Ribbon Communications Inc. - RBBN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 52,042,936 | 115,535 | 0.01% | 0.01% | 1 | -100 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,311,073 | 38,674 | 0.03% | 0.03% | 2 | +949,085 | 5.47% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 7,146,590 | 16,723 | 0.0% | 0.0% | 3 | +422,583 | 6.28% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,286,323 | 14,707 | 0.0% | 0.0% | 4 | -64,787 | -1.02% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 5,090,927 | 11,912 | 0.1% | 0.1% | 5 | +211,186 | 4.33% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,925,626 | 9,185 | 0.0% | 0.0% | 6 | -290,833 | -6.9% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 3,513,067 | 8,220 | 0.0% | 0.0% | 7 | +177,402 | 5.32% | Q2 2026 | Aug 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 3,036,398 | 7,105 | 0.19% | 0.65% | 8 | -4,999,937 | -62.22% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,485,064 | 5,816 | 0.0% | 0.0% | 9 | +70,504 | 2.92% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,213,134 | 5,178 | 0.01% | 0.01% | 10 | +123,412 | 5.91% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 1,930,153 | 4,516 | 0.0% | 0.0% | 11 | +20,126 | 1.05% | Q2 2026 | Sep 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,790,375 | 4,189 | 0.0% | 0.0% | 12 | +251,903 | 16.37% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,768,227 | 4,132 | 0.0% | 0.0% | 13 | +329,737 | 22.92% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,409,795 | 3,298 | 0.0% | 0.0% | 14 | +152,448 | 12.12% | Q2 2026 | Aug 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 1,404,493 | 3,286 | 0.68% | 0.67% | 15 | -2,685 | -0.19% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,268,900 | 2,969 | 0.0% | 0.0% | 16 | +676,111 | 114.06% | Q2 2026 | Sep 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,215,230 | 2,843 | 0.0% | 0.0% | 17 | -1,646 | -0.14% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 814,132 | 1,905 | 0.0% | 0.0% | 18 | +44,345 | 5.76% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 800,159 | 1,872 | 0.0% | 0.0% | 19 | +91,996 | 12.99% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 749,823 | 1,754 | 0.0% | 0.0% | 20 | +43,965 | 6.23% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 698,458 | 1,634 | 0.0% | 0.0% | 21 | +207,138 | 42.16% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 612,773 | 1,433 | 0.0% | 0.0% | 22 | +25,344 | 4.31% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 582,093 | 1,362 | 0.0% | 0.01% | 23 | -103,217 | -15.06% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 456,421 | 1,068 | 0.0% | 0.0% | 24 | +34,070 | 8.07% | Q2 2026 | Aug 07, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Reduced | 418,823 | 980 | 0.38% | 0.51% | 25 | -19,300 | -4.41% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 415,430 | 972 | 0.0% | 0.0% | 26 | -329,315 | -44.22% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 385,226 | 901 | 0.0% | 0.0% | 27 | +33,353 | 9.48% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 379,790 | 888 | 0.0% | 0.0% | 28 | -43,675 | -10.31% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 379,800 | 888 | 0.0% | 0.0% | 29 | +2,436 | 0.65% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 323,307 | 756 | 0.01% | 0.01% | 30 | +162,365 | 100.88% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 306,872 | 718 | 0.0% | 0.0% | 31 | -27,578 | -8.25% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 303,599 | 710 | 0.0% | — | 32 | +303,599 | New | Q2 2026 | Aug 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 286,213 | 669 | 0.12% | 0.11% | 33 | +40,037 | 16.26% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 284,723 | 666 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 214,879 | 502 | 0.0% | 0.0% | 35 | +7,180 | 3.46% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 211,076 | 493 | 0.0% | 0.0% | 36 | -1,287 | -0.61% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | New | 191,402 | 447 | 0.0% | — | 37 | +191,402 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 188,437 | 440 | 0.0% | 0.0% | 38 | -19,793 | -9.51% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 177,201 | 414 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 174,044 | 407 | 0.03% | 0.04% | 40 | -118,712 | -40.55% | Q2 2026 | Aug 06, 2026 |
| EntryPoint Capital, LLC | History | Added to | 172,880 | 404 | 0.1% | 0.09% | 41 | +32,576 | 23.22% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 172,615 | 403 | 0.0% | 0.0% | 42 | -24,293 | -12.34% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 162,669 | 380 | 0.0% | 0.0% | 43 | -19,174 | -10.54% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 149,404 | 349 | 0.01% | 0.0% | 44 | +99,289 | 198.12% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 137,899 | 322 | 0.0% | — | 45 | +137,899 | New | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 135,800 | 318 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 126,186 | 295 | 0.0% | 0.0% | 47 | -2,219 | -1.73% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 126,258 | 295 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 138,173 | 292 | 0.0% | 0.0% | 49 | +18,024 | 15.