Filing Research | RNG - RINGCENTRAL INC-CLASS A Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	712.9KSH	$27.8M
2	Insight Wealth Strategies, LLC	Shares	161.9KSH	$6.6M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	108.8KSH	$4.2M
4	IFP Advisors, Inc	Shares	99.1KSH	$3.9M
5	CWA Asset Management Group, LLC	Shares	49.0KSH	$1.9M
6	Crossmark Global Holdings, Inc.	Shares	42.8KSH	$1.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.5KSH	$1.4M
8	Police & Firemen's Retirement System of New Jersey	Shares	34.4KSH	$1.3M
9	Louisiana State Employees Retirement System	Shares	32.5KSH	$1.3M
10	Ahara Advisors LLC	Shares	6.5KSH	$1.2M
11	Diversified Trust Co	Shares	24.1KSH	$938.9K
12	PFG Investments, LLC	Shares	22.6KSH	$880.7K
13	Y-Intercept (Hong Kong) Ltd	Shares	20.3KSH	$790.7K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.0KSH	$780.7K
15	Aaron Wealth Advisors LLC	Shares	19.5KSH	$759.8K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.6KSH	$684.8K
17	Sequoia Financial Advisors, LLC	Shares	16.2KSH	$632.1K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	16.1KSH	$629.3K
19	Yorktown Management & Research Co Inc	Shares	13.1KSH	$508.7K
20	Versant Capital Management, Inc	Shares	11.5KSH	$449.1K
21	Grant Private Wealth Management Inc	Shares	11.2KSH	$437.1K
22	Venturi Wealth Management, LLC	Shares	10.6KSH	$414.1K
23	Sovereign Financial Group, Inc.	Shares	10.2KSH	$395.9K
24	Mirae Asset Global Investments Co., Ltd.	Shares	8.3KSH	$322.1K
25	GC Wealth Management RIA, LLC	Shares	6.7KSH	$259.9K
26	Abel Hall, LLC	Shares	6.5KSH	$251.6K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.3KSH	$243.7K
28	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.1KSH	$237.1K
29	Optas, LLC	Shares	5.8KSH	$227.3K
30	ENCOMPASS WEALTH ADVISORS, LLC	Shares	5.6KSH	$216.8K
31	Interchange Capital Partners, LLC	Shares	5.3KSH	$208.2K
32	Farther Finance Advisors, LLC	Shares	4.6KSH	$178.5K
33	Central Pacific Bank - Trust Division	Shares	4.6KSH	$178.4K
34	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	4.0KSH	$155.9K
35	LANARK FINANCIAL, INC.	Shares	4.0KSH	$155.2K
36	GAMMA Investing LLC	Shares	2.3KSH	$89.0K
37	SJS Investment Consulting Inc.	Shares	1.3KSH	$52.2K
38	True Wealth Design, LLC	Shares	902SH	$35.2K
39	SIGNATUREFD, LLC	Shares	876SH	$34.1K
40	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	670SH	$26.1K
41	Blue Trust, Inc.	Shares	422SH	$16.4K
42	Sachetta, LLC	Shares	409SH	$15.9K
43	EverSource Wealth Advisors, LLC	Shares	408SH	$15.9K
44	Financial Management Professionals, Inc.	Shares	300SH	$11.7K
45	HARBOR INVESTMENT ADVISORY, LLC	Shares	300SH	$11.7K
46	ELEVATION WEALTH PARTNERS, LLC	Shares	249SH	$9.7K
47	MassMutual Private Wealth & Trust, FSB	Shares	242SH	$9.4K
48	SBI Securities Co., Ltd.	Shares	174SH	$6.8K
49	Fortitude Family Office, LLC	Shares	153SH	$6.0K
50	CoreCap Advisors, LLC	Shares	100SH	$3.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 77 loaded

#		Instrument
1	Insight Wealth Strategies, LLC new	Shares	+161.9K	+$6.6M	$6.6M
2	IFP Advisors, Inc added	Shares	+95.4K	+$3.7M	$3.9M
3	CWA Asset Management Group, LLC new	Shares	+49.0K	+$1.9M	$1.9M
