SRRK · Scholar Rock Holding Corp · Shareholders & Ownership

$41.36 +1.12 (+2.78%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$4.90B

121.79M

Volume · Oct 20 1.61M Avg daily vol (3M) 1.6M

Every disclosed holder of SRRK 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 SRRK

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)	306	138,712,337	113.90%	Yes
Insiders (Forms 3, 4, 5)	21	34,098,242	28.00%	Yes
13D/G-only blocks	3	15,989,551	13.13%	Yes
Remaining	—	67,014,848	-55.03%	Negative
Registered funds (N-PORT, not summed)	292	51,686,978	42.44%	No

Shares outstanding: 121,785,282, 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 SRRK

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	17,995,241	14.78%	+752,089	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	4,515,375	3.71%	+625,865	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.2	Select Biotechnology Portfolio Fund S000007486 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,650,449	1.36%	0	May 31, 2026	Fidelity Select Portfolios, not summed
1.3	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	1,271,656	1.04%	+93,998	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,222,019	1.00%	+358,741	Jul 31, 2026	Fidelity Salem 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	1,098,284	0.90%	+50,744	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
2	Artal Participations S.a r.l 13G CIK 1218180 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	12,834,446	10.54%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
3	Invus Public Equities, L.P. 13G CIK 2005369 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	9,575,013	7.86%	-1,250,000	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
3.1	Invus Global Management, LLC Insider CIK 2005369 · Dec 11, 2025 Director, 10% Owner, issuer-wide	10,825,013	8.89%	—	Dec 11, 2025	Director, 10% Owner, issuer-wide
4	Siren, L.L.C. 13F CIK 2005245 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,575,013	7.86%	-1,250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,494,084	7.80%	+2,024,791	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,870,009	2.36%	+739,889	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	972,153	0.80%	+316,759	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	683,504	0.56%	+89,774	Jun 30, 2026	iShares Trust, not summed
5.4	BlackRock Health Sciences Opportunities Portfolio Fund S000001877 · Registered fund · May 29, 2026 BlackRock Funds, not summed	226,209	0.19%	0	May 29, 2026	BlackRock Funds, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	206,149	0.17%	+64,285	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	Invus Public Equities, L.P. Insider CIK 1340097 · Dec 10, 2024 Director, 10% Owner, issuer-wide	9,250,005	7.60%	-1,600,000	Dec 10, 2024	Director, 10% Owner, issuer-wide
7	SAMSARA BIOCAPITAL, LLC 13F CIK 1744967 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,897,652	5.66%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,794,837	5.58%	+588,219	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	2,299,437	1.89%	+436,152	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
8.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	1,108,147	0.91%	+306,600	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
8.3	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	738,180	0.61%	-631,600	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
8.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	164,229	0.13%	+66,286	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
8.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	99,259	0.08%	+24,581	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
9	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,727,085	5.52%	+9,430	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,859,866	3.17%	+393,333	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
10	AKKARAJU SRINIVAS Insider CIK 1253170 · Jun 4, 2026 Director, 10% Owner, issuer-wide	6,395,585	5.25%	—	Jun 4, 2026	Director, 10% Owner, issuer-wide
11	Samsara BioCapital, L.P. 13D CIK 1699737 · Unknown · Oct 3, 2025 not summed	6,367,614	5.23%	-389,641	Oct 3, 2025	not summed
12	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,933,533	4.87%	+1,753,550	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,767,880	3.92%	+876,533	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,728,681	3.88%	+697,364	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,258,236	1.85%	+296,271	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	36,300	0.03%	+6,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	4,791	0.00%	+561	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
14.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,752	0.00%	+678	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	545	0.00%	+115	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15	Redmile Group, LLC 13F CIK 1425738 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,311,092	3.54%	-4,755,529	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Redmile Group, LLC 13G CIK 1425738 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	4,311,092	3.54%	-4,755,529	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
16	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,427,521	2.81%	+640,194	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,769,910	2.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,753,787	2.26%	+604,751	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Terrance G. McGuire 13G CIK 1493463 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	2,651,705	2.18%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,607,348	2.14%	+2,607,348	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	1,118,671	0.92%	—	May 31, 2026	MFS Series Trust IV, not summed
20.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	46,137	0.04%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
