Carter Bankshares, Inc. (CARE) — Institutional Holders, Q2 2026 (page 2)
163 institutional investment managers reported a CARE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $493.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 163. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CARE 13F holders ranked 101–163 of 163
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | NEW YORK STATE COMMON RETIREMENT FUND#101 · 8,731 sh | 8,731 | $296.9K | <0.01% | +92.7% |
| 102 | Cambridge Investment Research Advisors#102 · 8,631 sh | 8,631 | $294.0K | <0.01% | New |
| 103 | Mariner#103 · 8,609 sh | 8,609 | $292.7K | <0.01% | New |
| 104 | Cambria Investment Management, L.P.#104 · 8,241 sh | 8,241 | $280.3K | 0.01% | New |
| 105 | Integrated Wealth Concepts#105 · 7,946 sh | 7,946 | $270.2K | <0.01% | New |
| 106 | HighTower Advisors#106 · 7,585 sh | 7,585 | $258.0K | <0.01% | New |
| 107 | Semanteon Capital Management#107 · 7,560 sh | 7,560 | $257.1K | 1.16% | New |
| 108 | Allegheny Financial Group LTD#108 · 7,148 sh | 7,148 | $243.1K | 0.03% | New |
| 109 | CARY STREET PARTNERS FINANCIAL#109 · 6,874 sh | 6,874 | $233.8K | <0.01% | New |
| 110 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#110 · 6,760 sh | 6,760 | $229.9K | <0.01% | New |
| 111 | Police & Firemen's Retirement System of New Jersey#111 · 6,746 sh | 6,746 | $229.4K | <0.01% | +25.7% |
| 112 | Ethic#112 · 6,627 sh | 6,627 | $225.4K | <0.01% | New |
| 113 | Virtu Financial#113 · 6,499 sh | 6,499 | $221.0K | <0.01% | New |
| 114 | Quantbot Technologies#114 · 6,043 sh | 6,043 | $205.5K | <0.01% | New |
| 115 | AIGEN INVESTMENT MANAGEMENT#115 · 6,021 sh | 6,021 | $204.8K | 0.06% | New |
| 116 | Salomon & Ludwin#116 · 4,365 sh | 4,365 | $151.0K | 0.01% | 0.0% |
| 117 | State of Alaska, Department of Revenue#117 · 3,233 sh | 3,233 | $109.0K | — | 0.0% |
| 118 | SRS Capital Advisors#118 · 2,650 sh | 2,650 | $90.1K | <0.01% | New |
| 119 | Geneos Wealth Management#119 · 2,625 sh | 2,625 | $89.3K | <0.01% | 0.0% |
| 120 | Mirae Asset Global Investments , Ltd.#120 · 2,336 sh | 2,336 | $79.4K | <0.01% | New |
| 121 | Legal & General Group Plc#121 · 2,148 sh | 2,148 | $73.1K | 0.00% | +19.9% |
| 122 | Ameritas Investment Partners#122 · 1,998 sh | 1,998 | $68.0K | <0.01% | 0.0% |
| 123 | PNC FINANCIAL SERVICES GROUP#123 · 1,560 sh | 1,560 | $53.1K | 0.00% | -32.5% |
| 124 | Pinnacle Wealth Planning Services#124 · 1,548 sh | 1,548 | $52.6K | <0.01% | 0.0% |
| 125 | Tower Research Capital (TRC)#125 · 1,435 sh | 1,435 | $48.8K | <0.01% | +29.7% |
| 126 | Larson Financial Group#126 · 1,244 sh | 1,244 | $42.3K | <0.01% | +0.4% |
| 127 | Caitong International Asset Management , Ltd#127 · 1,213 sh | 1,213 | $41.3K | <0.01% | New |
