How many institutions own CARE stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CARE shares is 167, representing 51.07% of the company's common stock.

Who are the major shareholders selling Carter Bankshares, Inc. stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in CARE by -0.09% restricting it's holding to 55.72 thousand shares of worth nearly $1.10M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -2.84% of the CARE shares from its portfolio, reducing its holding to 20.5 thousand shares of worth $403.03K. TWO SIGMA INVESTMENTS, LP also shunned CARE shares holding by -61.8% last quarter which brought its holding to 24.31 thousand shares worth $477.94K.

Investors who are buying CARE stock?

As per its latest 13F filing, GSA CAPITAL PARTNERS LLP increased its stake in CARE by 100% in the last quarter. The institutional holder raised its holding to 31.38 thousand shares having worth more than $617.00K. also added 100% more shares of CARE to its portfolio, raising its holding to 52.54 thousand shares of worth $1.03B. KENNEDY CAPITAL MANAGEMENT LLC also increased its CARE shares holding by 0.05% which brought its holding to 441.28 thousand shares worth $8.68M.

CARE's major insiders: who are they?

The insider with the most stakes in CARE is Haskins James W. , director at the company. Additionally, CARE stock is highly held by CHIEF EXECUTIVE OFFICER Van Dyke Litz H and SEVP, CHIEF OPERATING OFFICER Speare Matthew M. among others.

Did an insider recently sell CARE stock?

Company executives, directors, and other insiders own 2.16% percent of Carter Bankshares, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which CARE insiders have sold stock, totaling 1.9K shares. Insiders that have sold shares include BOLTON ROBERT M., SPEARE MATTHEW M., and BELL WENDY S..

Which insider recently purchased CARE stock?

There have been 0 transaction(s) during the past 6-months in which Carter Bankshares, Inc. insiders have bought stock, totalling 0 shares

How much of CARE does insiders own?

Around 10.83K Carter Bankshares, Inc. shares are held by insiders, which represents about 2.16% of CARE stock.

Who is the insider with the largest stake?

CARE director, Haskins James W. holds the largest portfolio of the company's shares. CARE shares owned by Haskins total nearly 61.9 thousand.

Which institution holds the most shares in CARE?

STIFEL FINANCIAL CORP is the largest institutional owner in CARE which holds 55.72 thousand shares worth $1.10M or 0.25% of the total CARE shares outstanding followed by SUSQUEHANNA INTERNATIONAL GROUP, LLP with ownership of 20.5 thousand shares representing 0.09% of the CARE ownership. TWO SIGMA INVESTMENTS, LP is the third largest stakeholder with 24.31 thousand shares or 0.11% of the ownership worth more than $477.94K.

Is Carter Bankshares, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CARE is concerned, it is a stock which is optionable.

Is there a short position on CARE's shares?

Number of CARE shares short is 740.15K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CARE shares are there?

As of today, 22.67M shares of CARE are outstanding.

Is there many float in CARE stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CARE has 21.83M shares in float.

CARE short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CARE is 9.16.

Carter Bankshares (CARE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.26

Short Percent Of Float3.34

Shares Outstanding22.67M

Shares Float21.83M

Shares Short740.15K

Short Ratio9.16

3.34%

Short % of Float

3.26%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.16% Percentage of Shares held by All Insiders

51.07% Percentage of Shares held by All Institutions

52.2% Percentage of Float held by Institutions

167

Number of Institutions Holding Shares

Institutional Ownership

About 51.07% of CARE shares are held by financial institutions. STIFEL FINANCIAL CORP is the top corporate investor, holding 55.72K shares valued at $1.10M. A 0.25% stake in Carter Bankshares, Inc. is owned by the company. SUSQUEHANNA INTERNATIONAL GROUP, LLP owns 20.5K shares valued at $403.03K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	STIFEL FINANCIAL CORP	0.25%	55.72K	1.1M	-50	-0.09%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	20.5K	403.03K	-600	-2.84%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	24.31K	477.94K	-39.33K	-61.80%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.12%	25.33K	497.89K	-6.95K	-21.52%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.14%	31.38K	617K	31.38K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	31.47K	618.7K	-276	-0.87%
Dec 31, 2025	CITADEL ADVISORS LLC	0.2%	43.34K	852.06K	-3.06K	-6.59%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	46.16K	907.52K	-1.3K	-2.75%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	46.8K	919.99K	0	0
Dec 31, 2025		0.24%	52.54K	1.03B	52.54K	+100.00%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.3%	64.99K	1.28M	-40.34K	-38.30%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.36%	78.52K	1.54M	-3.89K	-4.72%
Dec 31, 2025	MORGAN STANLEY	0.58%	126.19K	2.48M	-48.06K	-27.58%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	2.02%	441.28K	8.68M	205	+0.05%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.17%	473.79K	9.31M	60.59K	+14.66%
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	5.37K	105.52K	-2.01K	-27.26%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.04%	9.13K	180K	9.13K	+100.00%
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	11.37K	223.55K	-2.32K	-16.95%
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.05%	11.69K	201.35K	-4.22K	-26.51%
Dec 31, 2025	FIRST MANHATTAN CO. LLC.	0.27%	60K	1.18M	0	0
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	0.54%	117.39K	2.31M	0	0
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.58%	126.66K	2.49M	17.65K	+16.19%
Dec 31, 2025	EJF CAPITAL LLC	0.74%	161.13K	3.17M	624	+0.39%
Dec 31, 2025	NORTHERN TRUST CORP	0.78%	171.29K	3.37M	-11.06K	-6.06%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	33.1K	650.69K	-1K	-2.93%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.15%	33.52K	658.98K	-30.82K	-47.90%
Dec 31, 2025	BARCLAYS PLC	0.16%	34.9K	686.17K	2.63K	+8.13%
Dec 31, 2025	UBS GROUP AG	0.16%	35.1K	690.01K	12.29K	+53.88%
Dec 31, 2025	CREATIVE PLANNING	0.18%	40.22K	790.8K	3.12K	+8.41%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.2%	42.62K	837.83K	-32.95K	-43.61%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	47.9K	941.64K	-1	0.00%
Dec 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.28%	60.48K	1.19M	60.48K	+100.00%
Dec 31, 2025	OPPENHEIMER & CLOSE, LLC	0.29%	62.5K	1.23M	0	0
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.43%	93.3K	1.83M	-11	-0.01%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	508.32K	10M	-21.13K	-3.99%
Dec 31, 2025	STATE STREET CORP	2.37%	517.34K	10.17M	-9.55K	-1.81%
Dec 31, 2025	VANGUARD GROUP INC	5.9%	1.29M	25.34M	4.58K	+0.36%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.3%	65.27K	1.28M	-2.36K	-3.48%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.38%	82.28K	1.62M	17.65K	+27.31%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	88.91K	1.75M	16.52K	+22.81%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.87%	191.24K	3.76M	0	0
Dec 31, 2025	PETIOLE USA LTD	1.77%	386.87K	7.61M	0	0
Dec 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	1.81%	395.8K	7.78M	26.8K	+7.26%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.06%	13.78K	270.84K	-3.72K	-21.26%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.17%	36.7K	721.52K	3.7K	+11.21%
Dec 31, 2025	SEI INVESTMENTS CO	0.18%	38.54K	757.75K	38.54K	+100.00%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.14%	1.12M	22.09M	-6.33K	-0.56%
Dec 31, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	3.23K	63K	2.29K	+243.21%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0.02%	4.37K	86.03K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.53K	89.08K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	5.27K	103.63K	-2.06K	-28.13%
Dec 31, 2025	STRS OHIO	0.03%	5.5K	108.13K	-8.9K	-61.81%
Dec 31, 2025	PARTNERS IN FINANCIAL PLANNING	0.06%	12.86K	252.87K	-1.69K	-11.58%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.06%	13.06K	256.78K	-1.94K	-12.94%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	18K	353.88M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.09%	19.95K	392.16K	-1.41K	-6.60%
Dec 31, 2025	SALZHAUER MICHAEL	0.13%	27.74K	545.45K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0.14%	29.84K	586.57M	-5.25K	-14.96%
Dec 31, 2025	JPMORGAN CHASE & CO	0.18%	38.67K	760.33K	-20.44K	-34.58%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	39.37K	774.08K	6.59K	+20.10%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.27%	59.92K	1.18M	11.95K	+24.92%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.48%	104.22K	2.05M	-19.44K	-15.72%
Dec 31, 2025	NUVEEN, LLC	0.22%	47.56K	934.95K	0	0
Dec 31, 2025	SQUAREPOINT OPS LLC	0.41%	90.02K	1.77M	90.02K	+100.00%
Dec 31, 2025	DIVERSIFIED TRUST CO	0.6%	131.39K	2.58M	-2.71K	-2.02%
Dec 31, 2025	HUBER CAPITAL MANAGEMENT LLC	0.87%	191.05K	3.76M	500	+0.26%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.38%	300.55K	5.91M	29.92K	+11.06%
Dec 31, 2025	FOURTHSTONE LLC	5.66%	1.24M	24.31M	197.85K	+19.05%
Dec 31, 2025	DEUTSCHE BANK AG\	0.07%	15.9K	312.52K	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.08%	18.2K	357.83K	-3	-0.02%
Dec 31, 2025	BLACKROCK, INC.	7.68%	1.68M	33.01M	-5.12K	-0.30%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	20.32K	399.53K	38	+0.19%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.3%	67.63K	1.31M	92	+0.14%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.09%	19.79K	384.18M	-12.19K	-38.12%
