Ribbon Communications Inc (RBBN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares5,651,021 from 6,286,323

Change-635,302 (-10%)

Value$9.9M (-$4.8M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares2,175,465 from 2,485,064

Change-309,599 (-12%)

Value$3.8M (-$2.0M)

Filed 2026-11-06

Silverberg Bernstein Capital Management LLC

DECREASED

Shares412,223 from 418,823

Change-6,600 (-2%)

Value$725.5K (-$254.5K)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares383,718 from 379,800

Change+3,918 (+1%)

Value$675.3K (-$213.4K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares343,327 from 94,499

Change+248,828 (+263%)

Value$604.3K (+$383.1K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

UNCHANGED

Shares284,723 from 284,723

Change0 (0%)

Value$501.1K (-$165.1K)

Filed 2026-11-02

Creative Planning

INCREASED

Shares178,577 from 100,626

Change+77,951 (+77%)

Value$314.3K (+$78.8K)

Filed 2026-11-02

LSV Asset Management

UNCHANGED

Shares135,800 from 135,800

Change0 (0%)

Value$239 (-$317.8K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares97,372 from 87,907

Change+9,465 (+11%)

Value$171.4K (-$34.3K)

Filed 2026-11-04

Independent Financial Group, LLC

NEW

Shares93,168

Change+93,168

Value$164.0K

Filed 2026-10-13

Russell Investments Group, Ltd.

DECREASED

Shares80,497 from 385,226

Change-304,729 (-79%)

Value$141.7K (-$759.8K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares71,660 from 81,935

Change-10,275 (-13%)

Value$126.1K (-$65.6K)

Filed 2026-11-06

Seven Mile Advisory

NEW

Shares62,526

Change+62,526

Value$110.0K

Filed 2026-10-22

Assenagon Asset Management S.A.

UNCHANGED

Shares37,927 from 37,927

Change0 (0%)

Value$66.8K (-$22.0K)

Filed 2026-10-15

State of Alaska, Department of Revenue

INCREASED

Shares27,786 from 25,390

Change+2,396 (+9%)

Value$48 (-$59.0K)

Filed 2026-10-15

Wedbush Securities Inc

NEW

Shares25,553

Change+25,553

Value$45

Filed 2026-10-22

Strs Ohio

INCREASED

Shares24,700 from 17,600

Change+7,100 (+40%)

Value$43.5K (+$2.3K)

Filed 2026-10-30

MacKenzie Financial Corp

UNCHANGED

Shares22,362 from 22,362

Change0 (0%)

Value$39.4K (-$13.0K)

Filed 2026-11-02

Vista Investment Partners LLC

UNCHANGED

Shares20,400 from 20,400

Change0 (0%)

Value$35.9K (-$11.8K)

Filed 2026-10-08

LPL Financial LLC

INCREASED

Shares19,379 from 18,294

Change+1,085 (+6%)

Value$34.1K (-$8.7K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares13,364 from 20,262

Change-6,898 (-34%)

Value$23.0K (-$24.0K)

Filed 2026-10-13

ProShare Advisors LLC

DECREASED

Shares11,773 from 12,277

Change-504 (-4%)

Value$20.7K (-$8.0K)

Filed 2026-10-29

Indivisible Partners

INCREASED

Shares10,327 from 10,257

Change+70 (+1%)

Value$18.2K (-$5.8K)

Filed 2026-10-26

Grimes & Co Wealth Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$17.6K (-$5.8K)

Filed 2026-10-29

Allworth Financial LP

INCREASED

Shares4,503 from 4,335

Change+168 (+4%)

Value$10.5K (+$394)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares3,030 from 1,692

Change+1,338 (+79%)

Value$5.3K (+$1.4K)

Filed 2026-10-08

Signaturefd, LLC

INCREASED

Shares2,904 from 405

Change+2,499 (+617%)

Value$5.1K (+$4.2K)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares1,849 from 1,755

Change+94 (+5%)

Value$3.3K (-$853)

Filed 2026-10-22

Community Bank, N.A.

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$2.5K (-$812)

Filed 2026-11-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,048 from 1,048

Change0 (0%)

Value$1.8K (-$671)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares685 from 4,538

Change-3,853 (-85%)

Value$1.2K (-$9.4K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares641 from 875

Change-234 (-27%)

Value$1.1K (-$920)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares629 from 130

Change+499 (+384%)

Value$1.1K (+$803)

Filed 2026-10-26

Essential Partners LLC

INCREASED

Shares518 from 291

Change+227 (+78%)

Value$912 (+$231)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares408 from 734

Change-326 (-44%)

Value$718 (-$999)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares338 from 796

Change-458 (-58%)

Value$595 (-$1.3K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares317

Change+317

Value$558

Filed 2026-10-21

Physician Wealth Advisors, Inc.

