Titelia

Fund shareholders of Annexon Inc

ISIN US03589W1027 · United States

Fund shareholders
194
Of which ETFs
42 152 other funds
Value held
325.4M $
FundSharesValueWeight in fund
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 6,233,85535.6M $0.33 %as of Jun 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 5,082,29627.5M $0.52 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,970,63628.4M $0.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 4,062,16823.2M $0.03 %as of Jun 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 2,067,70010.5M $0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,787,5809.1M $0.10 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,754,99910M $0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,696,3408.6M $0.03 %as of Jul 31, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 1,661,5008.5M $0.38 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 1,430,0508.2M $0.05 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 1,390,3197.1M $0.28 %as of Jul 31, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 1,200,0006.5M $0.11 %as of May 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 1,187,1006M $0.13 %as of Jul 31, 2026 ↗
iShares Biotechnology ETF iShares Trust 1,009,3995.8M $0.06 %as of Jun 30, 2026 ↗
Select Pharmaceuticals Portfolio Fidelity Select Portfolios 1,003,8005.4M $0.36 %as of May 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 977,6005M $0.22 %as of Jul 31, 2026 ↗
Columbia Acorn Fund COLUMBIA ACORN TRUST 975,6375.6M $0.20 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 927,1904.7M $0.10 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 925,2904.7M $0.12 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 841,6004.3M $0.22 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 840,4994.8M $0.00 %as of Jun 30, 2026 ↗
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 750,0003.8M $0.12 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 709,6364.1M $0.07 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 696,2153.8M $0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 677,1463.7M $0.02 %as of May 31, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 668,2263.6M $0.17 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 637,8333.5M $0.02 %as of May 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 554,1702.8M $0.11 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 519,5903M $0.20 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 469,0002.4M $0.18 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 466,1242.5M $0.00 %as of May 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 451,9132.4M $0.13 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 376,0481.9M $0.03 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 374,3661.9M $0.01 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 355,6461.9M $0.01 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 326,5581.7M $0.01 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 320,0501.6M $0.01 %as of Jul 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 311,2031.6M $0.11 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 290,3641.7M $0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 286,8241.5M $0.14 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 273,3811.4M $0.02 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 271,8451.6M $0.14 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 262,5291.4M $0.00 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 251,5351.4M $0.32 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 247,3761.3M $0.32 %as of May 31, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 232,8091.3M $0.16 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 218,5181.1M $0.00 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 218,2901.2M $0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 211,8251.1M $0.22 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 205,9661M $0.03 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 204,8401.1M $0.00 %as of May 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 204,5191.2M $0.23 %as of Jun 30, 2026 ↗
VIP Health Care Portfolio Variable Insurance Products Fund IV 200,0001.1M $0.10 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 199,6591M $0.08 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 198,8071M $0.04 %as of Jul 31, 2026 ↗
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 188,6111M $0.02 %as of May 29, 2026 ↗
Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST 187,2231.1M $0.20 %as of Jun 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 177,0061M $0.25 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 169,207966.2K $0.03 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 150,870861.5K $0.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 145,545831.1K $0.05 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 139,764798.1K $0.14 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 139,047708.4K $0.22 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 127,169647.9K $0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 119,321607.9K $0.00 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 111,000633.8K $0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 103,454560.7K $0.04 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 95,476545.2K $0.11 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 88,454479.4K $0.00 %as of May 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 86,459468.6K $0.14 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 84,769431.9K $0.00 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 84,619431.1K $0.04 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 84,264429.3K $0.00 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 81,310464.3K $0.02 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 81,231463.8K $0.21 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 81,218463.8K $0.06 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 80,398459.1K $0.07 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 79,390430.3K $0.00 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 78,482448.1K $0.19 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 78,435447.9K $0.03 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 75,000428.3K $0.14 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 74,560425.7K $0.00 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 74,211378.1K $0.03 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 71,354407.4K $0.00 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 69,949379.1K $0.00 %as of May 31, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 65,989336.2K $0.72 %as of Jul 31, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 59,437302.8K $0.26 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 58,829335.9K $0.14 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 58,815335.8K $0.00 %as of Jun 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 56,295286.8K $0.01 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 55,937285K $0.01 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 55,780318.5K $0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 54,537295.6K $0.02 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 51,592294.6K $0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 51,200292.4K $0.01 %as of Jun 30, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 50,420287.9K $0.13 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 44,750255.5K $0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 44,683255.1K $0.03 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,801197.7K $0.00 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 38,788221.5K $0.07 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares Neuroscience and Healthcare ETF iShares Trust 0.78 %as of Jul 31, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 0.72 %as of Jul 31, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 0.52 %as of May 31, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 0.38 %as of Jul 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.38 %as of May 31, 2026 ↗
Select Pharmaceuticals Portfolio Fidelity Select Portfolios 0.36 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 0.33 %as of Jun 30, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 0.32 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 0.32 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 0.32 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3194+2559,767,038+30.5 %
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 table shows the 25 largest.

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

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other11.90 %19,518,496as of Jun 30, 2026 · SCHEDULE 13G
Redmile Group, LLC and 2 others9.90 %17,918,459as of Jul 1, 2026 · SCHEDULE 13G
BlackRock, Inc. 8.00 %13,128,281as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 6.00 %9,824,321as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Annexon Inc". https://titelia.com/en/stocks/annexon-inc-US03589W1027