Public record / Tickers / IONS

IONS — IONIS PHARMACEUTICALS INC†

Both disclosure regimes on one name: who in Congress filed about IONS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
10
all PTR rows naming IONS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-17
filed 2023-04-17
13F holders
456
top-456 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $15.0K–$50.0K

BUY · traded 2016-11-02 → filed 2016-12-02. Ranked over every IONS row by the provable lower bound, never a point estimate.

No member disclosed IONS in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated IONS rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IONS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IONS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10SELLTraded 03-06 +42d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27SELLTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27BUYTraded 2019-05-08 LATE·355d$1K–$15K
2016-12-02Thomas MacArthur R–NJ-3BUY JT (jointly owned)Traded 11-02 +30d$15K–$50K
2016-12-02Thomas MacArthur R–NJ-3BUY DC (dependent-child-owned)Traded 11-02 +30d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in IONS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed IONS in the trailing 12 months.

Congress ↔ notable managers · IONS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $7.4M held
Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · IONIS PHARMACEUTICALS INC

Merged timeline of congressional filings and notable-manager moves on IONS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+55,756 sh
2026-05-15Bridgewater Associates 13FEXIT−67,706 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IONS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$1.8B1
2Capital World Investors$1.6B1
3BlackRock, Inc.$784M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$586M1
5VANGUARD CAPITAL MANAGEMENT LLC$535M1
6WELLINGTON MANAGEMENT GROUP LLP$480M1
7TWO SIGMA INVESTMENTS, LP$440M1
8GEODE CAPITAL MANAGEMENT, LLC$305M1
9STATE STREET CORP$300M1
10ROYAL BANK OF CANADA$285M1
11Tweedy, Browne Co LLC$171M1
12Artisan Partners Limited Partnership$155M1
13BAKER BROS. ADVISORS LP$154M1
14DEERFIELD MANAGEMENT COMPANY, L.P.$149M1
15Deep Track Capital, LP$146M1
16Bellevue Group AG$137M1
17AMERICAN CENTURY COMPANIES INC$125M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$119M1
19FRANKLIN RESOURCES INC$118M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$111M1
21Pictet Asset Management Holding SA$107M1
22SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$105M1
23Invesco Ltd.$95.9M1
24MILLENNIUM MANAGEMENT LLC$79.0M1
25MORGAN STANLEY$77.1M1
26VANGUARD FIDUCIARY TRUST CO$76.9M1
27CITADEL ADVISORS LLC$70.8M1
28BNP Paribas Asset Management Holding S.A.$68.1M1
29Connor, Clark & Lunn Investment Management Ltd.$65.6M1
30NORTHERN TRUST CORP$65.2M1
31BANK OF AMERICA CORP /DE/$63.1M1
32Polar Capital Holdings Plc$62.3M1
33GROUPAMA ASSET MANAGMENT$61.9M1
34UBS Group AG$60.7M1
35NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.0M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$55.4M1
37Squarepoint Ops LLC$52.2M1
38VOLORIDGE INVESTMENT MANAGEMENT, LLC$50.5M1
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/$50.0M1
40AMERIPRISE FINANCIAL INC$49.6M1
41Nuveen, LLC$48.7M1
42Eversept Partners, LP$47.5M1
