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 | |
|---|---|---|---|---|
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 20,600 | 120.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Health Sciences Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 20,477 | 113.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 20,213 | 118.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 19,691 | 109.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 19,034 | 111.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 18,424 | 102.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 17,889 | 100.2K $ | 0.35 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,700 | 99.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 16,640 | 92.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 16,026 | 88.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 15,717 | 87.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,287 | 84.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,085 | 88.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 14,637 | 85.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 14,109 | 78.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 13,707 | 80.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Health Sciences Trust John Hancock Variable Insurance Trust | 13,453 | 74.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 12,054 | 66.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 11,288 | 66.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 10,790 | 59.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 10,736 | 59.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust | 10,634 | 58.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 10,394 | 61K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. | 9,315 | 51.6K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,196 | 50.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 9,110 | 50.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,606 | 47.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,355 | 46.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 8,118 | 45K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II | 8,089 | 45.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 7,931 | 43.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Neuroscience and Healthcare ETF iShares Trust | 7,048 | 41.4K $ | 0.80 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 6,991 | 41K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Nasdaq Biotechnology ProShares Trust | 6,683 | 37.4K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 6,202 | 34.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 6,186 | 34.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,182 | 36.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 5,973 | 33.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 4,427 | 24.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,417 | 24.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 4,334 | 24.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 4,259 | 25K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,983 | 22.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,874 | 21.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 3,819 | 22.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 3,561 | 19.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,206 | 17.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,132 | 17.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 3,027 | 17K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 3,000 | 16.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,399 | 13.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 2,199 | 12.9K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 2,187 | 12.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,489 | 8.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,130 | 6.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 861 | 4.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 724 | 4.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 646 | 3.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 612 | 3.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 554 | 3.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 441 | 2.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 333 | 1.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 297 | 1.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 241 | 1.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 178 | 986.1 $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 103 | 576.8 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 95 | 526.3 $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 31 | 173.6 $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 26 | 144 $ | 0.01 % | 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