Carter Bankshares, Inc.(CARE)

$32.68—

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Carter Bankshares, Inc.(CARE)

NASDAQ

$32.68—

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CARE(CARE)

CARE

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Institutional Ownership

Top 181 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.80M	Jun 30, 26	+127.98K	8.11%
DIMENSIONAL FUND ADVISORS LP	1.26M	Jun 30, 26	+80.20K	5.67%
STATE STREET CORP	912.31K	Jun 30, 26	+413.41K	4.12%
AMERICAN CENTURY COMPANIES INC	709.57K	Jun 30, 26	+168.70K	3.20%
GEODE CAPITAL MANAGEMENT, LLC	576.61K	Jun 30, 26	+60.64K	2.60%
Hillsdale Investment Management Inc.	263.66K	Jun 30, 26	+263.66K	1.19%
Nuveen, LLC	195.19K	Jun 30, 26	+148.27K	0.88%
Russell Investments Group, Ltd.	186.23K	Jun 30, 26	+82.12K	0.84%
Huber Capital Management LLC	183.55K	Jun 30, 26	-7.00K	0.83%
Diversified Trust Co	141.76K	Jun 30, 26	+10.27K	0.64%
FIRST TRUST ADVISORS LP	93.23K	Jun 30, 26	+15.22K	0.42%
SEGALL BRYANT & HAMILL, LLC	87.91K	Jun 30, 26	+87.91K	0.40%
PRUDENTIAL FINANCIAL INC	79.17K	Jun 30, 26	+79.17K	0.36%
Bank of New York Mellon Corp	71.54K	Jun 30, 26	-14.61K	0.32%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	67.27K	Jun 30, 26	+67.27K	0.30%
Oppenheimer & Close, LLC	62.50K	Jun 30, 26	--	0.28%
STIFEL FINANCIAL CORP	50.26K	Jun 30, 26	-5.46K	0.23%
SIERRA SUMMIT ADVISORS LLC	39.58K	Jun 30, 26	+39.58K	0.18%
PANAGORA ASSET MANAGEMENT INC	36.75K	Jun 30, 26	+3.23K	0.17%
CITIGROUP INC	29.11K	Jun 30, 26	+25.97K	0.13%
RHUMBLINE ADVISERS	28.82K	Jun 30, 26	-106	0.13%
Campbell & CO Investment Adviser LLC	28.79K	Jun 30, 26	+3.05K	0.13%
GSA CAPITAL PARTNERS LLP	23.82K	Jun 30, 26	+23.82K	0.11%
DEUTSCHE BANK AG\	22.37K	Jun 30, 26	+3.40K	0.10%
Retirement Planning Group	15.04K	Jun 30, 26	--	0.07%
Baader Bank Aktiengesellschaft	15.00K	Jun 30, 26	+15.00K	0.07%
MERCER GLOBAL ADVISORS INC /ADV	14.94K	Jun 30, 26	+4.72K	0.07%
SG Americas Securities, LLC	14.84K	Jun 30, 26	+14.84K	0.07%
TRUIST FINANCIAL CORP	12.86K	Jun 30, 26	-865	0.06%
LPL Financial LLC	12.70K	Jun 30, 26	-151	0.06%
State of Wyoming	12.62K	Jun 30, 26	+12.62K	0.06%
Partners in Financial Planning	12.30K	Jun 30, 26	-221	0.06%
JPMORGAN CHASE & CO	10.97K	Jun 30, 26	+1.55K	0.05%
Cornerstone Investment Partners, LLC	9.30K	Jun 30, 26	+9.30K	0.04%
Sterling Capital Management LLC	9.18K	Jun 30, 26	+8.56K	0.04%
NEW YORK STATE COMMON RETIREMENT FUND	8.73K	Jun 30, 26	+4.20K	0.04%
Cambridge Investment Research Advisors, Inc.	8.63K	Jun 30, 26	+8.63K	0.04%
Integrated Wealth Concepts LLC	7.95K	Jun 30, 26	+7.95K	0.04%
HighTower Advisors, LLC	7.58K	Jun 30, 26	+7.58K	0.03%
Semanteon Capital Management, LP	7.56K	Jun 30, 26	+7.56K	0.03%