43EVENTIDE ASSET MANAGEMENT, LLC$43.2M1
44TD ASSET MANAGEMENT INC$39.8M1
45TEACHER RETIREMENT SYSTEM OF TEXAS$39.3M1
46Bank of New York Mellon Corp$38.6M1
47PERCEPTIVE ADVISORS LLC$37.8M1
48BOONE CAPITAL MANAGEMENT LLC$37.6M1
49Candriam S.C.A.$36.3M1
50Alyeska Investment Group, L.P.$35.5M1
51FIRST TRUST ADVISORS LP$35.2M1
52PINNACLE ASSOCIATES LTD$32.8M1
53D. E. Shaw & Co., Inc.$32.3M1
54ALLIANCEBERNSTEIN L.P.$31.7M1
55Davern Capital Partners, LP$29.1M1
56NEW YORK STATE COMMON RETIREMENT FUND$26.3M1
57Capital Research Global Investors$24.3M1
58RENAISSANCE TECHNOLOGIES LLC$22.9M1
59Swiss National Bank$22.9M1
60Hudson Bay Capital Management LP$22.2M1
61Legal & General Group Plc$22.1M1
62Privium Fund Management B.V.$21.8M1
63BARCLAYS PLC$21.8M1
64DIMENSIONAL FUND ADVISORS LP$20.1M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$19.2M1
66Zurich Insurance Group Ltd/FI$18.0M1
67DAVENPORT & Co LLC$17.9M1
68J. Goldman & Co LP$17.7M1
69RAYMOND JAMES FINANCIAL INC$17.7M1
70ExodusPoint Capital Management, LP$17.1M1
71Orion Investment Co$16.9M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$16.5M1
73TOCQUEVILLE ASSET MANAGEMENT L.P.$16.5M1
74Trexquant Investment LP$16.0M1
75STIFEL FINANCIAL CORP$14.8M1
76Corient Private Wealth LLC$14.8M1
77JANE STREET GROUP, LLC$14.4M1
78WELLS FARGO & COMPANY/MN$14.3M1
79HSBC HOLDINGS PLC$14.0M1
80SECTOR GAMMA AS$12.7M1
81DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$12.6M1
82Focus Partners Wealth$12.4M1
83ADAR1 Capital Management, LLC$12.0M1
84DEUTSCHE BANK AG\$12.0M1
85Sicart Associates LLC$12.0M1
86SEI INVESTMENTS CO$11.8M1
87CenterBook Partners LP$11.3M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.2M1
89Aquatic Capital Management LLC$11.1M1
90CITIGROUP INC$11.0M1
91Artia Global Partners LP$10.8M1
92Fisher Asset Management, LLC$10.6M1
93VANGUARD ASSET MANAGEMENT, Ltd$10.3M1
94EDMOND DE ROTHSCHILD HOLDING S.A.$10.3M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.2M1
96Engineers Gate Manager LP$10.0M1
97BRAIDWELL LP$9.8M1
98Ikarian Capital, LLC$9.5M1
99Atle Fund Management AB$9.4M1
100Integral Health Asset Management, LLC$9.4M1
101GREAT LAKES ADVISORS, LLC$8.9M1
102SEB Asset Management AB$8.6M1
103NOMURA HOLDINGS INC$8.6M1
104Aberdeen Group plc$8.5M1
105KENNEDY CAPITAL MANAGEMENT LLC$8.4M1
106Exome Asset Management LLC$8.3M1
107VICTORY CAPITAL MANAGEMENT INC$8.2M1
108WINTON GROUP Ltd$8.0M1
109Empowered Funds, LLC$7.7M1
110Gotham Asset Management, LLC$7.4M1
111STATE OF WISCONSIN INVESTMENT BOARD$7.2M1
112Susquehanna Portfolio Strategies, LLC$7.2M1
113EFG International AG$7.1M1
114ENVESTNET ASSET MANAGEMENT INC$7.0M1
115Rhenman & Partners Asset Management AB$7.0M1
116Sumitomo Mitsui Trust Group, Inc.$6.1M1
117Amova Asset Management Americas, Inc.$6.1M1
118XTX Topco Ltd$6.0M1
119CSS LLC/IL$5.9M1
120BOOTHBAY FUND MANAGEMENT, LLC$5.7M1
121Lisanti Capital Growth, LLC$5.7M1
122Vanguard Global Advisers, LLC$5.4M1
123Hillsdale Investment Management Inc.$5.3M1
124VOYA INVESTMENT MANAGEMENT LLC$5.2M1
125Edgestream Partners, L.P.$5.1M1
126Janus Henderson Group Ltd.$5.1M1
127Walleye Capital LLC$5.0M1
128Orion Porfolio Solutions, LLC$4.6M1
129Polymer Capital Management (HK) LTD$4.6M1
130Rafferty Asset Management, LLC$4.5M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$4.5M1
132Jefferies Financial Group Inc.$4.4M1
