Ionis PharmaceuticalsIONS
13F holders, Q2 2026 (June 30)515holders +18
61new positions
46sold out
9famous investors
$79.38avg. 13F price*
At the end of Q2 2026, 515 institutions reported holding Ionis Pharmaceuticals Inc. (IONS) in their 13F filings, up 18 from Q1 2026. 61 opened new positions and 46 sold out. The largest holders were FMR LLC ($2.0B), Capital World Investors ($1.7B) and BlackRock, Inc. ($848.8M). 9 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ionis Pharmaceuticals Inc.
- CUSIP
- 462222100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $169.5M |
| Exits | 46 | $77.2M |
All 13F filers, Q1 2026 → Q2 2026: 18,710,228 shares bought and 11,715,154 shares sold, net +6,995,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| FMR LLC | 0.09% | Add +0.3% | 24,631,956 | $2.0B |
| Capital World Investors | 0.20% | Add +2.3% | 21,669,226 | $1.7B |
| BlackRock, Inc. | 0.01% | Add +2.5% | 10,704,660 | $848.8M |
| Vanguard Portfolio Management LLC | 0.03% | Add +0.7% | 7,859,529 | $623.2M |
| Wellington Management Group LLP | 0.10% | Add +19.7% | 7,651,415 | $606.7M |
| Vanguard Capital Management LLC | 0.01% | Add +1.3% | 7,211,497 | $571.8M |
| Two Sigma Investments, LP | 0.39% | Add +6.7% | 6,252,342 | $495.7M |
| Royal Bank of Canada | 0.08% | Add +62.6% | 6,182,479 | $490.2M |
| State Street Corp. | 0.01% | Add +8.5% | 4,334,848 | $343.7M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -35.7% | 3,959,372 | $313.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -10.1% | 3,584,024 | $294.8M |
| T. Rowe Price Associates Inc. | 0.03% | Add +5.3% | 3,184,500 | $252.5M |
| JPMorgan Chase & Co. | 0.01% | Add +13.0% | 2,671,717 | $216.2M |
| Artisan Partners Limited Partnership | 0.34% | Add +28.3% | 2,640,024 | $209.3M |
| Tweedy, Browne Co LLC | 13.70% | Add +0.2% | 2,280,311 | $180.8M |
| Deep Track Capital, LP | 2.57% | Add +12.8% | 2,200,000 | $174.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +24.1% | 2,109,945 | $167.3M |
| Baker Bros. Advisors LP | 0.82% | No change | 2,047,727 | $162.4M |
| Deerfield Management Company, L.P. | 1.96% | No change | 1,979,669 | $157.0M |
| American Century Companies Inc. | 0.07% | Add +17.0% | 1,947,076 | $154.4M |
| Franklin Resources Inc. | 0.03% | Add +3.1% | 1,623,377 | $128.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,605,054 | $127.3M |
| Barclays PLC | 0.04% | Add +453.1% | 1,603,136 | $127.1M |
| Pictet Asset Management Holding SA | 0.12% | Add +11.3% | 1,596,998 | $127.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.4% | 1,454,672 | $115.3M |
| Polar Capital Holdings Plc | 0.33% | Add +75.3% | 1,454,021 | $115.3M |
| Alyeska Investment Group, L.P. | 0.29% | Add +199.7% | 1,417,916 | $112.4M |
| Nomura Asset Management International Inc. | 0.16% | Add +65.6% | 1,300,392 | $103.1M |
| Morgan Stanley | 0.01% | Add +24.8% | 1,281,444 | $101.6M |
| Invesco Ltd. | 0.01% | Reduce -12.3% | 1,120,707 | $88.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +3.6% | 1,060,845 | $84.1M |
| Bellevue Group AG | 1.62% | Reduce -46.5% | 972,258 | $77.1M |
| Groupama Asset Managment | 0.96% | Add +13.7% | 937,083 | $75.2M |
| Northern Trust Corp. | 0.01% | Add +5.2% | 913,610 | $72.4M |
| Capital International Investors | 0.01% | New | 823,764 | $65.3M |
| Davern Capital Partners, LP | 10.80% | Add +106.4% | 798,709 | $63.3M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 790,990 | $62.7M |
| Summit Partners Public Asset Management, LLC | 1.62% | Reduce -43.9% | 787,263 | $62.4M |
| GW&K Investment Management, LLC | 0.46% | Reduce -4.2% | 746,966 | $59.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -19.1% | 734,219 | $58.2M |
| Nuveen, LLC | 0.01% | Add +12.0% | 726,282 | $57.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Reduce -21.7% | 684,236 | $54.3M |
| Eversept Partners, LP | 2.87% | Add +5.2% | 664,684 | $52.7M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -2.6% | 655,454 | $52.0M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -2.1% | 651,816 | $51.7M |
| Neuberger Berman Group LLC | 0.03% | Add +42.9% | 633,533 | $50.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.3% | 632,028 | $50.1M |
| UBS Group AG | 0.01% | Reduce -22.7% | 624,874 | $49.5M |
| TimesSquare Capital Management, LLC | 0.72% | Add +122.8% | 614,070 | $48.7M |
| Eventide Asset Management, LLC | 0.61% | No change | 575,000 | $45.6M |