NEW

Shares305

Change+305

Value$537

Filed 2026-10-20

Larson Financial Group LLC

INCREASED

Shares289 from 217

Change+72 (+33%)

Value$509 (+$1)

Filed 2026-11-05

True Wealth Design, LLC

INCREASED

Shares175 from 158

Change+17 (+11%)

Value$308 (-$62)

Filed 2026-10-13

Parallel Advisors, LLC

NEW

Shares134

Change+134

Value$236

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$141 (-$46)

Filed 2026-10-08

Zions Bancorporation, National Association

NEW

Shares66

Change+66

Value$116

Filed 2026-11-06

TFC Financial Management, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$22 (-$7)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$12 (-$4)

Filed 2026-10-29

Beacon Investment Advisory Services, Inc.

NEW

Shares5

Change+5

Value$9

Filed 2026-10-13

IFP Advisors, Inc

DECREASED

Shares5 from 128

Change-123 (-96%)

Value$9 (-$291)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2 ($0)

Filed 2026-10-22

Simplex Trading, LLC

CLOSED

Shares0 from 73,875

Change-73,875 (-100%)

Value$0 (-$172.9K)

Filed 2026-11-04

Abacus Wealth Partners, LLC

CLOSED

Shares0 from 26,091

Change-26,091 (-100%)

Value$0 (-$61.1K)

Filed 2026-11-03

Trilogy Capital Inc.

CLOSED

Shares0 from 12,110

Change-12,110 (-100%)

Value$0 (-$28.3K)

Filed 2026-10-20

Kathmere Capital Management, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$23.4K)

Filed 2026-10-20

Bell Investment Advisors, Inc

CLOSED

Shares0 from 1,307

Change-1,307 (-100%)

Value$0 (-$3.1K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 381

Change-381 (-100%)

Value$0 (-$892)

Filed 2026-10-05

Parkside Financial Bank & Trust

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$562)

Filed 2026-10-27

Clearstead Advisors, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$43)

Filed 2026-11-06

JPMorgan Chase & Co

N/A

Shares— from 52,042,936

Change-52,042,936 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 18,311,073

Change-18,311,073 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 7,146,590

Change-7,146,590 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 5,090,927

Change-5,090,927 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,925,626

Change-3,925,626 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,513,067

Change-3,513,067 (-100%)

Value—

Paradigm Capital Management Inc

N/A

Shares— from 3,036,398

Change-3,036,398 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 2,213,134

Change-2,213,134 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,930,153

Change-1,930,153 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,790,375

Change-1,790,375 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,768,227

Change-1,768,227 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,409,795

Change-1,409,795 (-100%)

Value—

First Wilshire Securities Management Inc

N/A

Shares— from 1,404,493

Change-1,404,493 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,241,200

Change-1,241,200 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,215,230

Change-1,215,230 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 814,132

Change-814,132 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 800,159

Change-800,159 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 749,823

Change-749,823 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 698,458

Change-698,458 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 612,773

Change-612,773 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 582,093

Change-582,093 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 456,421

Change-456,421 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 415,430

Change-415,430 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 379,790

Change-379,790 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 323,307

Change-323,307 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 303,599

Change-303,599 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 286,213

Change-286,213 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 214,879

Change-214,879 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 211,076

Change-211,076 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 191,402

Change-191,402 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 188,437

Change-188,437 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 177,201

Change-177,201 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 174,044

Change-174,044 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 172,880

Change-172,880 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 172,615

Change-172,615 (-100%)

Value—

UBS Group AG

N/A

Shares— from 165,372

Change-165,372 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 162,669

Change-162,669 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 149,404

Change-149,404 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 138,173

Change-138,173 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 137,899

Change-137,899 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 126,258

Change-126,258 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 126,186

Change-126,186 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 104,862

Change-104,862 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 103,387

Change-103,387 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 102,187

Change-102,187 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 94,418

Change-94,418 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 94,418

Change-94,418 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 92,548

Change-92,548 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 91,013

Change-91,013 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 85,744

Change-85,744 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 82,938

Change-82,938 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 81,508

Change-81,508 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 78,348

Change-78,348 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 69,000

Change-69,000 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 60,645

Change-60,645 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 57,900

Change-57,900 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 53,013

Change-53,013 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 52,138

Change-52,138 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 50,192

Change-50,192 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 47,175

Change-47,175 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 46,661

Change-46,661 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 43,328

Change-43,328 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 43,168

Change-43,168 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 37,543

Change-37,543 (-100%)

