Funds holding Upstream Bio Inc
147 funds declare a position · 33 ETFs and 114 other funds · 129.4M $ · US91678A1079
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,443,025 | 13M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 1,371,372 | 12.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 1,321,800 | 12.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 965,800 | 8.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 807,366 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 693,618 | 6.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII | 691,003 | 6.3M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Select Health Care Portfolio Fidelity Select Portfolios | 800,000 | 6.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 429,544 | 3.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 400,000 | 3.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 383,465 | 3.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 325,374 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 341,675 | 2.6M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 284,050 | 2.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 284,917 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 259,057 | 2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Biotechnology ETF iShares Trust | 213,032 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Select Biotechnology Portfolio Fidelity Select Portfolios | 234,657 | 1.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 191,966 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 176,916 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VIP Health Care Portfolio Variable Insurance Products Fund IV | 145,000 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 164,560 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 164,279 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 162,192 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 132,200 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 131,691 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 119,932 | 1.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 108,557 | 996.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 97,302 | 875.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 92,201 | 846.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Simplify Propel Opportunities ETF Simplify Exchange Traded Funds | 77,793 | 700.1K $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 75,300 | 691.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 72,614 | 666.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 69,306 | 636.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 80,783 | 620.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 61,682 | 555.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 54,967 | 494.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 64,388 | 494.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 52,710 | 474.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 48,551 | 437K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 52,814 | 405.6K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 49,371 | 379.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 49,100 | 377.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 48,162 | 369.9K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 40,807 | 367.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 37,690 | 346K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 36,047 | 324.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 40,484 | 310.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 35,347 | 271.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,718 | 263.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,057 | 257.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 26,407 | 237.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 26,200 | 235.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,300 | 209.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 21,699 | 199.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,248 | 186.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,425 | 183.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Health Sciences Portfolio PACIFIC SELECT FUND | 20,337 | 183K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 17,851 | 163.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 17,890 | 161K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,310 | 158.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,416 | 156.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 18,820 | 144.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,836 | 133.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,420 | 132.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,430 | 129.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 14,160 | 127.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 13,807 | 124.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Disruptive Medicine ETF Fidelity Covington Trust | 16,000 | 122.9K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,726 | 116.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 12,558 | 113K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,014 | 110.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 11,160 | 102.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 13,073 | 100.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,100 | 99.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,081 | 99.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Virtus Biotech Clinical Trials Etf ETFis Series Trust I | 10,169 | 93.4K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 10,145 | 93.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,223 | 92K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,140 | 91.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 11,599 | 89.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 9,519 | 85.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,389 | 75.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,066 | 74K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,522 | 58.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,023 | 54.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,366 | 49.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,173 | 47.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 5,900 | 45.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,857 | 43.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,713 | 42.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 5,295 | 40.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,200 | 39.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,040 | 36.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,515 | 34.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,790 | 34.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,666 | 33.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,687 | 33.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 3,267 | 30K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,576 | 27.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |