Company · Ownership research

Carter Bankshares, Inc. CARE

CIK 0001829576 · CUSIP 146103106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 146103106 (CARE), not CUSIP 146103906 (CARE), CUSIP SBMWKK451 (CARE), and does not merge CUSIPs.

This page lists the top 20 of 55 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$40.78M 1,364,215 shares	0.01%	+108.09K(+8.60%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$25.90M 866,516 shares	0.00%	+289.90K(+50.30%)Added	SEC filing ↗ Nov 6, 2026	▾
03	Diversified Trust Co CIK 1479844 · View history	$4.24M 141,762 shares	0.09%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
04	Russell Investments Group, Ltd. CIK 1692234 · View history	$3.75M 125,311 shares	0.00%	-60.92K(-32.70%)Reduced	SEC filing ↗ Nov 6, 2026	▾
05	Creative Planning CIK 1540235 · View history	$3.21M 107,321 shares	0.00%	+10.86K(+11.30%)Added	SEC filing ↗ Nov 2, 2026	▾
06	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$3.11M 103,929 shares	0.00%	+103.93KNew	SEC filing ↗ Nov 2, 2026	▾
07	CITIGROUP INC CIK 831001 · View history	$2.80M 93,813 shares	0.00%	+64.70K(+222.20%)Added	SEC filing ↗ Nov 4, 2026	▾
08	Bank of New York Mellon Corp CIK 1390777 · View history	$2.16M 72,365 shares	0.00%	+829(+1.20%)Added	SEC filing ↗ Nov 5, 2026	▾
09	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$1.05M 35,110 shares	0.02%	+35.11KNew	SEC filing ↗ Oct 16, 2026	▾
10	RITHOLTZ WEALTH MANAGEMENT CIK 1698218 · View history	$912.75K 30,537 shares	0.01%	+30.54KNew	SEC filing ↗ Nov 5, 2026	▾
11	Allspring Global Investments Holdings, LLC CIK 1890906 · View history	$844.83K 27,827 shares	0.00%	+1.90K(+7.30%)Added	SEC filing ↗ Nov 4, 2026	▾
12	SummerHaven Investment Management, LLC CIK 1846436 · Amended · View history	$839.52K 28,087 shares	0.47%	+28.09KNew	SEC filing ↗ Oct 19, 2026	▾
13	Richard Young Associates, Ltd. CIK 2107563 · View history	$720.32K 24,099 shares	0.47%	-372(-1.50%)Reduced	SEC filing ↗ Nov 3, 2026	▾
14	BARCLAYS PLC CIK 312069 · View history	$601.84K 20,135 shares	0.00%	-6.43K(-24.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	DEUTSCHE BANK AG\ CIK 948046 · View history	$587.07K 19,641 shares	0.00%	-2.73K(-12.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
16	ALPS ADVISORS INC CIK 1376113 · View history	$557.15K 18,640 shares	0.00%	+18.64KNew	SEC filing ↗ Nov 3, 2026	▾
17	Retirement Planning Group, LLC CIK 1508195 · View history	$449.67K 15,044 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Oct 19, 2026	▾
18	LightSquare Wealth Management, LLC CIK 2118318 · View history	$426.80K 14,279 shares	0.29%	-430(-2.90%)Reduced	SEC filing ↗ Nov 3, 2026	▾
19	TRUIST FINANCIAL CORP CIK 92230 · View history	$384.24K 12,855 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 30, 2026	▾
20	LPL Financial LLC CIK 1403438 · View history	$355.03K 11,878 shares	0.00%	-818(-6.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 55 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,182,849

Not deduplicated across managers

Disclosed value

$95.16M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Carter Bankshares, Inc. · Q3 2026

Explore all 55 reporting institutions.

This page includes 20 of 55 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.