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Adtran Holdings Inc (ADTN)

CUSIP: 00486H105 | NYSE | Technology · Communication Equipment | Small Cap | 506 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC4,184,6695.1%New 5%+ stakeSep 30, 202692d ahead of 13F (3,510,271 sh) · +674,398
13GVanguard Capital Management LLC4,184,669
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,510,271 sh) · +674,398

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,408,217
0.0% of portfolio›$9.6M
CenterBook Partners LP1,173,632
0.4% of portfolio›$8.0M
Hennessy Advisors Inc479,500
0.1% of portfolio›$3.3M
OP Asset Management Ltd250,342
0.0% of portfolio›$1.7M
MacKenzie Financial Corp229,040
0.0% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd158,390
0.0% of portfolio›$1.1M
Lido Advisors, LLC129,376
0.0% of portfolio›$884.3K
Citigroup Inc124,625
0.0% of portfolio›$851.8K
Creative Planning124,164
0.0% of portfolio›$848.7K
Assenagon Asset Management S.A.95,112
0.0% of portfolio›$650.1K
Inspire Investing, LLC93,761
0.0% of portfolio›$640.9K
Koesten, Hirschmann & Crabtree, Inc.84,854
0.2% of portfolio›$580.0K
Counterpoint Mutual Funds LLC51,764
0.0% of portfolio›$353.8K
Teza Capital Management LLC50,165
0.3% of portfolio›$342.9K
Wealth Enhancement Advisory Services, LLC42,646
0.0% of portfolio›$319.4K
Virginia Retirement Systems ET Al40,000
0.0% of portfolio›$273.4K
Quadrant Capital Group LLC35,513
0.0% of portfolio›$247.2K
DBA Trading, LLC35,000
0.4% of portfolio›$239.2K
Caitong International Asset Management Co., Ltd29,984
0.0% of portfolio›$204.9K
Imc-Chicago, LLC27,996
0.0% of portfolio›$191.4K
Maxi Investments CY Ltd27,958
0.1% of portfolio›$191.0K
State of New Jersey Common Pension Fund D23,484
0.0% of portfolio›$160.5K
Arizona State Retirement System20,540
0.0% of portfolio›$140.4K
StoneX Group Inc.18,436
0.0% of portfolio›$135.4K
Strs Ohio11,800
0.0% of portfolio›$80.7K
Pictet Asset Management Holding SA11,562
0.0% of portfolio›$79.0K
HB Wealth Management, LLC10,993
0.0% of portfolio›$75.1K
State of Alaska, Department of Revenue5,589
0.0% of portfolio›$38.0K
Gamma Investing LLC2,610
0.0% of portfolio›$17.8K
Sterling Capital Management LLC2,523
0.0% of portfolio›$17.2K
Exchange Traded Concepts, LLC2,054
0.0% of portfolio›$14.0K
EverSource Wealth Advisors, LLC1,778
0.0% of portfolio›$12.2K
IFP Advisors, Inc1,535
0.0% of portfolio›$10.5K
Signaturefd, LLC1,428
0.0% of portfolio›$9.8K
SJS Investment Consulting Inc.1,332
0.0% of portfolio›$9.1K
Nisa Investment Advisors, LLC1,185
0.0% of portfolio›$8.1K
Farther Finance Advisors, LLC1,095
0.0% of portfolio›$7.5K
Provenance Wealth Advisors, LLC692
0.0% of portfolio›$4.7K
True Wealth Design, LLC673
0.0% of portfolio›$4.6K
Versant Capital Management, Inc620
0.0% of portfolio›$4.2K
Essential Partners LLC462
0.0% of portfolio›$3.2K
Pinnacle Wealth Planning Services, Inc.361
0.0% of portfolio›$2.5K
Mather Group, Llc.265
0.0% of portfolio›$1.8K
Parallel Advisors, LLC186
0.0% of portfolio›$1.3K
Nfsg Corp100
0.0% of portfolio›$684
SBI Securities Co., Ltd.76
0.0% of portfolio›$519
Assetmark, Inc71
0.0% of portfolio›$485
Private Wealth Management Group, LLC68
0.0% of portfolio›$465
Torren Management, LLC46
0.0% of portfolio›$314
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$68
Hughes Financial Services, LLC1
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,408,217$9.6M0.0%IndexLowAustin, TX2026-11-04
CenterBook Partners LP
1,173,632$8.0M0.4%ValueVery HighGreenwich, CT2026-11-02
Hennessy Advisors Inc
479,500$3.3M0.1%Deep ValueMediumNovato, CA2026-10-28
OP Asset Management Ltd
250,342$1.7M0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
229,040$1.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Y-Intercept (Hong Kong) Ltd
158,390$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Lido Advisors, LLC
129,376$884.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Citigroup Inc
124,625$851.8K0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
124,164$848.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Assenagon Asset Management S.A.
