Titelia

Fund shareholders of Apellis Pharmaceuticals Inc

ISIN US03753U1060 · United States · LEI 254900HS0ZFRXXSB9D42

Fund shareholders
224
Of which ETFs
55 169 other funds
Value held
1.3B $ 320.7K € · 13.6M SEK
Share of capital
26.4 % of 128M shares on Apr 21, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 6,150,921247.5M $0.27 %4.80 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,423,063137.7M $0.01 %2.67 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 3,390,454136.4M $1.83 %2.65 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,501,999100.7M $0.06 %1.95 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,406,51556.6M $0.15 %1.10 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,145,83246.1M $0.06 %0.90 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 937,88837.7M $0.27 %0.73 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 882,78935.5M $0.55 %0.69 %as of Mar 31, 2026 ↗
iShares Biotechnology ETF iShares Trust 778,24531.3M $0.39 %0.61 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 723,40029.1M $0.16 %0.57 %as of Mar 31, 2026 ↗
PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. 594,85912.5M $0.85 %0.46 %as of Feb 27, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 566,11322.8M $0.24 %0.44 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 540,61121.7M $0.55 %0.42 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 536,52111.2M $0.03 %0.42 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 526,04921.2M $0.21 %0.41 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 496,33710.4M $0.05 %0.39 %as of Feb 28, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 429,91117.3M $0.02 %0.34 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 413,90716.7M $0.03 %0.32 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 399,32416.4M $0.03 %0.31 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 351,3937.4M $0.14 %0.27 %as of Feb 28, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 299,77912.1M $0.76 %0.23 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 298,31512.2M $0.06 %0.23 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 243,15510M $0.13 %0.19 %as of Apr 30, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 233,0889.5M $0.97 %0.18 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 226,6294.8M $0.02 %0.18 %as of Feb 28, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 194,2508M $1.53 %0.15 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 191,0014M $0.00 %0.15 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 177,7633.7M $0.01 %0.14 %as of Feb 28, 2026 ↗
The Merger Fund Merger Fund 177,1077.1M $0.29 %0.14 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 163,1293.4M $0.13 %0.13 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 159,1236.4M $0.27 %0.12 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 153,2096.3M $0.01 %0.12 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 151,8313.2M $0.00 %0.12 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 147,3435.9M $0.24 %0.12 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 144,9055.9M $0.57 %0.11 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 142,1275.7M $0.01 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 138,5475.7M $0.20 %0.11 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 131,6785.3M $0.16 %0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 114,3912.4M $0.27 %0.09 %as of Feb 28, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 112,7682.4M $1.71 %0.09 %as of Feb 28, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 110,5354.5M $1.82 %0.09 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 99,6744.1M $0.03 %0.08 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 95,6333.8M $0.28 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 90,6493.7M $0.01 %0.07 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 88,6003.6M $0.26 %0.07 %as of Mar 31, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 86,6273.5M $0.53 %0.07 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 86,5583.5M $0.87 %0.07 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 86,2823.5M $0.29 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 85,3121.8M $1.28 %0.07 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 85,0203.5M $0.00 %0.07 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 80,5573.3M $0.25 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 77,9841.6M $0.01 %0.06 %as of Feb 28, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 77,3003.1M $0.75 %0.06 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 73,7353M $0.01 %0.06 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 72,1672.9M $0.26 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 68,4072.8M $0.26 %0.05 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 67,6231.4M $0.00 %0.05 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 64,9872.6M $0.01 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 62,2981.3M $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 62,2962.5M $0.00 %0.05 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 61,7582.5M $0.01 %0.05 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 61,6912.5M $0.01 %0.05 %as of Apr 30, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 60,1172.5M $1.35 %0.05 %as of Apr 30, 2026 ↗
Simplify Health Care ETF Simplify Exchange Traded Funds 57,3352.3M $0.98 %0.04 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 55,9132.2M $0.58 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Healthcare ETF iShares Trust 55,3862.3M $0.08 %0.04 %as of Apr 30, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 55,2262.2M $0.16 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 53,1942.2M $0.01 %0.04 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 53,0042.2M $0.00 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 52,6142.1M $0.01 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 51,0722.1M $0.25 %0.04 %as of Apr 30, 2026 ↗
First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II 49,1972M $0.15 %0.04 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 47,3971.9M $0.34 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 44,1921.8M $0.00 %0.03 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 42,3491.7M $0.37 %0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 42,0171.7M $0.27 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 41,4931.7M $0.06 %0.03 %as of Mar 31, 2026 ↗
Biotechnology Fund Rydex Series Funds 41,1071.7M $1.22 %0.03 %as of Mar 31, 2026 ↗
Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds 39,182821.3K $0.16 %0.03 %as of Feb 27, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 38,5001.5M $0.06 %0.03 %as of Mar 31, 2026 ↗
Virtus Biotech Etf ETFis Series Trust I 37,5091.5M $2.59 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 36,0131.5M $0.06 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 35,6911.4M $0.27 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 35,5721.4M $0.58 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 35,40013.6M SEK0.05 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 35,1501.4M $0.05 %0.03 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 35,0641.4M $0.27 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 33,119694.2K $0.01 %0.03 %as of Feb 28, 2026 ↗
Systematic Growth Fund VALIC Co I 32,500681.2K $0.07 %0.03 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,7701.3M $0.17 %0.02 %as of Apr 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 29,8661.2M $0.17 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 28,1611.1M $0.27 %0.02 %as of Mar 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 26,7761.1M $0.43 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 26,7441.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 26,125547.6K $0.07 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 25,1931M $0.11 %0.02 %as of Apr 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 23,822499.3K $0.01 %0.02 %as of Feb 28, 2026 ↗
HARTFORD HEALTHCARE HLS FUND HARTFORD SERIES FUND INC 23,638951K $0.91 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 23,632967.7K $0.79 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 22,888920.8K $0.15 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Virtus Biotech Etf ETFis Series Trust I 2.59 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 1.83 %as of Mar 31, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 1.82 %as of Apr 30, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 1.79 %as of Mar 31, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 1.71 %as of Feb 28, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 1.53 %as of Apr 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 1.37 %as of Mar 31, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 1.35 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 1.28 %as of Feb 28, 2026 ↗
Biotechnology Fund Rydex Variable Trust 1.24 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2222+4133,782,707+6.8 %
2026Q1181-1031,643,925-2.7 %
2025Q4191+1532,520,512+14.4 %
2025Q3176-2728,418,186-14.6 %
2025Q2203-833,263,574-2.6 %
2025Q1211-4534,151,298-19.0 %
2024Q4256-2542,187,393-9.7 %
2024Q3281-2246,717,562+5.2 %
2024Q2303+444,404,342+24.2 %
2024Q1299+1535,757,319-19.7 %
2023Q428444,540,602