4	Crossmark Global Holdings, Inc. new	Shares	+42.8K	+$1.7M	$1.7M
5	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+24.5K	+$1.1M	$4.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.9K	+$513.2K	$1.4M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+7.0K	+$276.9K	$322.1K
8	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+6.1K	+$237.1K	$237.1K
9	Optas, LLC new	Shares	+5.8K	+$227.3K	$227.3K
10	Y-Intercept (Hong Kong) Ltd added	Shares	+4.7K	+$211.5K	$790.7K
11	Interchange Capital Partners, LLC new	Shares	+5.3K	+$208.2K	$208.2K
12	LANARK FINANCIAL, INC. new	Shares	+4.0K	+$155.2K	$155.2K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$126.2K	$629.3K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$109.1K	$1.3M
15	Venturi Wealth Management, LLC added	Shares	+2.4K	+$107.9K	$414.1K
16	Aaron Wealth Advisors LLC added	Shares	+1.5K	+$90.8K	$759.8K
17	PFG Investments, LLC added	Shares	+44	+$42.1K	$880.7K
18	Versant Capital Management, Inc added	Shares	+259	+$30.3K	$449.1K
19	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+670	+$26.1K	$26.1K
20	Yorktown Management & Research Co Inc unchanged	Shares	0	+$23.4K	$508.7K
21	Sovereign Financial Group, Inc. trimmed	Shares	-14	+$17.6K	$395.9K
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-494	+$17.5K	$780.7K
23	Louisiana State Employees Retirement System trimmed	Shares	-1.1K	+$17.3K	$1.3M
24	Abel Hall, LLC added	Shares	+92	+$15.0K	$251.6K
25	Financial Management Professionals, Inc. new	Shares	+300	+$11.7K	$11.7K
26	Sachetta, LLC added	Shares	+290	+$11.5K	$15.9K
27	ENCOMPASS WEALTH ADVISORS, LLC unchanged	Shares	0	+$10.0K	$216.8K
28	Farther Finance Advisors, LLC added	Shares	+100	+$7.7K	$178.5K
29	Generali Investments Towarzystwo Funduszy Inwestycyjnych unchanged	Shares	0	+$7.2K	$155.9K
30	SJS Investment Consulting Inc. added	Shares	+117	+$6.7K	$52.2K
31	SIGNATUREFD, LLC added	Shares	+121	+$6.1K	$34.1K
32	ELEVATION WEALTH PARTNERS, LLC added	Shares	+129	+$5.2K	$9.7K
33	Fortitude Family Office, LLC added	Shares	+99	+$4.0K	$6.0K
34	Cape Investment Advisory, Inc. new	Shares	+94	+$3.7K	$3.7K
35	True Wealth Design, LLC added	Shares	+5	+$1.8K	$35.2K
36	Blue Trust, Inc. added	Shares	+23	+$1.6K	$16.4K
37	MassMutual Private Wealth & Trust, FSB added	Shares	+31	+$1.6K	$9.4K
38	EverSource Wealth Advisors, LLC added	Shares	+6	+$954	$15.9K
39	Physician Wealth Advisors, Inc. added	Shares	+12	+$590	$3.1K
40	Activest Wealth Management new	Shares	+15	+$585	$585
41	Creative Capital Management Investments LLC new	Shares	+15	+$585	$585
42	Wealth Enhancement Trust Services, Inc. new	Shares	+15	+$585	$585
43	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$537	$11.7K
44	SBI Securities Co., Ltd. added	Shares	+2	+$386	$6.8K
45	CoreCap Advisors, LLC unchanged	Shares	0	+$179	$3.9K
46	Marquette Asset Management, LLC unchanged	Shares	0	+$161	$3.5K
47	Davis Capital Management new	Shares	+4	+$156	$156
48	LRI Investments, LLC new	Shares	+4	+$156	$156
49	Center for Financial Planning, Inc. unchanged	Shares	0	+$98	$2.1K
50	Darwin Wealth Management, LLC unchanged	Shares	0	+$82	$1.7K

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