133Future Fund LLC$4.4M1
134PANAGORA ASSET MANAGEMENT INC$4.3M1
135DCF Advisers, LLC$4.2M1
136Quantinno Capital Management LP$4.2M1
137Carmignac Gestion$4.0M1
138STEMPOINT CAPITAL LP$4.0M1
139State of New Jersey Common Pension Fund D$3.9M1
140Creative Planning$3.9M1
141NICOLA WEALTH MANAGEMENT LTD.$3.9M1
142ADAGE CAPITAL PARTNERS GP, L.L.C.$3.8M1
143CAPITAL COUNSEL LLC/NY$3.7M1
144E Fund Management Co., Ltd.$3.5M1
145Ensign Peak Advisors, Inc$3.5M1
146BAMCO INC /NY/$3.4M1
147GUGGENHEIM CAPITAL LLC$3.3M1
148Qube Research & Technologies Ltd$3.2M1
149Arizona State Retirement System$3.2M1
150Tetragon Partners GP Ltd$3.1M1
151Arrowpoint Investment Partners (Singapore) Pte. Ltd.$2.9M1
152Vanguard Investments Australia, Ltd.$2.9M1
153INTECH INVESTMENT MANAGEMENT LLC$2.9M1
154GRANDFIELD & DODD, LLC$2.8M1
155BLB&B Advisors, LLC$2.6M1
156PEAK6 LLC$2.6M1
157EXCHANGE TRADED CONCEPTS, LLC$2.5M1
158KLP KAPITALFORVALTNING AS$2.5M1
159BLAIR WILLIAM & CO/IL$2.5M1
160Assenagon Asset Management S.A.$2.5M1
161Tidal Investments LLC$2.5M1
162Pathstone Holdings, LLC$2.5M1
163Swedbank AB$2.4M1
164LPL Financial LLC$2.4M1
165PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
166KORNITZER CAPITAL MANAGEMENT INC /KS$2.2M1
167AQR CAPITAL MANAGEMENT LLC$2.2M1
168MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
169WORLDQUANT MILLENNIUM ADVISORS LLC$2.1M1
170DeepCurrents Investment Group LLC$2.1M1
171BANK OF MONTREAL /CAN/$2.0M1
172XPONANCE LLC$2.0M1
173PROFUND ADVISORS LLC$2.0M1
174Jain Global LLC$2.0M1
175FLORIDA FINANCIAL ADVISORS, LLC$1.9M1
176Qsemble Capital Management, LP$1.9M1
177LAZARD ASSET MANAGEMENT LLC$1.9M1
178Man Group plc$1.8M1
179Amundi$1.8M1
180Voleon Capital Management LP$1.7M1
181WOLVERINE ASSET MANAGEMENT LLC$1.7M1
182READYSTATE ASSET MANAGEMENT LP$1.5M1
183LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.5M1
184Legato Capital Management LLC$1.5M1
185Calamos Advisors LLC$1.5M1
186FORA Capital, LLC$1.5M1
187AlphaCentric Advisors LLC$1.5M1
188DnB Asset Management AS$1.4M1
189Dana Investment Advisors, Inc.$1.4M1
190INCEPTIONR LLC$1.3M1
191NORTH STAR ASSET MANAGEMENT INC$1.2M1
192Caption Management, LLC$1.2M1
193BROWN ADVISORY INC$1.1M1
194LMR Partners LLP$1.1M1
195M&G Plc$1.1M1
196IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.1M1
197Bleakley Financial Group, LLC$1.1M1
198CANADA PENSION PLAN INVESTMENT BOARD$1.1M1
199Dynasty Wealth Management, LLC$1.1M1
200Westmount Partners, LLC$973K1
201TRUIST FINANCIAL CORP$965K1
202HIGHLAND CAPITAL MANAGEMENT, LLC$963K1
203Annis Gardner Whiting Capital Advisors, LLC$961K1
204Allianz Asset Management GmbH$946K1
205SUSQUEHANNA INTERNATIONAL GROUP, LLP$928K1
206SBI Okasan Asset Management Co.Ltd.$914K1
207OPPENHEIMER ASSET MANAGEMENT INC.$890K1
208Summit Trail Advisors, LLC$867K1
209HORIZON KINETICS ASSET MANAGEMENT LLC$858K1
210Vanguard Personalized Indexing Management, LLC$857K1
211Cetera Investment Advisers$847K1
212Plancorp, LLC$843K1
213NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$835K1
214Capstone Capital Management Ltd$832K1
215FIFTH THIRD BANCORP$827K1
216&PARTNERS$819K1
217SUVRETTA CAPITAL MANAGEMENT, LLC$811K1
218Virtus Investment Advisers, LLC$784K1
219Federation des caisses Desjardins du Quebec$751K1
220ASSETMARK, INC$719K1
221Vident Advisory, LLC$713K1
222MetLife Investment Management, LLC$693K1
