PRVA · Privia Health Group, Inc. · Shareholders & Ownership

$24.90 +0.48 (+1.97%) Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.12B

127.77M

Volume · Nov 9 273.34K Avg daily vol (3M) 1.27M

Every disclosed holder of PRVA 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 PRVA

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)	312	124,221,240	97.22%	Yes
Insiders (Forms 3, 4, 5)	14	2,471,203	1.93%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,075,843	0.84%	Rest
Registered funds (N-PORT, not summed)	283	56,254,682	44.03%	No

Shares outstanding: 127,768,286, 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 PRVA

One row per holder Every filing By ultimate parent

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

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	21,402,417	16.75%	+2,344,507	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	17,929,937	14.03%	+2,535,026	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,137,000	5.59%	+195,796	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,146,350	2.46%	+306,169	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,115,917	0.87%	+165,939	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,065,858	0.83%	+68,304	Jun 30, 2026	iShares Trust, not summed
2	Durable Capital Partners LP 13F CIK 1798849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,635,948	9.11%	-451,895	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,572,384	5.14%	+290,842	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,513,393	5.10%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,156,720	4.04%	+147,897	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Puma Growth Holdings, LLC 13D CIK 1982325 · Unknown · Sep 1, 2026 Item 4 purpose: Passive investment not summed	6,472,513	5.07%	+698,991	Sep 1, 2026	not summed
6	FMR LLC 13G CIK 315066 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,385,120	5.00%	-5,979,410	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,848,437	10.06%	-197,105	Jun 30, 2026	carried, not yet filed for the newest quarter
6.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,321,438	1.03%	+170,710	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,283,039	1.00%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Select Health Care Services Portfolio Fund S000007472 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	1,141,564	0.89%	+365,100	Aug 31, 2026	Fidelity Select Portfolios, not summed
6.5	Select Health Care Portfolio Fund S000007466 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	1,082,948	0.85%	-1,417,052	Aug 31, 2026	Fidelity Select Portfolios, not summed
7	Rubicon Founders LLC 13F CIK 2032489 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,971,079	4.67%	+22,415	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,905,789	3.84%	+415,889	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,085,362	0.85%	+39,999	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	680,710	0.53%	+70,775	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	106,767	0.08%	+53,606	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	98,713	0.08%	+23,457	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	41,300	0.03%	+800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Sep 30, 2026	3,685,410	2.88%	-26,213	Sep 30, 2026
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,589,974	2.81%	+68,950	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	3,203,089	2.51%	+72,616	Sep 30, 2026
12	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Sep 30, 2026	2,895,288	2.27%	-103,309	Sep 30, 2026
12.1	Riverbridge Growth Fund Fund S000039554 · Registered fund · Aug 31, 2026 INVESTMENT MANAGERS SERIES TRUST, not summed	63,179	0.05%	-13,017	Aug 31, 2026	INVESTMENT MANAGERS SERIES TRUST, not summed
13	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	2,780,710	2.18%	-111,826	Sep 30, 2026
13.1	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	6,492	0.01%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
13.2	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,749	0.00%	+56	Jul 31, 2026	BNY Mellon ETF Trust, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,626,685	2.06%	+74,824	Sep 30, 2026
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	512,076	0.40%	+1,292	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	425,816	0.33%	+14,949	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	407,743	0.32%	+8,137	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	286,433	0.22%	+16,052	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	138,465	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,599,416	2.03%	+43,818	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	2,472,669	1.94%	-115,209	Sep 30, 2026
16.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	808,139	0.63%	-34,800	Jul 31, 2026	Principal Funds, Inc, not summed
16.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	87,272	0.07%	-3,610	Jul 31, 2026	Principal Funds, Inc, not summed
16.3	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	81,312	0.06%	+5,782	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
16.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	73,900	0.06%	-1,600	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
16.5	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,475	0.01%	+3,151	Jul 31, 2026	Principal Funds, Inc, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,289	1.67%	+1,906,187	Jun 30, 2026	carried, not yet filed for the newest quarter
18	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	1,948,021	1.52%	-103,638	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	PACE Small/Medium Co Growth Equity Investments Fund S000002974 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	88,057	0.07%	-6,974	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
19	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	1,739,427	1.36%	+686,156	Sep 30, 2026
