Fund shareholders of Annexon Inc
ISIN US03589W1027 · United States
- Fund shareholders
- 169
- Of which ETFs
- 32 137 other funds
- Value held
- 258.3M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Select Biotechnology Portfolio Fidelity Select Portfolios | 4,733,596 | 26.5M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,314,036 | 23.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST | 3,823,368 | 21.2M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 3,200,496 | 17.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,864,379 | 10.3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII | 1,661,500 | 9.8M $ | 0.51 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,519,132 | 8.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 1,487,310 | 8.7M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 1,455,915 | 8.5M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,303,584 | 7.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Select Pharmaceuticals Portfolio Fidelity Select Portfolios | 1,264,100 | 7.1M $ | 0.47 % | as of Feb 28, 2026 ↗ |
| Select Health Care Portfolio Fidelity Select Portfolios | 1,200,000 | 6.7M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 1,129,075 | 6.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 975,637 | 5.4M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| iShares Biotechnology ETF iShares Trust | 952,884 | 5.3M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 750,000 | 4.4M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 668,226 | 3.7M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 648,079 | 3.6M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 643,011 | 3.6M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 576,024 | 3.2M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 554,170 | 3.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 496,171 | 2.8M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 455,582 | 2.7M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 420,400 | 2.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 363,200 | 2.1M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 358,662 | 2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 332,556 | 1.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 290,321 | 1.6M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 289,645 | 1.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 270,116 | 1.5M $ | 0.39 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 262,529 | 1.5M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 248,822 | 1.4M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 235,227 | 1.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 232,809 | 1.3M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 227,076 | 1.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 226,336 | 1.3M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 222,589 | 1.2M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust | 218,784 | 1.3M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 214,262 | 1.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 213,122 | 1.2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 207,940 | 1.2M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 202,979 | 1.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 202,222 | 1.2M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| VIP Health Care Portfolio Variable Insurance Products Fund IV | 200,000 | 1.1M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust | 188,931 | 1.1M $ | 0.92 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 187,223 | 1M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 180,923 | 1M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 180,473 | 1.1M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 179,974 | 1.1M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. | 176,618 | 978.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 163,083 | 903.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 160,071 | 886.8K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 157,739 | 925.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 136,441 | 755.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 127,169 | 746.5K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 119,321 | 700.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,188 | 535.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 85,246 | 477.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 85,000 | 470.9K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 84,619 | 496.7K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 84,264 | 494.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 81,310 | 450.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 78,432 | 439.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 73,568 | 407.6K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 72,879 | 408.1K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 69,700 | 386.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 69,252 | 383.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 68,330 | 401.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds | 67,711 | 397.5K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 63,027 | 349.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 61,592 | 341.2K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 60,767 | 336.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 58,815 | 325.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 57,102 | 335.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Virtus Biotech Clinical Trials Etf ETFis Series Trust I | 55,535 | 326K $ | 0.87 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 54,687 | 321K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 53,273 | 295.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 47,253 | 277.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 45,000 | 249.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 43,003 | 238.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 42,045 | 232.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 41,099 | 230.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,801 | 227.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 37,526 | 207.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 36,645 | 215.1K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 34,476 | 191K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 33,535 | 185.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 31,078 | 172.2K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 27,835 | 154.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 27,590 | 152.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 25,946 | 143.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST | 24,518 | 135.8K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 24,462 | 135.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 23,967 | 132.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,783 | 133.2K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 23,625 | 130.9K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 23,501 | 130.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 23,316 | 130.6K $ | 0.44 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 21,650 | 121.2K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| PROFUND VP BIOTECHNOLOGY ProFunds | 20,890 | 115.7K $ | 0.28 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 169 | +15 | 45,799,834 | +18.7 % |
| 2026Q1 | 154 | +11 | 38,569,190 | +48.7 % |
| 2025Q4 | 143 | +3 | 25,930,306 | -7.5 % |
| 2025Q3 | 140 | -15 | 28,036,015 | +0.0 % |
| 2025Q2 | 155 | -13 | 28,033,627 | -17.9 % |
| 2025Q1 | 168 | +7 | 34,146,079 | +24.3 % |
| 2024Q4 | 161 | +19 | 27,469,491 | +30.8 % |
| 2024Q3 | 142 | +14 | 21,003,363 | +18.5 % |
| 2024Q2 | 128 | +26 | 17,720,864 | +78.7 % |
| 2024Q1 | 102 | +5 | 9,913,825 | +40.9 % |
| 2023Q4 | 97 | 7,038,040 |
Institutional managers
210 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Redmile Group, LLC | 14,549,768 | 80.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 10,938,509 | 60.6M $ | as of Mar 31, 2026 |
| FMR LLC | 10,635,648 | 58.9M $ | as of Mar 31, 2026 |
| BVF INC/IL | 8,698,173 | 48.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,919,255 | 38.3M $ | as of Mar 31, 2026 |
| Bain Capital Life Sciences Investors, LLC | 5,212,674 | 28.9M $ | as of Mar 31, 2026 |
| Bellevue Group AG | 5,157,290 | 28.6M $ | as of Mar 31, 2026 |
| MAK CAPITAL ONE LLC | 4,724,043 | 26.2M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4,300,000 | 23.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 4,259,995 | 23.6M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 4,246,330 | 23.5M $ | as of Mar 31, 2026 |
| Siren, L.L.C. | 3,958,646 | 21.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 3,886,909 | 21.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 3,449,121 | 19.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,377,823 | 18.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 3,114,314 | 17.3M $ | as of Mar 31, 2026 |
| Palo Alto Investors LP | 2,948,090 | 16.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,735,970 | 15.2M $ | as of Mar 31, 2026 |
| GREAT POINT PARTNERS LLC | 2,500,000 | 13.9M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 2,337,137 | 12.9M $ | as of Mar 31, 2026 |
| Opaleye Management Inc. | 2,331,761 | 12.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,152,880 | 11.9M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,871,795 | 10.4M $ | as of Mar 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | 1,319,913 | 7.3M $ | as of Mar 31, 2026 |
| Tetragon Partners GP Ltd | 1,292,455 | 7.2M $ | as of Mar 31, 2026 |
Declared shareholders of Annexon Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BIOTECHNOLOGY VALUE FUND L P and 9 others | 5.40 % | 8,698,173 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Annexon Inc". https://titelia.com/en/stocks/annexon-inc-US03589W1027