Value—

Worth Venture Partners, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 34,798

Change-34,798 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 32,726

Change-32,726 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 28,355

Change-28,355 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 27,693

Change-27,693 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 26,991

Change-26,991 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 26,154

Change-26,154 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 25,567

Change-25,567 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 24,810

Change-24,810 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 24,692

Change-24,692 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 24,339

Change-24,339 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 24,301

Change-24,301 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 22,549

Change-22,549 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 22,484

Change-22,484 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,881

Change-21,881 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 20,740

Change-20,740 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 20,436

Change-20,436 (-100%)

Value—

Ironwood Investment Management LLC

N/A

Shares— from 18,030

Change-18,030 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 16,288

Change-16,288 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 16,260

Change-16,260 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 16,260

Change-16,260 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,606

Change-14,606 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 13,335

Change-13,335 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,947

Change-11,947 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,794

Change-11,794 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,602

Change-11,602 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 10,698

Change-10,698 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 10,535

Change-10,535 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 10,441

Change-10,441 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,101

Change-10,101 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 9,919

Change-9,919 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 8,663

Change-8,663 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,432

Change-8,432 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,577

Change-7,577 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,856

Change-6,856 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,903

Change-2,903 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,675

Change-1,675 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,547

Change-1,547 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 1,516

Change-1,516 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,291

Change-1,291 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 558

Change-558 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	5,651,021	6,286,323	-635,302	-10%	$14.7M	$9.9M	-$4.8M	2026-11-04
Geode Capital Management, LLC	DECREASED	2,175,465	2,485,064	-309,599	-12%	$5.8M	$3.8M	-$2.0M	2026-11-06
Silverberg Bernstein Capital Management LLC	DECREASED	412,223	418,823	-6,600	-2%	$980.0K	$725.5K	-$254.5K	2026-10-13
Bank of New York Mellon Corp	INCREASED	383,718	379,800	+3,918	+1%	$888.7K	$675.3K	-$213.4K	2026-11-05
Barclays PLC	INCREASED	343,327	94,499	+248,828	+263%	$221.1K	$604.3K	+$383.1K	2026-11-06
Commonwealth Equity Services, LLC	UNCHANGED	284,723	284,723	0	0%	$666.3K	$501.1K	-$165.1K	2026-11-02
Creative Planning	INCREASED	178,577	100,626	+77,951	+77%	$235.5K	$314.3K	+$78.8K	2026-11-02
LSV Asset Management	UNCHANGED	135,800	135,800	0	0%	$318.0K	$239	-$317.8K	2026-11-06
Citigroup Inc	INCREASED	97,372	87,907	+9,465	+11%	$205.7K	$171.4K	-$34.3K	2026-11-04
