As of the latest SEC filings, Annexon, Inc. (ANNX) is held by 169 institutional funds. The largest fund shareholder is Select Biotechnology Portfolio (FBIOX), holding an estimated $26,508,137.60 in market value, representing 0.50% of its portfolio.
Funds holding Annexon, Inc. (ANNX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ANNX
- CIK:
- 0001528115
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FBIOX
Select Biotechnology Portfolio
|
MF | Fidelity | 0.50% | $26,508,137.60 | 4,733,596 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $23,899,759.44 | 4,314,036 | Mar 31, 2026 | May 28, 2026 |
|
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
ETF | State Street (SPDR) | 0.28% | $21,181,458.72 | 3,823,368 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,730,747.84 | 3,200,496 | Mar 31, 2026 | May 28, 2026 |
|
FBTIX
Fidelity Advisor Biotechnology Fund
|
MF | Fidelity | 0.51% | $9,753,005.00 | 1,661,500 | Apr 30, 2026 | Jun 26, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.22% | $8,730,509.70 | 1,487,310 | Apr 30, 2026 | Jun 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.39% | $8,546,221.05 | 1,455,915 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $8,415,991.28 | 1,519,132 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,652,038.08 | 1,303,584 | Apr 30, 2026 | Jun 26, 2026 |
|
FPHAX
Select Pharmaceuticals Portfolio
|
MF | Fidelity | 0.47% | $7,078,960.00 | 1,264,100 | Feb 28, 2026 | Apr 24, 2026 |
|
FSPHX
Select Health Care Portfolio
|
MF | Fidelity | 0.11% | $6,720,000.00 | 1,200,000 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,255,075.50 | 1,129,075 | Mar 31, 2026 | May 28, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 0.24% | $5,405,028.98 | 975,637 | Mar 31, 2026 | May 28, 2026 |
|
IBB
iShares Biotechnology ETF
|
ETF | BlackRock / iShares | 0.06% | $5,278,977.36 | 952,884 | Mar 31, 2026 | May 28, 2026 |
|
FACTX
Fidelity Advisor Health Care Fund
|
MF | Fidelity | 0.15% | $4,402,500.00 | 750,000 | Apr 30, 2026 | Jun 26, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 0.18% | $3,742,065.60 | 668,226 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,629,242.40 | 648,079 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,600,861.60 | 643,011 | Feb 28, 2026 | Apr 24, 2026 |
|
TSMEX
Nuveen Quant Small/Mid Cap Equity Fund
|
MF | TIAA / Nuveen | 0.13% | $3,252,977.90 | 554,170 | Apr 30, 2026 | Jun 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $3,225,734.40 | 576,024 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,778,557.60 | 496,171 | Feb 28, 2026 | Apr 28, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.24% | $2,674,266.34 | 455,582 | Apr 30, 2026 | Jun 22, 2026 |
|
FSCRX
Fidelity Small Cap Discovery Fund
|
MF | Fidelity | 0.11% | $2,467,748.00 | 420,400 | Apr 30, 2026 | Jun 26, 2026 |
|
FJACX
Fidelity Series Small Cap Discovery Fund
|
MF | Fidelity | 0.11% | $2,131,984.00 | 363,200 | Apr 30, 2026 | Jun 26, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.01% | $2,008,507.20 | 358,662 | Feb 28, 2026 | Apr 28, 2026 |
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