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	21.36K	414.54K	0	0
Sep 30, 2025	VANGUARD GROUP INC	5.63%	1.28M	24.93M	-2.45K	-0.19%
Sep 30, 2025	BLACKROCK, INC.	7.38%	1.68M	32.69M	-887	-0.05%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	59.12K	1.15M	5.27K	+9.78%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.32%	72.4K	1.41M	1.12K	+1.56%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.33%	75.57K	1.47M	-5.07K	-6.29%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	109.01K	2.12M	-51.1K	-31.92%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	0.51%	117.39K	2.28M	-25K	-17.56%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.54%	123.65K	2.4M	21.34K	+20.85%
Sep 30, 2025	DIVERSIFIED TRUST CO	0.59%	134.1K	2.6M	0	0
Sep 30, 2025	EJF CAPITAL LLC	0.7%	160.51K	3.12M	30.96K	+23.90%
Sep 30, 2025	MORGAN STANLEY	0.76%	174.25K	3.38M	-57.74K	-24.89%
Sep 30, 2025	NORTHERN TRUST CORP	0.8%	182.35K	3.54M	-5.3K	-2.83%
Sep 30, 2025	HUBER CAPITAL MANAGEMENT LLC	0.84%	190.55K	3.7M	0	0
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.84%	191.24K	3.71M	-21.78K	-10.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.19%	270.63K	5.25M	57.31K	+26.87%
Sep 30, 2025	UBS GROUP AG	0.1%	22.81K	442.7K	-17.06K	-42.80%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.1%	23.49K	455.94K	-850	-3.49%
Sep 30, 2025	SALZHAUER MICHAEL	0.12%	27.74K	538.51K	17K	+158.23%
Sep 30, 2025	INVESCO LTD.	0.14%	31.68K	614.89K	1.26K	+4.15%
Sep 30, 2025	PETIOLE USA LTD	1.7%	386.87K	7.51M	0	0
Sep 30, 2025	FOURTHSTONE LLC	4.55%	1.04M	20.16M	454.65K	+77.87%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	37.09K	719.84K	-11.52K	-23.71%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.41%	93.31K	1.81M	11	+0.01%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.81%	413.2K	8.02M	63.66K	+18.21%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.32%	529.45K	10.28M	-6.22K	-1.16%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	1.62%	369K	7.16M	4.03K	+1.10%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.96%	1.13M	21.93M	24.62K	+2.23%
Sep 30, 2025	STATE STREET CORP	2.31%	526.9K	10.23M	13.5K	+2.63%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.02%	4.37K	83.2K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	4.53K	87.95K	1.4K	+44.71%
Sep 30, 2025	FMR LLC	0.02%	5.57K	108.15K	327	+6.23%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.36%	82.41K	1.6M	67.63K	+457.58%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.46%	105.32K	2.04M	15.3K	+17.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.08%	18.2K	353.34K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	7.33K	142.35K	3.48K	+90.10%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	7.38K	143.21K	1.9K	+34.71%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	13.69K	265.76K	0	0
Sep 30, 2025	STRS OHIO	0.06%	14.4K	279.5K	-5.1K	-26.15%
Sep 30, 2025	PARTNERS IN FINANCIAL PLANNING	0.06%	14.55K	282.36K	0	0
Sep 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	15K	291.21K	-1.91K	-11.27%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	15.9K	308.54K	0	0
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.07%	15.9K	308.66K	-2.61K	-14.10%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	17.5K	339.6K	0	0
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.93%	441.08K	8.56M	50.52K	+12.94%
Sep 30, 2025	CWM, LLC	0.01%	2.64K	51K	465	+21.42%
Sep 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.01%	3.15K	61.14K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	3.27K	63.43K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	31.75K	616.19K	-2.05K	-6.07%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.14%	32.27K	626.36K	200	+0.62%
Sep 30, 2025	BARCLAYS PLC	0.14%	32.28K	626.5K	-5.86K	-15.36%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	32.79K	636.35K	2.66K	+8.82%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.14%	33K	640.53K	-30K	-47.62%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	34.1K	661.82K	-1K	-2.85%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	35.09K	681.01K	5	+0.01%
Sep 30, 2025	CREATIVE PLANNING	0.16%	37.1K	720.17K	18.09K	+95.12%
Sep 30, 2025	JANE STREET GROUP, LLC	0.18%	40.3K	782.18K	-7.67K	-16.00%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.2%	46.1K	894.8K	-18.2K	-28.30%
Sep 30, 2025	CITADEL ADVISORS LLC	0.2%	46.4K	900.59K	-97.92K	-67.85%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	46.8K	908.29K	0	0
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.21%	47.46K	921.28K	8.5K	+21.82%
Sep 30, 2025	NUVEEN, LLC	0.21%	47.56K	923.06K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.21%	47.9K	929.68K	-20.67K	-30.15%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.21%	47.97K	931K	-2.69K	-5.30%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	55.77K	1.08M	12.85K	+29.95%
Sep 30, 2025	FIRST MANHATTAN CO. LLC.	0.26%	60K	1.16M	0	0
Sep 30, 2025	OPPENHEIMER & CLOSE, LLC	0.27%	62.5K	1.21M	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.28%	63.64K	1.24M	11.94K	+23.10%
Sep 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.28%	64.34K	1.25M	-14.81K	-18.71%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.28%	64.63K	1.25M	-35K	-35.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	30.13K	522.39K	1.13K	+3.89%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.53%	349.54K	6.06M	12.94K	+3.84%
Jun 30, 2025	HUBER CAPITAL MANAGEMENT LLC	0.84%	190.55K	3.3M	-11.91K	-5.88%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.93%	213.02K	3.69M	31.38K	+17.28%
Jun 30, 2025	NORTHERN TRUST CORP	0.82%	187.65K	3.25M	-1.37K	-0.73%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	160.11K	2.78M	8.9K	+5.89%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	48.61K	842.88K	-12.85K	-20.90%
Jun 30, 2025		0.21%	47.56K	824.62K	-509.95K	-91.47%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	42.92K	744.15K	-2	0.00%
Jun 30, 2025	VANGUARD GROUP INC	5.64%	1.29M	22.31M	-5.49K	-0.43%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.85%	1.11M	19.17M	48.85K	+4.62%
Jun 30, 2025	MORGAN STANLEY	1.02%	231.98K	4.02B	55.79K	+31.66%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.94%	213.32K	3.7B	3.71K	+1.77%
Jun 30, 2025	CITADEL ADVISORS LLC	0.63%	144.32K	2.5B	2.29K	+1.61%
Jun 30, 2025	EJF CAPITAL LLC	0.57%	129.54K	2.25M	-9.23K	-6.65%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.45%	102.32K	1.77M	-20.77K	-16.87%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.44%	99.63K	1.73M	8.9K	+9.81%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.41%	93.3K	1.62M	74.18K	+388.02%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.35%	80.64K	1.4B	-22.33K	-21.69%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.17%	38.96K	675.64M	13.79K	+54.77%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	1.02K	17.6K	995	+4,975.00%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	742	12.87K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	521	9.03K	127	+32.23%
Jun 30, 2025	GAMMA INVESTING LLC	0%	371	6.43K	327	+743.18%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	24.34K	422.06M	6.39K	+35.60%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	20.11K	348.69K	292	+1.47%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	19.46K	337.37K	-30	-0.15%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.08%	18.51K	321K	-3.95K	-17.57%
Jun 30, 2025	BLACK MAPLE CAPITAL MANAGEMENT LP	0.08%	17.13K	296.97K	0	0
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	16.91K	293.2K	16.91K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	15.1K	261.75K	2.17K	+16.81%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.06%	14.16K	245.55K	-1.02K	-6.71%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.06%	12.56K	217.83K	-1.07K	-7.88%
Jun 30, 2025	SALZHAUER MICHAEL	0.05%	10.74K	186.3K	10.74K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.03%	7.66K	134K	-914	-10.67%
Jun 30, 2025	RHINO INVESTMENT PARTNERS, INC	0.03%	6.91K	119.8K	6.91K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	6.24K	108.13K	6.24K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	5.25K	90.95M	-44	-0.83%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.02%	4.37K	78.05K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	3.86K	66.9M	-2.04K	-34.57%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	3.27K	56.67M	3.27K	+100.00%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.01%	3.15K	54.62K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.63K	45.52K	1.53K	+140.60%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	1.65K	28.66M	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.49K	25.84K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	1.24K	21.48K	-30	-2.36%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.35%	535.67K	9.29M	3.53K	+0.66%
Jun 30, 2025	BLACKROCK, INC.	7.39%	1.68M	29.22M	-78.46K	-4.45%
Jun 30, 2025	FOURTHSTONE LLC	2.56%	583.89K	10.12M	139.96K	+31.53%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.71%	390.56K	6.77M	22.32K	+6.06%
Jun 30, 2025	PETIOLE USA LTD	1.7%	386.87K	6.71M	0	0
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	1.6%	364.97K	6.33M	76.52K	+26.53%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.21%	46.8K	811.43K	3.07K	+7.01%
Jun 30, 2025	NUVEEN, LLC	0.21%	47.56K	824.62K	-509.95K	-91.47%
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	0.62%	142.39K	2.47M	73.28K	+106.02%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.59%	134.1K	2.33M	134.1K	+100.00%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.39%	90.02K	1.56M	7.92K	+9.64%
Jun 30, 2025	PANAGORA ASSET MANAGEMENT INC	0.35%	79.15K	1.37M	14.2K	+21.87%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	71.28K	1.24M	2.06K	+2.97%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.3%	68.57K	1.19M	12.2K	+21.64%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.3%	67.53K	1.17M	1.88K	+2.87%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.28%	64.3K	1.11M	-15.6K	-19.52%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.28%	63K	1.09M	29.9K	+90.33%
Jun 30, 2025	OPPENHEIMER & CLOSE, LLC	0.27%	62.5K	1.08M	62.5K	+100.00%
Jun 30, 2025	FIRST MANHATTAN CO. LLC.	0.26%	60K	1.04M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	53.85K	933.79K	-26.7K	-33.14%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.23%	52.66K	913.14K	42.3K	+408.26%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	51.69K	896.37K	-16.12K	-23.77%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.22%	50.65K	878.29K	-1.88K	-3.58%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	47.97K	831.82K	11.8K	+32.63%
Jun 30, 2025	UBS GROUP AG	0.17%	39.87K	691.38K	3.14K	+8.53%
Jun 30, 2025	BARCLAYS PLC	0.17%	38.14K	661K	15.24K	+66.57%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	35.1K	608.62K	-1K	-2.77%
Jun 30, 2025	RHUMBLINE ADVISERS	0.15%	35.08K	608.29K	100	+0.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	33.8K	586.02K	11.76K	+53.39%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.14%	32.07K	556.09K	8.03K	+33.40%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.14%	31.99K	554.66K	-19.5K	-37.87%
Jun 30, 2025	INVESCO LTD.	0.13%	30.42K	527.45K	-2.66K	-8.03%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	30.3K	525.4K	-30.4K	-50.08%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.1%	22.07K	382.69K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.09%	21.36K	370.33K	5.1K	+31.37%
Jun 30, 2025	STATE STREET CORP	2.25%	513.4K	8.9M	4.2K	+0.83%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.62%	1.06M	17.1M	40.6K	+4.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.83%	189.03K	3.06M	-7.86K	-3.99%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.92%	209.61K	3.39M	-66.2K	-24.00%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	1.26%	288.46K	4.67M	87.46K	+43.51%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.47%	336.6K	5.45M	-6.59K	-1.92%
Mar 31, 2025	PETIOLE USA LTD	1.69%	386.87K	6.26M	0	0