| Perceptive Advisors LLC | 0.70% | Add +12.3% | 566,000 | $44.9M |
| Renaissance Technologies | 0.06% | Add +83.1% | 559,414 | $44.4M |
| Bank of New York Mellon Corp | 0.01% | Add +5.4% | 542,454 | $43.0M |
| Teacher Retirement System of Texas | 0.11% | Reduce -0.3% | 522,317 | $41.4M |
| Boone Capital Management LLC | 9.64% | Add +3.9% | 519,977 | $41.2M |
| Jane Street Group, LLC | 0.03% | Add +162.6% | 503,647 | $39.9M |
| New York State Common Retirement Fund | 0.05% | Add +42.7% | 500,050 | $39.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -5.2% | 454,649 | $36.0M |
| Candriam S.C.A. | 0.16% | Reduce -8.1% | 445,019 | $35.3M |
| First Trust Advisors LP | 0.02% | Reduce -8.8% | 427,197 | $33.9M |
| Pinnacle Associates Ltd. | 0.36% | Reduce -3.8% | 419,752 | $33.3M |
| Nomura Holdings Inc. | 0.14% | Add +252.6% | 402,192 | $31.9M |
| Handelsbanken Fonder AB | 0.09% | Add +79.2% | 383,211 | $30.4M |
| C WorldWide Group Holding A/S | 0.70% | No change | 366,000 | $29.0M |
| TD Asset Management Inc | 0.02% | Reduce -35.7% | 340,548 | $27.0M |
| Freestone Grove Partners LP | 0.18% | New | 339,967 | $27.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +679.2% | 333,952 | $26.5M |
| Capital Research Global Investors | 0.00% | Add +2.8% | 331,936 | $26.3M |
| Capital Fund Management S.A. | 0.19% | Add +131.8% | 329,554 | $26.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.0% | 340,450 | $25.6M |
| Carmignac Gestion | 0.33% | Add +505.7% | 321,000 | $25.5M |
| Privium Fund Management B.V. | 4.66% | Add +10.3% | 319,924 | $25.4M |
| Swiss National Bank | 0.01% | Add +3.5% | 315,000 | $25.0M |
| Jump Financial, LLC | 0.24% | Add +48.2% | 306,330 | $24.3M |
| ARK Investment Management | 0.15% | Add +4.2% | 300,770 | $23.8M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 299,184 | $23.7M |
| D. E. Shaw & Co. | 0.02% | Reduce -30.9% | 297,041 | $23.6M |
| Millennium Management | 0.02% | Reduce -72.5% | 288,872 | $22.9M |
| DAVENPORT & Co LLC | 0.11% | Add +19.2% | 283,960 | $22.5M |
| Aberdeen Group plc | 0.03% | Add +143.7% | 277,400 | $22.0M |
| California Public Employees Retirement System | 0.01% | Add +6.0% | 270,843 | $21.5M |
| Tocqueville Asset Management L.P. | 0.26% | Add +14.6% | 251,215 | $19.9M |
| Raymond James Financial Inc. | 0.01% | Add +0.9% | 237,348 | $18.8M |
| Citadel Advisors | 0.01% | Reduce -74.9% | 236,284 | $18.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +6.3% | 233,499 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +19.1% | 226,213 | $17.9M |
| Empowered Funds, LLC | 0.09% | Add +116.3% | 223,142 | $17.7M |
| Orion Investment Co | 5.10% | Reduce -2.1% | 220,335 | $17.5M |
| Life Cycle Investment Partners Ltd | 0.08% | New | 219,896 | $17.4M |
| Algert Global LLC | 0.19% | Add +77.5% | 206,853 | $16.4M |
| Stifel Financial Corp. | 0.01% | Add +3.2% | 202,983 | $16.1M |
| Corient Private Wealth LP | 0.02% | Add +0.0% | 196,661 | $15.6M |
| Eagle Health Investments LP | 2.56% | New | 194,577 | $15.4M |
| HSBC Holdings PLC | 0.01% | Add +1.3% | 188,402 | $15.0M |
| Sector Gamma As | 3.26% | Add +11.8% | 189,468 | $15.0M |
| California State Teachers Retirement System | 0.01% | Add +2.5% | 180,949 | $14.3M |
| Polymer Capital Management (HK) LTD | 1.43% | Add +190.7% | 177,897 | $14.1M |
| Deutsche Bank AG | 0.00% | Add +6.1% | 169,614 | $13.4M |
| ADAR1 Capital Management, LLC | 0.62% | Add +3.7% | 166,286 | $13.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.9% | 164,911 | $13.1M |
| Sicart Associates LLC | 3.12% | Add +0.8% | 160,694 | $12.7M |
| HRT Financial LP | 0.02% | Reduce -37.8% | 156,798 | $12.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +12.8% | 155,088 | $12.3M |
| CSS LLC | 1.63% | Add +92.5% | 152,289 | $12.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -9.8% | 151,301 | $12.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +200.0% | 150,000 | $11.9M |
| Focus Partners Wealth | 0.01% | Reduce -10.7% | 147,917 | $11.7M |
| Hudson Bay Capital Management LP | 0.06% | Reduce -50.9% | 145,000 | $11.5M |
| Artia Global Partners LP | 2.18% | No change | 144,376 | $11.4M |
| Fisher Asset Management | 0.00% | Reduce -3.1% | 137,184 | $10.9M |
| Atle Fund Management AB | 2.93% | Add +392.0% | 137,131 | $10.9M |
| Lazard Asset Management LLC | 0.02% | Add +421.4% | 132,480 | $10.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.0% | 131,818 | $10.5M |
| Sei Investments Co. | 0.01% | Reduce -18.7% | 127,868 | $10.1M |
| EFG International AG | 0.18% | Add +30.7% | 122,804 | $9.7M |
| Gotham Asset Management | 0.02% | Add +22.5% | 121,252 | $9.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -19.3% | 120,678 | $9.6M |
| Braidwell LP | 0.36% | Reduce -10.8% | 116,762 | $9.3M |
| Norges Bank | 0.00% | — | 114,359 | $9.1M |
| SEB Asset Management AB | 0.03% | No change | 114,334 | $9.1M |
| Edmond DE Rothschild Holding S.A. | 0.12% | Reduce -17.4% | 113,320 | $9.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -84.3% | 109,379 | $8.7M |
| Kennedy Capital Management LLC | 0.15% | Reduce -4.9% | 106,342 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 98,124 | $7.8M |
| Tetragon Partners GP Ltd | 1.25% | Add +132.7% | 97,173 | $7.7M |
| Swedbank AB | 0.01% | Add +196.6% | 95,666 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.1% | 94,492 | $7.5M |
| Public Employees Retirement Association of Colorado | 0.02% | Add +481.1% | 90,589 | $7.2M |
| CenterBook Partners LP | 0.35% | Reduce -40.8% | 89,280 | $7.1M |
| Exome Asset Management LLC | 4.31% | Reduce -19.9% | 88,177 | $7.0M |
| Citigroup Inc. | 0.00% | Reduce -40.8% | 86,746 | $6.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 93,807 | $6.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -68.3% | 84,748 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +29.2% | 81,319 | $6.4M |
| Fred Alger Management, LLC | 0.02% | Add +177.4% | 78,932 | $6.3M |
| China Universal Asset Management Co., Ltd. | 0.36% | Reduce -1.3% | 76,302 | $6.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +11.5% | 75,061 | $6.0M |
| SG Americas Securities, LLC | 0.00% | Add +17.8% | 74,589 | $5.9M |
| Erste Asset Management GmbH | 0.04% | No change | 71,800 | $5.8M |
| Future Fund LLC | 1.62% | Add +21.5% | 71,362 | $5.7M |
| Hillsdale Investment Management Inc. | 0.13% | No change | 70,900 | $5.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +3.4% | 70,021 | $5.6M |
| Bank of Nova Scotia | 0.01% | New | 68,548 | $5.4M |
| Jupiter Topco LLC | 0.00% | — | 68,191 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -89.7% | 67,705 | $5.4M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | New | 67,374 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -43.7% | 66,924 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -4.1% | 66,303 | $5.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -39.3% | 65,967 | $5.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -8.4% | 65,858 | $5.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.0% | 65,077 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Add +17.0% | 64,914 | $5.1M |
| Van Eck Associates Corp. | 0.00% | Add +83.7% | 63,396 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +529.8% | 62,743 | $5.0M |
| Panagora Asset Management Inc. | 0.01% | Add +6.4% | 61,125 | $4.8M |
| Stanley-Laman Group, Ltd. | 0.49% | Add +54.8% | 60,842 | $4.8M |
| XTX Topco Ltd | 0.06% | Reduce -24.5% | 60,776 | $4.8M |
| Schroder Investment Management Group | 0.00% | New | 58,865 | $4.7M |
| Rhenman & Partners Asset Management AB | 0.45% | Reduce -35.5% | 59,900 | $4.7M |
| Sovran Advisors, LLC | 0.35% | New | 84,984 | $4.7M |
| Edgestream Partners, L.P. | 0.13% | Reduce -17.1% | 56,715 | $4.5M |
| One Capital Management, LLC | 0.12% | No change | 58,939 | $4.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.13% | Reduce -0.9% | 53,795 | $4.3M |
| Nicola Wealth Management LTD. | 0.47% | No change | 52,000 | $4.1M |
| KBC Group NV | 0.01% | Add +69.2% | 51,127 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.5% | 50,743 | $4.0M |
| Creative Planning | 0.00% | Reduce -3.2% | 50,554 | $4.0M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +1500.5% | 49,632 | $3.9M |
| Capital Counsel LLC | 0.15% | No change | 49,580 | $3.9M |
| Tidal Investments LLC | 0.01% | Add +42.8% | 49,178 | $3.9M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +75.4% | 48,976 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +77.5% | 47,442 | $3.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -41.6% | 47,836 | $3.8M |
| Amova Asset Management Americas, Inc. | 0.05% | Reduce -41.7% | 47,656 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.8% | 46,862 | $3.7M |
| Coppell Advisory Solutions LLC | 0.31% | New | 26 | $3.7M |
| Natixis Advisors, LLC | 0.00% | Add +88.6% | 44,728 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +2.5% | 43,302 | $3.4M |
| Aquatic Capital Management LLC | 0.12% | Reduce -71.1% | 42,581 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -6.0% | 41,405 | $3.3M |
| Assenagon Asset Management S.A. | 0.00% | Add +21.5% | 40,927 | $3.2M |
| J. Goldman & Co LP | 0.11% | Reduce -82.8% | 40,366 | $3.2M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -34.5% | 38,665 | $3.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +13.8% | 38,627 | $3.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 38,557 | $3.1M |
| STRS Ohio | 0.01% | Add +32.6% | 38,166 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -37.6% | 37,648 | $3.0M |
| DCF Advisers, LLC | 0.78% | Reduce -33.0% | 37,500 | $3.0M |
| Grandfield & Dodd, LLC | 0.15% | Reduce -0.7% | 37,077 | $2.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +9.1% | 37,000 | $2.9M |
| Entropy Technologies, LP | 0.12% | Add +35.3% | 36,815 | $2.9M |
| DeepCurrents Investment Group LLC | 3.69% | Add +32.0% | 36,212 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -84.3% | 35,645 | $2.8M |
| Raiffeisen Bank International AG | 0.03% | Reduce -2.8% | 35,000 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +0.2% | 35,338 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.6% | 34,004 | $2.7M |
| Canada Pension Plan Investment Board | 0.00% | Add +136.2% | 33,300 | $2.6M |
| Jain Global LLC | 0.03% | Add +25.3% | 32,931 | $2.6M |
| Ethic Inc. | 0.03% | New | 31,679 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -6.7% | 31,606 | $2.5M |
| Trexquant Investment LP | 0.02% | Reduce -85.2% | 31,538 | $2.5M |
| Mutual of America Capital Management LLC | 0.02% | Add +11.3% | 31,299 | $2.5M |
| LMR Partners LLP | 0.02% | Add +105.3% | 30,800 | $2.4M |
| PEAK6 LLC | 0.06% | Reduce -14.4% | 29,460 | $2.3M |
| Calamos Advisors LLC | 0.01% | Add +48.4% | 29,358 | $2.3M |
| Kornitzer Capital Management Inc. | 0.05% | No change | 29,105 | $2.3M |
| BLB&B Advisors, LLC | 0.08% | Reduce -18.8% | 28,570 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -12.7% | 27,868 | $2.2M |
| Xponance LLC | 0.01% | Add +1.1% | 26,687 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -32.4% | 26,041 | $2.1M |
| Jupiter Asset Management Ltd. | 0.01% | New | 25,949 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -3.0% | 25,782 | $2.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | New | 25,727 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -59.5% | 24,870 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +10.8% | 24,515 | $1.9M |
| Inceptionr LLC | 0.47% | Add +44.2% | 24,251 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Add +25.9% | 23,272 | $1.8M |
| Wolverine Asset Management LLC | 0.09% | Reduce -2.1% | 22,340 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -23.4% | 22,059 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -8.9% | 21,945 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +93.3% | 21,808 | $1.7M |
| Nicollet Investment Management, Inc. | 0.50% | Add +3.0% | 20,240 | $1.6M |
| Amundi | 0.00% | Reduce -15.7% | 20,190 | $1.6M |
| Profund Advisors LLC | 0.04% | Reduce -30.3% | 18,321 | $1.5M |
| DNB Asset Management AS | 0.00% | Reduce -5.6% | 17,986 | $1.4M |
| Gsa Capital Partners LLP | 0.09% | Add +445.6% | 17,306 | $1.4M |
| Allstate Corp. | 0.01% | Reduce -17.6% | 16,943 | $1.3M |
| Graham Capital Management, L.P. | 0.05% | New | 16,717 | $1.3M |
| North Star Asset Management Inc. | 0.05% | Reduce -0.3% | 16,560 | $1.3M |
| BIT Capital GmbH | 0.04% | New | 16,300 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Add +28.0% | 16,129 | $1.3M |
| Virtus Investment Advisers, LLC | 0.29% | Add +51.9% | 15,870 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +4.9% | 15,846 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Add +9.9% | 15,819 | $1.3M |
| Dark Forest Capital Management LP | 0.08% | New | 15,511 | $1.2M |
| AlphaCentric Advisors LLC | 1.04% | Reduce -21.2% | 15,430 | $1.2M |
| Engineers Gate Manager LP | 0.02% | Reduce -88.9% | 14,840 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +69.9% | 14,800 | $1.2M |
| Bleakley Financial Group, LLC | 0.01% | Add +3.3% | 14,793 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 14,185 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +9.5% | 14,068 | $1.1M |
| Baron Capital (BAMCO) | 0.00% | Reduce -68.9% | 14,000 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +20.6% | 13,931 | $1.1M |
| FORA Capital, LLC | 0.08% | Reduce -29.8% | 13,833 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +16.0% | 13,752 | $1.1M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -3.0% | 13,661 | $1.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 13,446 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +30.1% | 13,400 | $1.1M |
| Westmount Partners, LLC | 0.23% | No change | 12,961 | $1.0M |
| SBI Okasan Asset Management Co.Ltd. | 0.03% | No change | 12,600 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | No change | 12,801 | $1.0M |
| Man Group plc | 0.00% | Reduce -48.5% | 12,361 | $980K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.29% | Reduce -68.3% | 12,338 | $978K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.1% | 12,017 | $953K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.5% | 11,933 | $946K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -84.6% | 11,808 | $936K |
| Commerce Bank | 0.00% | Add +43.1% | 11,681 | $926K |
| Amalgamated Bank | 0.01% | Reduce -4.4% | 11,519 | $913K |
| Militia Capital Management LLC | 0.16% | New | 11,400 | $904K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 10,925 | $866K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -4.6% | 10,904 | $865K |
| Montanova Capital, LLC | 0.02% | No change | 10,800 | $856K |
| Evolve Private Wealth, LLC | 0.05% | New | 10,653 | $845K |
| Axq Capital, LP | 0.09% | Add +171.0% | 10,423 | $826K |
| Swiss Life Asset Management Ltd | 0.00% | Add +12.0% | 10,275 | $815K |
| Marex Group Ltd | 0.01% | Add +182.2% | 10,189 | $808K |
| Vident Advisory, LLC | 0.01% | Add +7.4% | 10,187 | $808K |
| &partners | 0.00% | Reduce -6.7% | 10,184 | $807K |
| Fifth Third Bancorp | 0.00% | Reduce -8.6% | 10,061 | $798K |
| Assetmark, Inc. | 0.00% | Add +3.8% | 9,939 | $788K |
| Mackenzie Financial Corp. | 0.00% | Add +144.8% | 9,289 | $737K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -80.2% | 9,120 | $723K |
| NewEdge Wealth, LLC | 0.01% | New | 8,977 | $712K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.9% | 8,776 | $696K |
| iA Global Asset Management Inc. | 0.01% | New | 8,658 | $686K |
| Utah Retirement Systems | 0.01% | Add +3.3% | 8,577 | $680K |
| Marshall Wace, LLP | 0.00% | Reduce -91.1% | 8,501 | $674K |
| denkapparat Operations GmbH | 0.22% | No change | 8,364 | $663K |
| Maryland State Retirement & Pension System | 0.01% | Add +13.1% | 8,343 | $662K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 8,153 | $646K |
| Inspire Investing, LLC | 0.03% | New | 8,127 | $644K |
| Plancorp, LLC | 0.02% | Reduce -0.7% | 11,128 | $632K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.9% | 7,867 | $624K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.1% | 7,801 | $619K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.8% | 7,660 | $607K |
| M&T Bank Corp | 0.00% | Reduce -2.1% | 7,510 | $595K |
| Savant Capital, LLC | 0.00% | Reduce -11.6% | 7,476 | $588K |
| Fiduciary Trust Co | 0.01% | No change | 7,399 | $587K |
| Sectoral Asset Management Inc. | 0.40% | No change | 7,200 | $571K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.8% | 7,166 | $568K |
| Callan Family Office, LLC | 0.01% | Add +0.9% | 7,143 | $566K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.0% | 7,055 | $559K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.9% | 6,918 | $548K |
| PSP Research LLC | 0.29% | No change | 6,800 | $539K |
| J. Safra Sarasin Holding AG | 0.01% | Add +5.0% | 6,751 | $535K |
| Significant Wealth Partners LLC | 0.57% | Reduce -0.8% | 6,613 | $524K |
| Group One Trading LLC | 0.01% | Add +243.2% | 6,493 | $515K |
| US Bancorp \de | 0.00% | Add +26.1% | 6,366 | $505K |
| Praxis Investment Management Inc. | 0.03% | No change | 6,232 | $494K |
| Nykredit A/S | 0.00% | — | 6,154 | $488K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,138 | $487K |
| MCF Advisors LLC | 0.02% | Add +12172.0% | 6,136 | $487K |
| Cypress Capital, LLC | 0.13% | No change | 6,000 | $476K |
| Cerity Partners LLC | 0.00% | Reduce -21.2% | 5,989 | $475K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +0.5% | 5,807 | $460K |
