Titelia

Fund shareholders of Annexon Inc

ISIN US03589W1027 · United States

Fund shareholders
169
Of which ETFs
32 137 other funds
Value held
258.3M $
FundSharesValueWeight in fund
Select Biotechnology Portfolio Fidelity Select Portfolios 4,733,59626.5M $0.50 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,314,03623.9M $0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 3,823,36821.2M $0.28 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,200,49617.7M $0.02 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,864,37910.3M $0.01 %as of Mar 31, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 1,661,5009.8M $0.51 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,519,1328.4M $0.01 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 1,487,3108.7M $0.22 %as of Apr 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 1,455,9158.5M $0.39 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,303,5847.7M $0.02 %as of Apr 30, 2026 ↗
Select Pharmaceuticals Portfolio Fidelity Select Portfolios 1,264,1007.1M $0.47 %as of Feb 28, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 1,200,0006.7M $0.11 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,129,0756.3M $0.05 %as of Mar 31, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 975,6375.4M $0.24 %as of Mar 31, 2026 ↗
iShares Biotechnology ETF iShares Trust 952,8845.3M $0.07 %as of Mar 31, 2026 ↗
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 750,0004.4M $0.15 %as of Apr 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 668,2263.7M $0.18 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 648,0793.6M $0.02 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 643,0113.6M $0.01 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 576,0243.2M $0.00 %as of Feb 28, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 554,1703.3M $0.13 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 496,1712.8M $0.02 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 455,5822.7M $0.24 %as of Apr 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 420,4002.5M $0.11 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 363,2002.1M $0.11 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 358,6622M $0.01 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 332,5561.8M $0.15 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 290,3211.6M $0.40 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 289,6451.7M $0.02 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 270,1161.5M $0.39 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 262,5291.5M $0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 248,8221.4M $0.10 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 235,2271.4M $0.05 %as of Apr 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 232,8091.3M $0.18 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 227,0761.3M $0.05 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 226,3361.3M $0.18 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 222,5891.2M $0.00 %as of Feb 28, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 218,7841.3M $0.25 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 214,2621.2M $0.02 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 213,1221.2M $0.00 %as of Mar 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 207,9401.2M $0.28 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 202,9791.2M $0.01 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 202,2221.2M $0.06 %as of Apr 30, 2026 ↗
VIP Health Care Portfolio Variable Insurance Products Fund IV 200,0001.1M $0.11 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust 188,9311.1M $0.92 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 187,2231M $0.24 %as of Mar 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 180,9231M $0.27 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 180,4731.1M $0.00 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 179,9741.1M $0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. 176,618978.5K $0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 163,083903.5K $0.05 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 160,071886.8K $0.08 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 157,739925.9K $0.02 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 136,441755.9K $0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 127,169746.5K $0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 119,321700.4K $0.00 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,188535.3K $0.01 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 85,246477.4K $0.00 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 85,000470.9K $0.38 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,619496.7K $0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 84,264494.6K $0.00 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 81,310450.5K $0.03 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 78,432439.2K $0.00 %as of Feb 28, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 73,568407.6K $0.21 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 72,879408.1K $0.04 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69,700386.1K $0.02 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 69,252383.7K $0.00 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 68,330401.1K $0.00 %as of Apr 30, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 67,711397.5K $0.22 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 63,027349.2K $0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 61,592341.2K $0.18 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 60,767336.6K $0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 58,815325.8K $0.00 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 57,102335.2K $0.02 %as of Apr 30, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 55,535326K $0.87 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 54,687321K $0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 53,273295.1K $0.00 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 47,253277.4K $0.01 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 45,000249.3K $0.01 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 43,003238.2K $0.08 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 42,045232.9K $0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 41,099230.2K $0.02 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,801227.8K $0.00 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 37,526207.9K $0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 36,645215.1K $0.07 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 34,476191K $0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 33,535185.8K $0.09 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 31,078172.2K $0.24 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 27,835154.2K $0.05 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 27,590152.8K $0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 25,946143.7K $0.02 %as of Mar 31, 2026 ↗
AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST 24,518135.8K $0.35 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 24,462135.5K $0.00 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 23,967132.8K $0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,783133.2K $0.05 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 23,625130.9K $0.08 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 23,501130.2K $0.00 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 23,316130.6K $0.44 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,650121.2K $0.06 %as of Feb 28, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 20,890115.7K $0.28 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust 0.92 %as of Apr 30, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 0.87 %as of Apr 30, 2026 ↗
iShares Neuroscience and Healthcare ETF iShares Trust 0.80 %as of Apr 30, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 0.51 %as of Apr 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 0.50 %as of Feb 28, 2026 ↗
Select Pharmaceuticals Portfolio Fidelity Select Portfolios 0.47 %as of Feb 28, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.44 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.40 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 0.39 %as of Feb 28, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.39 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2169+1545,799,834+18.7 %
2026Q1154+1138,569,190+48.7 %
2025Q4143+325,930,306-7.5 %
2025Q3140-1528,036,015+0.0 %
2025Q2155-1328,033,627-17.9 %
2025Q1168+734,146,079+24.3 %
2024Q4161+1927,469,491+30.8 %
2024Q3142+1421,003,363+18.5 %
2024Q2128+2617,720,864+78.7 %
2024Q1102+59,913,825+40.9 %
2023Q4977,038,040

Institutional managers

210 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Redmile Group, LLC14,549,76880.6M $as of Mar 31, 2026
BlackRock, Inc.10,938,50960.6M $as of Mar 31, 2026
FMR LLC10,635,64858.9M $as of Mar 31, 2026
BVF INC/IL8,698,17348.2M $as of Mar 31, 2026
STATE STREET CORP6,919,25538.3M $as of Mar 31, 2026
Bain Capital Life Sciences Investors, LLC5,212,67428.9M $as of Mar 31, 2026
Bellevue Group AG5,157,29028.6M $as of Mar 31, 2026
MAK CAPITAL ONE LLC4,724,04326.2M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.4,300,00023.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/4,259,99523.6M $as of Mar 31, 2026
Nuveen, LLC4,246,33023.5M $as of Mar 31, 2026
Siren, L.L.C.3,958,64621.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.3,886,90921.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC3,449,12119.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,377,82318.7M $as of Mar 31, 2026
Qube Research & Technologies Ltd3,114,31417.3M $as of Mar 31, 2026
Palo Alto Investors LP2,948,09016.3M $as of Mar 31, 2026
MORGAN STANLEY2,735,97015.2M $as of Mar 31, 2026
GREAT POINT PARTNERS LLC2,500,00013.9M $as of Mar 31, 2026
Woodline Partners LP2,337,13712.9M $as of Mar 31, 2026
Opaleye Management Inc.2,331,76112.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,152,88011.9M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,871,79510.4M $as of Mar 31, 2026
Y-Intercept (Hong Kong) Ltd1,319,9137.3M $as of Mar 31, 2026
Tetragon Partners GP Ltd1,292,4557.2M $as of Mar 31, 2026

Declared shareholders of Annexon Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BIOTECHNOLOGY VALUE FUND L P and 9 others5.40 %8,698,173as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Annexon Inc". https://titelia.com/en/stocks/annexon-inc-US03589W1027