Filing Research | IONS - IONIS PHARMACEUTICALS INC Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	284.0KSH	$22.5M
2	Atle Fund Management AB	Shares	137.1KSH	$10.9M
3	Swedbank AB	Shares	95.7KSH	$7.6M
4	China Universal Asset Management Co., Ltd.	Shares	76.3KSH	$6.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	75.1KSH	$6.0M
6	Y-Intercept (Hong Kong) Ltd	Shares	67.4KSH	$5.3M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	53.8KSH	$4.3M
8	WEST MICHIGAN ADVISORS, LLC	Shares	44.6KSH	$3.4M
9	Assenagon Asset Management S.A.	Shares	40.9KSH	$3.2M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	38.6KSH	$3.1M
11	AlphaCentric Advisors LLC	Shares	15.4KSH	$1.2M
12	Westmount Partners, LLC	Shares	13.0KSH	$1.0M
13	SBI Okasan Asset Management Co.Ltd.	Shares	12.6KSH	$1.0M
14	Plancorp, LLC	Shares	11.1KSH	$631.5K
15	Mirae Asset Global Investments Co., Ltd.	Shares	7.9KSH	$623.8K
16	PSP Research LLC	Shares	6.8KSH	$539.2K
17	Significant Wealth Partners LLC	Shares	6.6KSH	$524.3K
18	Cypress Capital, LLC	Shares	6.0KSH	$475.7K
19	Robeco Institutional Asset Management B.V.	Shares	5.6KSH	$442.3K
20	Tema ETFs LLC	Shares	5.5KSH	$438.1K
21	Moisand Fitzgerald Tamayo, LLC	Shares	5.0KSH	$396.4K
22	Wedmont Private Capital	Shares	6.7KSH	$391.6K
23	GATEWAY INVESTMENT ADVISERS LLC	Shares	4.6KSH	$367.1K
24	Yorktown Management & Research Co Inc	Shares	4.4KSH	$348.9K
25	Prospera Financial Services Inc	Shares	4.2KSH	$332.5K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.4KSH	$314.2K
27	Crossmark Global Holdings, Inc.	Shares	3.6KSH	$286.6K
28	Sequoia Financial Advisors, LLC	Shares	3.6KSH	$282.8K
29	Everhart Financial Group, Inc.	Shares	3.5KSH	$277.8K
30	Victrix Investment Advisors	Shares	3.4KSH	$269.6K
31	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	3.3KSH	$258.6K
32	NWAM LLC	Shares	3.2KSH	$256.7K
33	QRG CAPITAL MANAGEMENT, INC.	Shares	3.1KSH	$244.1K
34	Venturi Wealth Management, LLC	Shares	3.1KSH	$242.7K
35	B. Riley Wealth Advisors, Inc.	Shares	2.9KSH	$233.8K
36	KOM Wealth Management Group, LLC	Shares	2.7KSH	$210.4K
37	Mesirow Financial Investment Management, Inc.	Shares	2.5KSH	$200.6K
38	GAMMA Investing LLC	Shares	2.2KSH	$171.9K
39	SIGNATUREFD, LLC	Shares	1.9KSH	$149.1K
40	Versant Capital Management, Inc	Shares	1.5KSH	$115.8K
41	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.4KSH	$111.6K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.2KSH	$97.6K
43	Farther Finance Advisors, LLC	Shares	1.1KSH	$88.2K
44	IFP Advisors, Inc	Shares	952SH	$75.5K
45	AdvisorNet Financial, Inc	Shares	904SH	$71.7K
46	EverSource Wealth Advisors, LLC	Shares	858SH	$68.0K
47	Handelsbanken Fonder AB	Shares	383.2KSH	$30.4K
48	Golden State Wealth Management, LLC	Shares	376SH	$29.8K
49	CoreCap Advisors, LLC	Shares	370SH	$29.3K
50	EASTERN BANK	Shares	300SH	$23.8K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+67.4K	+$5.3M	$5.3M
2	Swedbank AB added	Shares	+63.4K	+$5.2M	$7.6M
3	DAVENPORT & Co LLC added	Shares	+45.7K	+$4.6M	$22.5M
4	Atle Fund Management AB added	Shares	+109.3K	+$1.5M	$10.9M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+7.7K	+$896.3K	$6.0M