| 128 | Allworth Financial#128 · 1,140 sh | 1,140 | $38.8K | <0.01% | +159.1% |
| 129 | ROYAL BANK OF CANADA#129 · 955 sh | 955 | $32.0K | 0.00% | +186.8% |
| 130 | SALEM INVESTMENT COUNSELORS#130 · 900 sh | 900 | $30.6K | — | 0.0% |
| 131 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#131 · 883 sh | 883 | $30.0K | 0.00% | 0.0% |
| 132 | OSAIC#132 · 812 sh | 812 | $27.6K | 0.00% | 0.0% |
| 133 | Versant Capital Management#133 · 742 sh | 742 | $25.2K | — | 0.0% |
| 134 | MARK SHEPTOFF FINANCIAL PLANNING#134 · 600 sh | 600 | $20.4K | 0.01% | New |
| 135 | NISA INVESTMENT ADVISORS#135 · 576 sh | 576 | $19.6K | — | +4014.3% |
| 136 | GAMMA Investing#136 · 434 sh | 434 | $14.8K | — | 0.0% |
| 137 | SIGNATUREFD#137 · 391 sh | 391 | $13.3K | — | +651.9% |
| 138 | US BANCORP \DE\#138 · 375 sh | 375 | $12.8K | 0.00% | +607.5% |
| 139 | EverSource Wealth Advisors#139 · 346 sh | 346 | $11.8K | <0.01% | -57.5% |
| 140 | HARBOR CAPITAL ADVISORS#140 · 324 sh | 324 | $11.0K | — | 0.0% |
| 141 | Union Bankshares#141 · 268 sh | 268 | $9.1K | <0.01% | 0.0% |
| 142 | Rockefeller Capital Management L.P.#142 · 199 sh | 199 | $6.8K | 0.00% | -52.7% |
| 143 | Fortitude Family Office#143 · 193 sh | 193 | $6.6K | — | 0.0% |
| 144 | ROTHSCHILD INVESTMENT#144 · 147 sh | 147 | $5.0K | <0.01% | +188.2% |
| 145 | North Star Investment Management#145 · 145 sh | 145 | $4.9K | <0.01% | 0.0% |
| 146 | Farther Finance Advisors#146 · 145 sh | 145 | $4.9K | — | -83.8% |
| 147 | Torren Management#147 · 103 sh | 103 | $3.5K | <0.01% | 0.0% |
| 148 | Essential Partners#148 · 99 sh | 99 | $3.4K | — | -63.2% |
| 149 | Optiver Holding B.V.#149 · 90 sh | 90 | $3.1K | 0.00% | -61.5% |
| 150 | Parallel Advisors#150 · 88 sh | 88 | $3.0K | 0.00% | +60.0% |
| 151 | True Wealth Design#151 · 88 sh | 88 | $3.0K | — | +60.0% |
| 152 | Physician Wealth Advisors#152 · 87 sh | 87 | $3.0K | — | New |
| 153 | WPG Advisers#153 · 72 sh | 72 | $2.4K | <0.01% | 0.0% |
| 154 | Smartleaf Asset Management#154 · 73 sh | 73 | $2.4K | <0.01% | 0.0% |
| 155 | Clearstead Advisors#155 · 69 sh | 69 | $2.3K | 0.00% | New |
| 156 | Quarry#156 · 57 sh | 57 | $1.9K | <0.01% | New |
| 157 | IFP Advisors#157 · 45 sh | 45 | $1.5K | — | -8.2% |
| 158 | Silver Grove Financial Group#158 · 32 sh | 32 | $1.1K | <0.01% | New |
| 159 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#159 · 27 sh | 27 | $918.00 | <0.01% | New |
| 160 | JONES FINANCIAL COMPANIES LLLP#160 · 20 sh | 20 | $672.00 | 0.00% | 0.0% |
| 161 | SJS Investment Consulting#161 · 6 sh | 6 | $205.00 | — | New |
| 162 | Covestor Ltd#162 · 11 sh | 11 | $0.00 | 0.00% | -57.7% |
| 163 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#163 · 306 sh | 306 | — | — | -74.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.