223Swiss Life Asset Management Ltd$689K1
224Mirae Asset Global Investments Co., Ltd.$678K1
225AIGEN INVESTMENT MANAGEMENT, LP$660K1
226OSAIC HOLDINGS, INC.$654K1
227Savant Capital, LLC$635K1
228denkapparat Operations GmbH$628K1
229Utah Retirement Systems$623K1
230COMMERCE BANK$613K1
231COMMONWEALTH EQUITY SERVICES, LLC$588K1
232Stratos Wealth Partners, LTD.$579K1
233O'SHAUGHNESSY ASSET MANAGEMENT, LLC$577K1
234Cerity Partners LLC$570K1
235FIDUCIARY TRUST CO$556K1
236ProShare Advisors LLC$555K1
237Maryland State Retirement & Pension System$554K1
238Ground Swell Capital, LLC$547K1
239Meeder Advisory Services, Inc.$544K1
240M&T BANK CORP$540K1
241Callan Family Office, LLC$532K1
242PRINCIPAL FINANCIAL GROUP INC$527K1
243PSP Research LLC$511K1
244Significant Wealth Partners LLC$500K1
245Wedmont Private Capital$492K1
246J. Safra Sarasin Holding AG$483K1
247MERCER GLOBAL ADVISORS INC /ADV$473K1
248REGIONS FINANCIAL CORP$460K1
249Cypress Capital, LLC$451K1
250Frank, Rimerman Advisors LLC$434K1
251TEMA ETFS LLC$426K1
252Robeco Institutional Asset Management B.V.$425K1
253COLDSTREAM CAPITAL MANAGEMENT INC$424K1
254Cynosure Group, LLC$422K1
255Mesirow Financial Investment Management, Inc.$410K1
256OneDigital Investment Advisors LLC$405K1
257Granite Investment Partners, LLC$401K1
258Vontobel Holding Ltd.$393K1
259Atria Investments, Inc$392K1
260US BANCORP \DE\$379K1
261CIBC Asset Management Inc$377K1
262Moisand Fitzgerald Tamayo, LLC$375K1
263Lighthouse Investment Partners, LLC$373K1
264FARALLON CAPITAL MANAGEMENT, L.L.C.$360K1
265NewEdge Advisors, LLC$359K1
266North Dakota State Investment Board$347K1
267Vise Technologies, Inc.$341K1
268Tower Research Capital LLC (TRC)$335K1
269Checchi Capital Advisers, LLC$333K1
270CREDIT AGRICOLE S A$331K1
271Kestra Advisory Services, LLC$328K1
272R Squared Ltd$327K1
273Prospera Financial Services Inc$326K1
274Pinnacle Wealth Planning Services, Inc.$316K1
275Rockefeller Capital Management L.P.$312K1
276MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$310K1
277Inspire Advisors, LLC$309K1
278WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$309K1
279INTRUST BANK NA$305K1
280Optas, LLC$303K1
281CONGRESS ASSET MANAGEMENT CO$296K1
282Sanctuary Advisors, LLC$294K1
283AXQ CAPITAL, LP$289K1
284HighTower Advisors, LLC$285K1
285MACKENZIE FINANCIAL CORP$285K1
286ANB BANK$283K1
287CWM, LLC$279K1
288Steward Partners Investment Advisory, LLC$273K1
289BERKSHIRE ASSET MANAGEMENT LLC/PA$273K1
290Marex Group Ltd$271K1
291WESTFIELD CAPITAL MANAGEMENT CO LP$263K1
292Everhart Financial Group, Inc.$261K1
293Perigon Wealth Management, LLC$258K1
294Eurizon Capital SGR S.p.A.$256K1
295MITCHELL & PAHL PRIVATE WEALTH, LLC$245K1
296NWAM LLC$243K1
297Crossmark Global Holdings, Inc.$240K1
298MML INVESTORS SERVICES, LLC$238K1
299Raab & Moskowitz Asset Management LLC$234K1
300QRG CAPITAL MANAGEMENT, INC.$232K1
301Larson Financial Group LLC$228K1
302EntryPoint Capital, LLC$222K1
303HB Wealth Management, LLC$220K1
304NORDEN GROUP LLC$217K1
305Cambria Investment Management, L.P.$217K1
306B. Riley Wealth Advisors, Inc.$214K1
307Blueshift Asset Management, LLC$209K1
308AlphaCore Capital LLC$207K1
309Montis Financial, LLC$203K1
310Mitsubishi UFJ Asset Management Co., Ltd.$202K1
311NEW YORK LIFE INVESTMENT MANAGEMENT LLC$202K1
312SIGNATUREFD, LLC$156K1
313GROUP ONE TRADING LLC$142K1