95,112$650.1K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Inspire Investing, LLC
93,761$640.9K0.0%GARPHighMeridian, ID2026-10-22
Koesten, Hirschmann & Crabtree, Inc.
84,854$580.0K0.2%ETFVery LowOverland Park, KS2026-10-13
Counterpoint Mutual Funds LLC
51,764$353.8K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Teza Capital Management LLC
50,165$342.9K0.3%ValueHighAustin, TX2026-10-23
Wealth Enhancement Advisory Services, LLC
42,646$319.4K0.0%CoreLowPlymouth, MN2026-10-13
Virginia Retirement Systems ET Al
40,000$273.4K0.0%CoreMediumRichmond, VA2026-10-28
Quadrant Capital Group LLC
35,513$247.2K0.0%CoreLowCincinnati, OH2026-10-20
DBA Trading, LLC
35,000$239.2K0.4%Agg GrowthHighFort Lauderdale, FL2026-11-04
Caitong International Asset Management Co., Ltd
29,984$204.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Imc-Chicago, LLC
27,996$191.4K0.0%GARPVery HighChicago, IL2026-11-05
Maxi Investments CY Ltd
27,958$191.0K0.1%GrowthVery HighLimassol, Georgia2026-10-26
State of New Jersey Common Pension Fund D
23,484$160.5K0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
20,540$140.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
StoneX Group Inc.
18,436$135.4K0.0%ETFMediumNew York, NY2026-11-03
Strs Ohio
11,800$80.7K0.0%CoreMediumColumbus, OH2026-10-30
Pictet Asset Management Holding SA
11,562$79.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
HB Wealth Management, LLC
10,993$75.1K0.0%IndexVery LowAtlanta, GA2026-10-23
State of Alaska, Department of Revenue
5,589$38.0K0.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
2,610$17.8K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,523$17.2K0.0%GARPMediumCharlotte, NC2026-10-22
Exchange Traded Concepts, LLC
2,054$14.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
EverSource Wealth Advisors, LLC
1,778$12.2K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
1,535$10.5K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
1,428$9.8K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
1,332$9.1K0.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
1,185$8.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
1,095$7.5K0.0%IndexLowSan Francisco, CA2026-10-08
Provenance Wealth Advisors, LLC
692$4.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
673$4.6K0.0%ETFMediumAkron, OH2026-10-13
Versant Capital Management, Inc
620$4.2K0.0%GARPLowPhoenix, AZ2026-10-02
Essential Partners LLC
462$3.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Wealth Planning Services, Inc.
361$2.5K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
265$1.8K0.0%ETFMediumChicago, IL2026-10-14
Parallel Advisors, LLC
186$1.3K0.0%IndexLowSan Francisco, CA2026-11-03
Nfsg Corp
100$6840.0%Agg GrowthMediumBoca Raton, FL2026-10-15
SBI Securities Co., Ltd.
76$5190.0%Agg GrowthLowTokyo, Mexico2026-10-22
Assetmark, Inc
71$4850.0%ETFLowConcord, CA2026-10-21
Private Wealth Management Group, LLC
68$4650.0%ETFLowPrinceton, NJ2026-10-19
Torren Management, LLC
46$3140.0%ETFMediumSan Diego, CA2026-10-29
Silver Grove Financial Group, Inc.
10$680.0%CoreMediumOrchard Park, NY2026-11-05
Hughes Financial Services, LLC
1$70.0%ETFLowHerndon, VA2026-10-30