Independent Financial Group, LLC	NEW	93,168	—	+93,168	—	—	$164.0K	—	2026-10-13
Russell Investments Group, Ltd.	DECREASED	80,497	385,226	-304,729	-79%	$901.4K	$141.7K	-$759.8K	2026-11-06
Deutsche Bank Ag\	DECREASED	71,660	81,935	-10,275	-13%	$191.7K	$126.1K	-$65.6K	2026-11-06
Seven Mile Advisory	NEW	62,526	—	+62,526	—	—	$110.0K	—	2026-10-22
Assenagon Asset Management S.A.	UNCHANGED	37,927	37,927	0	0%	$88.7K	$66.8K	-$22.0K	2026-10-15
State of Alaska, Department of Revenue	INCREASED	27,786	25,390	+2,396	+9%	$59.0K	$48	-$59.0K	2026-10-15
Wedbush Securities Inc	NEW	25,553	—	+25,553	—	—	$45	—	2026-10-22
Strs Ohio	INCREASED	24,700	17,600	+7,100	+40%	$41.2K	$43.5K	+$2.3K	2026-10-30
MacKenzie Financial Corp	UNCHANGED	22,362	22,362	0	0%	$52.3K	$39.4K	-$13.0K	2026-11-02
Vista Investment Partners LLC	UNCHANGED	20,400	20,400	0	0%	$47.7K	$35.9K	-$11.8K	2026-10-08
LPL Financial LLC	INCREASED	19,379	18,294	+1,085	+6%	$42.8K	$34.1K	-$8.7K	2026-11-06
Wealth Enhancement Advisory Services, LLC	DECREASED	13,364	20,262	-6,898	-34%	$47.0K	$23.0K	-$24.0K	2026-10-13
ProShare Advisors LLC	DECREASED	11,773	12,277	-504	-4%	$28.7K	$20.7K	-$8.0K	2026-10-29
Indivisible Partners	INCREASED	10,327	10,257	+70	+1%	$24.0K	$18.2K	-$5.8K	2026-10-26
Grimes & Co Wealth Management, LLC	UNCHANGED	10,000	10,000	0	0%	$23.4K	$17.6K	-$5.8K	2026-10-29
Allworth Financial LP	INCREASED	4,503	4,335	+168	+4%	$10.1K	$10.5K	+$394	2026-11-06
Farther Finance Advisors, LLC	INCREASED	3,030	1,692	+1,338	+79%	$4.0K	$5.3K	+$1.4K	2026-10-08
Signaturefd, LLC	INCREASED	2,904	405	+2,499	+617%	$948	$5.1K	+$4.2K	2026-10-23
Sterling Capital Management LLC	INCREASED	1,849	1,755	+94	+5%	$4.1K	$3.3K	-$853	2026-10-22
Community Bank, N.A.	UNCHANGED	1,400	1,400	0	0%	$3.3K	$2.5K	-$812	2026-11-06
TD Waterhouse Canada Inc.	UNCHANGED	1,048	1,048	0	0%	$2.5K	$1.8K	-$671	2026-10-16
Fifth Third Bancorp	DECREASED	685	4,538	-3,853	-85%	$10.6K	$1.2K	-$9.4K	2026-11-05
US Bancorp \de\	DECREASED	641	875	-234	-27%	$2.0K	$1.1K	-$920	2026-11-05
SJS Investment Consulting Inc.	INCREASED	629	130	+499	+384%	$305	$1.1K	+$803	2026-10-26
Essential Partners LLC	INCREASED	518	291	+227	+78%	$681	$912	+$231	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	408	734	-326	-44%	$1.7K	$718	-$999	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	338	796	-458	-58%	$1.9K	$595	-$1.3K	2026-11-06
Root Financial Partners, LLC	NEW	317	—	+317	—	—	$558	—	2026-10-21
Physician Wealth Advisors, Inc.	NEW	305	—	+305	—	—	$537	—	2026-10-20
Larson Financial Group LLC	INCREASED	289	217	+72	+33%	$508	$509	+$1	2026-11-05
True Wealth Design, LLC	INCREASED	175	158	+17	+11%	$370	$308	-$62	2026-10-13
Parallel Advisors, LLC	NEW	134	—	+134	—	—	$236	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	80	80	0	0%	$187	$141	-$46	2026-10-08
Zions Bancorporation, National Association	NEW	66	—	+66	—	—	$116	—	2026-11-06
TFC Financial Management, Inc.	UNCHANGED	12	12	0	0%	$29	$22	-$7	2026-10-26
Caitong International Asset Management Co., Ltd	UNCHANGED	7	7	0	0%	$16	$12	-$4	2026-10-29
Beacon Investment Advisory Services, Inc.	NEW	5	—	+5	—	—	$9	—	2026-10-13
IFP Advisors, Inc	DECREASED	5	128	-123	-96%	$300	$9	-$291	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$2	$2	$0	2026-10-22
Simplex Trading, LLC	CLOSED	0	73,875	-73,875	-100%	$172.9K	$0	-$172.9K	2026-11-04
Abacus Wealth Partners, LLC	CLOSED	0	26,091	-26,091	-100%	$61.1K	$0	-$61.1K	2026-11-03
Trilogy Capital Inc.	CLOSED	0	12,110	-12,110	-100%	$28.3K	$0	-$28.3K	2026-10-20
Kathmere Capital Management, LLC	CLOSED	0	10,000	-10,000	-100%	$23.4K	$0	-$23.4K	2026-10-20
Bell Investment Advisors, Inc	CLOSED	0	1,307	-1,307	-100%	$3.1K	$0	-$3.1K	2026-10-29
MassMutual Private Wealth & Trust, FSB	CLOSED	0	381	-381	-100%	$892	$0	-$892	2026-10-05
Parkside Financial Bank & Trust	CLOSED	0	240	-240	-100%	$562	$0	-$562	2026-10-27
Clearstead Advisors, LLC	CLOSED	0	18	-18	-100%	$43	$0	-$43	2026-11-06
JPMorgan Chase & Co	N/A	—	52,042,936	-52,042,936	-100%	$115.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	18,311,073	-18,311,073	-100%	$38.7M	—	—	—
BlackRock, Inc.	N/A	—	7,146,590	-7,146,590	-100%	$16.7M	—	—	—
Royce & Associates LP	N/A	—	5,090,927	-5,090,927	-100%	$11.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,925,626	-3,925,626	-100%	$9.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,513,067	-3,513,067	-100%	$8.2M	—	—	—
Paradigm Capital Management Inc	N/A	—	3,036,398	-3,036,398	-100%	$7.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	2,213,134	-2,213,134	-100%	$5.2M	—	—	—
State Street Corp	N/A	—	1,930,153	-1,930,153	-100%	$4.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,790,375	-1,790,375	-100%	$4.2M	—	—	—
Acadian Asset Management LLC	N/A	—	1,768,227	-1,768,227	-100%	$4.1M	—	—	—
AQR Capital Management LLC	N/A	—	1,409,795	-1,409,795	-100%	$3.3M	—	—	—
First Wilshire Securities Management Inc	N/A	—	1,404,493	-1,404,493	-100%	$3.3M	—	—	—
Citadel Advisors LLC	N/A	—	1,241,200	-1,241,200	-100%	$2.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,215,230	-1,215,230	-100%	$2.8M	—	—	—
Marshall Wace, LLP	N/A	—	814,132	-814,132	-100%	$1.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	800,159	-800,159	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	749,823	-749,823	-100%	$1.8M	—	—	—
Millennium Management LLC	N/A	—	698,458	-698,458	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	612,773	-612,773	-100%	$1.4M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	582,093	-582,093	-100%	$1.4M	—	—	—
Victory Capital Management Inc	N/A	—	456,421	-456,421	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	415,430	-415,430	-100%	$972.1K	—	—	—
Morgan Stanley	N/A	—	379,790	-379,790	-100%	$888.7K	—	—	—
XTX Topco Ltd	N/A	—	323,307	-323,307	-100%	$756.5K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	303,599	-303,599	-100%	$710.4K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	286,213	-286,213	-100%	$669.7K	—	—	—
Voya Investment Management LLC	N/A	—	214,879	-214,879	-100%	$502.8K	—	—	—
American Century Companies Inc	N/A	—	211,076	-211,076	-100%	$493.9K	—	—	—
Squarepoint Ops LLC	N/A	—	191,402	-191,402	-100%	$447.9K	—	—	—
Bank of America Corp	N/A	—	188,437	-188,437	-100%	$440.9K	—	—	—
Nuveen, LLC	N/A	—	177,201	-177,201	-100%	$414.7K	—	—	—
GSA Capital Partners LLP	N/A	—	174,044	-174,044	-100%	$407.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	172,880	-172,880	-100%	$404.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	172,615	-172,615	-100%	$403.9K	—	—	—
UBS Group AG	N/A	—	165,372	-165,372	-100%	$387.0K	—	—	—
Invesco Ltd.	N/A	—	162,669	-162,669	-100%	$380.6K	—	—	—
Winton Group Ltd	N/A	—	149,404	-149,404	-100%	$349.6K	—	—	—
Alliancebernstein L.P.	N/A	—	138,173	-138,173	-100%	$292.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	137,899	-137,899	-100%	$322.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	126,258	-126,258	-100%	$295.4K	—	—	—
Rhumbline Advisers	N/A	—	126,186	-126,186	-100%	$295.3K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	104,862	-104,862	-100%	$245.0K	—	—	—
Ameriprise Financial Inc	N/A	—	103,387	-103,387	-100%	$241.9K	—	—	—
Two Sigma Investments, LP	N/A	—	102,187	-102,187	-100%	$239.1K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	94,418	-94,418	-100%	$220.9K	—	—	—
Empowered Funds, LLC	N/A	—	94,418	-94,418	-100%	$220.9K	—	—	—
Franklin Resources Inc	N/A	—	92,548	-92,548	-100%	$216.6K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	91,013	-91,013	-100%	$213.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	85,744	-85,744	-100%	$201.0K	—	—	—
Prudential Financial Inc	N/A	—	82,938	-82,938	-100%	$194.1K	—	—	—
Wells Fargo & Company	N/A	—	81,508	-81,508	-100%	$190.7K	—	—	—
SEI Investments Co	N/A	—	78,348	-78,348	-100%	$183.3K	—	—	—
HighMark Wealth Management LLC	N/A	—	69,000	-69,000	-100%	$161.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	60,645	-60,645	-100%	$141.9K	—	—	—
Virtu Financial LLC	N/A	—	57,900	-57,900	-100%	$135.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	53,013	-53,013	-100%	$124.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	52,138	-52,138	-100%	$122.0K	—	—	—