Mar 31, 2025	FOURTHSTONE LLC	1.94%	443.93K	7.18M	-107.08K	-19.43%
Mar 31, 2025		2.44%	557.5K	5.68M	557.5K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	7.71%	1.76M	28.53M	17.13K	+0.98%
Mar 31, 2025	VANGUARD GROUP INC	5.65%	1.29M	20.91M	15.22K	+1.19%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	67.81K	1.1M	5.33K	+8.52%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.45%	102.97K	1.67M	11.35K	+12.38%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.4%	90.73K	1.47M	6.16K	+7.28%
Mar 31, 2025	INVESCO LTD.	0.14%	33.08K	535.15K	-5.07K	-13.28%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.54%	123.08K	1.99M	1	0.00%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.66%	151.21K	2.45M	6.16K	+4.24%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.25%	56.37K	912.07K	0	0
Mar 31, 2025	MORGAN STANLEY	0.77%	176.2K	2.85M	-2.79K	-1.56%
Mar 31, 2025	STATE STREET CORP	2.23%	509.19K	8.24M	-5.41K	-1.05%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	0.3%	69.12K	1.12M	5K	+7.80%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.3%	69.23K	1.12M	-1.01K	-1.44%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.35%	79.9K	1.29M	20.4K	+34.29%
Mar 31, 2025	JPMORGAN CHASE & CO	0.35%	80.55K	1.3M	-43.91K	-35.28%
Mar 31, 2025	FIRST MANHATTAN CO. LLC.	0.26%	60K	970.8K	0	0
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	65.65K	1.06M	34	+0.05%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.19%	42.92K	694.4K	850	+2.02%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.23%	52.53K	849.98K	-4.03K	-7.12%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	51.49K	833.08K	8.07K	+18.59%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	43.73K	707.54K	-66.12K	-60.19%
Mar 31, 2025	UBS GROUP AG	0.16%	36.74K	594.41K	-98.77K	-72.89%
Mar 31, 2025	MAN GROUP PLC	0.11%	25.05K	405.34K	12.1K	+93.39%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.27%	61.45K	994.33K	32.84K	+114.77%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	0.22%	50.07K	810.12K	22.04K	+78.63%
Mar 31, 2025	HUBER CAPITAL MANAGEMENT LLC	0.89%	202.47K	3.28M	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	93.82K	1.52M	1.34K	+1.45%
Mar 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.28%	64.95K	1.05M	23.08K	+55.14%
Mar 31, 2025	JANE STREET GROUP, LLC	0.16%	36.17K	585.23K	36.17K	+100.00%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.16%	36.1K	584.08K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.15%	34.98K	565.98K	-15.66K	-30.92%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	60.7K	982.05K	46.61K	+330.98%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.36%	82.11K	1.33M	5.8K	+7.60%
Mar 31, 2025	EJF CAPITAL LLC	0.61%	138.77K	2.25M	-65.09K	-31.93%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.14%	33.1K	535.56K	-39.2K	-54.22%
Mar 31, 2025	MARSHALL WACE, LLP	0.14%	32.69K	528.94K	32.69K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.13%	29K	469.19K	302	+1.05%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	25.18K	407.33K	11.79K	+88.14%
Mar 31, 2025	CITADEL ADVISORS LLC	0.62%	142.04K	2.3M	23.73K	+20.06%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.79%	181.64K	2.94M	-2.7K	-1.46%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	1.61%	368.24K	5.96M	43.67K	+13.46%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	532.14K	8.61M	9.89K	+1.89%
Mar 31, 2024	FOURTHSTONE LLC	3.41%	791.96K	10.01M	256.14K	+47.80%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.52%	818.1K	10.34M	71.75K	+9.61%
Mar 31, 2024	VANGUARD GROUP INC	5.36%	1.25M	15.74M	17.33K	+1.41%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	5.76%	1.34M	16.91M	-28.54K	-2.09%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0.01%	1.25K	15.78K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.8K	22.75K	-22	-1.21%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	2K	25.26M	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	2.05K	25.87M	0	0
Mar 31, 2024	NVERSES CAPITAL, LLC	0.01%	2.3K	29.07M	2.3K	+100.00%
Mar 31, 2024	CONCORD WEALTH PARTNERS	0.02%	3.77K	47.59K	0	0
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.02%	4.37K	55.17K	0	0
Mar 31, 2024	CITIGROUP INC	0.02%	4.98K	62.92K	1.29K	+34.98%
Mar 31, 2024	SALEM INVESTMENT COUNSELORS INC	0.02%	5.4K	68.26K	0	0
Mar 31, 2024	FMR LLC	0.02%	5.71K	72.16K	63	+1.12%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.03%	8.01K	101K	-4.4K	-35.44%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	9.78K	123.61K	-3.3K	-25.25%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	8.93K	113K	-12	-0.13%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	10.52K	149.07K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	11.19K	141.39K	-97	-0.86%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.05%	11.26K	142.29K	-621	-5.23%
Mar 31, 2024	ENGINEERS GATE MANAGER LP	0.05%	11.43K	144.44K	933	+8.89%
Mar 31, 2024	UBS GROUP AG	0.1%	23.36K	295.27K	-1.73K	-6.89%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.28%	65K	822K	-9.8K	-13.10%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.28%	66.21K	836.84K	0	0
Mar 31, 2024	INVESCO LTD.	0.3%	69.74K	881.48K	29.86K	+74.87%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.31%	71.06K	898.14K	-1.48K	-2.04%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.34%	78.95K	997.97K	-16.63K	-17.40%
Mar 31, 2024	MORGAN STANLEY	0.45%	103.52K	1.31M	-24.16K	-18.92%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.67%	156.74K	1.98M	-26.68K	-14.54%
Mar 31, 2024	NORTHERN TRUST CORP	0.86%	200.15K	2.53M	-3.45K	-1.69%
Mar 31, 2024	HUBER CAPITAL MANAGEMENT LLC	1%	232.23K	2.94M	-6.67K	-2.79%
Mar 31, 2024	BLACKROCK INC.	7.08%	1.64M	20.79M	-85.73K	-4.95%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.11%	24.79K	313.28K	24.79K	+100.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.34%	312.27K	3.95M	57.44K	+22.54%
Mar 31, 2024	PETIOLE USA LTD	1.71%	396.87K	5.02M	0	0