Allegheny Financial Group LTD	7.15K	Jun 30, 26	+7.15K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	6.87K	Jun 30, 26	+6.87K	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6.76K	Jun 30, 26	+6.76K	0.03%
Police & Firemen's Retirement System of New Jersey	6.75K	Jun 30, 26	+1.38K	0.03%
Ethic Inc.	6.63K	Jun 30, 26	+6.63K	0.03%
Quantbot Technologies LP	6.04K	Jun 30, 26	+6.04K	0.03%
Salomon & Ludwin, LLC	4.37K	Jun 30, 26	--	0.02%
State of Alaska, Department of Revenue	3.23K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	2.65K	Jun 30, 26	+2.65K	0.01%
Geneos Wealth Management Inc.	2.63K	Jun 30, 26	--	0.01%
Mirae Asset Global Investments Co., Ltd.	2.34K	Jun 30, 26	+2.34K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.56K	Jun 30, 26	-751	0.01%
Pinnacle Wealth Planning Services, Inc.	1.55K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.44K	Jun 30, 26	+329	0.01%
Caitong International Asset Management Co., Ltd	1.21K	Jun 30, 26	+1.21K	0.01%
Allworth Financial LP	1.14K	Jun 30, 26	+700	0.01%
SALEM INVESTMENT COUNSELORS INC	900	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	742	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	576	Jun 30, 26	+562	0.00%
GAMMA Investing LLC	434	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	391	Jun 30, 26	+339	0.00%
US BANCORP \DE\	375	Jun 30, 26	+322	0.00%
EverSource Wealth Advisors, LLC	346	Jun 30, 26	-136	0.00%
HARBOR CAPITAL ADVISORS, INC.	324	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	268	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	193	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	147	Jun 30, 26	+96	0.00%
Farther Finance Advisors, LLC	145	Jun 30, 26	-748	0.00%
North Star Investment Management Corp.	145	Jun 30, 26	--	0.00%
Optiver Holding B.V.	90	Jun 30, 26	-144	0.00%
True Wealth Design, LLC	88	Jun 30, 26	+33	0.00%
Parallel Advisors, LLC	88	Jun 30, 26	+33	0.00%
Physician Wealth Advisors, Inc.	87	Jun 30, 26	+87	0.00%
Smartleaf Asset Management LLC	73	Jun 30, 26	--	0.00%
WPG Advisers, LLC	72	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	69	Jun 30, 26	+69	0.00%
IFP Advisors, Inc	45	Jun 30, 26	-4	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	27	Jun 30, 26	+27	0.00%
SJS Investment Consulting Inc.	6	Jun 30, 26	+6	0.00%
Root Financial Partners, LLC	--	Jun 30, 26	-49	--
FEDERATED HERMES, INC.	--	Jun 30, 26	-654	--
MENDON CAPITAL ADVISORS CORP	--	Jun 30, 26	-104.69K	--
Covestor Ltd	--	Jun 30, 26	-26	--
Fourthstone LLC	1.50M	Mar 31, 26	+265.73K	6.78%
DIMENSIONAL FUND ADVISORS LP	1.18M	Mar 31, 26	+52.20K	5.31%
VANGUARD CAPITAL MANAGEMENT LLC	984.98K	Mar 31, 26	+984.98K	4.44%
AMERICAN CENTURY COMPANIES INC	540.87K	Mar 31, 26	+67.08K	2.44%