Vident Advisory, LLC	N/A	—	50,192	-50,192	-100%	$117.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	47,175	-47,175	-100%	$110.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	46,661	-46,661	-100%	$109.2K	—	—	—
Mariner, LLC	N/A	—	43,328	-43,328	-100%	$101.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	43,168	-43,168	-100%	$101.0K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	37,543	-37,543	-100%	$87.9K	—	—	—
Worth Venture Partners, LLC	N/A	—	35,000	-35,000	-100%	$81.9K	—	—	—
SG Americas Securities, LLC	N/A	—	34,798	-34,798	-100%	$81.0K	—	—	—
Focus Partners Wealth	N/A	—	32,726	-32,726	-100%	$76.6K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	28,355	-28,355	-100%	$66.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	27,693	-27,693	-100%	$64.8K	—	—	—
HSBC Holdings PLC	N/A	—	26,991	-26,991	-100%	$62.5K	—	—	—
Brevan Howard Capital Management LP	N/A	—	26,154	-26,154	-100%	$61.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	25,567	-25,567	-100%	$59.8K	—	—	—
Essex Financial Services, Inc.	N/A	—	24,810	-24,810	-100%	$58.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	24,692	-24,692	-100%	$57.8K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	24,339	-24,339	-100%	$57.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	24,301	-24,301	-100%	$56.9K	—	—	—
New York State Common Retirement Fund	N/A	—	22,549	-22,549	-100%	$52.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	22,484	-22,484	-100%	$49.5K	—	—	—
Jane Street Group, LLC	N/A	—	21,881	-21,881	-100%	$51.2K	—	—	—
Intech Investment Management LLC	N/A	—	20,740	-20,740	-100%	$48.5K	—	—	—
IEQ Capital, LLC	N/A	—	20,436	-20,436	-100%	$47.8K	—	—	—
Ironwood Investment Management LLC	N/A	—	18,030	-18,030	-100%	$42.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	16,288	-16,288	-100%	$38.1K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	16,260	-16,260	-100%	$38.0K	—	—	—
NewEdge Wealth, LLC	N/A	—	16,260	-16,260	-100%	$38.0K	—	—	—
Royal Bank of Canada	N/A	—	14,606	-14,606	-100%	$35.0K	—	—	—
White Pine Capital LLC	N/A	—	13,335	-13,335	-100%	$31.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	11,947	-11,947	-100%	$28.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,794	-11,794	-100%	$27.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,602	-11,602	-100%	$27.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	11,400	-11,400	-100%	$26.7K	—	—	—
Ballentine Partners, LLC	N/A	—	10,698	-10,698	-100%	$25.0K	—	—	—
AXQ Capital, LP	N/A	—	10,535	-10,535	-100%	$24.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	10,441	-10,441	-100%	$24.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,101	-10,101	-100%	$23.6K	—	—	—
Group One Trading LLC	N/A	—	9,919	-9,919	-100%	$23.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	8,663	-8,663	-100%	$20.3K	—	—	—
Legal & General Group Plc	N/A	—	8,432	-8,432	-100%	$19.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,577	-7,577	-100%	$17.7K	—	—	—
FMR LLC	N/A	—	6,856	-6,856	-100%	$16.0K	—	—	—
Arax Advisory Partners	N/A	—	2,903	-2,903	-100%	$6.8K	—	—	—
Colonial Trust Advisors	N/A	—	2,000	-2,000	-100%	$4.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,920	-1,920	-100%	$4.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,675	-1,675	-100%	$3.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,547	-1,547	-100%	$3.6K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	1,516	-1,516	-100%	$3.5K	—	—	—
California State Teachers Retirement System	N/A	—	1,291	-1,291	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	558	-558	-100%	$1.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	184	-184	-100%	$431	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	19	-19	-100%	$44	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	12	-12	-100%	$28	—	—	—
JPL Wealth Management, LLC	N/A	—	4	-4	-100%	$10	—	—	—

Showing 168 of 168 institutions