Mar 31, 2024	STATE STREET CORP	2.05%	475.61K	6.01M	6.55K	+1.40%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.08%	482.59K	6.1M	247	+0.05%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.05%	11.44K	144.59K	39	+0.34%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.05%	12.4K	156.69K	-3.43K	-21.68%
Mar 31, 2024	BARCLAYS PLC	0.07%	15.55K	196K	-15.49K	-49.92%
Mar 31, 2024	DEUTSCHE BANK AG\	0.07%	15.55K	196.57K	1.39K	+9.83%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.08%	19.07K	241.08K	19.07K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	19.07K	241.08K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.09%	19.86K	251.06K	19.86K	+100.00%
Mar 31, 2024	TANDEM INVESTMENT ADVISORS, INC.	0.09%	20.5K	259K	-4.5K	-18.00%
Mar 31, 2024	EMERALD MUTUAL FUND ADVISERS TRUST	0.1%	22.07K	278.97K	22.07K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.1%	23.09K	291.79K	-11.48K	-33.22%
Mar 31, 2024	BLACK MAPLE CAPITAL MANAGEMENT LP	0.1%	23.15K	292.67K	23.15K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	27.08K	342.33K	4.03K	+17.48%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	27.76K	350.9K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0.12%	28.59K	361K	28.59K	+100.00%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	28.79K	363.87K	0	0
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.14%	31.59K	399K	-26.87K	-45.96%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	32.27K	407.89K	-4.15K	-11.39%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.14%	33.65K	425.34K	-9.9K	-22.74%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.15%	34.7K	438.54K	1.17K	+3.50%
Mar 31, 2024	LPL FINANCIAL LLC	0.15%	35.8K	452.51K	1.4K	+4.08%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	36.48K	461.1K	-26.24K	-41.84%
Mar 31, 2024	STRS OHIO	0.16%	36.8K	465K	-2.3K	-5.88%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.17%	39.6K	500.54K	-6.5K	-14.10%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.2%	45.34K	573.07K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.2%	45.78K	578.66K	17.2K	+60.17%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	59.74K	755.1K	-2.32K	-3.73%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0.26%	60K	758.4K	-7.03K	-10.49%
Mar 31, 2024	REGIONS FINANCIAL CORP	0.28%	65K	821.6K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.37%	84.98K	1.07M	-4.26K	-4.77%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.19%	43.55K	651.99K	11.29K	+34.99%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.2%	46.1K	690.12K	-13.3K	-22.39%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	58.46K	875K	-94.55K	-61.79%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.27%	62.05K	928.95K	-1.79K	-2.80%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	62.72K	938.91K	15.47K	+32.75%
Dec 31, 2023	REGIONS FINANCIAL CORP	0.28%	65K	973.05K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.29%	66.21K	991.1K	541	+0.82%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0.29%	67.03K	1M	0	0
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.32%	72.53K	1.09B	6.53K	+9.89%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.33%	74.8K	1.12M	-4.2K	-5.32%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.39%	89.23K	1.34M	-2.81K	-3.05%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.42%	95.58K	1.43M	23.09K	+31.84%
Dec 31, 2023	MORGAN STANLEY	0.56%	127.68K	1.91M	42.3K	+49.54%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.8%	183.42K	2.75M	6.53K	+3.69%
Dec 31, 2023	NORTHERN TRUST CORP	0.89%	203.59K	3.05M	7.43K	+3.79%
Dec 31, 2023	HUBER CAPITAL MANAGEMENT LLC	1.04%	238.91K	3.58M	-145.01K	-37.77%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.11%	254.83K	3.81M	31.64K	+14.18%
Dec 31, 2023	PETIOLE USA LTD	1.73%	396.87K	5.94M	0	0
Dec 31, 2023	STATE STREET CORP	2.04%	469.07K	7.02M	3.91K	+0.84%
Dec 31, 2023	VANGUARD GROUP INC	5.35%	1.23M	18.38M	13.16K	+1.08%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.1%	482.34K	7.22M	13.59K	+2.90%
Dec 31, 2023	FOURTHSTONE LLC	2.33%	535.83K	8.02M	273.16K	+103.99%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.25%	746.35K	11.17M	83.82K	+12.65%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	5.95%	1.37M	20.46M	-10.67K	-0.77%
Dec 31, 2023	BLACKROCK INC.	7.54%	1.73M	25.91M	117.33K	+7.27%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.05%	11.88K	177.81K	11.88K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.05%	12.13K	181K	8.17K	+205.93%
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	12.41K	186K	1.78K	+16.71%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	13.08K	195.85K	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0.06%	14.16K	211.96K	-2.29K	-13.93%
Dec 31, 2023	FAMILY FIRM, INC.	0.06%	14.75K	220.78K	14.75K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.07%	15.83K	236.93K	41	+0.26%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	19.07K	285.52K	0	0
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.08%	19.41K	290K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.1%	23.05K	345.12K	-1.23K	-5.05%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.11%	24.19K	362.06K	558	+2.36%
Dec 31, 2023	TANDEM INVESTMENT ADVISORS, INC.	0.11%	25K	374K	0	0
Dec 31, 2023	UBS GROUP AG	0.11%	25.09K	375.57K	11.86K	+89.64%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.12%	27.76K	415.58K	0	0
Dec 31, 2023	FRANKLIN RESOURCES INC	0.12%	28.15K	421.47K	-34	-0.12%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	28.58K	427.87K	12.55K	+78.24%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.13%	28.79K	430.94K	0	0
Dec 31, 2023	BARCLAYS PLC	0.14%	31.04K	464K	27.09K	+686.39%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.15%	33.52K	501.84K	4.82K	+16.78%
Dec 31, 2023	LPL FINANCIAL LLC	0.15%	34.4K	514.94K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	34.57K	517.5K	-8.03K	-18.84%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.16%	36.42K	545.16K	19.24K	+112.06%
Dec 31, 2023	STRS OHIO	0.17%	39.1K	585K	1.7K	+4.55%
Dec 31, 2023	INVESCO LTD.	0.17%	39.88K	596.99K	-17.82K	-30.89%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.2%	45.34K	678.71K	0	0

