SUPN · Supernus Pharmaceuticals, Inc. · Shareholders & Ownership

$41.23 +1.39 (+3.49%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.40B

58.13M

Volume · Oct 20 1.24M Avg daily vol (3M) 808.16K

Every disclosed holder of SUPN 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 SUPN

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)	334	60,100,149	103.39%	Yes
Insiders (Forms 3, 4, 5)	9	2,516,594	4.33%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,489,730	-7.72%	Negative
Registered funds (N-PORT, not summed)	349	25,989,429	44.71%	No

Shares outstanding: 58,127,013, 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 SUPN

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	9,350,046	16.09%	+552,792	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,497,167	6.02%	+54,665	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,459,998	2.51%	+112,273	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	482,594	0.83%	+49,015	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	359,445	0.62%	+18,449	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	155,599	0.27%	-19,262	Jun 30, 2026	iShares Trust, not summed
2	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,853,212	6.63%	+537,239	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	3,853,212	6.63%	+571,597	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,305,429	5.69%	+66,736	Jun 30, 2026	carried, not yet filed for the newest quarter
4	ARMISTICE CAPITAL, LLC 13F CIK 1601086 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,646,201	4.55%	+750,854	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,516,721	4.33%	+49,506	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,459,828	4.23%	+171,701	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	533,950	0.92%	+15,375	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	222,492	0.38%	+13,789	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	144,999	0.25%	+34,073	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,512	0.16%	+2,920	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,600	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,378,329	4.09%	+341,127	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,428,904	2.46%	-93,802	May 29, 2026	Delaware Group Equity Funds V, not summed
8	Khattar Jack A. Insider CIK 1539937 · Aug 12, 2026 Director, issuer-wide	2,216,451	3.81%	+17,207	Aug 12, 2026	Director, issuer-wide
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,078,090	3.58%	-228,940	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	378,733	0.65%	-67,938	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	257,781	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,923	0.39%	-21,700	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	210,569	0.36%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	200,892	0.35%	+10,759	Jul 31, 2026	Dimensional ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,750,148	3.01%	+18,343	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,570,088	2.70%	-53,426	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,485,821	2.56%	+134,490	Jun 30, 2026	carried, not yet filed for the newest quarter
13	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,478,180	2.54%	-227,042	Jun 30, 2026	carried, not yet filed for the newest quarter
14	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,475,192	2.54%	+49,413	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	497,170	0.86%	+21,154	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
14.2	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	64,944	0.11%	-2,530	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
15	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,373,982	2.36%	-119,464	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,263,284	2.17%	+3,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,378	2.04%	+913,150	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,037,242	1.78%	-17,942	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Sofinnova Investments, Inc. 13F CIK 1631134 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,036,328	1.78%	+82,019	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	922,166	1.59%	+423,968	Jun 30, 2026	carried, not yet filed for the newest quarter
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	876,841	1.51%	-37,052	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	111	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	870,341	1.50%	+144,939	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	819,432	1.41%	-37,055	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	121,929	0.21%	+80,466	Jul 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	47,300	0.08%	-2,007	May 31, 2026	Goldman Sachs Trust, not summed
23.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	42,019	0.07%	-1,637	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	40,597	0.07%	+29,154	Jul 31, 2026	Goldman Sachs Trust, not summed
23.5	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	32,167	0.06%	+9,842	May 31, 2026	Goldman Sachs ETF Trust, not summed
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	801,027	1.38%	-426	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	767,668	1.32%	+145,218	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	733,374	1.26%	+33,918	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	45,025	0.08%	0	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,366	0.05%	+2,825	Jun 30, 2026	Northern Funds, not summed
26.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,642	0.01%	-190	Jun 30, 2026	Northern Funds, not summed
26.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,888	0.01%	+192	Jul 31, 2026	FlexShares Trust, not summed
27	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	708,276	1.22%	+259,280	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,552	1.21%	-2,424	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	274,484	0.47%	-4,077	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	136,410	0.23%	+15,170	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	101,664	0.17%	-11,893	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	45,061	0.08%	+17,559	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	34,337	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	666,411	1.15%	+26,077	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	621,102	1.07%	-93,124	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ASHFORD CAPITAL MANAGEMENT INC 13F CIK 897070 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	613,783	1.06%	-31,598	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Soleus Capital Management, L.P. 13F CIK 1802630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	520,000	0.89%	+520,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,221	0.84%	+12,805	Jun 30, 2026	carried, not yet filed for the newest quarter
34	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,131	0.82%	+98,052	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	453,206	0.78%	+177,645	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	208,576	0.36%	+108,804	Jul 31, 2026	abrdn Funds, not summed
35.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	5,061	0.01%	+1,006	Jul 31, 2026	abrdn Funds, not summed
36	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	432,478	0.74%	-18,286	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,101	0.68%	-17,582	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco Pharmaceuticals ETF Fund S000003031 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	258,498	0.44%	+75,097	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	66,953	0.12%	-5,287	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.3	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	40,164	0.07%	-7,567	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,029	0.03%	-1,608	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	11,921	0.02%	+6,015	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,075	0.67%	-111,331	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	147,035	0.25%	-4,865	Jun 30, 2026	Victory Portfolios, not summed
38.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	23,283	0.04%	-1,133	Jul 31, 2026	Victory Portfolios III, not summed
38.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,298	0.01%	+67	Jul 31, 2026	Victory Portfolios III, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	384,828	0.66%	+15,581	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	377,402	0.65%	+14,994	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,024	0.00%	+80	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	375,471	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	368,017	0.63%	+191,941	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	348,461	0.60%	+7,344	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	67,051	0.12%	+4,720	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	42,762	0.07%	-2,308	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,428	0.01%	+1,789	Jul 31, 2026	Principal Funds, Inc, not summed
43.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	383	0.00%	+42	Jul 31, 2026	Principal Funds, Inc, not summed
44	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,398	0.54%	-324,921	Jun 30, 2026	carried, not yet filed for the newest quarter
45	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	309,091	0.53%	+99,721	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	613,480	1.06%	+67,698	Jul 31, 2026	Fidelity Salem Street Trust, not summed
45.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	296,724	0.51%	-2,116	May 31, 2026	Fidelity Concord Street Trust, not summed
45.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	281,390	0.48%	+100,183	Jun 30, 2026	Fidelity Covington Trust, not summed
45.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	107,891	0.19%	+1,836	May 31, 2026	Fidelity Concord Street Trust, not summed
45.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	88,125	0.15%	+3,408	May 31, 2026	Fidelity Concord Street Trust, not summed
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	283,803	0.49%	+16,538	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	Krensavage Asset Management, LLC 13F CIK 1609251 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,681	0.48%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	272,329	0.47%	+21,594	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	262,675	0.45%	+46,628	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	140,220	0.24%	+37,220	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	74,490	0.13%	+8,543	Jul 31, 2026	TIAA-CREF Funds, not summed
49.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,378	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,914	0.01%	+767	Jun 30, 2026	TIAA-CREF Life Funds, not summed
49.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	796	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
50	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	239,396	0.41%	+22,523	Jun 30, 2026	Bridge Builder Trust, not summed

66 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.

Showing 1–50 of 499 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1356576 CUSIP 868459108 13F (30d) 37 filings 36 filers Visit website Investor relations