314Advisors Asset Management, Inc.$141K1
315Sterling Capital Management LLC$107K1
316Smartleaf Asset Management LLC$103K1
317INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$91.7K1
318STEPHENS INC /AR/$91.4K1
319MAI Capital Management$70.6K1
320QUADRANT CAPITAL GROUP LLC$46.3K1
321Archer Investment Corp$45.1K1
322Allworth Financial LP$39.2K1
323Bayforest Capital Ltd$31.0K1
324MATHER GROUP, LLC.$30.8K1
325Cassaday & Co Wealth Management LLC$30.0K1
326Destiny Wealth Partners, LLC$28.2K1
327C WorldWide Group Holding A/S$27.5K1
328Hilton Head Capital Partners, LLC$26.5K1
329EASTERN BANK$22.5K1
330Parkside Financial Bank & Trust$19.4K1
331MTM Investment Management, LLC$19.4K1
332HRT FINANCIAL LP$18.9K1
333Aster Capital Management (DIFC) Ltd$16.6K1
334Global Trust Asset Management, LLC$16.4K1
335UMB Bank, n.a.$16.1K1
336Elequin Capital, LP$15.6K1
337MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$15.0K1
338Atlantic Union Bankshares Corp$15.0K1
339E Fund Management (Hong Kong) Co., Ltd.$14.6K1
340ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$13.3K1
341Owl Creek Wealth Partners LLC$12.8K1
342FIL Ltd$12.4K1
343SBI Securities Co., Ltd.$12.1K1
344MEEDER ASSET MANAGEMENT INC$11.4K1
345Global X Japan Co., Ltd.$9.6K1
346Spire Wealth Management$9.4K1
347ALGERT GLOBAL LLC$8.8K1
348DANSKE BANK A/S$7.5K1
349DekaBank Deutsche Girozentrale$6.9K1
350Orion Capital Management LLC$6.0K1
351Leonteq Securities AG$5.5K1
352CLEAR INVESTMENT RESEARCH, LLC$5.3K1
353WPG Advisers, LLC$5.3K1
354Treasurer of the State of North Carolina$5.1K1
355Private Wealth Management Group, LLC$4.9K1
356Bell Investment Advisors, Inc$4.6K1
357MCF Advisors LLC$3.8K1
358Triumph Capital Management$3.8K1
359Crewe Advisors LLC$3.6K1
360TD Waterhouse Canada Inc.$3.6K1
361Sachetta, LLC$3.4K1
362VAN ECK ASSOCIATES CORP$2.6K1
363Transamerica Financial Advisors, LLC$2.5K1
364KBC Group NV$2.3K1
365NATIXIS ADVISORS, LLC$1.8K1
366CANADA LIFE ASSURANCE Co$1.7K1
367TFC Financial Management, Inc.$1.6K1
368NBT BANK, N.A.$1.5K1
369Nicollet Investment Management, Inc.$1.5K1
370Cromwell Holdings LLC$1.4K1
371PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1.2K1
372Quaker Wealth Management, LLC$1.1K1
373SouthState Bank Corp$1.1K1
374AMALGAMATED BANK$9051
375Clearstead Advisors, LLC$9021
376THRIVENT FINANCIAL FOR LUTHERANS$7481
377Caitong International Asset Management Co., Ltd$5261
378True Wealth Design, LLC$5261
379American Capital Advisory, LLC$5261
380Virtu Financial LLC$4011
381Manchester Capital Management LLC$3761
382GSA CAPITAL PARTNERS LLP$2381
3833 FACTOR INDEXING, LLC$1511
384NISA INVESTMENT ADVISORS, LLC$751
385Truvestments Capital LLC$561
386Employees Retirement System of Texas$281
387Capital Advisors, Ltd. LLC$221
388Harvest Fund Management Co., Ltd$181
389NOMURA ASSET MANAGEMENT CO LTD$01
390BANK OF NOVA SCOTIA— value not disclosed1
391VANGUARD GROUP INC— value not disclosed1
392HARBOUR INVESTMENTS, INC.— value not disclosed1
393COMERICA BANK— value not disclosed1
394GILDER GAGNON HOWE & CO LLC— value not disclosed1
395ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
396VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
397PARK AVENUE SECURITIES LLC— value not disclosed1
398PRUDENTIAL FINANCIAL INC— value not disclosed1
399BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
