IONS · Ionis Pharmaceuticals Inc · Shareholders & Ownership

$45.40 +1.02 (+2.30%) At close · Oct 20

Russell 1000 member Rebalance outlook locked

Market Cap

$7.54B

166.18M

Volume · Oct 20 2.49M Avg daily vol (3M) 3.28M

Every disclosed holder of IONS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IONS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	500	179,479,971	108.00%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	13,295,649	-8.00%	Negative
Registered funds (N-PORT, not summed)	431	90,323,977	54.35%	No

Shares outstanding: 166,184,322, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IONS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,631,956	14.82%	+75,319	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	8,471,732	5.10%	+360,397	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.2	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,348,458	1.41%	+32,955	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.3	Fidelity Series Growth Company Fund Fund S000042626 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,090,022	1.26%	-6,555	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	833,613	0.50%	-13,460	May 31, 2026	Fidelity Concord Street Trust, not summed
1.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	622,865	0.37%	+37,099	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,669,226	13.04%	+482,857	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,704,660	6.44%	+262,184	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,148,496	0.69%	-57,053	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	916,592	0.55%	-71,325	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	676,082	0.41%	+72,318	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	592,540	0.36%	-13	Jun 30, 2026	iShares Trust, not summed
3.5	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	257,118	0.15%	+138,968	Jul 31, 2026	BlackRock ETF Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,859,529	4.73%	+50,627	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	7,668,655	4.61%	0	May 31, 2026	Growth Fund of America, not summed
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,651,415	4.60%	+1,259,599	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	6,212,640	3.74%	+2,409,459	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,211,497	4.34%	+93,167	Jun 30, 2026	carried, not yet filed for the newest quarter
8	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,252,342	3.76%	+394,713	Jun 30, 2026	carried, not yet filed for the newest quarter
9	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,182,479	3.72%	+2,380,664	Jun 30, 2026	carried, not yet filed for the newest quarter
10	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	5,259,919	3.17%	+801,774	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,989,044	3.00%	-6,097	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	4,868,802	2.93%	+145,000	May 31, 2026	New Economy Fund, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,334,848	2.61%	+339,284	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,358,012	0.82%	+225,106	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	58,521	0.04%	+2,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	21,024	0.01%	-8,888	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	924	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	900	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,959,372	2.38%	-2,199,655	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,597,995	2.17%	-20,446	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,584,024	2.16%	-400,308	Jun 30, 2026	carried, not yet filed for the newest quarter
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,184,500	1.92%	+159,249	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,998,674	1.20%	-762,013	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
17.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	559,723	0.34%	-18,359	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
17.3	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	433,923	0.26%	-448,900	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
17.4	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	253,425	0.15%	+26,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
17.5	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	227,886	0.14%	-106,709	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,671,717	1.61%	+308,150	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,640,024	1.59%	+581,716	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Artisan International Small-Mid Fund Fund S000006494 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	425,366	0.26%	+35,003	Jun 30, 2026	Artisan Partners Funds Inc., not summed
19.2	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	357,738	0.22%	+77,594	Jun 30, 2026	Artisan Partners Funds Inc., not summed
19.3	Artisan Mid Cap Fund Fund S000006496 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	250,173	0.15%	+63,717	Jun 30, 2026	Artisan Partners Funds Inc., not summed
20	Tweedy, Browne Co LLC 13F CIK 732905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,280,311	1.37%	+4,686	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Tweedy, Browne International Value Fund Fund S000001302 · Registered fund · Jun 30, 2026 Tweedy, Browne Fund Inc., not summed	1,743,125	1.05%	0	Jun 30, 2026	Tweedy, Browne Fund Inc., not summed
20.2	Tweedy, Browne Value Fund Fund S000001301 · Registered fund · Jun 30, 2026 Tweedy, Browne Fund Inc., not summed	169,635	0.10%	0	Jun 30, 2026	Tweedy, Browne Fund Inc., not summed
20.3	Tweedy, Browne International Value Fund II - Currency Unhedged Fund S000026835 · Registered fund · Jun 30, 2026 Tweedy, Browne Fund Inc., not summed	50,402	0.03%	0	Jun 30, 2026	Tweedy, Browne Fund Inc., not summed
21	Deep Track Capital, LP 13F CIK 1856083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,200,000	1.32%	+250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,109,945	1.27%	+410,098	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	179,014	0.11%	-8,193	May 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	112,216	0.07%	-4,064	May 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	34,667	0.02%	-2,451	May 31, 2026	Goldman Sachs Trust, not summed