GEODE CAPITAL MANAGEMENT, LLC	515.98K	Mar 31, 26	+7.65K	2.33%
KENNEDY CAPITAL MANAGEMENT LLC	449.62K	Mar 31, 26	+8.34K	2.03%
Petiole USA ltd	381.37K	Mar 31, 26	-5.50K	1.72%
GOLDMAN SACHS GROUP INC	356.39K	Mar 31, 26	+55.84K	1.61%
MALTESE CAPITAL MANAGEMENT LLC	328.89K	Mar 31, 26	-66.91K	1.48%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	227.72K	Mar 31, 26	+227.72K	1.03%
Huber Capital Management LLC	190.55K	Mar 31, 26	-500	0.86%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	189.43K	Mar 31, 26	-1.81K	0.85%
NORTHERN TRUST CORP	175.47K	Mar 31, 26	+4.18K	0.79%
ALGERT GLOBAL LLC	156.78K	Mar 31, 26	+156.78K	0.71%
VANGUARD FIDUCIARY TRUST CO	147.47K	Mar 31, 26	+147.47K	0.67%
Squarepoint Ops LLC	135.99K	Mar 31, 26	+45.97K	0.61%
CITADEL ADVISORS LLC	135.66K	Mar 31, 26	+92.33K	0.61%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	134.85K	Mar 31, 26	+8.19K	0.61%
Trexquant Investment LP	127.71K	Mar 31, 26	+67.80K	0.58%
MILLENNIUM MANAGEMENT LLC	124.00K	Mar 31, 26	+112.87K	0.56%
MORGAN STANLEY	119.82K	Mar 31, 26	-6.37K	0.54%
MENDON CAPITAL ADVISORS CORP	104.69K	Mar 31, 26	-12.70K	0.47%
EJF Capital LLC	98.76K	Mar 31, 26	-62.37K	0.45%
RMB Capital Management, LLC	93.30K	Mar 31, 26	--	0.42%
Empowered Funds, LLC	90.47K	Mar 31, 26	+8.19K	0.41%
SEI INVESTMENTS CO	80.38K	Mar 31, 26	+41.84K	0.36%
JANE STREET GROUP, LLC	70.75K	Mar 31, 26	+57.44K	0.32%
UBS Group AG	68.27K	Mar 31, 26	+33.17K	0.31%
Oppenheimer & Close, LLC	62.50K	Mar 31, 26	--	0.28%
FIRST MANHATTAN CO. LLC.	60.00K	Mar 31, 26	--	0.27%
AQR CAPITAL MANAGEMENT LLC	59.91K	Mar 31, 26	+13.75K	0.27%
Creative Planning	59.39K	Mar 31, 26	+19.17K	0.27%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	57.64K	Mar 31, 26	-7.63K	0.26%
BANK OF AMERICA CORP /DE/	57.44K	Mar 31, 26	+25.97K	0.26%
STIFEL FINANCIAL CORP	55.72K	Mar 31, 26	--	0.25%
AMERIPRISE FINANCIAL INC	47.90K	Mar 31, 26	--	0.22%
XTX Topco Ltd	35.64K	Mar 31, 26	+35.64K	0.16%
Quantinno Capital Management LP	35.49K	Mar 31, 26	+13.44K	0.16%
Qube Research & Technologies Ltd	34.63K	Mar 31, 26	+34.63K	0.16%
WELLS FARGO & COMPANY/MN	33.34K	Mar 31, 26	-6.03K	0.15%
Kingsview Wealth Management, LLC	32.10K	Mar 31, 26	-1.00K	0.14%
TWO SIGMA INVESTMENTS, LP	30.30K	Mar 31, 26	+5.99K	0.14%
Invesco Ltd.	30.22K	Mar 31, 26	+1.53K	0.14%
RHUMBLINE ADVISERS	28.93K	Mar 31, 26	-906	0.13%
ALLIANCEBERNSTEIN L.P.	25.62K	Mar 31, 26	+2.13K	0.12%
D. E. Shaw & Co., Inc.	23.37K	Mar 31, 26	-19.24K	0.11%
CAPTRUST FINANCIAL ADVISORS	20.38K	Mar 31, 26	+59	0.09%
FRANKLIN RESOURCES INC	18.20K	Mar 31, 26	--	0.08%
PRICE T ROWE ASSOCIATES INC /MD/	15.28K	Mar 31, 26	+1.49K	0.07%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	11.60K	Mar 31, 26	-35.19K	0.05%
MetLife Investment Management, LLC	11.37K	Mar 31, 26	--	0.05%
RENAISSANCE TECHNOLOGIES LLC	11.00K	Mar 31, 26	-25.70K	0.05%
BALYASNY ASSET MANAGEMENT L.P.	10.82K	Mar 31, 26	+10.82K	0.05%
LOS ANGELES CAPITAL MANAGEMENT LLC	10.69K	Mar 31, 26	-997	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10.25K	Mar 31, 26	-212	0.05%
MERCER GLOBAL ADVISORS INC /ADV	10.22K	Mar 31, 26	+10.22K	0.05%
Vanguard Global Advisers, LLC	8.70K	Mar 31, 26	+8.70K	0.04%
BNP PARIBAS ARBITRAGE, SNC	8.51K	Mar 31, 26	+3.24K	0.04%
FMR LLC	6.56K	Mar 31, 26	+525	0.03%
BARCLAYS PLC	6.18K	Mar 31, 26	-28.73K	0.03%
CWM, LLC	2.69K	Mar 31, 26	+234	0.01%
Ameritas Investment Partners, Inc.	2.00K	Mar 31, 26	--	0.01%
Legal & General Group Plc	1.79K	Mar 31, 26	-340	0.01%
Larson Financial Group LLC	1.24K	Mar 31, 26	--	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.22K	Mar 31, 26	-168	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	883	Mar 31, 26	+860	0.00%
ADVISOR GROUP HOLDINGS, INC.	812	Mar 31, 26	-105	0.00%
FEDERATED HERMES, INC.	654	Mar 31, 26	-972	0.00%
Rockefeller Capital Management L.P.	421	Mar 31, 26	+337	0.00%
QUADRANT CAPITAL GROUP LLC	358	Mar 31, 26	+33	0.00%
ROYAL BANK OF CANADA	333	Mar 31, 26	-472	0.00%
Optiver Holding B.V.	234	Mar 31, 26	+24	0.00%
Smartleaf Asset Management LLC	73	Mar 31, 26	-4	0.00%
US BANCORP \DE\	53	Mar 31, 26	+53	0.00%
JONES FINANCIAL COMPANIES LLLP	20	Mar 31, 26	+20	0.00%
MAI Capital Management	16	Mar 31, 26	+5	0.00%
PRUDENTIAL FINANCIAL INC	--	Mar 31, 26	-25.32K	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-64.99K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-467	--
Polymer Capital Management (US) LLC	--	Mar 31, 26	-15.46K	--
MARTINGALE ASSET MANAGEMENT L P	--	Mar 31, 26	-60.48K	--
VANGUARD GROUP INC	1.29M	Dec 31, 25	+4.58K	5.82%
CIBC Private Wealth Group, LLC	712	Dec 31, 25	-778	0.00%
TWO SIGMA ADVISERS, LP	--	Dec 31, 25	-46.10K	--
Cubist Systematic Strategies, LLC	9.57K	Sep 30, 25	+9.57K	0.04%
Point72 Asia (Singapore) Pte. Ltd.	1.21K	Sep 30, 25	+1.21K	0.01%
Nuveen Asset Management, LLC	133.01K	Dec 31, 24	+25.33K	0.60%
BlackRock Inc.	1.68M	Jun 30, 24	+33.04K	7.57%
Cetera Advisor Networks LLC	19.07K	Mar 31, 24	--	0.09%
Simplicity Solutions, LLC	--	Dec 31, 23	-10.15K	--
EA Series Trust	60.63K	Jun 30, 23	+60.63K	0.27%
Kistler-Tiffany Companies, LLC	376	Jun 30, 23	--	0.00%
American Portfolios Advisors	1.30K	Sep 30, 22	--	0.01%
PRICE MICHAEL F	158.40K	Mar 31, 22	--	0.71%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	93.94K	Mar 31, 22	+2.95K	0.42%
Amalgamated Financial Corp.	3.12K	Mar 31, 22	+3.12K	0.01%
Berman Capital Advisors, LLC	310	Sep 30, 21	--	0.00%
QS Investors, LLC	54.90K	Jun 30, 21	+20.82K	0.25%

