Carter Bankshares, Inc. - CARE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,796,799 | 61,109 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,256,126 | 42,719 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 955,877 | 32,509 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 912,310 | 31,027 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 709,568 | 24,132 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 640,742 | 21,791 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 576,614 | 19,614 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 387,397 | 13,165 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 384,084 | 13,062 | 0.23% | 0.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 373,745 | 12,711 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 301,842 | 10,265 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 299,724 | 10,193 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 278,213 | 9,462 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 263,657 | 8,966 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 222,626 | 7,571 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 195,185 | 6,638 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 189,817 | 6,455 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 186,228 | 6,326 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Huber Capital Management LLC | History | No change | 183,553 | 6,242 | 0.92% | 0.92% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Petiole USA ltd | History | No change | 179,222 | 6,095 | 4.38% | 4.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 161,420 | 5,489 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 154,054 | 5,239 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 148,225 | 5,041 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 144,388 | 4,910 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 141,762 | 4,821 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 141,683 | 4,818 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 131,609 | 4,476 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 106,590 | 3,625 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 106,330 | 3,616 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 105,000 | 3,571 | 0.65% | 0.65% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 101,719 | 3,459 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 100,397 | 3,414 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 97,298 | 3,309 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 96,464 | 3,280 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 93,226 | 3,170 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 91,899 | 3,125 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 89,923 | 3,058 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 87,905 | 2,989 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 85,509 | 2,908 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 84,658 | 2,879 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 81,103 | 2,758 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 79,175 | 2,692 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 71,536 | 2,432 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 67,266 | 2,287 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 63,343 | 2,154 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 62,500 | 2,125 | 1.34% | 1.34% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 60,000 | 2,040 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 57,890 | 1,968 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 53,299 | 1,812 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 50,256 | 1,709 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 44,040 | 1,497 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 43,775 | 1,488 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 41,591 | 1,414 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 41,227 | 1,402 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 40,303 | 1,370 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 39,579 | 1,346 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 38,617 | 1,313 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 38,551 | 1,311 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 36,748 | 1,249 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJF Capital LP | History | No change | 36,001 | 1,224 | 0.82% | 0.82% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 33,587 | 1,142 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 32,894 | 1,118 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 31,801 | 1,081 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 29,114 | 990 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 28,824 | 980 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 28,790 | 979 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 26,935 | 916 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 26,567 | 903 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 25,930 | 896 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,604 | 836 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Richard Young Associates, Ltd. | History | No change | 24,471 | 832 | 0.55% | 0.55% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 23,819 | 810 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 22,894 | 778 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22,366 | 760 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 22,118 | 752 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,676 | 737 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 21,471 | 730 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 20,800 | 707 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 19,390 | 659 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,411 | 627 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,780 | 554 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 15,044 | 511 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 15,000 | 510 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,942 | 508 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SG Americas Securities, LLC | History | No change | 14,835 | 505 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 14,709 | 500 | 0.34% | 0.34% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,855 | 437 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 12,821 | 436 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 12,696 | 431 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,673 | 431 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | No change | 12,621 | 429 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Partners in Financial Planning | History | No change | 12,299 | 418 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,968 | 365 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 10,409 | 354 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,239 | 348 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,620 | 327 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 9,529 | 324 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,484 | 322 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 9,301 | 316 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 9,182 | 312 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,731 | 296 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 8,609 | 292 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,523 | 290 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambria Investment Management, L.P. | History | No change | 8,241 | 280 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,585 | 257 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Semanteon Capital Management, LP | History | No change | 7,560 | 257 | 1.16% | 1.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | No change | 7,148 | 243 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,874 | 233 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,760 | 229 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,746 | 229 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethic Inc. | History | No change | 6,627 | 225 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtu Financial LLC | History | No change | 6,499 | 221 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 6,043 | 205 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 6,021 | 204 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4,365 | 150 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,233 | 109 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 2,650 | 90 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,625 | 89 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,336 | 79 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legal & General Group Plc | History | No change | 2,148 | 73 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,998 | 67 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,560 | 53 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,548 | 52 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,435 | 48 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 1,244 | 42 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1,213 | 41 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 1,140 | 38 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 955 | 32 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 883 | 30 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 900 | 30 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 812 | 27 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 742 | 22 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 600 | 20 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 576 | 19 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 434 | 14 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 391 | 13 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 375 | 12 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 324 | 11 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 346 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 306 | 10 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 268 | 9 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 199 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 193 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 145 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 145 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Optiver Holding B.V. | History | No change | 90 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Torren Management, LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Essential Partners LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 87 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 45 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 57 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |