Carter Bankshares, Inc.(CARE)

$33.60▲0.92 (2.82%)

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Carter Bankshares, Inc.(CARE)

NASDAQ

$33.60▲0.92 (2.82%)

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CARE(CARE)

CARE

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 147 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	1.67M	Mar 31, 26	-10.13K	7.51%
Fourthstone LLC	1.50M	Mar 31, 26	+265.73K	6.76%
DIMENSIONAL FUND ADVISORS LP	1.18M	Mar 31, 26	+52.20K	5.29%
AMERICAN CENTURY COMPANIES INC	540.87K	Mar 31, 26	+67.08K	2.43%
GEODE CAPITAL MANAGEMENT, LLC	515.98K	Mar 31, 26	+7.65K	2.32%
STATE STREET CORP	498.90K	Mar 31, 26	-18.44K	2.25%
KENNEDY CAPITAL MANAGEMENT LLC	449.62K	Mar 31, 26	+8.34K	2.02%
Petiole USA ltd	381.37K	Mar 31, 26	-5.50K	1.72%
GOLDMAN SACHS GROUP INC	356.39K	Mar 31, 26	+55.84K	1.60%
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	1.02%
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	0.66%
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%
Diversified Trust Co	131.49K	Mar 31, 26	+100	0.59%
Trexquant Investment LP	127.71K	Mar 31, 26	+67.80K	0.57%
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%
Russell Investments Group, Ltd.	104.11K	Mar 31, 26	-112	0.47%
EJF Capital LLC	98.76K	Mar 31, 26	-62.37K	0.44%
RMB Capital Management, LLC	93.30K	Mar 31, 26	--	0.42%
Empowered Funds, LLC	90.47K	Mar 31, 26	+8.19K	0.41%
Bank of New York Mellon Corp	86.14K	Mar 31, 26	-2.77K	0.39%
SEI INVESTMENTS CO	80.38K	Mar 31, 26	+41.84K	0.36%
FIRST TRUST ADVISORS LP	78.01K	Mar 31, 26	-511	0.35%
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%
Nuveen, LLC	46.92K	Mar 31, 26	-637	0.21%
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%
PANAGORA ASSET MANAGEMENT INC	33.52K	Mar 31, 26	--	0.15%
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%
Campbell & CO Investment Adviser LLC	25.74K	Mar 31, 26	+12.68K	0.12%
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%
DEUTSCHE BANK AG\	18.97K	Mar 31, 26	+3.07K	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%
Retirement Planning Group	15.04K	Mar 31, 26	+15.04K	0.07%
TRUIST FINANCIAL CORP	13.72K	Mar 31, 26	-56	0.06%
LPL Financial LLC	12.85K	Mar 31, 26	-7.10K	0.06%
Partners in Financial Planning	12.52K	Mar 31, 26	-342	0.06%
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%
JPMORGAN CHASE & CO	9.42K	Mar 31, 26	-29.26K	0.04%
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%
Police & Firemen's Retirement System of New Jersey	5.37K	Mar 31, 26	--	0.02%
NEW YORK STATE COMMON RETIREMENT FUND	4.53K	Mar 31, 26	--	0.02%
Salomon & Ludwin, LLC	4.37K	Mar 31, 26	--	0.02%
State of Alaska, Department of Revenue	3.23K	Mar 31, 26	--	0.01%
CITIGROUP INC	3.14K	Mar 31, 26	+644	0.01%