Insiders

Among the CARE insiders holding of 2.16% of the stake in company, HASKINS JAMES W., director, holds the largest shares of 61.9K. VAN DYKE LITZ H, CHIEF EXECUTIVE OFFICER, is the second largest CARE insider with ownership of 39.45K shares. SPEARE MATTHEW M., SEVP, CHIEF OPERATING OFFICER, stands third with possession of 21.91K shares of that stake.

Insiders	Designation	Shares Held
HASKINS JAMES W.	director	61.9K
VAN DYKE LITZ H	CHIEF EXECUTIVE OFFICER	39.45K
SPEARE MATTHEW M.	SEVP, CHIEF OPERATING OFFICER	21.91K
KARAVATAKIS PHYLLIS Q.		18.07K
BLOOMFIELD KEVIN S.	director	16.42K
MIDKIFF CATHARINE L.	director	16.05K
MATTHEWS EDWARD WARREN	director	14.45K
DAVIS JANE ANN	EVP, CHIEF ADMIN. OFFICER	11.8K
BOLTON ROBERT M.	director	10.83K
BIRD MICHAEL R	director	10.62K
FELDMANN GREGORY W		9.51K
ADAMS ARTHUR LORAN	EVP, DIRECTOR OF REG RISK MNGT	6.38K
LANGS BRADFORD N.	PRESIDENT, CHIEF STRATEGY OFCR	4.36K
WALSH ELIZABETH L.		3.86K
STEPHENS CURTIS E	director	3.07K
BELL WENDY S.	SENIOR EXECUTIVE VP, CFO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 30, 2025	BOLTON ROBERT M.	SALE	17.23	1.9K	32.75K	10.83K
Sep 10, 2025	SPEARE MATTHEW M.	SALE	19.83	13.55K	268.75K	21.91K
Aug 26, 2025	BELL WENDY S.	SALE	19.54	250	4.89K	0
Jul 30, 2025	MIDKIFF CATHARINE L.	SALE	17.76	2K	35.52K	16.05K
Jul 28, 2025	HASKINS JAMES W.	SALE	17.84	2K	35.68K	61.9K
Jun 12, 2025	BLOOMFIELD KEVIN S.	SALE	16.81	1.63K	27.38K	16.42K
Jun 11, 2025	BLOOMFIELD KEVIN S.	SALE	16.71	4.51K	75.37K	18.05K
Jun 10, 2025	BLOOMFIELD KEVIN S.	SALE	16.71	4.51K	75.37K	18.05K
Jun 09, 2025	BLOOMFIELD KEVIN S.	SALE	16.52	1K	16.52K	22.56K
Jun 06, 2025	BLOOMFIELD KEVIN S.	SALE	16.52	1K	16.52K	22.56K
Jun 05, 2025	DAVIS JANE ANN	SALE	16.39	2.5K	40.99K	11.8K
Jun 02, 2025	MIDKIFF CATHARINE L.	PURCHASE	16.47	200	3.29K	1.2K
Sep 14, 2023	BIRD MICHAEL R	PURCHASE	13.74	35	480.9	10.62K
Sep 14, 2023	STEPHENS CURTIS E	PURCHASE	13.74	36	494.64	3.07K
Sep 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	13.74	21	288.54	6.38K
Sep 12, 2023	MATTHEWS EDWARD WARREN	PURCHASE	13.72	1.7K	23.32K	14.45K
Aug 14, 2023	STEPHENS CURTIS E	PURCHASE	14.54	34	494.36	3.04K
Aug 14, 2023	BIRD MICHAEL R	PURCHASE	14.54	35	508.9	10.58K
Aug 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	14.54	21	305.34	6.36K
Jul 14, 2023	STEPHENS CURTIS E	PURCHASE	15.12	32	483.84	3K
Jul 14, 2023	BIRD MICHAEL R	PURCHASE	15.12	33	498.96	10.55K
Jul 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	15.12	20	302.4	6.34K
Jun 14, 2023	BIRD MICHAEL R	PURCHASE	15.83	31	490.73	10.51K
Jun 14, 2023	STEPHENS CURTIS E	PURCHASE	15.83	31	490.73	2.97K
Jun 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	15.83	17	269.11	6.32K
Jun 05, 2023	ADAMS ARTHUR LORAN	SALE	15.01	1.26K	18.85K	6.3K
May 22, 2023	ADAMS ARTHUR LORAN	SALE	14.08	1.96K	27.62K	7.56K
May 15, 2023	ADAMS ARTHUR LORAN	PURCHASE	13.67	22	300.74	9.52K
May 15, 2023	STEPHENS CURTIS E	PURCHASE	13.67	36	492.12	2.94K
May 15, 2023	BIRD MICHAEL R	PURCHASE	13.67	36	492.12	10.48K
May 02, 2023	BOLTON ROBERT M.	PURCHASE	12.77	500	6.39K	8.57K
May 02, 2023	HASKINS JAMES W.	SALE	13.28	1K	13.28K	59.74K
May 01, 2023	VAN DYKE LITZ H	PURCHASE	13.32	2.2K	29.3K	39.45K
Apr 14, 2023	BIRD MICHAEL R	PURCHASE	13.32	37	492.84	10.45K
Apr 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	13.32	22	293.04	7.79K
Apr 14, 2023	STEPHENS CURTIS E	PURCHASE	13.32	38	506.16	2.9K
Mar 14, 2023	STEPHENS CURTIS E	PURCHASE	14.31	34	486.54	2.87K
Mar 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	14.31	21	300.51	7.77K
Mar 14, 2023	BIRD MICHAEL R	PURCHASE	14.31	35	500.85	10.41K
Feb 14, 2023	BIRD MICHAEL R	PURCHASE	17.44	28	488.32	8.64K
Feb 14, 2023	ADAMS ARTHUR LORAN	PURCHASE	17.44	16	279.04	6.36K
Feb 14, 2023	STEPHENS CURTIS E	PURCHASE	17.44	28	488.32	1.1K
Feb 14, 2023	MIDKIFF CATHARINE L.	SALE	17.34	1K	17.34K	12.17K
Feb 07, 2023	DAVIS JANE ANN	SALE	17.41	2.14K	37.21K	5.79K
Jan 17, 2023	STEPHENS CURTIS E	PURCHASE	16.48	30	494.4	1.07K
Jan 17, 2023	ADAMS ARTHUR LORAN	PURCHASE	16.48	18	296.64	6.35K
Jan 17, 2023	BIRD MICHAEL R	PURCHASE	16.48	29	477.92	8.62K
