Filing Research | CRI - CARTERS INC Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	SALEM INVESTMENT COUNSELORS INC	Shares	126.6KSH	$5.2M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	66.0KSH	$2.7M
3	Y-Intercept (Hong Kong) Ltd	Shares	31.5KSH	$1.3M
4	Robeco Institutional Asset Management B.V.	Shares	25.0KSH	$1.0M
5	Louisiana State Employees Retirement System	Shares	16.1KSH	$662.7K
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.0KSH	$617.4K
7	QRG CAPITAL MANAGEMENT, INC.	Shares	11.9KSH	$488.8K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.4KSH	$460.0K
9	Westhampton Capital, LLC	Shares	11.0KSH	$452.8K
10	Police & Firemen's Retirement System of New Jersey	Shares	10.9KSH	$448.6K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.9KSH	$409.0K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.7KSH	$359.7K
13	Crossmark Global Holdings, Inc.	Shares	7.5KSH	$309.4K
14	Swedbank AB	Shares	6.5KSH	$266.0K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.4KSH	$263.0K
16	Aaron Wealth Advisors LLC	Shares	5.7KSH	$234.1K
17	Sound Income Strategies, LLC	Shares	5.4KSH	$221.2K
18	Versant Capital Management, Inc	Shares	2.7KSH	$109.6K
19	GAMMA Investing LLC	Shares	2.6KSH	$107.4K
20	SJS Investment Consulting Inc.	Shares	394SH	$16.2K
21	EverSource Wealth Advisors, LLC	Shares	356SH	$14.7K
22	True Wealth Design, LLC	Shares	337SH	$13.9K
23	SIGNATUREFD, LLC	Shares	221SH	$9.1K
24	MassMutual Private Wealth & Trust, FSB	Shares	154SH	$6.3K
25	Triumph Capital Management	Shares	100SH	$4.1K
26	Farther Finance Advisors, LLC	Shares	75SH	$3.1K
27	Spire Wealth Management	Shares	68SH	$2.8K
28	Valued Wealth Advisors LLC	Shares	47SH	$1.9K
29	Cedar Mountain Advisors, LLC	Shares	30SH	$1.2K
30	SBI Securities Co., Ltd.	Shares	30SH	$1.2K
31	ELEVATION WEALTH PARTNERS, LLC	Shares	28SH	$1.2K
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	23.7KSH	$975
33	Fortitude Family Office, LLC	Shares	20SH	$823
34	Crewe Advisors LLC	Shares	17SH	$700
35	FINANCIAL CONSULATE, INC	Shares	16SH	$659
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$617
37	State of Alaska, Department of Revenue	Shares	14.0KSH	$575
38	Lodestone Wealth Management LLC	Shares	11SH	$462
39	Signature Resources Capital Management, LLC	Shares	11SH	$453
40	AMALGAMATED BANK	Shares	9.9KSH	$406
41	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$330
42	JFS WEALTH ADVISORS, LLC	Shares	6SH	$247
43	IFP Advisors, Inc	Shares	5SH	$206
44	Retirement Wealth Solutions LLC	Shares	5SH	$206
45	Davis Capital Management	Shares	2SH	$82
46	Hughes Financial Services, LLC	Shares	1SH	$41
47	CX Institutional	Shares	75SH	$3
48	Activest Wealth Management	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+31.5K	+$1.3M	$1.3M
2	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-310	+$672.6K	$5.2M
3	EASTERLY INVESTMENT PARTNERS LLC trimmed	Shares	-3.0K	+$282.2K	$2.7M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.0K	+$95.8K	$448.6K
5	Louisiana State Employees Retirement System trimmed	Shares	-100	+$83.4K	$662.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+841	+$79.2K	$460.0K
7	Crossmark Global Holdings, Inc. added	Shares	+563	+$60.7K	$309.4K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+93	+$57.0K	$409.0K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-275	+$37.4K	$359.7K
10	Swedbank AB unchanged	Shares	0	+$34.9K	$266.0K
11	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-164	+$28.6K	$263.0K
12	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-1.0K	+$26.7K	$488.8K
13	Sound Income Strategies, LLC trimmed	Shares	-171	+$23.9K	$221.2K
14	Versant Capital Management, Inc unchanged	Shares	0	+$14.4K	$109.6K
15	Aaron Wealth Advisors LLC trimmed	Shares	-511	+$12.4K	$234.1K
16	SIGNATUREFD, LLC added	Shares	+43	+$2.7K	$9.1K
17	SJS Investment Consulting Inc. unchanged	Shares	0	+$2.1K	$16.2K
18	Valued Wealth Advisors LLC new	Shares	+47	+$1.9K	$1.9K
19	True Wealth Design, LLC unchanged	Shares	0	+$1.8K	$13.9K
20	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$832	$6.3K
21	Triumph Capital Management unchanged	Shares	0	+$540	$4.1K
22	Spire Wealth Management unchanged	Shares	0	+$367	$2.8K
23	SBI Securities Co., Ltd. added	Shares	+5	+$341	$1.2K
24	Crewe Advisors LLC added	Shares	+6	+$306	$700
25	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$247	$247
26	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$162	$1.2K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+722	+$153	$975
28	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$151	$1.2K
29	Fortitude Family Office, LLC unchanged	Shares	0	+$108	$823
30	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$86	$659
31	Davis Capital Management new	Shares	+2	+$82	$82
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$81	$617
33	Lodestone Wealth Management LLC unchanged	Shares	0	+$64	$462
34	Signature Resources Capital Management, LLC unchanged	Shares	0	+$60	$453
35	AMALGAMATED BANK trimmed	Shares	-612	+$32	$406
36	Retirement Wealth Solutions LLC unchanged	Shares	0	+$27	$206
37	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	+$8	$330
38	Hughes Financial Services, LLC unchanged	Shares	0	+$5	$41
39	Activest Wealth Management unchanged	Shares	0	$0	$0
40	CX Institutional added	Shares	+1	$0	$3
41	Capital Advisors, Ltd. LLC exited	Shares	-24	-$1	$0
42	State of Alaska, Department of Revenue trimmed	Shares	-5.9K	-$134	$575
43	IFP Advisors, Inc trimmed	Shares	-6	-$187	$206
44	GAMMA Investing LLC trimmed	Shares	-446	-$1.9K	$107.4K
45	EverSource Wealth Advisors, LLC trimmed	Shares	-126	-$2.6K	$14.7K
46	TRUST CO OF TOLEDO NA /OH/ exited	Shares	-300	-$10.7K	$0
47	Farther Finance Advisors, LLC trimmed	Shares	-342	-$11.7K	$3.1K
48	Westhampton Capital, LLC trimmed	Shares	-2.0K	-$12.1K	$452.8K
49	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-6.7K	-$237.9K	$0
50	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-24.3K	-$788.0K	$617.4K

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