CWM, LLC	2.69K	Mar 31, 26	+234	0.01%
Geneos Wealth Management Inc.	2.63K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.31K	Mar 31, 26	+1.85K	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%
Pinnacle Wealth Planning Services, Inc.	1.55K	Mar 31, 26	--	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%
Tower Research Capital LLC (TRC)	1.11K	Mar 31, 26	+500	0.00%
SALEM INVESTMENT COUNSELORS INC	900	Mar 31, 26	+900	0.00%
Farther Finance Advisors, LLC	893	Mar 31, 26	+60	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	883	Mar 31, 26	+860	0.00%
ADVISOR GROUP HOLDINGS, INC.	812	Mar 31, 26	-105	0.00%
Versant Capital Management, Inc	742	Mar 31, 26	--	0.00%
FEDERATED HERMES, INC.	654	Mar 31, 26	-972	0.00%
Sterling Capital Management LLC	624	Mar 31, 26	-469	0.00%
EverSource Wealth Advisors, LLC	482	Mar 31, 26	-31	0.00%
Allworth Financial LP	440	Mar 31, 26	+145	0.00%
GAMMA Investing LLC	434	Mar 31, 26	+23	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%
HARBOR CAPITAL ADVISORS, INC.	324	Mar 31, 26	+153	0.00%
Atlantic Union Bankshares Corp	268	Mar 31, 26	--	0.00%
Optiver Holding B.V.	234	Mar 31, 26	+24	0.00%
Fortitude Family Office, LLC	193	Mar 31, 26	-34	0.00%
North Star Investment Management Corp.	145	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	73	Mar 31, 26	-4	0.00%
WPG Advisers, LLC	72	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	55	Mar 31, 26	+27	0.00%
True Wealth Design, LLC	55	Mar 31, 26	+1	0.00%
US BANCORP \DE\	53	Mar 31, 26	+53	0.00%
SIGNATUREFD, LLC	52	Mar 31, 26	+21	0.00%
ROTHSCHILD INVESTMENT LLC	51	Mar 31, 26	+10	0.00%
IFP Advisors, Inc	49	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	49	Mar 31, 26	+49	0.00%
Covestor Ltd	26	Mar 31, 26	-37	0.00%
JONES FINANCIAL COMPANIES LLLP	20	Mar 31, 26	+20	0.00%
MAI Capital Management	16	Mar 31, 26	+5	0.00%
NISA INVESTMENT ADVISORS, LLC	14	Mar 31, 26	-398	0.00%
MARTINGALE ASSET MANAGEMENT L P	--	Mar 31, 26	-60.48K	--
SALZHAUER MICHAEL	--	Mar 31, 26	-27.74K	--
SG Americas Securities, LLC	--	Mar 31, 26	-9.13K	--
Polymer Capital Management (US) LLC	--	Mar 31, 26	-15.46K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-467	--
AMALGAMATED BANK	--	Mar 31, 26	-705	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-64.99K	--
GSA CAPITAL PARTNERS LLP	--	Mar 31, 26	-31.38K	--
STRS OHIO	--	Mar 31, 26	-5.50K	--
PRUDENTIAL FINANCIAL INC	--	Mar 31, 26	-25.32K	--
VANGUARD GROUP INC	1.29M	Dec 31, 25	+4.58K	5.80%
CIBC Private Wealth Group, LLC	712	Dec 31, 25	-778	0.00%
TWO SIGMA ADVISERS, LP	--	Dec 31, 25	-46.10K	--
Global Retirement Partners, LLC	--	Dec 31, 25	-3.27K	--
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	7.55%
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.