6	Assenagon Asset Management S.A. added	Shares	+7.3K	+$716.6K	$3.2M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.7K	+$514.1K	$3.1M
8	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+4.6K	+$367.1K	$367.1K
9	Yorktown Management & Research Co Inc new	Shares	+4.4K	+$348.9K	$348.9K
10	Sequoia Financial Advisors, LLC new	Shares	+3.6K	+$282.8K	$282.8K
11	Victrix Investment Advisors new	Shares	+3.4K	+$269.6K	$269.6K
12	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.0K	+$244.4K	$6.0M
13	KOM Wealth Management Group, LLC new	Shares	+2.7K	+$210.4K	$210.4K
14	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed	Shares	-474	+$190.3K	$4.3M
15	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.4K	+$111.6K	$111.6K
16	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$102.9K	$1.0M
17	Westmount Partners, LLC unchanged	Shares	0	+$54.4K	$1.0M
18	Crossmark Global Holdings, Inc. added	Shares	+416	+$46.4K	$286.6K
19	GAMMA Investing LLC added	Shares	+402	+$39.3K	$171.9K
20	AdvisorNet Financial, Inc added	Shares	+331	+$28.7K	$71.7K
21	PSP Research LLC unchanged	Shares	0	+$28.6K	$539.2K
22	Cypress Capital, LLC unchanged	Shares	0	+$25.2K	$475.7K
23	Significant Wealth Partners LLC trimmed	Shares	-51	+$23.9K	$524.3K
24	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$21.0K	$396.4K
25	B. Riley Wealth Advisors, Inc. trimmed	Shares	-48	+$20.2K	$233.8K
26	Trust Co new	Shares	+250	+$19.8K	$19.8K
27	Robeco Institutional Asset Management B.V. trimmed	Shares	-82	+$17.3K	$442.3K
28	Everhart Financial Group, Inc. added	Shares	+33	+$17.2K	$277.8K
29	LifeSteps Financial, Inc. new	Shares	+200	+$15.9K	$15.9K
30	Handelsbanken Fonder AB added	Shares	+169.3K	+$14.3K	$30.4K
31	MITCHELL & PAHL PRIVATE WEALTH, LLC unchanged	Shares	0	+$13.7K	$258.6K
32	NWAM LLC unchanged	Shares	0	+$13.6K	$256.7K
33	Venturi Wealth Management, LLC unchanged	Shares	0	+$12.9K	$242.7K
34	Global X Japan Co., Ltd. added	Shares	+151	+$12.5K	$22.1K
35	Tema ETFs LLC trimmed	Shares	-148	+$12.1K	$438.1K
36	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-15	+$11.8K	$244.1K
37	Prospera Financial Services Inc trimmed	Shares	-147	+$6.6K	$332.5K
38	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+65	+$6.0K	$20.6K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+11	+$5.8K	$97.6K
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.3K	+$5.7K	$314.2K
41	IFP Advisors, Inc added	Shares	+2	+$4.1K	$75.5K
42	Owl Creek Wealth Partners LLC added	Shares	+40	+$3.9K	$16.7K
43	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.6K	$29.8K
44	CoreCap Advisors, LLC unchanged	Shares	0	+$1.6K	$29.3K
45	Cromwell Holdings LLC added	Shares	+16	+$1.3K	$2.7K
46	EASTERN BANK unchanged	Shares	0	+$1.3K	$23.8K
47	MJT & Associates Financial Advisory Group, Inc. new	Shares	+15	+$1.2K	$1.2K
48	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.1K	$21.6K
49	Cape Investment Advisory, Inc. new	Shares	+14	+$1.1K	$1.1K
50	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$937	$17.7K

Scroll to load more