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Funds Holding Axsome Therapeutics Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Axsome Therapeutics Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of AXSM →Funds holding
105
as of 2026-07-31
Reported value
$699M
summed across funds
Fund families
62
named trusts
Largest conviction
4.12%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco Dorsey Wright Healthcare Momentum ETFInvesco Exchange-Traded Fund Trust44.5K sh$9.7M | 4.12% |
| iShares Neuroscience and Healthcare ETFiShares Trust949 sh$206.9K | 3.77% |
| DANA EPIPHANY SMALL CAP EQUITY FUNDValued Advisers Trust3.4K sh$746.4K | 2.09% |
| SA Invesco Growth Opportunities PortfolioSUNAMERICA SERIES TRUST25.8K sh$5.6M | 2.08% |
| First Trust Health Care AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund97K sh$21.1M | 2.02% |
| Virtus Silvant Small/Mid Growth ETFVirtus ETF Trust II270 sh$58.9K | 1.84% |
| Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.12.1K sh$2.6M | 1.62% |
| Invesco Health Care FundAIM Investment Funds (Invesco Investment Funds)87.7K sh$19.1M | 1.58% |
| Nuveen Small Cap Growth Opportunities FundNuveen Investment Funds, Inc.17.8K sh$3.9M | 1.47% |
| SmallCap FundPrincipal Funds, Inc132.8K sh$28.9M | 1.39% |
| Knights of Columbus Small Cap Equity FundADVISORS' INNER CIRCLE III13.1K sh$2.9M | 1.35% |
| AAM Sawgrass U.S. Small Cap Quality Growth ETFETF Series Solutions477 sh$104K | 1.33% |
| iShares Health Innovation Active ETFBlackRock ETF Trust649 sh$141.5K | 1.27% |
| AMG Frontier Small Cap Growth FundAMG Funds I5.4K sh$1.2M | 1.25% |
| Virtus Biotech EtfETFis Series Trust I5.3K sh$1.2M | 1.18% |
| YORKTOWN SMALL CAP FUNDAmerican Pension Investors Trust1.9K sh$414.2K | 1.15% |
| ClearBridge Small Cap FundLegg Mason Global Asset Management Trust34.8K sh$7.6M | 1.07% |
| Nuveen Small Cap Select FundNuveen Investment Funds, Inc.19.8K sh$4.3M | 1.06% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series39.8K sh$8.7M | 1.04% |
| Direxion Daily Pharmaceutical & Medical Bull 3X SharesDirexion Shares ETF Trust953 sh$207.7K | 1.01% |
| PHARMACEUTICALS ULTRASECTOR PROFUNDProFunds373 sh$81.3K | 0.95% |
| THE HARTFORD SMALL COMPANY FUNDHARTFORD MUTUAL FUNDS, INC28.1K sh$6.1M | 0.91% |
| ClearBridge Small Cap Growth FundLegg Mason Partners Investment Trust76.8K sh$16.7M | 0.88% |
| Calamos Timpani SMID Growth FundCALAMOS INVESTMENT TRUST/IL1.7K sh$370.1K | 0.82% |
| Small Cap Core FundJohn Hancock Investment Trust65.1K sh$14.2M | 0.73% |
| First Trust Mid Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund18.8K sh$4.1M | 0.71% |
| Allspring Small Company Growth FundALLSPRING FUNDS TRUST16.3K sh$3.6M | 0.70% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series70.3K sh$15.3M | 0.68% |
| Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds206K sh$44.9M | 0.68% |
| Invesco Dorsey Wright Momentum ETFInvesco Exchange-Traded Fund Trust42.4K sh$9.2M | 0.64% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust119K sh$25.9M | 0.62% |
| Eventide Small Cap ETFStrategy Shares968 sh$211K | 0.59% |
| Fidelity Advisor Health Care FundFidelity Advisor Series VII80K sh$17.4M | 0.56% |
| LORD ABBETT DEVELOPING GROWTH FUND INCLORD ABBETT DEVELOPING GROWTH FUND, INC.55.7K sh$12.1M | 0.55% |
| YORKTOWN GROWTH FUNDAmerican Pension Investors Trust3K sh$643.1K | 0.53% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND531K sh$115.8M | 0.52% |
| Invesco Discovery Mid Cap Growth FundAIM Investment Funds (Invesco Investment Funds)159.5K sh$34.8M | 0.51% |
| Polen 5Perspectives Small Growth FundFundVantage Trust1.4K sh$306.3K | 0.49% |
| Harbor Health Care ETFHarbor ETF Trust929 sh$202.5K | 0.49% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST5.7K sh$1.2M | 0.48% |
| Burney U.S. Equity Select ETFEA Series Trust14.4K sh$3.1M | 0.47% |
| Burney U.S. Factor Rotation ETFEA Series Trust12.5K sh$2.7M | 0.47% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust82K sh$17.9M | 0.44% |
| Fidelity Small Cap Growth FundFidelity Securities Fund172.6K sh$37.6M | 0.43% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds11.5K sh$2.5M | 0.43% |
| Fidelity Small Cap Growth K6 FundFidelity Securities Fund89.5K sh$19.5M | 0.43% |
| Schwab Health Care FundSCHWAB CAPITAL TRUST12.4K sh$2.7M | 0.42% |
| Emerald Growth FundRBB Fund, Inc.28.1K sh$6.1M | 0.41% |
| Calamos Timpani Small Cap Growth FundCALAMOS INVESTMENT TRUST/IL14.5K sh$3.2M | 0.41% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust329 sh$71.7K | 0.40% |