| Regions Financial Corp. | 0.00% | Reduce -8.5% | 5,604 | $444K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -1.4% | 5,578 | $442K |
| E Fund Management Co., Ltd. | 0.01% | Reduce -88.1% | 5,569 | $442K |
| Tema ETFs LLC | 0.01% | Reduce -2.6% | 5,525 | $438K |
| ProShare Advisors LLC | 0.00% | Reduce -26.7% | 5,417 | $430K |
| VARCOV Co. | 0.16% | New | 5,390 | $427K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.3% | 5,352 | $424K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 5,345 | $424K |
| R Squared Ltd | 0.22% | Add +21.9% | 5,313 | $421K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 5,030 | $399K |
| Granite Investment Partners, LLC | 0.02% | Reduce -6.0% | 5,026 | $399K |
| CIBC Asset Management Inc | 0.00% | No change | 5,017 | $398K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 5,000 | $396K |
| AlphaCore Capital LLC | 0.01% | Add +80.5% | 4,986 | $395K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.4% | 4,957 | $393K |
| Wedmont Private Capital | 0.01% | Add +2.4% | 6,723 | $392K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 4,822 | $382K |
| Quantbot Technologies LP | 0.01% | New | 4,812 | $382K |
| Azzad Asset Management Inc. | 0.03% | New | 4,784 | $379K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 4,703 | $373K |
| Atria Investments, Inc | 0.00% | Reduce -10.3% | 4,690 | $372K |
| Gateway Investment Advisers LLC | 0.00% | New | 4,630 | $367K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 4,373 | $353K |
| Blueshift Asset Management, LLC | 0.08% | Add +59.6% | 4,433 | $351K |
| Credit Agricole S A | 0.00% | No change | 4,410 | $350K |
| Yorktown Management & Research Co Inc | 0.21% | New | 4,400 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 4,384 | $348K |
| Intrust Bank NA | 0.03% | Add +7.0% | 4,339 | $344K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -2.7% | 4,308 | $342K |
| Westfield Capital Management Co. LP | 0.00% | Add +20.9% | 4,233 | $336K |
| Prospera Financial Services Inc | 0.00% | Reduce -3.4% | 4,194 | $333K |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 4,084 | $324K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.8% | 5,394 | $314K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 3,938 | $312K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.5% | 3,938 | $312K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -95.9% | 3,935 | $312K |
| Qsemble Capital Management, LP | 0.04% | Reduce -84.9% | 3,887 | $308K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.9% | 3,839 | $304K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.8% | 3,832 | $304K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -10.3% | 3,780 | $300K |
| Bridgefront Capital, LLC | 0.08% | New | 3,778 | $300K |
| Anb Bank | 0.11% | Reduce -1.0% | 3,733 | $296K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +3.6% | 3,639 | $294K |
| Park Avenue Securities LLC | 0.00% | New | 3,677 | $292K |
| Berkshire Asset Management LLC | 0.01% | Reduce -0.2% | 3,630 | $288K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +13.0% | 3,615 | $287K |
| MML Investors Services, LLC | 0.00% | Add +13.5% | 3,600 | $285K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,567 | $283K |
| Everhart Financial Group, Inc. | 0.02% | Add +0.9% | 3,503 | $278K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -3.9% | 3,497 | $277K |
| Perigon Wealth Management, LLC | 0.00% | Add +1.4% | 3,477 | $276K |
| New York Life Investment Management LLC | 0.00% | Add +28.6% | 3,458 | $274K |
| Victrix Investment Advisors | 0.11% | New | 3,400 | $270K |
| Mitchell & Pahl Private Wealth, LLC | 0.10% | No change | 3,261 | $259K |
| Nwam LLC | 0.01% | No change | 3,238 | $257K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 3,115 | $247K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.5% | 3,079 | $244K |
| M&G PLC | 0.00% | Reduce -78.6% | 3,090 | $244K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,061 | $243K |
| HB Wealth Management, LLC | 0.00% | Add +3.4% | 3,025 | $240K |
| Argent Trust Co | 0.01% | No change | 3,018 | $239K |
| Larson Financial Group LLC | 0.01% | Reduce -1.0% | 3,000 | $238K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.6% | 2,897 | $234K |
| AlphaGrep UK Ltd | 0.07% | New | 2,946 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.4% | 2,926 | $232K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | New | 2,923 | $232K |
