IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Carter Bankshares Inc (CARE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,364,215 from 1,256,126
Change+108,089 (+9%)
Value$40.8M (-$1.9M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares866,516 from 576,614
Change+289,902 (+50%)
Value$25.9M (+$6.3M)
Filed 2026-11-06
Diversified Trust Co
UNCHANGED
Shares141,762 from 141,762
Change0 (0%)
Value$4.2M (-$584.1K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares125,311 from 186,228
Change-60,917 (-33%)
Value$3.7M (-$2.6M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares107,321 from 96,464
Change+10,857 (+11%)
Value$3.2M (-$72.9K)
Filed 2026-11-02
Principal Financial Group Inc
NEW
Shares103,929
Change+103,929
Value$3.1M
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares93,813 from 29,114
Change+64,699 (+222%)
Value$2.8M (+$1.8M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares72,365 from 71,536
Change+829 (+1%)
Value$2.2M (-$270.0K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares35,110
Change+35,110
Value$1.0M
Filed 2026-10-16
Ritholtz Wealth Management
NEW
Shares30,537
Change+30,537
Value$912.8K
Filed 2026-11-05
SummerHaven Investment Management, LLC
NEW
Shares28,087
Change+28,087
Value$839.5K
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares27,827 from 25,930
Change+1,897 (+7%)
Value$844.8K (-$52.1K)
Filed 2026-11-04
Richard Young Associates, Ltd.
DECREASED
Shares24,099 from 24,471
Change-372 (-2%)
Value$720.3K (-$111.9K)
Filed 2026-11-03
Barclays PLC
DECREASED
Shares20,135 from 26,567
Change-6,432 (-24%)
Value$601.8K (-$301.7K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares19,641 from 22,366
Change-2,725 (-12%)
Value$587.1K (-$173.6K)
Filed 2026-11-06
Alps Advisors Inc
NEW
Shares18,640
Change+18,640
Value$557.2K
Filed 2026-11-03
Retirement Planning Group, LLC
UNCHANGED
Shares15,044 from 15,044
Change0 (0%)
Value$449.7K (-$62.0K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
DECREASED
Shares14,279 from 14,709
Change-430 (-3%)
Value$426.8K (-$73.5K)
Filed 2026-11-03
Truist Financial Corp
UNCHANGED
Shares12,855 from 12,855
Change0 (0%)
Value$384.2K (-$53.0K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares11,878 from 12,696
Change-818 (-6%)
Value$355.0K (-$76.8K)
Filed 2026-11-06
Partners in Financial Planning
DECREASED
Shares11,702 from 12,299
Change-597 (-5%)
Value$349.8K (-$68.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares8,631 from 8,631
Change0 (0%)
Value$258.0K (-$36.0K)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares7,155 from 7,148
Change+7 (+0%)
Value$213.9K (-$29.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares4,365 from 4,365
Change0 (0%)
Value$130.5K (-$20.5K)
Filed 2026-10-29
State of Alaska, Department of Revenue
UNCHANGED
Shares3,233 from 3,233
Change0 (0%)
Value$96.0K (+$63.9K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
INCREASED
Shares2,315 from 324
Change+1,991 (+615%)
Value$69.0K (+$58.0K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares1,637 from 1,560
Change+77 (+5%)
Value$48.9K (-$4.1K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$46.3K (-$6.4K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares1,269 from 1,244
Change+25 (+2%)
Value$37.9K (-$4.3K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares1,263 from 1,213
Change+50 (+4%)
Value$37.8K (-$3.5K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares1,211 from 1,140
Change+71 (+6%)
Value$41.2K (+$2.4K)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$22.2K (-$3.1K)
Filed 2026-10-02
Nisa Investment Advisors, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$17.2K (-$2.4K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares561 from 434
Change+127 (+29%)
Value$16.8K (+$2.0K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares484 from 9,182
Change-8,698 (-95%)
Value$14.5K (-$297.8K)
Filed 2026-10-22
Signaturefd, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$11.7K (-$1.6K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$11.2K (-$1.5K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares355 from 346
Change+9 (+3%)
Value$10.6K (-$1.2K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares241 from 6
Change+235 (+3917%)
Value$7.2K (+$7.0K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares221 from 145
Change+76 (+52%)
Value$6.6K (+$1.7K)
Filed 2026-10-08
Fortitude Family Office, LLC
DECREASED
Shares183 from 193
Change-10 (-5%)
Value$5.5K (-$1.1K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares148 from 87
Change+61 (+70%)
Value$4.4K (+$1.5K)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$4.3K (-$597)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares105
Change+105
Value$3.1K
Filed 2026-10-21
Torren Management, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.1K (-$422)
Filed 2026-10-29
Essential Partners LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$3.0K (-$408)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$2.6K (-$362)
Filed 2026-10-13
WPG Advisers, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.2K (-$297)
Filed 2026-10-27
Parkside Financial Bank & Trust
NEW
Shares65
Change+65
Value$1.9K
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares55 from 88
Change-33 (-37%)
Value$1.6K (-$1.3K)
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.3K (-$185)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares38 from 11
Change+27 (+245%)
Value$1 (+$1)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$958 (-$131)
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$807 (-$111)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares5 from 69
Change-64 (-93%)
Value$150 (-$2.2K)
Filed 2026-11-06
MacKenzie Financial Corp
CLOSED
Shares0 from 89,923
Change-89,923 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-02
Sierra Summit Advisors LLC
CLOSED
Shares0 from 39,579
Change-39,579 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
State of Wyoming
CLOSED
Shares0 from 12,621
Change-12,621 (-100%)
Value$0 (-$429.2K)
Filed 2026-10-28
Ethic Inc.
CLOSED
Shares0 from 6,627
Change-6,627 (-100%)
Value$0 (-$225.4K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 2,336
Change-2,336 (-100%)
Value$0 (-$79.4K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$30.6K)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 1,796,799
Change-1,796,799 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 955,877
Change-955,877 (-100%)
Value—
State Street Corp
N/A
Shares— from 912,310
Change-912,310 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 709,568
Change-709,568 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 640,742
Change-640,742 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 387,397
Change-387,397 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 384,084
Change-384,084 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 373,745
Change-373,745 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 301,842
Change-301,842 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 299,724
Change-299,724 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 278,213
Change-278,213 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 263,657
Change-263,657 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 222,626
Change-222,626 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 195,185
Change-195,185 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 189,817
Change-189,817 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 183,553
Change-183,553 (-100%)
Value—
Petiole USA ltd
N/A
Shares— from 179,222
Change-179,222 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 161,420
Change-161,420 (-100%)
Value—
FMR LLC
N/A
Shares— from 154,054
Change-154,054 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 148,225
Change-148,225 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 144,388
Change-144,388 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 141,683
Change-141,683 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 131,609
Change-131,609 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 106,590
Change-106,590 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 106,330
Change-106,330 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 101,719
Change-101,719 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 100,397
Change-100,397 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 97,298
Change-97,298 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 93,226
Change-93,226 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 91,899
Change-91,899 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 87,905
Change-87,905 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 85,509
Change-85,509 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 84,658
Change-84,658 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 81,103
Change-81,103 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 79,175
Change-79,175 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 67,266
Change-67,266 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 63,343
Change-63,343 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 57,890
Change-57,890 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 53,299
Change-53,299 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 50,256
Change-50,256 (-100%)
Value—
UBS Group AG
N/A
Shares— from 44,040
Change-44,040 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 43,775
Change-43,775 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 41,591
Change-41,591 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41,227
Change-41,227 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 40,303
Change-40,303 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 38,617
Change-38,617 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 38,551
Change-38,551 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 36,748
Change-36,748 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 36,001
Change-36,001 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 33,587
Change-33,587 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,894
Change-32,894 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 31,801
Change-31,801 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 28,824
Change-28,824 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 28,790
Change-28,790 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 26,935
Change-26,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,604
Change-24,604 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 23,819
Change-23,819 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 22,118
Change-22,118 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,676
Change-21,676 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 19,390
Change-19,390 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18,411
Change-18,411 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,942
Change-14,942 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 12,821
Change-12,821 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 12,673
Change-12,673 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,968
Change-10,968 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 10,239
Change-10,239 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,609
Change-8,609 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 955
Change-955 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 306
Change-306 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 268
Change-268 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Quarry LP
N/A
Shares— from 57
Change-57 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,364,2151,256,126+108,089+9%$42.7M$40.8M-$1.9M2026-11-04
Geode Capital Management, LLC
INCREASED866,516576,614+289,902+50%$19.6M$25.9M+$6.3M2026-11-06
Diversified Trust Co
UNCHANGED141,762141,76200%$4.8M$4.2M-$584.1K2026-11-06
Russell Investments Group, Ltd.
