767	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,858	0.02%	-6,057	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,240,567	4.19%	+75,243	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Soleus Capital Management, L.P. 13F CIK 1802630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	939,254	3.17%	-213,833	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	889,548	3.01%	+58,918	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	777,843	2.63%	-46,877	Jun 30, 2026	carried, not yet filed for the newest quarter
12	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	752,244	2.54%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
13	VESTOR CAPITAL, LLC 13F CIK 1132699 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,914	2.37%	+700,714	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	698,993	2.36%	+55,018	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	687,400	2.32%	+202,326	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	170,840	0.58%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
15.2	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	138,857	0.47%	-134,594	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
15.3	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	114,073	0.39%	+39,640	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
15.4	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	15,716	0.05%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
15.5	T. Rowe Price Health Sciences Portfolio Fund S000002083 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	8,820	0.03%	-8,163	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
16	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,375	2.24%	+43,789	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	329,780	1.11%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
16.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	52,296	0.18%	+16,669	Jun 30, 2026	Manager Directed Portfolios, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	642,490	2.17%	+35,910	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Redmile Group, LLC 13F CIK 1425738 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	632,005	2.14%	-41,500	Jun 30, 2026	carried, not yet filed for the newest quarter
19	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,153	1.93%	+162,975	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	63,930	0.22%	+8,140	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
19.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	59,100	0.20%	+23,100	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
20	Frazier Life Sciences Management, L.P. 13F CIK 1892134 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,307	1.63%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	476,038	1.61%	+7,048	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	132,591	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	80,863	0.27%	+2,464	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	55,740	0.19%	-59	Jul 31, 2026	Dimensional ETF Trust, not summed
21.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,803	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	27,604	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	370,503	1.25%	+31,354	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,900	1.10%	-25,621	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	First Trust NYSE Arca Biotechnology Index Fund Fund S000012478 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	293,036	0.99%	-15,468	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
23.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,857	0.05%	-230	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,348	0.04%	+1,731	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,708	0.01%	+788	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	2,184	0.01%	+412	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,755	1.10%	+73,382	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco Health Care Fund Fund S000000235 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	20,337	0.07%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
24.2	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	18,078	0.06%	-3,406	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.3	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,749	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.4	Invesco Dorsey Wright Healthcare Momentum ETF Fund S000013104 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	8,055	0.03%	+2,982	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	6,031	0.02%	+5,315	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	301,179	1.02%	+12,945	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	298,841	1.01%	+83,892	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	9,125	0.03%	-649	May 31, 2026	Goldman Sachs Trust, not summed
26.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,688	0.03%	+2,704	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	7,610	0.03%	-325	May 31, 2026	Goldman Sachs Trust, not summed
26.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,624	0.02%	+740	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,444	0.02%	+2,270	Jul 31, 2026	Goldman Sachs Trust, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	283,784	0.96%	+31,321	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,214	0.04%	+1,673	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,122	0.01%	+1,253	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,296	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
28	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,917	0.88%	+82,652	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	150,000	0.51%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
28.2	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	48,884	0.17%	—	Jun 30, 2026	Putnam Funds Trust, not summed
28.3	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	14,607	0.05%	—	Jul 31, 2026	Franklin Strategic Series, not summed
28.4	Franklin Genomic Advancements ETF Fund S000067393 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,757	0.02%	+339	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
28.5	Franklin DynaTech VIP Fund Fund S000007312 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	1,036	0.00%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	259,030	0.88%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	256,665	0.87%	-9,994	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	28,740	0.10%	-9,979	Jul 31, 2026	Janus Detroit Street Trust, not summed
30.2	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	12,739	0.04%	+828	Jul 31, 2026	Janus Detroit Street Trust, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	256,431	0.87%	-4,216	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,828	0.86%	+12,842	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	123,856	0.42%	-1,480	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,477	0.21%	+9,111	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,987	0.05%	+720	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,809	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,381	0.02%	+3,831	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	235,491	0.80%	+26,409	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	48	0.00%	+21	Jul 31, 2026	E Trade Trust, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	189,528	0.64%	+10,367	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	169,550	0.57%	+7,480	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	25,164	0.09%	+2,419	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,025	0.03%	—	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,255	0.01%	+691	Jul 31, 2026	Principal Funds, Inc, not summed
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	164,144	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	163,610	0.55%	+14,303	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,985	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	158,675	0.54%	+2,611	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	17,490	0.06%	-405	Jun 30, 2026	Carillon Series Trust, not summed
39	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,616	0.51%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	148,316	0.50%	+4,791	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	146,520	0.50%	+3,152	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	41,102	0.14%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
41.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,093	0.12%	+4,544	Jul 31, 2026	TIAA-CREF Funds, not summed
41.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,919	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
41.4	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	12,047	0.04%	-1,694	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
41.5	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	9,751	0.03%	-3,668	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
42	BRAIDWELL LP 13F CIK 1920938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,975	0.44%	-53,450	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	127,343	0.43%	+4,516	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	124,442	0.42%	+16,045	Jun 30, 2026	carried, not yet filed for the newest quarter
45	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,545	0.38%	-797	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	107,798	0.36%	-2,867	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	105,515	0.36%	+13,229	Jun 30, 2026	carried, not yet filed for the newest quarter
48	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	99,300	0.34%	+56,700	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,707	0.33%	+98,707	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	92,234	0.31%	-797	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1711279 CUSIP 501147102 13F (30d) 74 filings 73 filers Visit website Investor relations