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
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 22,470471K $0.00 %0.02 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 21,656886.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,454863.1K $0.12 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 20,832838.1K $0.19 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 20,627844.7K $0.03 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 19,884799.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 19,844798.3K $0.01 %0.02 %as of Mar 31, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 19,426781.5K $0.59 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,055399.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 18,547746.1K $1.79 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 18,164743.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 18,109741.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 17,800716.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,400364.7K $0.03 %0.01 %as of Feb 28, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 16,783675.2K $0.52 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 16,746685.7K $0.06 %0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 16,514676.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 15,453621.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 14,872609K $0.10 %0.01 %as of Apr 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 14,400589.7K $0.23 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 14,000563.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,520553.6K $0.12 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,995532.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 12,870517.8K $0.07 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 11,955489.6K $0.06 %0.01 %as of Apr 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 11,728471.8K $0.27 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 11,347456.5K $0.13 %0.01 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 10,596426.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 10,500422.4K $0.74 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,347423.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 9,679389.4K $0.14 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 9,635387.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,536383.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 9,361376.6K $0.31 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,949187.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,893357.8K $0.10 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 8,864363K $0.01 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 8,722350.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 8,177334.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 8,105326.1K $0.14 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,531303K $0.02 %0.01 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 7,349154K $0.21 %0.01 %as of Feb 28, 2026 ↗
Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II 7,068148.1K $0.20 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,771272.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,765272.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,746276.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 6,563264K $0.01 %0.01 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 6,259131.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,138246.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Nasdaq Biotechnology ProShares Trust 5,839122.4K $0.13 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,707229.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,500115.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,383216.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. 5,162207.7K $1.03 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,70098.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,628189.5K $0.25 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,31090.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 3,951158.9K $0.35 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,903157K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 3,808153.2K $0.60 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 3,660149.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 3,61775.8K $0.14 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,551145.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 3,500140.8K $1.37 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,433140.6K $0.17 %0.00 %as of Apr 30, 2026 ↗
Biotechnology Fund Rydex Variable Trust 3,277131.8K $1.24 %0.00 %as of Mar 31, 2026 ↗
DWS Health and Wellness Fund DEUTSCHE DWS SECURITIES TRUST 3,20067.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 3,000120.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,00062.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,900116.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,867115.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,675107.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 2,674107.6K $0.15 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,514101.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,507100.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,490100.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,44798.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 2,28892K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 2,22991.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,10084.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 2,04482.2K $0.55 %0.00 %as of Mar 31, 2026 ↗
Health Care Fund Rydex Series Funds 2,03681.9K $0.43 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,99180.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,89876.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 1,86675.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,78972K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 1,78937.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
The Merger Fund VL Merger Fund VL 1,72469.4K $0.29 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,63865.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,62265.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 1,57533K $0.00 %0.00 %as of Feb 28, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 1,42957.5K $0.60 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,42157.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 1,38655.8K $0.57 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 1,27551.3K $0.85 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,26726.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,25051.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 1,12323.5K $0.10 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,07844.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Health Care Fund Rydex Variable Trust 1,06742.9K $0.34 %0.00 %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 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
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Titelia. "Fund shareholders of Apellis Pharmaceuticals Inc". https://titelia.com/en/stocks/apellis-pharmaceuticals-inc-US03753U1060