DECREASED125,311186,228-60,917-33%$6.3M$3.7M-$2.6M2026-11-06
Creative Planning
INCREASED107,32196,464+10,857+11%$3.3M$3.2M-$72.9K2026-11-02
Principal Financial Group Inc
NEW103,929—+103,929——$3.1M—2026-11-02
Citigroup Inc
INCREASED93,81329,114+64,699+222%$990.2K$2.8M+$1.8M2026-11-04
Bank of New York Mellon Corp
INCREASED72,36571,536+829+1%$2.4M$2.2M-$270.0K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW35,110—+35,110——$1.0M—2026-10-16
Ritholtz Wealth Management
NEW30,537—+30,537——$912.8K—2026-11-05
SummerHaven Investment Management, LLC
NEW28,087—+28,087——$839.5K—2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED27,82725,930+1,897+7%$896.9K$844.8K-$52.1K2026-11-04
Richard Young Associates, Ltd.
DECREASED24,09924,471-372-2%$832.3K$720.3K-$111.9K2026-11-03
Barclays PLC
DECREASED20,13526,567-6,432-24%$903.5K$601.8K-$301.7K2026-11-06
Deutsche Bank Ag\
DECREASED19,64122,366-2,725-12%$760.7K$587.1K-$173.6K2026-11-06
Alps Advisors Inc
NEW18,640—+18,640——$557.2K—2026-11-03
Retirement Planning Group, LLC
UNCHANGED15,04415,04400%$511.6K$449.7K-$62.0K2026-10-19
LightSquare Wealth Management, LLC
DECREASED14,27914,709-430-3%$500.3K$426.8K-$73.5K2026-11-03
Truist Financial Corp
UNCHANGED12,85512,85500%$437.2K$384.2K-$53.0K2026-10-30
LPL Financial LLC
DECREASED11,87812,696-818-6%$431.8K$355.0K-$76.8K2026-11-06
Partners in Financial Planning
DECREASED11,70212,299-597-5%$418.3K$349.8K-$68.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED8,6318,63100%$294.0K$258.0K-$36.0K2026-11-02
Allegheny Financial Group
INCREASED7,1557,148+7+0%$243.1K$213.9K-$29.2K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED4,3654,36500%$151.0K$130.5K-$20.5K2026-10-29
State of Alaska, Department of Revenue
UNCHANGED3,2333,23300%$32.1K$96.0K+$63.9K2026-10-15
Harbor Capital Advisors, Inc.
INCREASED2,315324+1,991+615%$11.0K$69.0K+$58.0K2026-10-22
PNC Financial Services Group, Inc.