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 104,862 | 245 | 0.05% | 0.02% | 50 | +45,367 | 76.25% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 103,387 | 241 | 0.0% | 0.0% | 51 | -4,097 | -3.81% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 102,187 | 239 | 0.0% | — | 52 | +102,187 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 100,626 | 235 | 0.0% | 0.0% | 53 | +35,734 | 55.07% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 94,499 | 221 | 0.0% | 0.0% | 54 | -7,334 | -7.2% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 94,418 | 220 | 0.0% | 0.0% | 55 | +6,187 | 7.01% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 94,418 | 220 | 0.0% | 0.0% | 56 | +6,187 | 7.01% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 92,548 | 216 | 0.0% | 0.0% | 57 | -16,221 | -14.91% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 91,013 | 212 | 0.0% | — | 58 | +91,013 | New | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 87,907 | 205 | 0.0% | 0.0% | 59 | +51,340 | 140.4% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 85,744 | 201 | 0.0% | 0.0% | 60 | +15,922 | 22.8% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 82,938 | 194 | 0.0% | 0.0% | 61 | +68,300 | 466.59% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 81,935 | 191 | 0.0% | 0.0% | 62 | +56,553 | 222.81% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,508 | 190 | 0.0% | 0.0% | 63 | +44,070 | 117.71% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 78,348 | 183 | 0.0% | 0.0% | 64 | -3,358 | -4.11% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 73,875 | 172 | 0.0% | — | 65 | +73,875 | New | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | New | 69,000 | 161 | 0.05% | — | 66 | +69,000 | New | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 64,775 | 151 | 0.0% | 0.0% | 67 | -10,156 | -13.55% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 60,645 | 141 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Virtu Financial LLC | History | Added to | 57,900 | 135 | 0.0% | 0.0% | 69 | +32,194 | 125.24% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 53,013 | 124 | 0.0% | 0.0% | 70 | +13,553 | 34.35% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 52,138 | 122 | 0.01% | 0.01% | 71 | +3,100 | 6.32% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 50,192 | 117 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 46,661 | 109 | 0.0% | 0.0% | 73 | -7,876 | -14.44% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 43,328 | 101 | 0.0% | 0.0% | 74 | +20,235 | 87.62% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 43,168 | 101 | 0.0% | 0.0% | 75 | -1,485 | -3.33% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 37,927 | 88 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 37,543 | 87 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worth Venture Partners, LLC | History | New | 35,000 | 81 | 0.18% | — | 79 | +35,000 | New | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 34,798 | 81 | 0.0% | 0.0% | 78 | +2,637 | 8.2% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Added to | 32,726 | 76 | 0.0% | 0.0% | 80 | +1,314 | 4.18% | Q2 2026 | Aug 12, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 28,355 | 66 | 0.01% | 0.01% | 81 | -3,522 | -11.05% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,693 | 64 | 0.0% | 0.0% | 82 | +1,216 | 4.59% | Q2 2026 | Sep 23, 2026 |
| HSBC HOLDINGS PLC | History | New | 26,991 | 62 | 0.0% | — | 83 | +26,991 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 26,154 | 61 | 0.0% | — | 85 | +26,154 | New | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 26,091 | 61 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 25,567 | 59 | 0.0% | 0.0% | 86 | -2,137 | -7.71% | Q2 2026 | Sep 09, 2026 |
| State of Alaska, Department of Revenue | History | No change | 25,390 | 59 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 24,810 | 58 | 0.0% | 0.0% | 88 | +149 | 0.6% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,692 | 57 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 24,339 | 56 | 0.0% | 0.0% | 90 | -68,851 | -73.88% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 24,301 | 56 | 0.0% | — | 91 | +24,301 | New | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 22,362 | 52 | 0.0% | — | 93 | +22,362 | New | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,549 | 52 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,881 | 51 | 0.0% | — | 94 | +21,881 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,484 | 49 | 0.0% | 0.0% | 95 | +3,366 | 17.61% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,740 | 48 | 0.0% | 0.0% | 96 | -1,200 | -5.47% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,262 | 47 | 0.0% | 0.0% | 97 | +6,705 | 49.46% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,436 | 47 | 0.0% | 0.0% | 98 | +6,307 | 44.64% | Q2 2026 | Aug 11, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 20,400 | 47 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | Added to | 18,294 | 42 | 0.0% | 0.0% | 101 | +2,693 | 17.26% | Q2 2026 | Aug 07, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 18,030 | 42 | 0.01% | 0.02% | 100 | -36 | -0.2% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 17,600 | 41 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 16,288 | 38 | 0.0% | — | 105 | +16,288 | New | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 16,260 | 38 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,260 | 38 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,606 | 35 | 0.0% | 0.0% | 106 | +8,710 | 147.73% | Q2 2026 | Aug 14, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 13,335 | 31 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 12,110 | 28 | 0.0% | 0.0% | 109 | -3,250 | -21.16% | Q2 2026 | Jul 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,277 | 28 | 0.0% | 0.0% | 108 | -1,320 | -9.71% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,794 | 27 | 0.0% | — | 112 | +11,794 | New | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,947 | 27 | 0.0% | 0.0% | 110 | -8,089 | -40.37% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,602 | 27 | 0.0% | 0.0% | 111 | +4,044 | 53.51% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 11,400 | 26 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 12,399 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 10,698 | 25 | 0.0% | 0.0% | 115 | +34 | 0.32% | Q2 2026 | Jul 17, 2026 |
| AXQ CAPITAL, LP | History | New | 10,535 | 24 | 0.0% | — | 118 | +10,535 | New | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 10,441 | 24 | 0.0% | — | 117 | +10,441 | New | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | No change | 10,257 | 24 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,101 | 23 | 0.0% | 0.01% | 121 | -12,863 | -56.01% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 9,919 | 23 | 0.0% | — | 119 | +9,605 | 3058.92% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 10,000 | 23 | 0.0% | 0.0% | 120 | -30 | -0.3% | Q2 2026 | Jul 17, 2026 |
| Kathmere Capital Management, LLC | History | No change | 10,000 | 23 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,663 | 20 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 8,432 | 19 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,577 | 17 | 0.0% | 0.0% | 125 | +41 | 0.54% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 6,856 | 16 | 0.0% | 0.0% | 126 | +1,635 | 31.32% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,538 | 10 | 0.0% | 0.0% | 127 | +2,489 | 121.47% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 4,335 | 10 | 0.0% | 0.0% | 128 | +1,072 | 32.85% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 2,903 | 6 | 0.0% | 0.0% | 129 | +2,230 | 331.35% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,755 | 4 | 0.0% | 0.0% | 130 | -1,350 | -43.48% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Advisors | History | No change | 2,000 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,920 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,291 | 3 | 0.0% | 0.0% | 135 | -3,784 | -74.56% | Q2 2026 | Aug 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,675 | 3 | 0.0% | 0.0% | 137 | -1,927 | -53.5% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,692 | 3 | 0.0% | 0.0% | 139 | +38 | 2.3% | Q2 2026 | Jul 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 1,516 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,547 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 1,400 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,307 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,048 | 2 | 0.0% | — | 141 | +1,048 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | Added to | 875 | 2 | 0.0% | — | 140 | +785 | 872.22% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 734 | 1 | 0.0% | — | 144 | +337 | 84.89% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 796 | 1 | 0.0% | 0.0% | 143 | +153 | 23.79% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 558 | 1 | 0.0% | — | 142 | +120 | 27.4% | Q2 2026 | Aug 06, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -206,802 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -139,962 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -100,000 | -100.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -54,933 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,784 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.02% | — | -15,976 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,377 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,356 | -100.0% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -641 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 240 | 0 | — | — | — | +240 | New | Q2 2026 | Sep 04, 2026 |
| Essential Partners LLC | History | Reduced | 291 | 0 | — | 0.0% | — | -211 | -42.03% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 184 | 0 | — | — | — | +184 | New | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -164 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 130 | 0 | — | — | — | +115 | 766.67% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 128 | 0 | — | — | — | -103 | -44.59% | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 158 | 0 | — | — | — | +35 | 28.46% | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 217 | 0 | — | — | — | -28 | -11.43% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -25 | -96.15% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 19 | 0 | — | — | — | +17 | 850.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 381 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 405 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |