Funds holding Apellis Pharmaceuticals Inc
224 funds declare a position · 55 ETFs and 169 other funds · 1.3B $· 13.6M SEK· 320.7K € · US03753U1060
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 6,150,921 | 247.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,423,063 | 137.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST | 3,390,454 | 136.4M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,501,999 | 100.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,406,515 | 56.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,145,832 | 46.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 7 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 937,888 | 37.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 8 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 882,789 | 35.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 9 | iShares Biotechnology ETF iShares Trust | 778,245 | 31.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares Russell Mid-Cap Growth ETF iShares Trust | 723,400 | 29.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 11 | PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. | 594,859 | 12.5M $ | 0.85 % | as of Feb 27, 2026 · Original filing |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 566,113 | 22.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 540,611 | 21.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 14 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 536,521 | 11.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 15 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 526,049 | 21.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 16 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 496,337 | 10.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 17 | iShares Russell 1000 Growth ETF iShares Trust | 429,911 | 17.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 18 | iShares Russell Mid-Cap ETF iShares Trust | 413,907 | 16.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 19 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 399,324 | 16.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 20 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 351,393 | 7.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 21 | First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 299,779 | 12.1M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 22 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 298,315 | 12.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 23 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 243,155 | 10M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 24 | Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 233,088 | 9.5M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 226,629 | 4.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 26 | Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust | 194,250 | 8M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 191,001 | 4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 177,763 | 3.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 29 | The Merger Fund Merger Fund | 177,107 | 7.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 30 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 163,129 | 3.4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 31 | JNL Small Cap Index Fund JNL Series Trust | 159,123 | 6.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 153,209 | 6.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 33 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 151,831 | 3.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 147,343 | 5.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 35 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 144,905 | 5.9M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 36 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 142,127 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 138,547 | 5.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 38 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 131,678 | 5.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 39 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 114,391 | 2.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 40 | ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 112,768 | 2.4M $ | 1.71 % | as of Feb 28, 2026 · Original filing |
| 41 | NYLI Merger Arbitrage ETF New York Life Investments ETF Trust | 110,535 | 4.5M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 42 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 99,674 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 43 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 95,633 | 3.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 44 | Nuveen Equity Index Fund TIAA-CREF Funds | 90,649 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 45 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 88,600 | 3.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 46 | THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 86,627 | 3.5M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 47 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 86,558 | 3.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 48 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 86,282 | 3.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 49 | Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II | 85,312 | 1.8M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 50 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 85,020 | 3.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 51 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 80,557 | 3.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 52 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 77,984 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 53 | The Gabelli ABC Fund Gabelli Investor Funds Inc | 77,300 | 3.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares Russell 1000 ETF iShares Trust | 73,735 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 72,167 | 2.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 56 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 68,407 | 2.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 57 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 67,623 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 58 | Large Cap Index Master Portfolio Master Investment Portfolio | 64,987 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 59 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 62,298 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 62,296 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 61,758 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 62 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 61,691 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 63 | BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds | 60,117 | 2.5M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 64 | Simplify Health Care ETF Simplify Exchange Traded Funds | 57,335 | 2.3M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 65 | HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 55,913 | 2.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 66 | iShares U.S. Healthcare ETF iShares Trust | 55,386 | 2.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 67 | SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 55,226 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 53,194 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 69 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 53,004 | 2.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 52,614 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 51,072 | 2.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 72 | First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 49,197 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 73 | MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 47,397 | 1.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 74 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 44,192 | 1.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 42,349 | 1.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 76 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 42,017 | 1.7M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 77 | iShares Russell 2500 ETF iShares Trust | 41,493 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 78 | Biotechnology Fund Rydex Series Funds | 41,107 | 1.7M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 79 | Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds | 39,182 | 821.3K $ | 0.16 % | as of Feb 27, 2026 · Original filing |
| 80 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 38,500 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 81 | Virtus Biotech Etf ETFis Series Trust I | 37,509 | 1.5M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| 82 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 36,013 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 83 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 35,691 | 1.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 84 | Small Cap Stock Trust John Hancock Variable Insurance Trust | 35,572 | 1.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 85 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 35,400 | 13.6M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 35,150 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 87 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 35,064 | 1.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 88 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 33,119 | 694.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 89 | Systematic Growth Fund VALIC Co I | 32,500 | 681.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 90 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 30,770 | 1.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 91 | GuideMark Large Cap Core Fund GPS Funds I | 29,866 | 1.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 92 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 28,161 | 1.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 93 | DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 26,776 | 1.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 94 | iShares Russell 3000 ETF iShares Trust | 26,744 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 95 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 26,125 | 547.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 96 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 25,193 | 1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 97 | Select Biotechnology Portfolio Fidelity Select Portfolios | 23,822 | 499.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 98 | HARTFORD HEALTHCARE HLS FUND HARTFORD SERIES FUND INC | 23,638 | 951K $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 99 | Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 23,632 | 967.7K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 100 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 22,888 | 920.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
Institutional managers
311 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 13,536,964 | 544.6M $ | as of Mar 31, 2026 |
| Avoro Capital Advisors LLC | 12,222,222 | 491.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,042,399 | 404M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,844,990 | 275.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 6,206,681 | 249.7M $ | as of Mar 31, 2026 |
| Pentwater Capital Management LP | 5,250,000 | 211.2M $ | as of Mar 31, 2026 |
| Deep Track Capital, LP | 4,532,374 | 182.3M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 4,183,918 | 168.3M $ | as of Mar 31, 2026 |
| RTW INVESTMENTS, LP | 3,685,045 | 148.2M $ | as of Mar 31, 2026 |
| HBK INVESTMENTS L P | 3,550,000 | 142.8M $ | as of Mar 31, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | 3,518,471 | 141.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,256,802 | 90.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,075,075 | 83.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,980,144 | 79.7M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,917,501 | 77.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,338,995 | 53.7M $ | as of Mar 31, 2026 |
| TIG Advisors, LLC | 1,252,986 | 50.4M $ | as of Mar 31, 2026 |
| TORONTO DOMINION BANK | 1,236,436 | 49.7M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,202,100 | 48.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,190,864 | 47.9M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 1,190,416 | 47.9M $ | as of Mar 31, 2026 |
| FIL Ltd | 1,140,000 | 45.9M $ | as of Mar 31, 2026 |
| Kryger Capital LLC | 1,100,000 | 44.3M $ | as of Mar 31, 2026 |
| SOROS FUND MANAGEMENT LLC | 1,056,000 | 42.5M $ | as of Mar 31, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,013,500 | 40.8M $ | as of Mar 31, 2026 |