20	BlackBarn Capital Partners LP 13F CIK 2010204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,585,000	1.24%	0	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	1,501,521	1.18%	+70,905	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,465,145	1.15%	+517,009	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	438,810	0.34%	+276,910	Jul 31, 2026	TIAA-CREF Funds, not summed
22.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	275,584	0.22%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
22.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	255,115	0.20%	+31,655	Jun 30, 2026	College Retirement Equities Fund, not summed
22.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	155,191	0.12%	+15,400	Jul 31, 2026	TIAA-CREF Funds, not summed
22.5	Nuveen Small Cap Growth Opportunities Fund Fund S000005567 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	147,725	0.12%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,432,117	1.12%	+175,939	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,828	1.08%	+55,722	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	562,057	0.44%	+8,140	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	293,867	0.23%	+38,589	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	196,889	0.15%	+28,755	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	78,704	0.06%	+10,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	72,213	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,359,812	1.06%	+70,597	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	WICHMANN DAVID S Insider CIK 1268489 · May 21, 2025 Director, issuer-wide	1,341,049	1.05%	+1,323,736	May 21, 2025	Director, issuer-wide
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,302,019	1.02%	-37,931	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	63,876	0.05%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	50,965	0.04%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
27.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	27,984	0.02%	+9,533	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
27.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	21,182	0.02%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
27.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	16,656	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,253,501	0.98%	+75,791	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,295	0.05%	+7,914	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,189	0.01%	-290	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,320	0.00%	-1,794	Jul 31, 2026	FlexShares Trust, not summed
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,616	0.96%	-250,142	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	1,039,286	0.81%	-232,912	Jul 31, 2026	Franklin Strategic Series, not summed
30	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,014,786	0.79%	-27,314	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	135,064	0.11%	-13,366	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,005,930	0.79%	+24,011	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	87	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,154	0.66%	+281,359	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	846,684	0.66%	+47,019	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,171	0.65%	+157,530	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	388,603	0.30%	+45,163	Jun 30, 2026	ROYCE FUND, not summed
35	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	789,840	0.62%	+718,170	Jun 30, 2026	Touchstone Strategic Trust, not summed
36	EVENTIDE ASSET MANAGEMENT, LLC 13F CIK 1442891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	737,694	0.58%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Eventide Healthcare & Life Sciences Fund Fund S000039514 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	737,694	0.58%	0	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
37	BNY Mellon Small/Mid Cap Growth Fund Fund S000011499 · Registered fund · Jun 30, 2026 BNY Mellon Investment Funds I, not summed	706,066	0.55%	-68,672	Jun 30, 2026	BNY Mellon Investment Funds I, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	699,681	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	692,581	0.54%	+94,732	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,489	0.54%	-153,985	Jun 30, 2026	carried, not yet filed for the newest quarter
41	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	632,700	0.50%	-143,800	Jun 30, 2026	carried, not yet filed for the newest quarter
42	C WorldWide Group Holding A/S 13F CIK 1625244 · Unknown · Sep 30, 2026	610,000	0.48%	0	Sep 30, 2026
43	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	605,612	0.47%	+129,657	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	544,771	0.43%	-61,996	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	449,755	0.35%	+19,882	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	127,413	0.10%	+20,376	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.2	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	111,025	0.09%	+30,036	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	98,913	0.08%	+2,710	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.4	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,913	0.02%	+1,046	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,335	0.01%	-1,905	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46	Mehrotra Parth Insider CIK 1858398 · May 12, 2026 Director, Chief Executive Officer, issuer-wide	434,357	0.34%	-121,086	May 12, 2026	Director, Chief Executive Officer, issuer-wide
47	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	426,353	0.33%	+26,446	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
48	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	406,898	0.32%	-6,699	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PEREGRINE CAPITAL MANAGEMENT LLC 13F CIK 764529 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,207	0.28%	+43,489	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	359,150	0.28%	+721	Jun 30, 2026	carried, not yet filed for the newest quarter

70 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 1759655 CUSIP 74276R102 13F (30d) 131 filings 118 filers Visit website Investor relations