Funds holding Carriage Services Inc
173 funds declare a position · 41 ETFs and 132 other funds · 254.2M $ · US1439051079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 508,550 | 23.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 447,647 | 20.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 383,269 | 18.8M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 340,772 | 15.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 335,500 | 16.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 6 | Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 294,600 | 14.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| 7 | Heartland Value Fund HEARTLAND GROUP INC. | 207,300 | 9.5M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 175,121 | 8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 139,232 | 6.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 10 | Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 131,500 | 6.5M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 11 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 118,291 | 5.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 12 | Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 118,170 | 5.4M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 13 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 116,300 | 5.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 14 | iShares Russell 2000 Growth ETF iShares Trust | 115,862 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 15 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 82,350 | 3.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 81,671 | 4M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 80,893 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 18 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 76,468 | 3.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 76,198 | 3.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 70,440 | 3.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 21 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,021 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 67,246 | 3.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 23 | T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 63,077 | 2.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 56,522 | 2.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 25 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 53,983 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 26 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 52,577 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 52,129 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 50,800 | 2.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 29 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 50,066 | 2.3M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 30 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 48,938 | 2.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 31 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 37,970 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | iShares Micro-Cap ETF iShares Trust | 35,784 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 35,469 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 34,963 | 1.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 35 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 30,849 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 30,335 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 30,059 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 38 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 30,018 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 39 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,625 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,183 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 25,000 | 1.2M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| 42 | Master Small Cap Index Series Quantitative Master Series LLC | 23,569 | 1.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 43 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 22,609 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 22,607 | 1M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| 45 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 22,134 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 19,007 | 867.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 47 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,583 | 765.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 15,479 | 760K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 49 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,132 | 690.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 50 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 14,764 | 680.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 51 | Nuveen Equity Index Fund TIAA-CREF Funds | 14,156 | 695.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 13,938 | 684.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 53 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 13,475 | 661.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 54 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 13,381 | 616.5K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 55 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,927 | 595.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 56 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 12,759 | 626.5K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 57 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,707 | 574.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 58 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 10,874 | 496.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 59 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 10,797 | 493K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 60 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 10,595 | 483.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 61 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,935 | 453.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 62 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 9,317 | 457.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,313 | 457.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 9,038 | 412.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 65 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,915 | 437.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 66 | EQ/Small Company Index Portfolio EQ Advisors Trust | 8,530 | 389.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,479 | 387.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,528 | 346.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 69 | Parvin Hedged Equity Solari World Fund MSS Series Trust | 7,500 | 345.5K $ | 2.45 % | as of Feb 28, 2026 · Original filing |
| 70 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,100 | 324.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 71 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,040 | 321.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | Small Cap Index Fund Northern Funds | 6,874 | 313.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,751 | 308.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 6,331 | 289.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 75 | Global X Russell 2000 ETF GLOBAL X FUNDS | 6,132 | 301.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 76 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,728 | 261.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 5,544 | 272.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | Small Cap Index Fund VALIC Co I | 5,517 | 254.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 79 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,412 | 265.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 80 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,959 | 226.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 81 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,717 | 231.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 82 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,696 | 214.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | AQR Small Cap Momentum Style Fund AQR Funds | 4,474 | 204.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 84 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,213 | 192.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | iShares Russell 3000 ETF iShares Trust | 3,950 | 180.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,508 | 160.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,483 | 171K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,278 | 160.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,052 | 139.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | Diversified Equity Master Portfolio Master Investment Portfolio | 3,050 | 139.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 91 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,848 | 131.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 92 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 2,773 | 126.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Longview Advantage ETF RBB Fund Trust | 2,754 | 126.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 94 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,703 | 123.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 2,637 | 129.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 96 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 2,621 | 119.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 97 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,546 | 116.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,535 | 116.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 99 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,528 | 115.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 100 | Indexperts Quality Earnings Focused ETF SPINNAKER ETF SERIES | 2,444 | 120K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
Institutional managers
160 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 2,379,146 | 108.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,021,118 | 46.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 610,346 | 27.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 516,061 | 23.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 427,900 | 19.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 364,755 | 16.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 355,906 | 16.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 307,732 | 14.1M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 263,750 | 12M $ | as of Mar 31, 2026 |
| Polar Asset Management Partners Inc. | 254,268 | 11.6M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 236,092 | 10.8M $ | as of Mar 31, 2026 |
| Boston Partners | 208,850 | 9.5M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 207,300 | 9.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 148,208 | 6.8M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 143,430 | 6.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 135,063 | 6.2M $ | as of Mar 31, 2026 |
| NICHOLAS COMPANY, INC. | 132,625 | 6.1M $ | as of Mar 31, 2026 |
| Manatuck Hill Partners, LLC | 127,000 | 5.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 125,060 | 5.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 123,165 | 5.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 114,346 | 5.2M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 114,174 | 5.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 113,524 | 5.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 112,532 | 5.1M $ | as of Mar 31, 2026 |
| REGIONS FINANCIAL CORP | 109,384 | 5M $ | as of Mar 31, 2026 |