INCREASED1,6371,560+77+5%$53.1K$48.9K-$4.1K2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,5481,54800%$52.6K$46.3K-$6.4K2026-10-27
Larson Financial Group LLC
INCREASED1,2691,244+25+2%$42.3K$37.9K-$4.3K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED1,2631,213+50+4%$41.3K$37.8K-$3.5K2026-10-29
Allworth Financial LP
INCREASED1,2111,140+71+6%$38.8K$41.2K+$2.4K2026-11-06
Versant Capital Management, Inc
UNCHANGED74274200%$25.2K$22.2K-$3.1K2026-10-02
Nisa Investment Advisors, LLC
UNCHANGED57657600%$19.6K$17.2K-$2.4K2026-10-20
Gamma Investing LLC
INCREASED561434+127+29%$14.8K$16.8K+$2.0K2026-10-08
Sterling Capital Management LLC
DECREASED4849,182-8,698-95%$312.3K$14.5K-$297.8K2026-10-22
Signaturefd, LLC
UNCHANGED39139100%$13.3K$11.7K-$1.6K2026-10-23
US Bancorp \de\
UNCHANGED37537500%$12.8K$11.2K-$1.5K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED355346+9+3%$11.8K$10.6K-$1.2K2026-11-04
SJS Investment Consulting Inc.
INCREASED2416+235+3917%$205$7.2K+$7.0K2026-10-26
Farther Finance Advisors, LLC
INCREASED221145+76+52%$4.9K$6.6K+$1.7K2026-10-08
Fortitude Family Office, LLC
DECREASED183193-10-5%$6.6K$5.5K-$1.1K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED14887+61+70%$3.0K$4.4K+$1.5K2026-10-20
North Star Investment Management Corp.
UNCHANGED14514500%$4.9K$4.3K-$5972026-10-27
Root Financial Partners, LLC
NEW105—+105——$3.1K—2026-10-21
Torren Management, LLC
UNCHANGED10310300%$3.5K$3.1K-$4222026-10-29
Essential Partners LLC
UNCHANGED999900%$3.4K$3.0K-$4082026-10-14
True Wealth Design, LLC
UNCHANGED888800%$3.0K$2.6K-$3622026-10-13
WPG Advisers, LLC
UNCHANGED727200%$2.4K$2.2K-$2972026-10-27
Parkside Financial Bank & Trust
NEW65—+65——$1.9K—2026-10-27
Parallel Advisors, LLC
DECREASED5588-33-37%$3.0K$1.6K-$1.3K2026-11-03
IFP Advisors, Inc
UNCHANGED454500%$1.5K$1.3K-$1852026-10-16
Covestor Ltd
INCREASED3811+27+245%$0$1+$12026-10-30
Silver Grove Financial Group, Inc.
UNCHANGED323200%$1.1K$958-$1312026-11-05
Zions Bancorporation, National Association
UNCHANGED272700%$918$807-$1112026-11-06
Clearstead Advisors, LLC
DECREASED569-64-93%$2.3K$150-$2.2K2026-11-06
MacKenzie Financial Corp
CLOSED089,923-89,923-100%$3.1M$0-$3.1M2026-11-02
Sierra Summit Advisors LLC
CLOSED039,579-39,579-100%$1.3M$0-$1.3M2026-10-28
State of Wyoming
CLOSED012,621-12,621-100%$429.2K$0-$429.2K2026-10-28
Ethic Inc.
CLOSED06,627-6,627-100%$225.4K$0-$225.4K2026-11-03
Mirae Asset Global Investments Co., Ltd.
CLOSED02,336-2,336-100%$79.4K$0-$79.4K2026-11-03
Salem Investment Counselors Inc
CLOSED0900-900-100%$30.6K$0-$30.6K2026-10-13
BlackRock, Inc.
N/A—1,796,799-1,796,799-100%$61.1M———
Vanguard Capital Management LLC
N/A—955,877-955,877-100%$32.5M———
State Street Corp
N/A—912,310-912,310-100%$31.0M———
American Century Companies Inc
N/A—709,568-709,568-100%$24.1M———
Lazard Asset Management LLC
N/A—640,742-640,742-100%$21.8M———
Acadian Asset Management LLC
N/A—387,397-387,397-100%$13.2M———
Kennedy Capital Management LLC
N/A—384,084-384,084-100%$13.1M———
Goldman Sachs Group Inc
N/A—373,745-373,745-100%$12.7M———
Vanguard Portfolio Management LLC
N/A—301,842-301,842-100%$10.3M———
AQR Capital Management LLC
N/A—299,724-299,724-100%$10.2M———
Algert Global LLC
N/A—278,213-278,213-100%$9.5M———
Hillsdale Investment Management Inc.
N/A—263,657-263,657-100%$9.0M———
Morgan Stanley
N/A—222,626-222,626-100%$7.6M———
Nuveen, LLC
N/A—195,185-195,185-100%$6.6M———
Northern Trust Corp
N/A—189,817-189,817-100%$6.5M———
Huber Capital Management LLC
N/A—183,553-183,553-100%$6.2M———
Petiole USA ltd
N/A—179,222-179,222-100%$6.1M———
Tudor Investment Corp ET AL
N/A—161,420-161,420-100%$5.5M———
FMR LLC
N/A—154,054-154,054-100%$5.2M———
Vanguard Fiduciary Trust Co
N/A—148,225-148,225-100%$5.0M———
Hotchkis & Wiley Capital Management LLC
N/A—144,388-144,388-100%$4.9M———
Bridgeway Capital Management, LLC
N/A—141,683-141,683-100%$4.8M———
Basswood Capital Management, L.L.C.
N/A—131,609-131,609-100%$4.5M———
Two Sigma Investments, LP
N/A—106,590-106,590-100%$3.6M———
Bank of America Corp
N/A—106,330-106,330-100%$3.6M———
Maltese Capital Management LLC
N/A—105,000-105,000-100%$3.6M———
Jupiter Topco LLC
N/A—101,719-101,719-100%$3.5M———
Trexquant Investment LP
N/A—100,397-100,397-100%$3.4M———
Empowered Funds, LLC
N/A—97,298-97,298-100%$3.3M———
First Trust Advisors LP
N/A—93,226-93,226-100%$3.2M———
Martingale Asset Management L P
N/A—91,899-91,899-100%$3.1M———
Segall Bryant & Hamill, LLC
N/A—87,905-87,905-100%$3.0M———
State of Wisconsin Investment Board
N/A—85,509-85,509-100%$2.9M———
Invesco Ltd.
N/A—84,658-84,658-100%$2.9M———
Aquatic Capital Management LLC
N/A—81,103-81,103-100%$2.8M———
Prudential Financial Inc
N/A—79,175-79,175-100%$2.7M———
Massachusetts Financial Services Co
N/A—67,266-67,266-100%$2.3M———
Charles Schwab Investment Management Inc
N/A—63,343-63,343-100%$2.2M———
Oppenheimer & Close, LLC
N/A—62,500-62,500-100%$2.1M———
First Manhattan Co. Llc.
N/A—60,000-60,000-100%$2.0M———
Ameriprise Financial Inc
N/A—57,890-57,890-100%$2.0M———
Arrowstreet Capital, Limited Partnership
N/A—53,299-53,299-100%$1.8M———
Stifel Financial Corp
N/A—50,256-50,256-100%$1.7M———
UBS Group AG
N/A—44,040-44,040-100%$1.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—43,775-43,775-100%$1.5M———
SEI Investments Co
N/A—41,591-41,591-100%$1.4M———
Wells Fargo & Company
N/A—41,227-41,227-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—40,303-40,303-100%$1.4M———
Millennium Management LLC
N/A—38,617-38,617-100%$1.3M———
Quantinno Capital Management LP
N/A—38,551-38,551-100%$1.3M———
Panagora Asset Management Inc
N/A—36,748-36,748-100%$1.2M———
EJF Capital LP
N/A—36,001-36,001-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—33,587-33,587-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—32,894-32,894-100%$1.1M———
Balyasny Asset Management L.P.
N/A—31,801-31,801-100%$1.1M———
Rhumbline Advisers
N/A—28,824-28,824-100%$980.3K———
Campbell & Co Investment Adviser LLC
N/A—28,790-28,790-100%$979.1K———
Franklin Resources Inc
N/A—26,935-26,935-100%$916.1K———
Citadel Advisors LLC
N/A—24,604-24,604-100%$836.8K———
GSA Capital Partners LLP
N/A—23,819-23,819-100%$810.0K———
Alliancebernstein L.P.