Institutional managers

311 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.13,536,964544.6M $as of Mar 31, 2026
Avoro Capital Advisors LLC12,222,222491.7M $as of Mar 31, 2026
MORGAN STANLEY10,042,399404M $as of Mar 31, 2026
STATE STREET CORP6,844,990275.4M $as of Mar 31, 2026
UBS Group AG6,206,681249.7M $as of Mar 31, 2026
Pentwater Capital Management LP5,250,000211.2M $as of Mar 31, 2026
Deep Track Capital, LP4,532,374182.3M $as of Mar 31, 2026
Point72 Asset Management, L.P.4,183,918168.3M $as of Mar 31, 2026
RTW INVESTMENTS, LP3,685,045148.2M $as of Mar 31, 2026
HBK INVESTMENTS L P3,550,000142.8M $as of Mar 31, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC3,518,471141.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC2,256,80290.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,075,07583.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,047,92735M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,980,14479.7M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,917,50177.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,338,99553.7M $as of Mar 31, 2026
GLAZER CAPITAL, LLC1,294,19652.1K $as of Mar 31, 2026
TIG Advisors, LLC1,252,98650.4M $as of Mar 31, 2026
TORONTO DOMINION BANK1,236,43649.7M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,202,10048.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,190,86447.9M $as of Mar 31, 2026
Hudson Bay Capital Management LP1,190,41647.9M $as of Mar 31, 2026
FIL Ltd1,140,00045.9M $as of Mar 31, 2026
Kryger Capital LLC1,100,00044.3M $as of Mar 31, 2026

Declared shareholders of Apellis Pharmaceuticals Inc

There are 7 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
BIOGEN INC. 14.20 %18,469,475as of Mar 31, 2026 · SCHEDULE 13D
STATE STREET CORPORATION 5.40 %6,845,031as of Mar 31, 2026 · SCHEDULE 13G
Deep Track Capital, LP and 2 others3.55 %4,532,374as of Mar 31, 2026 · SCHEDULE 13G
RTW Investments, LP and 1 other2.90 %3,685,045as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others0.20 %249,635as of Mar 31, 2026 · SCHEDULE 13G
Biogen Inc. 0.00 %0as of May 14, 2026 · SCHEDULE 13D
Morgan Stanley and 1 other0.00 %0as of May 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Apellis Pharmaceuticals Inc". https://titelia.com/en/stocks/apellis-pharmaceuticals-inc-US03753U1060