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Holder

Date

Change

% Held

BlackRock, Inc.

1.80M

Jun 30, 26

+127.98K

8.11%

DIMENSIONAL FUND ADVISORS LP

1.26M

Jun 30, 26

+80.20K

5.67%

STATE STREET CORP

912.31K

Jun 30, 26

+413.41K

4.12%

AMERICAN CENTURY COMPANIES INC

709.57K

Jun 30, 26

+168.70K

3.20%

GEODE CAPITAL MANAGEMENT, LLC

576.61K

Jun 30, 26

+60.64K

2.60%

Hillsdale Investment Management Inc.

263.66K

Jun 30, 26

+263.66K

1.19%

Nuveen, LLC

195.19K

Jun 30, 26

+148.27K

0.88%

Russell Investments Group, Ltd.

186.23K

Jun 30, 26

+82.12K

0.84%

Huber Capital Management LLC

183.55K

Jun 30, 26

-7.00K

0.83%

Diversified Trust Co

141.76K

Jun 30, 26

+10.27K

0.64%

FIRST TRUST ADVISORS LP

93.23K

Jun 30, 26

+15.22K

0.42%

SEGALL BRYANT & HAMILL, LLC

87.91K

Jun 30, 26

+87.91K

0.40%

PRUDENTIAL FINANCIAL INC

79.17K

Jun 30, 26

+79.17K

0.36%

Bank of New York Mellon Corp

71.54K

Jun 30, 26

-14.61K

0.32%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

67.27K

Jun 30, 26

+67.27K

0.30%

Oppenheimer & Close, LLC

62.50K

Jun 30, 26

0.28%

STIFEL FINANCIAL CORP

50.26K

Jun 30, 26

-5.46K

0.23%

SIERRA SUMMIT ADVISORS LLC

39.58K

Jun 30, 26

+39.58K

0.18%

PANAGORA ASSET MANAGEMENT INC

36.75K

Jun 30, 26

+3.23K

0.17%

CITIGROUP INC

29.11K

Jun 30, 26

+25.97K

0.13%

RHUMBLINE ADVISERS

28.82K

Jun 30, 26

-106

0.13%

Campbell & CO Investment Adviser LLC

28.79K

Jun 30, 26

+3.05K

0.13%

GSA CAPITAL PARTNERS LLP

23.82K

Jun 30, 26

+23.82K

0.11%

DEUTSCHE BANK AG\

22.37K

Jun 30, 26

+3.40K

0.10%

Retirement Planning Group

15.04K

Jun 30, 26

0.07%

Baader Bank Aktiengesellschaft

15.00K

Jun 30, 26

+15.00K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

14.94K

Jun 30, 26

+4.72K

0.07%

SG Americas Securities, LLC

14.84K

Jun 30, 26

+14.84K

0.07%

TRUIST FINANCIAL CORP

12.86K

Jun 30, 26

-865

0.06%

LPL Financial LLC

12.70K

Jun 30, 26

-151

0.06%

State of Wyoming

12.62K

Jun 30, 26

+12.62K

0.06%

Partners in Financial Planning

12.30K

Jun 30, 26

-221

0.06%

JPMORGAN CHASE & CO

10.97K

Jun 30, 26

+1.55K

0.05%

Cornerstone Investment Partners, LLC

9.30K

Jun 30, 26

+9.30K

0.04%

Sterling Capital Management LLC

9.18K

Jun 30, 26

+8.56K

0.04%

NEW YORK STATE COMMON RETIREMENT FUND

8.73K

Jun 30, 26

+4.20K

0.04%

Cambridge Investment Research Advisors, Inc.