N/A—23,780-23,780-100%$554.6K———
XTX Topco Ltd
N/A—22,894-22,894-100%$778.6K———
Marshall Wace, LLP
N/A—22,118-22,118-100%$752.2K———
Captrust Financial Advisors
N/A—21,676-21,676-100%$737.2K———
Rafferty Asset Management, LLC
N/A—21,471-21,471-100%$730.2K———
Engineers Gate Manager LP
N/A—20,800-20,800-100%$707.4K———
Vanguard Global Advisers, LLC
N/A—19,390-19,390-100%$659.5K———
Price T Rowe Associates Inc
N/A—18,411-18,411-100%$627.0K———
Baader Bank Aktiengesellschaft
N/A—15,000-15,000-100%$510.2K———
Mercer Global Advisors Inc
N/A—14,942-14,942-100%$508.2K———
SG Americas Securities, LLC
N/A—14,835-14,835-100%$505.0K———
Caxton Associates LLP
N/A—12,821-12,821-100%$436.0K———
MetLife Investment Management, LLC
N/A—12,673-12,673-100%$431.0K———
JPMorgan Chase & Co
N/A—10,968-10,968-100%$365.5K———
LOS Angeles Capital Management LLC
N/A—10,409-10,409-100%$354.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—10,239-10,239-100%$348.2K———
State of Tennessee, Department of Treasury
N/A—9,620-9,620-100%$327.2K———
Magnetar Financial LLC
N/A—9,529-9,529-100%$324.1K———
BNP Paribas Financial Markets
N/A—9,484-9,484-100%$322.6K———
Cornerstone Investment Partners, LLC
N/A—9,301-9,301-100%$316.3K———
New York State Common Retirement Fund
N/A—8,731-8,731-100%$296.9K———
Mariner, LLC
N/A—8,609-8,609-100%$292.7K———
Cambria Investment Management, L.P.
N/A—8,241-8,241-100%$280.3K———
HighTower Advisors, LLC
N/A—7,585-7,585-100%$258.0K———
Semanteon Capital Management, LP
N/A—7,560-7,560-100%$257.1K———
Cary Street Partners Financial LLC
N/A—6,874-6,874-100%$233.8K———
State Board of Administration of Florida Retirement System
N/A—6,760-6,760-100%$229.9K———
Police & Firemen's Retirement System of New Jersey
N/A—6,746-6,746-100%$229.4K———
Virtu Financial LLC
N/A—6,499-6,499-100%$221.0K———
Quantbot Technologies LP
N/A—6,043-6,043-100%$205.5K———
Aigen Investment Management, LP
N/A—6,021-6,021-100%$204.8K———
Arax Advisory Partners
N/A—2,650-2,650-100%$90.1K———
Geneos Wealth Management Inc.
N/A—2,625-2,625-100%$89.3K———
Legal & General Group Plc
N/A—2,148-2,148-100%$73.1K———
Ameritas Investment Partners, Inc.
N/A—1,998-1,998-100%$68.0K———
Tower Research Capital LLC (TRC)
N/A—1,435-1,435-100%$48.8K———
Royal Bank of Canada
N/A—955-955-100%$32.0K———
UBS Asset Management Americas LLC
N/A—883-883-100%$30.0K———
Osaic Holdings, Inc.
N/A—812-812-100%$27.6K———
Mark Sheptoff Financial Planning, LLC
N/A—600-600-100%$20.4K———
California State Teachers Retirement System
N/A—306-306-100%$10.4K———
Atlantic Union Bankshares Corp
N/A—268-268-100%$9.1K———
Rockefeller Capital Management L.P.
N/A—199-199-100%$6.8K———
Rothschild Investment LLC
N/A—147-147-100%$5.0K———
Optiver Holding B.V.
N/A—90-90-100%$3.1K———
Smartleaf Asset Management LLC
N/A—73-73-100%$2.4K———
Quarry LP
N/A—57-57-100%$1.9K———
Jones Financial Companies Lllp
N/A—20-20-100%$672———
Showing 169 of 169 institutions