ADTRAN Holdings, Inc. (ADTN) — Institutional Holders, Q2 2026 (page 3)
251 institutional investment managers reported a ADTN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 251. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ADTN 13F holders ranked 201–251 of 251
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | GAMMA Investing#201 · 3,457 sh | 3,457 | $48.1K | — | +2.7% |
| 202 | Versant Capital Management#202 · 2,631 sh | 2,631 | $36.6K | — | 0.0% |
| 203 | Tower Research Capital (TRC)#203 · 2,617 sh | 2,617 | $36.4K | <0.01% | -67.7% |
| 204 | Persistent Asset Partners Ltd#204 · 2,035 sh | 2,035 | $28.3K | <0.01% | New |
| 205 | Integrated Wealth Concepts#205 · 1,918 sh | 1,918 | $26.7K | <0.01% | New |
| 206 | OSAIC#206 · 1,879 sh | 1,879 | $26.1K | 0.00% | +328.0% |
| 207 | Allworth Financial#207 · 1,725 sh | 1,725 | $24.0K | <0.01% | +10.8% |
| 208 | US BANCORP \DE\#208 · 1,599 sh | 1,599 | $22.2K | 0.00% | -0.5% |
| 209 | Covestor Ltd#209 · 1,572 sh | 1,572 | $22.0K | 0.01% | -2.2% |
| 210 | SRS Capital Advisors#210 · 1,544 sh | 1,544 | $21.5K | <0.01% | +530.2% |
| 211 | SIGNATUREFD#211 · 1,445 sh | 1,445 | $20.1K | — | 0.0% |
| 212 | FIFTH THIRD BANCORP#212 · 1,331 sh | 1,331 | $18.5K | 0.00% | +3.3% |
| 213 | NISA INVESTMENT ADVISORS#213 · 1,262 sh | 1,262 | $17.5K | — | 0.0% |
| 214 | ROTHSCHILD INVESTMENT#214 · 793 sh | 793 | $11.0K | <0.01% | +1.3% |
| 215 | PNC FINANCIAL SERVICES GROUP#215 · 652 sh | 652 | $9.1K | 0.00% | +4.3% |
| 216 | EverSource Wealth Advisors#216 · 604 sh | 604 | $8.4K | <0.01% | -15.2% |
| 217 | JONES FINANCIAL COMPANIES LLLP#217 · 551 sh | 551 | $7.4K | 0.00% | +96.8% |
| 218 | Parallel Advisors#218 · 469 sh | 469 | $6.5K | <0.01% | +105.7% |
| 219 | Smartleaf Asset Management#219 · 441 sh | 441 | $6.1K | <0.01% | 0.0% |
| 220 | Essential Partners#220 · 402 sh | 402 | $5.6K | — | +159.4% |
| 221 | Optiver Holding B.V.#221 · 393 sh | 393 | $5.5K | 0.00% | New |
| 222 | Farther Finance Advisors#222 · 322 sh | 322 | $4.5K | — | +4.2% |
| 223 | IFP Advisors#223 · 300 sh | 300 | $4.2K | — | +49.3% |
| 224 | Johnson Financial Group#224 · 296 sh | 296 | $4.1K | <0.01% | 0.0% |
| 225 | Sterling Capital Management#225 · 270 sh | 270 | $3.8K | — | -44.1% |
| 226 | SJS Investment Consulting#226 · 258 sh | 258 | $3.6K | — | +426.5% |
| 227 | Basecamp Wealth Advisors#227 · 253 sh | 253 | $3.5K | <0.01% | 0.0% |
| 228 | True Wealth Design#228 · 194 sh | 194 | $2.7K | — | 0.0% |
| 229 | Clearstead Advisors#229 · 152 sh | 152 | $2.1K | 0.00% | New |
| 230 | BARROW HANLEY MEWHINNEY & STRAUSS#230 · 131 sh | 131 | $1.8K | 0.00% | New |
| 231 | Pinnacle Wealth Planning Services#231 · 127 sh | 127 | $1.8K | <0.01% | New |
| 232 | ASSETMARK#232 · 121 sh | 121 | $1.7K | — | 0.0% |
| 233 | N.E.W. Advisory Services#233 · 100 sh | 100 | $1.4K | <0.01% | 0.0% |
| 234 | Newbridge Financial Services Group#234 · 100 sh | 100 | $1.4K | — | New |
| 235 | Keating Financial Advisory Services#235 · 88 sh | 88 | $1.2K | <0.01% | 0.0% |
| 236 | Private Wealth Management Group#236 · 83 sh | 83 | $1.2K | — | -5.7% |
| 237 | HOLLENCREST SECURITIES#237 · 61 sh | 61 | $848.00 | <0.01% | New |
| 238 | SBI Securities , Ltd.#238 · 52 sh | 52 | $723.00 | — | +126.1% |
| 239 | C M BIDWELL & ASSOCIATES LTD#239 · 50 sh | 50 | $695.00 | <0.01% | New |
| 240 | Torren Management#240 · 46 sh | 46 | $639.00 | <0.01% | 0.0% |
| 241 | Quarry#241 · 41 sh | 41 | $570.00 | 0.00% | -66.4% |
| 242 | Bruce G. Allen Investments#242 · 33 sh | 33 | $459.00 | <0.01% | +57.1% |
| 243 | Physician Wealth Advisors#243 · 29 sh | 29 | $404.00 | — | New |
| 244 | JPL Wealth Management#244 · 19 sh | 19 | $265.00 | <0.01% | 0.0% |
| 245 | Silver Grove Financial Group#245 · 14 sh | 14 | $195.00 | <0.01% | New |
| 246 | Larson Financial Group#246 · 8 sh | 8 | $111.00 | 0.00% | 0.0% |
| 247 | NATIONAL BANK OF CANADA#247 · 8 sh | 8 | $111.00 | 0.00% | New |
| 248 | HUNTINGTON NATIONAL BANK#248 · 2 sh | 2 | $35.00 | 0.00% | 0.0% |
| 249 | Kilter Group#249 · 1 sh | 1 | $14.00 | 0.00% | New |
| 250 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#250 · 83,036 sh | 83,036 | — | — | +15.3% |
| 251 | Worth Venture Partners#251 · 30,081 sh | 30,081 | — | — | -38.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.