8.63K

Jun 30, 26

+8.63K

0.04%

Integrated Wealth Concepts LLC

7.95K

Jun 30, 26

+7.95K

0.04%

HighTower Advisors, LLC

7.58K

Jun 30, 26

+7.58K

0.03%

Semanteon Capital Management, LP

7.56K

Jun 30, 26

+7.56K

0.03%

Allegheny Financial Group LTD

7.15K

Jun 30, 26

+7.15K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

6.87K

Jun 30, 26

+6.87K

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

6.76K

Jun 30, 26

+6.76K

0.03%

Police & Firemen's Retirement System of New Jersey

6.75K

Jun 30, 26

+1.38K

0.03%

Ethic Inc.

6.63K

Jun 30, 26

+6.63K

0.03%

Quantbot Technologies LP

6.04K

Jun 30, 26

+6.04K

0.03%

Salomon & Ludwin, LLC

4.37K

Jun 30, 26

0.02%

State of Alaska, Department of Revenue

3.23K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

2.65K

Jun 30, 26

+2.65K

0.01%

Geneos Wealth Management Inc.

2.63K

Jun 30, 26

0.01%

Mirae Asset Global Investments Co., Ltd.

2.34K

Jun 30, 26

+2.34K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.56K

Jun 30, 26

-751

0.01%

Pinnacle Wealth Planning Services, Inc.

1.55K

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

1.44K

Jun 30, 26

+329

0.01%

Caitong International Asset Management Co., Ltd

1.21K

Jun 30, 26

+1.21K

0.01%

Allworth Financial LP

1.14K

Jun 30, 26

+700

0.01%

SALEM INVESTMENT COUNSELORS INC

900

Jun 30, 26

0.00%

Versant Capital Management, Inc

742

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

576

Jun 30, 26

+562

0.00%

GAMMA Investing LLC

434

Jun 30, 26

0.00%

SIGNATUREFD, LLC

391

Jun 30, 26

+339

0.00%

US BANCORP \DE\

375

Jun 30, 26

+322

0.00%

EverSource Wealth Advisors, LLC

346

Jun 30, 26

-136

0.00%

HARBOR CAPITAL ADVISORS, INC.

324

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

268

Jun 30, 26

0.00%

Fortitude Family Office, LLC

193

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

147

Jun 30, 26

+96

0.00%

Farther Finance Advisors, LLC

145

Jun 30, 26

-748

0.00%

North Star Investment Management Corp.

145

Jun 30, 26

0.00%

Optiver Holding B.V.

Jun 30, 26

-144

0.00%

True Wealth Design, LLC

Jun 30, 26

+33

0.00%

Parallel Advisors, LLC

Jun 30, 26

+33

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

+87

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

+69

0.00%

IFP Advisors, Inc

Jun 30, 26

-4

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

+27

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Root Financial Partners, LLC

Jun 30, 26

-49

FEDERATED HERMES, INC.

