Titelia

Fund shareholders of XOMA Royalty Corp

ISIN US98419J2069 · United States · LEI 549300U6ZVYFCWNBJ613

Fund shareholders
116
Of which ETFs
17 99 other funds
Value held
96.8M $
Share of capital
25.4 % of 11.9M shares on Mar 11, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Contrafund Fidelity Contrafund 788,06224.7M $0.02 %6.62 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 428,10113.4M $0.00 %3.60 %as of Mar 31, 2026 ↗
Morgan Stanley Insight Fund Morgan Stanley Insight Fund 252,0697.9M $0.71 %2.12 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 226,6427.1M $0.01 %1.90 %as of Mar 31, 2026 ↗
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 174,7515.5M $2.31 %1.47 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 164,9915.2M $0.02 %1.39 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 116,0123.6M $0.94 %0.97 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 107,5943.4M $0.00 %0.90 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 96,1323.9M $0.01 %0.81 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 55,8351.8M $0.01 %0.47 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 50,5831.3M $0.00 %0.42 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 46,8681.2M $0.01 %0.39 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 32,9781.4M $0.01 %0.28 %as of Apr 30, 2026 ↗
Large-Cap Growth Portfolio PACIFIC SELECT FUND 32,0391M $0.08 %0.27 %as of Mar 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 29,011740.7K $0.00 %0.24 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,5911.1M $0.01 %0.22 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 25,430797.7K $0.01 %0.21 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 24,545770K $0.06 %0.21 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,160989.1K $0.01 %0.20 %as of Apr 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 22,094904.5K $0.35 %0.19 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 21,264870.5K $0.01 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 18,492472.1K $0.00 %0.16 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 16,380513.8K $0.42 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 14,562371.8K $0.00 %0.12 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 13,796432.8K $0.01 %0.12 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,202540.5K $0.00 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 12,179498.6K $0.01 %0.10 %as of Apr 30, 2026 ↗
Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 11,348356K $0.69 %0.10 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 10,799442.1K $0.00 %0.09 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 10,449327.8K $0.01 %0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 7,702241.6K $0.04 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 7,501235.3K $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,289186.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,600207K $0.00 %0.06 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,265196.5K $0.06 %0.05 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,200194.5K $0.01 %0.05 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,055154.6K $0.01 %0.05 %as of Feb 28, 2026 ↗
AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc 6,031189.2K $0.09 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 5,843239.2K $0.00 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 5,225163.9K $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 4,953155.4K $0.01 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 4,878199.7K $0.00 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 4,276175.1K $0.01 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,188131.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust 3,997125.4K $0.08 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 3,55690.8K $0.01 %0.03 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 3,507110K $0.01 %0.03 %as of Mar 31, 2026 ↗
Nomura Healthcare Fund Delaware Group Equity Funds IV 3,466108.7K $0.02 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,457108.4K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,314135.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,196130.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,10097.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,008123.1K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,52979.3K $0.01 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,45877.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II 2,06352.7K $0.37 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,01851.5K $0.00 %0.02 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,00062.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,91578.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 1,81456.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,80856.7K $0.03 %0.02 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,78055.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,68552.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,43758.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,43645K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,40035.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,39056.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,33942K $0.01 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,30240.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,19937.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,19037.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,17937K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,12045.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,12035.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,06243.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 95930.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 80820.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 77824.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 69228.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 64720.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 59918.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 58915K $0.01 %0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 58815K $0.00 %0.00 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 58624K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 58514.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 57923.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 52716.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 51921.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 50320.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 50115.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47619.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 46614.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 41310.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 32210.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3228.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3009.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2688.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2317.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2267.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1906K $0.03 %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
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 2.31 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 0.94 %as of Mar 31, 2026 ↗
Morgan Stanley Insight Fund Morgan Stanley Insight Fund 0.71 %as of Mar 31, 2026 ↗
Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 0.69 %as of Mar 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.42 %as of Mar 31, 2026 ↗
Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II 0.37 %as of Feb 28, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 0.35 %as of Apr 30, 2026 ↗
AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc 0.09 %as of Mar 31, 2026 ↗
Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust 0.08 %as of Mar 31, 2026 ↗
Large-Cap Growth Portfolio PACIFIC SELECT FUND 0.08 %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
2026Q2116+43,029,360+6.4 %
2026Q1112-12,845,881+4.9 %
2025Q4113+22,712,971+1.7 %
2025Q3111-42,667,784+4.1 %
2025Q2115+12,563,114+12.0 %
2025Q1114+42,289,510+3.3 %
2024Q4110+72,217,240-0.0 %
2024Q3103+12,218,165+0.0 %
2024Q2102+72,217,232+2.3 %
2024Q195-52,167,664+0.3 %
2023Q41002,160,884

Institutional managers

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

ManagerSharesValue
BVF INC/IL2,590,30381.3M $as of Mar 31, 2026
MORGAN STANLEY1,702,15753.4M $as of Mar 31, 2026
FMR LLC1,302,97440.9M $as of Mar 31, 2026
BlackRock, Inc.646,91420.3M $as of Mar 31, 2026
Woodline Partners LP640,00120.1M $as of Mar 31, 2026
Opaleye Management Inc.300,0009.4M $as of Mar 31, 2026
GW&K Investment Management, LLC232,1417.3K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC229,7667.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC204,9206.4M $as of Mar 31, 2026
STATE STREET CORP193,1486.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP133,3604.2M $as of Mar 31, 2026
TLS Advisors LLC114,8673.6K $as of Mar 31, 2026
CITADEL ADVISORS LLC98,6383.1M $as of Mar 31, 2026
NORTHERN TRUST CORP93,4902.9M $as of Mar 31, 2026
Bank of New York Mellon Corp74,9842.4M $as of Mar 31, 2026
UBS Group AG72,5332.3M $as of Mar 31, 2026
Stonepine Capital Management, LLC69,5002.2M $as of Mar 31, 2026
Simcoe Capital LLC68,0532.1M $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC58,6621.8M $as of Mar 31, 2026
HighVista Strategies LLC46,8141.5M $as of Mar 31, 2026
CM Management, LLC40,0001.3M $as of Mar 31, 2026
RBF Capital, LLC30,000941.1K $as of Mar 31, 2026
STATE OF WISCONSIN INVESTMENT BOARD28,894906.4K $as of Mar 31, 2026
Quadrature Capital Ltd28,495893.9K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,151851.7K $as of Mar 31, 2026

Declared shareholders of XOMA Royalty Corp

There are 5 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
Ligand Pharmaceuticals Incorporated 47.00 %8,062,678as of Apr 27, 2026 · SCHEDULE 13D
BIOTECHNOLOGY VALUE FUND L P and 9 others43.30 %7,593,303as of May 14, 2026 · SCHEDULE 13D
BlackRock, Inc. 5.40 %640,549as of Mar 31, 2026 · SCHEDULE 13G
Woodline Partners LP 5.40 %640,001as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.15 %613,458as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of XOMA Royalty Corp". https://titelia.com/en/stocks/xoma-royalty-corp-US98419J2069