22.4	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	13,939	0.01%	-72	May 31, 2026	Goldman Sachs Trust, not summed
22.5	Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Fund S000009360 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	7,876	0.00%	+304	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,075,497	1.25%	+50,063	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	BAKER BROS. ADVISORS LP 13F CIK 1263508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,047,727	1.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DEERFIELD MANAGEMENT COMPANY, L.P. 13F CIK 1009258 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,979,669	1.19%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,947,076	1.17%	+283,273	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Select Fund Fund S000006194 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	664,100	0.40%	-297,900	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.2	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	334,678	0.20%	+22,806	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,894,588	1.14%	+86,416	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	1,674,900	1.01%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,623,377	0.98%	+48,354	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	800,000	0.48%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
29.2	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	209,423	0.13%	+4,023	Jul 31, 2026	Franklin Strategic Series, not summed
29.3	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	167,060	0.10%	0	Jul 31, 2026	Franklin Strategic Series, not summed
29.4	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	18,771	0.01%	+2,731	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
29.5	Franklin Genomic Advancements ETF Fund S000067393 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	6,739	0.00%	+782	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,054	0.97%	+21,788	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	778,644	0.47%	-7,436	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	438,447	0.26%	+369	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	102,310	0.06%	+6,872	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	96,673	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	52,950	0.03%	+1,399	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
31	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,136	0.96%	+1,313,262	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,596,998	0.96%	+162,003	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,465,677	0.88%	+269,766	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,454,672	0.88%	-20,960	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,454,021	0.87%	+624,510	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,417,916	0.85%	+944,766	Jun 30, 2026	carried, not yet filed for the newest quarter
37	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,392	0.78%	+515,111	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Nomura Mid Cap Growth Fund Fund S000006293 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	546,712	0.33%	-59,848	Jun 30, 2026	IVY FUNDS, not summed
37.2	Nomura Science and Technology Fund Fund S000006285 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	529,498	0.32%	—	Jun 30, 2026	IVY FUNDS, not summed
37.3	Nomura VIP Mid Cap Growth Series Fund S000006228 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	68,019	0.04%	0	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
37.4	Nomura VIP Science and Technology Series Fund S000006232 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	62,798	0.04%	—	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
38	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,444	0.77%	+254,935	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	205	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
39	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	1,150,284	0.69%	+96,210	May 31, 2026	Capital Group Growth ETF, not summed
40	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,123,209	0.68%	+316,537	Jun 30, 2026	JPMorgan Trust II, not summed
41	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,707	0.67%	-156,651	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	213,725	0.13%	+3,975	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
41.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	142,199	0.09%	-9,923	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
41.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	110,761	0.07%	-29,931	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.4	Invesco NASDAQ Next Gen 100 ETF Fund S000069449 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	85,316	0.05%	+13,109	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	18,861	0.01%	+1,359	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,845	0.64%	+36,468	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bellevue Group AG 13F CIK 1674546 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	972,258	0.59%	-846,407	Jun 30, 2026	carried, not yet filed for the newest quarter
44	GROUPAMA ASSET MANAGMENT 13F CIK 1055969 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	937,083	0.56%	+112,543	Jun 30, 2026	carried, not yet filed for the newest quarter
45	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	913,610	0.55%	+45,431	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,110	0.00%	+294	Jul 31, 2026	FlexShares Trust, not summed
46	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	823,764	0.50%	+823,764	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Davern Capital Partners, LP 13F CIK 2003147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	798,709	0.48%	+411,806	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	790,990	0.48%	-49,608	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 13F CIK 1638555 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	787,263	0.47%	-616,770	Jun 30, 2026	carried, not yet filed for the newest quarter
50	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	746,966	0.45%	-32,383	Jun 30, 2026	carried, not yet filed for the newest quarter

88 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 874015 CUSIP 462222100 13F (30d) 47 filings 46 filers Visit website Investor relations