Jun 30, 26

-654

MENDON CAPITAL ADVISORS CORP

Jun 30, 26

-104.69K

Covestor Ltd

Jun 30, 26

-26

Fourthstone LLC

1.50M

Mar 31, 26

+265.73K

6.78%

DIMENSIONAL FUND ADVISORS LP

1.18M

Mar 31, 26

+52.20K

5.31%

VANGUARD CAPITAL MANAGEMENT LLC

984.98K

Mar 31, 26

+984.98K

4.44%

AMERICAN CENTURY COMPANIES INC

540.87K

Mar 31, 26

+67.08K

2.44%

GEODE CAPITAL MANAGEMENT, LLC

515.98K

Mar 31, 26

+7.65K

2.33%

KENNEDY CAPITAL MANAGEMENT LLC

449.62K

Mar 31, 26

+8.34K

2.03%

Petiole USA ltd

381.37K

Mar 31, 26

-5.50K

1.72%

GOLDMAN SACHS GROUP INC

356.39K

Mar 31, 26

+55.84K

1.61%

MALTESE CAPITAL MANAGEMENT LLC

328.89K

Mar 31, 26

-66.91K

1.48%

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

227.72K

Mar 31, 26

+227.72K

1.03%

Huber Capital Management LLC

190.55K

Mar 31, 26

-500

0.86%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

189.43K

Mar 31, 26

-1.81K

0.85%

NORTHERN TRUST CORP

175.47K

Mar 31, 26

+4.18K

0.79%

ALGERT GLOBAL LLC

156.78K

Mar 31, 26

+156.78K

0.71%

VANGUARD FIDUCIARY TRUST CO

147.47K

Mar 31, 26

+147.47K

0.67%

Squarepoint Ops LLC

135.99K

Mar 31, 26

+45.97K

0.61%

CITADEL ADVISORS LLC

135.66K

Mar 31, 26

+92.33K

0.61%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

134.85K

Mar 31, 26

+8.19K

0.61%

Trexquant Investment LP

127.71K

Mar 31, 26

+67.80K

0.58%

MILLENNIUM MANAGEMENT LLC

124.00K

Mar 31, 26

+112.87K

0.56%

MORGAN STANLEY

119.82K

Mar 31, 26

-6.37K

0.54%

MENDON CAPITAL ADVISORS CORP

104.69K

Mar 31, 26

-12.70K

0.47%

EJF Capital LLC

98.76K

Mar 31, 26

-62.37K

0.45%

RMB Capital Management, LLC

93.30K

Mar 31, 26

0.42%

Empowered Funds, LLC

90.47K

Mar 31, 26

+8.19K

0.41%

SEI INVESTMENTS CO

80.38K

Mar 31, 26

+41.84K

0.36%

JANE STREET GROUP, LLC

70.75K

Mar 31, 26

+57.44K

0.32%

UBS Group AG

68.27K

Mar 31, 26

+33.17K

0.31%

Oppenheimer & Close, LLC

62.50K

Mar 31, 26

0.28%

FIRST MANHATTAN CO. LLC.

60.00K

Mar 31, 26

0.27%

AQR CAPITAL MANAGEMENT LLC

59.91K

Mar 31, 26

+13.75K

0.27%

Creative Planning

59.39K

Mar 31, 26

+19.17K

0.27%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

57.64K

Mar 31, 26

-7.63K

0.26%

BANK OF AMERICA CORP /DE/

57.44K

Mar 31, 26

+25.97K

0.26%

STIFEL FINANCIAL CORP

55.72K

Mar 31, 26

0.25%

AMERIPRISE FINANCIAL INC

47.90K

Mar 31, 26

0.22%

XTX Topco Ltd

35.64K

Mar 31, 26

+35.64K

0.16%

Quantinno Capital Management LP

35.49K

Mar 31, 26

+13.44K

0.16%

Qube Research & Technologies Ltd

34.63K

Mar 31, 26

+34.63K

0.16%

WELLS FARGO & COMPANY/MN

33.34K

Mar 31, 26

-6.03K

0.15%

Kingsview Wealth Management, LLC

32.10K

Mar 31, 26

-1.00K

0.14%

TWO SIGMA INVESTMENTS, LP

30.30K

Mar 31, 26

+5.99K

0.14%

Invesco Ltd.

30.22K

Mar 31, 26

+1.53K

0.14%

RHUMBLINE ADVISERS

28.93K

Mar 31, 26

-906

0.13%

ALLIANCEBERNSTEIN L.P.

25.62K

Mar 31, 26

+2.13K

0.12%

D. E. Shaw & Co., Inc.

23.37K

Mar 31, 26

-19.24K

0.11%

CAPTRUST FINANCIAL ADVISORS

20.38K

Mar 31, 26

+59

0.09%

FRANKLIN RESOURCES INC

18.20K

Mar 31, 26

0.08%

PRICE T ROWE ASSOCIATES INC /MD/

15.28K

Mar 31, 26

+1.49K

0.07%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

11.60K

Mar 31, 26

-35.19K

0.05%

MetLife Investment Management, LLC

11.37K

Mar 31, 26

0.05%

RENAISSANCE TECHNOLOGIES LLC

11.00K

Mar 31, 26

-25.70K

0.05%

BALYASNY ASSET MANAGEMENT L.P.