21	Burow Kristina Insider CIK 1569248 · Jul 1, 2026 Director, 10% Owner, issuer-wide	2,460,368	2.02%	-3,053	Jul 1, 2026	Director, 10% Owner, issuer-wide
22	Bellevue Group AG 13F CIK 1674546 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,449,547	2.01%	-1,135,026	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,358,587	1.94%	-981,905	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,242,106	1.84%	+5,269	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,224,788	1.83%	+175,109	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,069,421	0.88%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
25.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	195,600	0.16%	+67,766	Jun 30, 2026	Manager Directed Portfolios, not summed
26	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,205,618	1.81%	+285,385	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	334,473	0.27%	+99,343	Jun 30, 2026	Driehaus Mutual Funds, not summed
26.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	98,453	0.08%	-1,049	Jun 30, 2026	Driehaus Mutual Funds, not summed
27	EVENTIDE ASSET MANAGEMENT, LLC 13F CIK 1442891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,111,410	1.73%	-85,975	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Eventide Gilead Fund Fund S000022598 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	1,460,906	1.20%	0	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
27.2	Eventide Healthcare & Life Sciences Fund Fund S000039514 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	632,699	0.52%	-86,108	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
27.3	Eventide Small Cap ETF Fund S000095403 · Registered fund · Jul 31, 2026 Strategy Shares, not summed	1,785	0.00%	+450	Jul 31, 2026	Strategy Shares, not summed
28	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,878,580	1.54%	-105,048	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Hallal David Insider CIK 1457477 · Sep 21, 2026 Director, Chief Executive Officer, issuer-wide	1,807,382	1.48%	—	Sep 21, 2026	Director, Chief Executive Officer, issuer-wide
30	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,755,978	1.44%	-134,949	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,731,402	1.42%	+1,031,402	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,538,776	1.26%	+1,319,749	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	154	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
33	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,470	1.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,411,477	1.16%	+12,494	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	39,493	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
34.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,834	0.02%	+21,030	Jul 31, 2026	Goldman Sachs Trust, not summed
34.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,915	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
34.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	453	0.00%	+86	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,409	0.95%	+31,657	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,141,385	0.94%	+195,589	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,128,752	0.93%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
38	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,776	0.87%	+368,358	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,357	0.84%	+305,613	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	979,845	0.80%	-2,070	Jun 30, 2026	carried, not yet filed for the newest quarter
41	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	975,197	0.80%	+268,096	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	743,393	0.61%	+214,076	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
42	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	974,576	0.80%	+210,773	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	56,535	0.05%	+15,766	Jun 30, 2026	Northern Funds, not summed
42.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,563	0.01%	-4,273	Jun 30, 2026	Northern Funds, not summed
42.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,402	0.00%	+168	Jul 31, 2026	FlexShares Trust, not summed
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	972,257	0.80%	-364,375	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	911,075	0.75%	+35,991	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	890,607	0.73%	+165,198	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	878,726	0.72%	+851,844	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	495,439	0.41%	—	Jun 30, 2026	Putnam Funds Trust, not summed
46.2	Franklin Alternative Strategies Fund Fund S000042023 · Registered fund · May 29, 2026 Franklin Alternative Strategies Funds, not summed	24,875	0.02%	-15,469	May 29, 2026	Franklin Alternative Strategies Funds, not summed
46.3	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	7,600	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,286	0.71%	+163,275	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	406,966	0.33%	-3,419	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	271,790	0.22%	+80,650	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,163	0.05%	+12,748	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	49,047	0.04%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
48	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	755,437	0.62%	+467,637	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
49	Integral Health Asset Management, LLC 13F CIK 1773206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,000	0.62%	+250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	734,513	0.60%	-63,400	Jun 30, 2026	carried, not yet filed for the newest quarter

49 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 1727196 CUSIP 80706P103 13F (30d) 21 filings 21 filers Visit website Investor relations