1.67M

Mar 31, 26

-10.13K

7.51%

Fourthstone LLC

1.50M

Mar 31, 26

+265.73K

6.76%

DIMENSIONAL FUND ADVISORS LP

1.18M

Mar 31, 26

+52.20K

5.29%

AMERICAN CENTURY COMPANIES INC

540.87K

Mar 31, 26

+67.08K

2.43%

GEODE CAPITAL MANAGEMENT, LLC

515.98K

Mar 31, 26

+7.65K

2.32%

STATE STREET CORP

498.90K

Mar 31, 26

-18.44K

2.25%

KENNEDY CAPITAL MANAGEMENT LLC

449.62K

Mar 31, 26

+8.34K

2.02%

Petiole USA ltd

381.37K

Mar 31, 26

-5.50K

1.72%

GOLDMAN SACHS GROUP INC

356.39K

Mar 31, 26

+55.84K

1.60%

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

1.02%

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

0.66%

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%

Diversified Trust Co

131.49K

Mar 31, 26

+100

0.59%

Trexquant Investment LP

127.71K

Mar 31, 26

+67.80K

0.57%

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%

Russell Investments Group, Ltd.

104.11K

Mar 31, 26

-112

0.47%

EJF Capital LLC

98.76K

Mar 31, 26

-62.37K

0.44%

RMB Capital Management, LLC

93.30K

Mar 31, 26

0.42%

Empowered Funds, LLC

90.47K

Mar 31, 26

+8.19K

0.41%

Bank of New York Mellon Corp

86.14K

Mar 31, 26

-2.77K

0.39%

SEI INVESTMENTS CO

80.38K

Mar 31, 26

+41.84K

0.36%

FIRST TRUST ADVISORS LP

78.01K

Mar 31, 26

-511

0.35%

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%

Nuveen, LLC

46.92K

Mar 31, 26

-637

0.21%

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%

PANAGORA ASSET MANAGEMENT INC

33.52K

Mar 31, 26

0.15%

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%

Campbell & CO Investment Adviser LLC

25.74K

Mar 31, 26

+12.68K

0.12%

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%

DEUTSCHE BANK AG\

18.97K

Mar 31, 26

+3.07K

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%

Retirement Planning Group

15.04K

Mar 31, 26

+15.04K

0.07%

TRUIST FINANCIAL CORP

13.72K

Mar 31, 26

-56

0.06%

LPL Financial LLC

12.85K

Mar 31, 26

-7.10K

0.06%

Partners in Financial Planning

12.52K

Mar 31, 26

-342

0.06%

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%

JPMORGAN CHASE & CO

9.42K

Mar 31, 26

-29.26K

0.04%

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%

Police & Firemen's Retirement System of New Jersey

5.37K

Mar 31, 26

0.02%

NEW YORK STATE COMMON RETIREMENT FUND

4.53K

Mar 31, 26

0.02%

Salomon & Ludwin, LLC

4.37K

Mar 31, 26

0.02%

State of Alaska, Department of Revenue

3.23K

Mar 31, 26

0.01%

CITIGROUP INC

3.14K

Mar 31, 26

+644

0.01%

CWM, LLC

2.69K

Mar 31, 26

+234

0.01%

Geneos Wealth Management Inc.

2.63K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.31K

Mar 31, 26

+1.85K

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%

Pinnacle Wealth Planning Services, Inc.

1.55K

Mar 31, 26

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%

Tower Research Capital LLC (TRC)

1.11K

Mar 31, 26

+500

0.00%

SALEM INVESTMENT COUNSELORS INC

900

Mar 31, 26

+900

0.00%

Farther Finance Advisors, LLC

893

Mar 31, 26

+60

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

883

Mar 31, 26

+860

0.00%

ADVISOR GROUP HOLDINGS, INC.

812

Mar 31, 26

-105

0.00%

Versant Capital Management, Inc

742

Mar 31, 26

0.00%

FEDERATED HERMES, INC.

654

Mar 31, 26

-972

0.00%

Sterling Capital Management LLC

624

Mar 31, 26

-469

0.00%

EverSource Wealth Advisors, LLC

482

Mar 31, 26

-31

0.00%

Allworth Financial LP

440

Mar 31, 26

+145

0.00%

GAMMA Investing LLC

434

Mar 31, 26

+23

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%

HARBOR CAPITAL ADVISORS, INC.

324

Mar 31, 26

+153

0.00%

Atlantic Union Bankshares Corp

268

Mar 31, 26

0.00%

Optiver Holding B.V.

234

Mar 31, 26

+24

0.00%

Fortitude Family Office, LLC

193

Mar 31, 26

-34

0.00%

North Star Investment Management Corp.

145

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-4

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

+27

0.00%

True Wealth Design, LLC

Mar 31, 26

0.00%

US BANCORP \DE\

Mar 31, 26

+53

0.00%

SIGNATUREFD, LLC

Mar 31, 26

+21

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

+10

0.00%

IFP Advisors, Inc

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

+49

0.00%

Covestor Ltd

Mar 31, 26

-37

0.00%

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

+20

0.00%

MAI Capital Management

Mar 31, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

-398

0.00%

MARTINGALE ASSET MANAGEMENT L P

Mar 31, 26

-60.48K

SALZHAUER MICHAEL

Mar 31, 26

-27.74K

SG Americas Securities, LLC

Mar 31, 26

-9.13K

Polymer Capital Management (US) LLC

Mar 31, 26

-15.46K

NewEdge Advisors, LLC

Mar 31, 26

-467

AMALGAMATED BANK

Mar 31, 26

-705

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-64.99K

GSA CAPITAL PARTNERS LLP

Mar 31, 26

-31.38K

STRS OHIO

Mar 31, 26

-5.50K

PRUDENTIAL FINANCIAL INC

Mar 31, 26

-25.32K

VANGUARD GROUP INC

1.29M

Dec 31, 25

+4.58K

5.80%

CIBC Private Wealth Group, LLC

712

Dec 31, 25

-778

0.00%

TWO SIGMA ADVISERS, LP

Dec 31, 25

-46.10K

Global Retirement Partners, LLC

Dec 31, 25

-3.27K

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

7.55%

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%