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Carter Bankshares, Inc.

Institutional holders · 13F as of Dec 31, 2025

126 holders

HolderValueShares% of shares
QUADRANT CAPITAL GROUP LLC$6.4K3250.00%
Allworth Financial LP$5.8K2950.00%
Atlantic Union Bankshares Corp$5.3K2680.00%
Fortitude Family Office, LLC$4.5K2270.00%
Optiver Holding B.V.$4.1K2100.00%
ALGERT GLOBAL LLC$3.7K156,7800.71%
North Star Investment Management Corporation$3.4K1450.00%
Rockefeller Capital Management L.P.$1.7K840.00%
Smartleaf Asset Management LLC$1.5K770.00%
WPG Advisers, LLC$1.4K720.00%
ACADIAN ASSET MANAGEMENT LLC$1.3K64,9870.29%
True Wealth Design, LLC$1.1K540.00%
IFP Advisors, Inc$963490.00%
ROTHSCHILD INVESTMENT LLC$806410.00%
GSA CAPITAL PARTNERS LLP$61731,3750.14%
SIGNATUREFD, LLC$609310.00%
Parallel Advisors, LLC$550280.00%
SG Americas Securities, LLC$50514,8350.07%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$452230.00%
MAI Capital Management$374160.00%
T. Rowe Price Associates, Inc.$27213,7910.06%
State of Alaska, Department of Revenue$743,2330.01%
CWM, LLC$482,4540.01%
AMALGAMATED BANK$147050.00%
HARBOR CAPITAL ADVISORS, INC.$113240.00%
Covestor Ltd$0110.00%
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