| Cambria Investment Management, L.P. | 0.01% | No change | 2,885 | $229K |
| Voleon Capital Management LP | 0.00% | Reduce -87.6% | 2,862 | $227K |
| Montis Financial, LLC | 0.04% | No change | 2,700 | $214K |
| Norden Group LLC | 0.02% | Reduce -7.1% | 2,685 | $213K |
| IFG Advisory, LLC | 0.01% | New | 2,678 | $212K |
| KOM Wealth Management Group, LLC | 0.13% | New | 2,654 | $210K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.8% | 2,618 | $208K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -53.7% | 2,530 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.3% | 2,355 | $187K |
| Global Retirement Partners, LLC | 0.00% | — | 2,282 | $181K |
| Ancora Advisors LLC | 0.00% | Reduce -7.4% | 2,215 | $176K |
| GAMMA Investing LLC | 0.01% | Add +22.8% | 2,168 | $172K |
| State of Wyoming | 0.02% | New | 2,024 | $160K |
| Signaturefd, LLC | 0.00% | Reduce -9.5% | 1,880 | $149K |
| Caption Management, LLC | 0.01% | Reduce -88.7% | 1,759 | $139K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.6% | 1,684 | $134K |
| Versant Capital Management, Inc | 0.01% | Reduce -6.1% | 1,460 | $116K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,416 | $114K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,407 | $112K |
| Sterling Capital Management LLC | 0.00% | Reduce -9.5% | 1,289 | $102K |
| Graticule Asia Macro Advisors LLC | 0.01% | New | 1,264 | $100K |
| International Assets Investment Management, LLC | 0.01% | Add +0.9% | 1,232 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -41.0% | 1,111 | $88K |
| IMA Advisory Services, Inc. | 0.01% | Add +3603.6% | 1,037 | $82K |
| Arax Advisory Partners | 0.00% | New | 1,004 | $80K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 952 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Add +57.8% | 904 | $72K |
| Tripletail Wealth Management, LLC | 0.08% | New | 850 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -52.2% | 858 | $68K |
| Huntington National Bank | 0.00% | Add +7.8% | 734 | $58K |
| Los Angeles Capital Management LLC | 0.00% | No change | 700 | $56K |
| Pacer Advisors, Inc. | 0.00% | New | 629 | $50K |
| Archer Investment Corp | 0.01% | No change | 600 | $48K |
| Nisa Investment Advisors, LLC | 0.00% | Add +57900.0% | 580 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 558 | $44K |
| Silvant Capital Management LLC | 0.00% | New | 540 | $43K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 516 | $41K |
| Mather Group, Llc. | 0.00% | No change | 410 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 400 | $32K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 400 | $32K |
| Golden State Wealth Management, LLC | 0.00% | No change | 376 | $30K |
| CoreCap Advisors, LLC | 0.00% | No change | 370 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 341 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 332 | $26K |
| Wellington-Altus USA Inc. | 0.02% | No change | 317 | $24K |
| Eastern Bank | 0.00% | No change | 300 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 295 | $23K |
| Global X Japan Co., Ltd. | 0.00% | Add +118.0% | 279 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 273 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +0.0% | 270 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -10.2% | 265 | $21K |
| SMA Capital LLC | 0.01% | New | 260 | $21K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +33.3% | 260 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 258 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.6% | 254 | $20K |
| Trust Co | 0.00% | New | 250 | $20K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +3442.9% | 248 | $20K |
| UMB Bank, n.a. | 0.00% | Add +13.9% | 245 | $19K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 234 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 231 | $18K |
| FIL Ltd | 0.00% | Add +37.6% | 227 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 223 | $18K |
| Zions Bancorporation, National Association | 0.00% | Add +20.9% | 214 | $17K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -2.3% | 213 | $17K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +23.5% | 210 | $17K |
| Covestor Ltd | 0.01% | Add +7.7% | 196 | $16K |
| CX Institutional | 0.00% | Add +0.5% | 203 | $16K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 200 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 200 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $16K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -65.5% | 190 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.9% | 185 | $15K |
| United Financial Planning Group LLC | 0.01% | No change | 158 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 150 | $12K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 143 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -18.0% | 132 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 123 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 118 | $9K |
| LRI Investments, LLC | 0.00% | No change | 110 | $9K |
| Quent Capital, LLC | 0.00% | Add +6.1% | 105 | $8K |
| WPG Advisers, LLC | 0.00% | Add +47.1% | 103 | $8K |
| Spire Wealth Management | 0.00% | Reduce -19.2% | 101 | $8K |
| Main Street Group, LTD | 0.00% | No change | 100 | $8K |
| Danske Bank A/S | 0.00% | No change | 100 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -47.0% | 98 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +22.5% | 98 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.1% | 90 | $7K |
| Bessemer Group Inc. | 0.00% | No change | 94 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -2.2% | 88 | $7K |
| Ameriflex Group, Inc. | 0.00% | New | 87 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 80 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 74 | $6K |
| Leonteq Securities AG | 0.00% | No change | 73 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -52.6% | 72 | $6K |
| Truvestments Capital LLC | 0.00% | Add +6900.0% | 70 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $5K |
| First Horizon Corp. | 0.00% | Add +10.7% | 62 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -84.4% | 55 | $4K |
| Triumph Capital Management | 0.00% | No change | 50 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 48 | $4K |
| Sachetta, LLC | 0.00% | Add +4.4% | 47 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 38 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 36 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +88.9% | 34 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 32 | $3K |
| Quarry LP | 0.00% | New | 29 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 28 | $2K |
| Cheviot Value Management, LLC | 0.00% | No change | 28 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -45.8% | 26 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 23 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 22 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 21 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.4% | 21 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 20 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +58.3% | 19 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 17 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 15 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 15 | $1K |
| Whipplewood Advisors, LLC | 0.00% | No change | 15 | $1K |
| SouthState Bank Corp | 0.00% | No change | 14 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 14 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 13 | $1K |
| Signature Equity Partners, LLC | 0.00% | New | 12 | $951 |
| Valley National Advisers Inc. | 0.00% | New | 11 | $873 |
| Planning Strategies Inc. | 0.00% | — | 8 | $634 |
| Hughes Financial Services, LLC | 0.00% | Add +33.3% | 8 | $634 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $556 |
| Essential Partners LLC | 0.00% | No change | 7 | $555 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7 | $555 |
| American Capital Advisory, LLC | 0.00% | Reduce -14.3% | 6 | $476 |
| Downshift Financial, LLC | 0.00% | New | 4 | $317 |
| SHP Wealth Management | 0.00% | New | 4 | $317 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.0% | 5 | $270 |
| 3 Factor Indexing, LLC | 0.00% | No change | 2 | $159 |
| Manchester Capital Management LLC | 0.00% | Reduce -60.0% | 2 | $159 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $159 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 2 | $159 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 2 | $159 |
| Activest Wealth Management | 0.00% | New | 1 | $79 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $79 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is IONS's weight in each manager's 13F, not the share of Ionis Pharmaceuticals Inc. the manager owns.