As of the latest SEC filings, EXAGEN INC. (XGN) is held by 29 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,535,856.00 in market value, representing a significant portion of its portfolio.
Funds holding EXAGEN INC. (XGN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XGN
- CIK:
- 0001274737
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,535,856.00 | 511,952 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $474,099.00 | 158,033 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.01% | $319,324.80 | 110,112 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $300,583.08 | 83,034 | Feb 28, 2026 | Apr 24, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.16% | $133,200.00 | 44,400 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $118,656.00 | 39,552 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.09% | $113,406.00 | 37,802 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $93,424.96 | 25,808 | Feb 28, 2026 | Apr 24, 2026 |
|
NKMCX
NORTH SQUARE KENNEDY MICROCAP FUND
|
MF | Independent / Boutique | 0.31% | $93,023.14 | 25,697 | Feb 28, 2026 | Apr 27, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $74,753.00 | 20,650 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $72,703.00 | 25,070 | Apr 30, 2026 | Jun 29, 2026 |
|
PDFDX
Perkins Discovery Fund
|
MF | Independent / Boutique | 0.78% | $45,000.00 | 15,000 | Mar 31, 2026 | May 14, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $43,411.04 | 11,992 | Feb 28, 2026 | Apr 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $26,001.00 | 8,667 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $23,240.60 | 8,014 | Apr 30, 2026 | Jun 24, 2026 |
|
GCAVX
GMO U.S. Small Cap Value Fund
|
MF | Independent / Boutique | 0.05% | $20,554.36 | 5,678 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Diversified Equity Master Portfolio
|
ETF | Independent / Boutique | 0.00% | $10,956.00 | 3,652 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $10,144.20 | 3,498 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $9,915.10 | 3,419 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $9,074.10 | 3,129 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $8,726.10 | 3,009 | Apr 30, 2026 | Jun 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $8,445.00 | 2,815 | Mar 31, 2026 | May 26, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $5,700.00 | 1,900 | Mar 31, 2026 | May 27, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $5,309.90 | 1,831 | Apr 30, 2026 | Jun 29, 2026 |
|
USMIX
Victory Extended Market Index Fund
|
MF | Independent / Boutique | 0.00% | $5,098.20 | 1,758 | Apr 30, 2026 | Jun 25, 2026 |
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