| Hartford US Quality Growth ETFLattice Strategies Trust791 sh$172.4K | 0.35% |
| First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund21K sh$4.6M | 0.33% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust6.5K sh$1.4M | 0.33% |
| The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC4K sh$878.9K | 0.32% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust13.2K sh$2.9M | 0.30% |
| Invesco Global Opportunities FundAIM International Mutual Funds (Invesco International Mutual Funds)28.6K sh$6.2M | 0.28% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust3.4K sh$747.9K | 0.26% |
| SmallCap Growth Fund IPrincipal Funds, Inc26.2K sh$5.7M | 0.23% |
| First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.6K sh$1.2M | 0.21% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust6.3K sh$1.4M | 0.21% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST6.3K sh$1.4M | 0.21% |
| Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust14K sh$3M | 0.20% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust18.4K sh$4M | 0.20% |
| Column Small Cap Select FundTrust for Professional Managers15.9K sh$3.2M | 0.17% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust18.9K sh$4.1M | 0.16% |
| iShares U.S. Healthcare ETFiShares Trust25.3K sh$5.5M | 0.15% |
| iShares Morningstar Small-Cap ETFiShares Trust1.9K sh$408.5K | 0.14% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO6.4K sh$1.4M | 0.14% |
| First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III15.4K sh$3.4M | 0.13% |
| Victory Extended Market Index FundVictory Portfolios III5K sh$1.1M | 0.13% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust16K sh$3.5M | 0.13% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds7.7K sh$1.7M | 0.13% |
| Fidelity MSCI Health Care Index ETFFIDELITY COVINGTON TRUST18.8K sh$4.1M | 0.12% |
| iShares U.S. Equity Factor ETFiShares Trust16.3K sh$3.5M | 0.10% |
| Calamos Growth FundCALAMOS INVESTMENT TRUST/IL7.4K sh$1.6M | 0.09% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust2.7K sh$581.6K | 0.08% |
| Column Mid Cap FundTrust for Professional Managers4.6K sh$903.7K | 0.08% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust164.5K sh$35.9M | 0.07% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST8.7K sh$1.9M | 0.07% |
| iShares Russell Mid-Cap Index FundBlackRock Funds7.9K sh$1.7M | 0.07% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust4.8K sh$1M | 0.04% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO3K sh$648.5K | 0.03% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust29 sh$6.3K | 0.03% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust3.4K sh$751.2K | 0.03% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust56.8K sh$12.4M | 0.03% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds24.3K sh$5.3M | 0.03% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST6.3K sh$1.4M | 0.03% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust6K sh$1.3M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.9K sh$409.8K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III244 sh$53.2K | 0.01% |
| Wilmington Large-Cap Strategy FundWilmington Funds400 sh$87.2K | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds2.9K sh$634.6K | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS13.6K sh$3M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST26.8K sh$5.8M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust23.6K sh$5.1M | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds34.8K sh$7.6M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust63 sh$13.7K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST407 sh$88.7K | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST194 sh$42.3K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS35.6K sh$7.8M | 0.01% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust25 sh$5.4K | 0.01% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO188 sh$41K | 0.01% |
| Global Equity FundRUSSELL INVESTMENT CO252 sh$54.9K | 0.00% |
| Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-118 sh-$25.7K | -0.01% |
| Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund-196 sh-$42.7K | -0.01% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on AXSM
Company overviewEverything on AXSM in one place, with the price.SEC filingsWhat AXSM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat AXSM's own officers and directors buy and sell.Executive payWhat AXSM awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in AXSM.PatentsWhat AXSM is filing at the patent office.