This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IONS/capital-change-brief"
Use Arkolith's capital_change_brief for IONS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.8B | 24.6M | ▲+2.0% Added · +485K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $784.1M | 10.4M | ▼−1.9% Reduced · −205K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $586.4M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $534.5M | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 6.2M | ▼−32% Reduced · −2.9M sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $439.8M | 5.9M | ▲+120% Added · +3.2M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $300.0M | 4.0M | ▲+0.5% Added · +21K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $305.2M | 4.0M | ▲+27% Added · +835K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $285.5M | 3.8M | ▲+240% Added · +2.7M sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $227.2M | 3.0M | ▲+1.3% Added · +37K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $171.4M | 2.4M | ▲+2.5% Added · +59K sh | Q1 2026 | |
| 12 | Artisan Partners Limited Partnership | $154.6M | 2.1M | ▲+74% Added · +877K sh | Q1 2026 | |
| 13 | BAKER BROS. ADVISORS LP | $153.8M | 2.0M | ▲+14% Added · +256K sh | Q1 2026 | |
| 14 | DEERFIELD MANAGEMENT COMPANY, L.P. | $148.7M | 2.0M | —Held | Q1 2026 | |
| 15 | Deep Track Capital, LP | $146.4M | 1.9M | ▲+15% Added · +250K sh | Q1 2026 | |
| 16 | Bellevue Group AG | $136.6M | 1.8M | ▼−62% Reduced · −3.0M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $127.6M | 1.7M | ▲+99% Added · +844K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $124.9M | 1.7M | ▲+2.9% Added · +47K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $118.9M | 1.6M | ▲+2.7% Added · +41K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $118.3M | 1.6M | ▲+19% Added · +254K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $110.8M | 1.5M | ▲+6.3% Added · +87K sh | Q1 2026 | |
| 22 | Pictet Asset Management Holding SA | $107.1M | 1.4M | ▲+1.2% Added · +17K sh | Q1 2026 | |
| 23 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $105.4M | 1.4M | ▼−4.0% Reduced · −59K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $79.0M | 1.1M | ▲11× Added · +958K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $77.1M | 1.0M | ▲+0.6% Added · +7K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Reikes Peter N | Director | Grant (A) | 3K | $0 |
| Jul 15, 2026 | BERTHELSEN SPENCER R | Director | Option exercise (M) | 5K | $0 |
| Jul 15, 2026 | BERTHELSEN SPENCER R | Director | Option exercise (M) | 5K | $0 |
| Jul 15, 2026 | HERMAN JOAN E | Director | Option exercise (M) | 5K | $0 |
| Jul 15, 2026 | HERMAN JOAN E | Director | Option exercise (M) | 5K | $0 |
| Jul 15, 2026 | HANTSON LUDWIG | Director | Grant (A) | 3K | $0 |
| Jul 7, 2026 | BENNETT C FRANK | EVP, Chief Scientific Officer | Other (J) | 15K | $0 |
| Jul 7, 2026 | BENNETT C FRANK | EVP, Chief Scientific Officer | Sell (S) | 15K | $1.3M |
| Jul 7, 2026 | BENNETT C FRANK | EVP, Chief Scientific Officer | Other (J) | 15K | $0 |
| Jul 7, 2026 | BENNETT C FRANK | EVP, Chief Scientific Officer | Sell (S) | 6K | $463K |
| Jul 7, 2026 | Kordasiewicz Holly B. | EVP, Chief Development Officer | Sell (S) | 362 | $31K |
| Jul 7, 2026 | Diaz Allene M. | Director | Option exercise (M) | 10K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 173 funds | $69.1B |
| NVIDIA CORPNVDA | 171 funds | $101.2B |
| META PLATFORMS INC-CLASS AMETA | 170 funds | $30.8B |
| AMAZON.COM INCAMZN | 169 funds | $51.9B |
| BROADCOM INCAVGO | 169 funds | $37.9B |
| ELI LILLY & COLLY | 169 funds | $17.9B |
| TESLA INCTSLA | 168 funds | $21.8B |
| INTUITIVE SURGICAL INCISRG | 167 funds | $5.6B |
| BOSTON SCIENTIFIC CORPBSX | 167 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 166 funds | $46.2B |
| APPLE INCAAPL | 165 funds | $81.0B |
| DANAHER CORPDHR | 165 funds | $3.6B |
Ranked by how many of IONS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IONS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.