10.82K

Mar 31, 26

+10.82K

0.05%

LOS ANGELES CAPITAL MANAGEMENT LLC

10.69K

Mar 31, 26

-997

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

10.25K

Mar 31, 26

-212

0.05%

MERCER GLOBAL ADVISORS INC /ADV

10.22K

Mar 31, 26

+10.22K

0.05%

Vanguard Global Advisers, LLC

8.70K

Mar 31, 26

+8.70K

0.04%

BNP PARIBAS ARBITRAGE, SNC

8.51K

Mar 31, 26

+3.24K

0.04%

FMR LLC

6.56K

Mar 31, 26

+525

0.03%

BARCLAYS PLC

6.18K

Mar 31, 26

-28.73K

0.03%

CWM, LLC

2.69K

Mar 31, 26

+234

0.01%

Ameritas Investment Partners, Inc.

2.00K

Mar 31, 26

0.01%

Legal & General Group Plc

1.79K

Mar 31, 26

-340

0.01%

Larson Financial Group LLC

1.24K

Mar 31, 26

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

1.22K

Mar 31, 26

-168

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

883

Mar 31, 26

+860

0.00%

ADVISOR GROUP HOLDINGS, INC.

812

Mar 31, 26

-105

0.00%

FEDERATED HERMES, INC.

654

Mar 31, 26

-972

0.00%

Rockefeller Capital Management L.P.

421

Mar 31, 26

+337

0.00%

QUADRANT CAPITAL GROUP LLC

358

Mar 31, 26

+33

0.00%

ROYAL BANK OF CANADA

333

Mar 31, 26

-472

0.00%

Optiver Holding B.V.

234

Mar 31, 26

+24

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-4

0.00%

US BANCORP \DE\

Mar 31, 26

+53

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+20

0.00%

MAI Capital Management

Mar 31, 26

0.00%

PRUDENTIAL FINANCIAL INC

Mar 31, 26

-25.32K

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-64.99K

NewEdge Advisors, LLC

Mar 31, 26

-467

Polymer Capital Management (US) LLC

Mar 31, 26

-15.46K

MARTINGALE ASSET MANAGEMENT L P

Mar 31, 26

-60.48K

VANGUARD GROUP INC

1.29M

Dec 31, 25

+4.58K

5.82%

CIBC Private Wealth Group, LLC

712

Dec 31, 25

-778

0.00%

TWO SIGMA ADVISERS, LP

Dec 31, 25

-46.10K

Cubist Systematic Strategies, LLC

9.57K

Sep 30, 25

+9.57K

0.04%

Point72 Asia (Singapore) Pte. Ltd.

1.21K

Sep 30, 25

+1.21K

0.01%

Nuveen Asset Management, LLC

133.01K

Dec 31, 24

+25.33K

0.60%

BlackRock Inc.

1.68M

Jun 30, 24

+33.04K

7.57%

Cetera Advisor Networks LLC

19.07K

Mar 31, 24

0.09%

Simplicity Solutions, LLC

Dec 31, 23

-10.15K

EA Series Trust

60.63K

Jun 30, 23

+60.63K

0.27%

Kistler-Tiffany Companies, LLC

376

Jun 30, 23

0.00%

American Portfolios Advisors

1.30K

Sep 30, 22

0.01%

PRICE MICHAEL F

158.40K

Mar 31, 22

0.71%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

93.94K

Mar 31, 22

+2.95K

0.42%

Amalgamated Financial Corp.

3.12K

Mar 31, 22

+3.12K

0.01%

Berman Capital Advisors, LLC

310

Sep 30, 21

0.00%

QS Investors, LLC

54.90K

Jun 30, 21

+20.82K

0.25%