400NATIXIS— value not disclosed1
401PRIVATE TRUST CO NA— value not disclosed1
402FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
403CIBC Private Wealth Group LLC— value not disclosed1
404Graham Capital Management, L.P.— value not disclosed1
405Clearbridge Investments, LLC— value not disclosed1
406Bridgewater Associates, LP— value not disclosed1
407Mariner, LLC— value not disclosed1
408NORGES BANK— value not disclosed1
409Marquette Asset Management, LLC— value not disclosed1
410TWO SIGMA SECURITIES, LLC— value not disclosed1
411Verition Fund Management LLC— value not disclosed1
412TWO SIGMA ADVISERS, LP— value not disclosed1
413Daiwa Securities Group Inc.— value not disclosed1
414SIMPLEX TRADING, LLC— value not disclosed1
415SUMMIT SECURITIES GROUP LLC— value not disclosed1
416Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
417Twin Tree Management, LP— value not disclosed1
418HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
419Baader Bank Aktiengesellschaft— value not disclosed1
420Kemnay Advisory Services Inc.— value not disclosed1
421Quantedge Capital Pte Ltd— value not disclosed1
422PDT Partners, LLC— value not disclosed1
423Alpine Global Management, LLC— value not disclosed1
424Arax Advisory Partners— value not disclosed1
425Friedenthal Financial— value not disclosed1
426Atika Capital Management LLC— value not disclosed1
427DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.— value not disclosed1
428Stone House Investment Management, LLC— value not disclosed1
429AE Wealth Management LLC— value not disclosed1
430Garner Asset Management Corp— value not disclosed1
431IFG Advisory, LLC— value not disclosed1
432Steigerwald, Gordon & Koch Inc.— value not disclosed1
433Elo Mutual Pension Insurance Co— value not disclosed1
434Global Retirement Partners, LLC— value not disclosed1
435Laurel Wealth Advisors LLC— value not disclosed1
436Cinctive Capital Management LP— value not disclosed1
437Avion Wealth— value not disclosed1
438Brooklyn Investment Group— value not disclosed1
439KOM Wealth Management Group, LLC— value not disclosed1
440Tri Locum Partners LP— value not disclosed1
441Twin Lakes Capital Management, LLC— value not disclosed1
442Activest Wealth Management— value not disclosed1
443AlphaQuest LLC— value not disclosed1
444PharVision Advisers, LLC— value not disclosed1
445AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
446SageView Advisory Group, LLC— value not disclosed1
447Cape Investment Advisory, Inc.— value not disclosed1
448Dunhill Financial, LLC— value not disclosed1
449Quarry LP— value not disclosed1
450Impact Partnership Wealth, LLC— value not disclosed1
451NEOS Investment Management LLC— value not disclosed1
452Rachor Investment Advisory Services, LLC— value not disclosed1
453Rakuten Securities, Inc.— value not disclosed1
454Avanza Fonder AB— value not disclosed1
455Persistent Asset Partners Ltd— value not disclosed1
456OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 389 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IONS

RETAINED WINDOW · ACTIVE HITS

Zero hits on IONS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IONS · financials and macro

Financials — as filed PLANNED

IONS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IONS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing