As of the latest SEC filings, APELLIS PHARMACEUTICALS INC (APLS) is held by 239 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $247,451,551.83 in market value, representing 0.27% of its portfolio.
Funds holding APELLIS PHARMACEUTICALS INC (APLS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APLS
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.27% | $247,451,551.83 | 6,150,921 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $137,709,824.49 | 3,423,063 | Mar 31, 2026 | May 28, 2026 |
|
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
ETF | State Street (SPDR) | 1.83% | $136,397,964.42 | 3,390,454 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $100,655,419.77 | 2,501,999 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.15% | $56,584,098.45 | 1,406,515 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $46,096,821.36 | 1,145,832 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.27% | $37,731,234.24 | 937,888 | Mar 31, 2026 | May 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.55% | $35,514,601.47 | 882,789 | Mar 31, 2026 | May 28, 2026 |
|
IBB
iShares Biotechnology ETF
|
ETF | BlackRock / iShares | 0.39% | $31,308,796.35 | 778,245 | Mar 31, 2026 | May 28, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.16% | $29,102,382.00 | 723,400 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.24% | $22,774,725.99 | 566,113 | Mar 31, 2026 | May 28, 2026 |
|
SLYG
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
|
ETF | State Street (SPDR) | 0.55% | $21,748,780.53 | 540,611 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.21% | $21,162,951.27 | 526,049 | Mar 31, 2026 | May 28, 2026 |
|
IWF
iShares Russell 1000 Growth ETF
|
ETF | BlackRock / iShares | 0.02% | $17,295,319.53 | 429,911 | Mar 31, 2026 | May 22, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $16,651,478.61 | 413,907 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.03% | $16,352,317.80 | 399,324 | Apr 30, 2026 | Jun 26, 2026 |
|
PHLQX
PGIM Jennison Health Sciences Fund
|
MF | PGIM / Prudential | 0.85% | $12,468,244.64 | 594,859 | Feb 27, 2026 | Apr 23, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $12,215,999.25 | 298,315 | Apr 30, 2026 | Jun 24, 2026 |
|
VARAX
First Trust Merger Arbitrage Fund
|
MF | Independent / Boutique | 0.76% | $12,060,109.17 | 299,779 | Mar 31, 2026 | May 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,245,480.16 | 536,521 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $10,403,223.52 | 496,337 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.13% | $9,957,197.25 | 243,155 | Apr 30, 2026 | Jun 24, 2026 |
|
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
ETF | Independent / Boutique | 0.97% | $9,544,953.60 | 233,088 | Apr 30, 2026 | Jun 26, 2026 |
|
LABU
Direxion Daily S&P Biotech Bull 3X Shares
|
ETF | Direxion | 1.53% | $7,954,537.50 | 194,250 | Apr 30, 2026 | Jun 29, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.14% | $7,365,197.28 | 351,393 | Feb 28, 2026 | Apr 28, 2026 |
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