Dec 07, 2022	STEPHENS CURTIS E	PURCHASE	18.09	300	5.43K	1.02K
Dec 05, 2022	MIDKIFF CATHARINE L.	SALE	18.69	1K	18.69K	13.17K
Nov 21, 2022	HASKINS JAMES W.	SALE	18.26	1K	18.26K	59.01K
Nov 14, 2022	BIRD MICHAEL R	PURCHASE	18.37	27	495.99	8.56K
Nov 14, 2022	ADAMS ARTHUR LORAN	PURCHASE	18.37	16	293.92	6.31K
Nov 14, 2022	STEPHENS CURTIS E	PURCHASE	18.37	27	495.99	716
Oct 14, 2022	BIRD MICHAEL R	PURCHASE	16.83	29	488.07	8.53K
Oct 14, 2022	ADAMS ARTHUR LORAN	PURCHASE	16.83	17	286.11	6.3K
Oct 14, 2022	STEPHENS CURTIS E	PURCHASE	16.83	58	976.14	689
Jul 14, 2022	FELDMANN GREGORY W	PURCHASE	13.03	27	351.81	9.51K
Jul 14, 2022	VAN DYKE LITZ H	PURCHASE	13.03	76	990.28	30.22K
Jul 14, 2022	ADAMS ARTHUR LORAN	PURCHASE	13.03	22	286.66	6.28K
Jul 14, 2022	KARAVATAKIS PHYLLIS Q.	PURCHASE	13.03	37	482.11	18.07K
Jul 14, 2022	BIRD MICHAEL R	PURCHASE	13.03	37	482.11	8.5K
Jun 14, 2022	ADAMS ARTHUR LORAN	PURCHASE	13.60	22	299.2	6.26K
Jun 14, 2022	BIRD MICHAEL R	PURCHASE	13.60	37	503.2	8.47K
Jun 14, 2022	VAN DYKE LITZ H	PURCHASE	13.60	73	992.8	30.15K
Jun 14, 2022	FELDMANN GREGORY W	PURCHASE	13.60	25	340	9.48K
Jun 14, 2022	KARAVATAKIS PHYLLIS Q.	PURCHASE	13.60	37	503.2	18.03K
Jun 03, 2022	STEPHENS CURTIS E	PURCHASE	14.64	300	4.39K	631
May 03, 2022	VAN DYKE LITZ H	PURCHASE	16.00	1K	16K	30.07K
Dec 14, 2021	BOLTON ROBERT M.	PURCHASE	14.73	785	11.56K	4.49K
Dec 14, 2021	BIRD MICHAEL R	PURCHASE	14.66	33	483.78	6.58K
Dec 14, 2021	ADAMS ARTHUR LORAN	PURCHASE	14.66	20	293.2	3.33K
Dec 14, 2021	FELDMANN GREGORY W	PURCHASE	14.66	23	337.18	7.61K
Dec 14, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	14.66	33	483.78	17.99K
Dec 14, 2021	VAN DYKE LITZ H	PURCHASE	14.66	68	996.88	18.69K
Nov 30, 2021	BLOOMFIELD KEVIN S.	PURCHASE	14.58	6.19K	90.25K	15.82K
Nov 22, 2021	BOLTON ROBERT M.	PURCHASE	15.61	500	7.8K	3.71K
Oct 14, 2021	BIRD MICHAEL R	PURCHASE	14.80	33	488.4	6.55K
Oct 14, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	14.80	33	488.4	17.96K
Oct 14, 2021	VAN DYKE LITZ H	PURCHASE	14.80	66	976.8	18.62K
Oct 14, 2021	FELDMANN GREGORY W	PURCHASE	14.80	23	340.4	7.59K
Oct 14, 2021	ADAMS ARTHUR LORAN	PURCHASE	14.80	19	281.2	3.31K
Sep 13, 2021	HASKINS JAMES W.	PURCHASE	13.65	1K	13.65K	58.16K
Sep 13, 2021	ADAMS ARTHUR LORAN	PURCHASE	13.59	250	3.4K	3.29K
Sep 13, 2021	BELL WENDY S.	PURCHASE	13.82	114	1.58K	17.45K
Jun 01, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	15.41	32	493.12	17.93K
Jun 01, 2021	VAN DYKE LITZ H	PURCHASE	15.41	129	1.99K	18.56K
Jun 01, 2021	ADAMS ARTHUR LORAN	PURCHASE	15.41	19	292.79	3.04K
Jun 01, 2021	BIRD MICHAEL R	PURCHASE	15.41	32	493.12	6.51K
Jun 01, 2021	FELDMANN GREGORY W	PURCHASE	15.41	22	339.02	7.56K
May 20, 2021	LANGS BRADFORD N.	SALE	14.40	1.5K	21.6K	4.36K
May 03, 2021	FELDMANN GREGORY W	PURCHASE	13.20	26	343.2	7.54K
May 03, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	13.20	37	488.4	17.89K
May 03, 2021	ADAMS ARTHUR LORAN	PURCHASE	13.20	22	290.4	3.02K
May 03, 2021	BIRD MICHAEL R	PURCHASE	13.20	37	488.4	6.48K
May 03, 2021	VAN DYKE LITZ H	PURCHASE	13.20	150	1.98K	18.43K
Apr 01, 2021	VAN DYKE LITZ H	PURCHASE	13.95	143	1.99K	18.28K
Apr 01, 2021	FELDMANN GREGORY W	PURCHASE	13.95	25	348.75	7.52K
Apr 01, 2021	ADAMS ARTHUR LORAN	PURCHASE	13.95	21	292.95	3K
Apr 01, 2021	BIRD MICHAEL R	PURCHASE	13.95	35	488.25	6.45K
Apr 01, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	13.95	36	502.2	17.86K
Mar 15, 2021	WALSH ELIZABETH L.	PURCHASE	14.15	40	566	3.86K
Mar 01, 2021	KARAVATAKIS PHYLLIS Q.	PURCHASE	12.27	40	490.8	17.82K
Mar 01, 2021	FELDMANN GREGORY W	PURCHASE	12.27	28	343.56	7.49K
Mar 01, 2021	BIRD MICHAEL R	PURCHASE	12.27	40	490.8	6.41K
Mar 01, 2021	ADAMS ARTHUR LORAN	PURCHASE	12.27	24	294.48	2.98K
Mar 01, 2021	VAN DYKE LITZ H	PURCHASE	12.27	161	1.98K	18.14K
Nov 03, 2020	BLOOMFIELD KEVIN S.	PURCHASE	7.24	278	2.01K	9.63K
Nov 02, 2020	BLOOMFIELD KEVIN S.	PURCHASE	6.99	2.46K	17.17K	9.35K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.9K1

NET SHARES-1.9K1

SHARES HELD10.83K1

% NET SHARES-117.56%0%

Frequently Asked Questions