Fund shareholders of Carter Bankshares Inc
ISIN US1461031064 · United States
- Fund shareholders
- 191
- Of which ETFs
- 42 149 other funds
- Value held
- 214.7M $
- Share of capital
- 29.4 % of 22.2M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 676,578 | 23M $ | 0.00 % | 3.05 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 571,091 | 19.4M $ | 0.02 % | 2.58 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 503,791 | 13.8M $ | 0.05 % | 2.27 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 378,492 | 12.9M $ | 0.27 % | 1.71 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 274,274 | 9.5M $ | 0.05 % | 1.24 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 256,877 | 8.7M $ | 0.01 % | 1.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 241,596 | 8.4M $ | 0.02 % | 1.09 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 166,285 | 5.7M $ | 0.04 % | 0.75 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 154,917 | 5.4M $ | 0.03 % | 0.70 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 146,447 | 5.1M $ | 0.04 % | 0.66 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 139,615 | 4.7M $ | 0.08 % | 0.63 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 139,360 | 4.8M $ | 0.12 % | 0.63 % | as of Jul 31, 2026 ↗ |
| Huber Small Cap Value Fund Advisors Series Trust | 134,813 | 4.7M $ | 4.54 % | 0.61 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 112,355 | 3.1M $ | 0.02 % | 0.51 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 107,389 | 2.9M $ | 0.01 % | 0.48 % | as of May 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 103,929 | 3.6M $ | 0.04 % | 0.47 % | as of Jul 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 102,318 | 3.5M $ | 0.17 % | 0.46 % | as of Jul 31, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 100,782 | 2.8M $ | 0.35 % | 0.45 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 98,816 | 3.4M $ | 0.02 % | 0.45 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 98,811 | 3.4M $ | 0.94 % | 0.45 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 88,186 | 3M $ | 0.29 % | 0.40 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,913 | 2.7M $ | 0.03 % | 0.36 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 74,471 | 2.5M $ | 0.17 % | 0.34 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 73,752 | 2.5M $ | 0.95 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 73,726 | 2.5M $ | 0.02 % | 0.33 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 67,466 | 2.3M $ | 0.06 % | 0.30 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 67,400 | 2.3M $ | 0.54 % | 0.30 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 54,316 | 1.8M $ | 0.00 % | 0.25 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 54,291 | 1.5M $ | 0.05 % | 0.24 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 54,016 | 1.9M $ | 0.02 % | 0.24 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,041 | 1.8M $ | 0.00 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 50,745 | 1.8M $ | 0.00 % | 0.23 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 47,211 | 1.3M $ | 0.20 % | 0.21 % | as of May 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 44,385 | 1.5M $ | 0.11 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 42,814 | 1.2M $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 41,756 | 1.4M $ | 0.02 % | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 39,077 | 1.3M $ | 0.01 % | 0.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 35,815 | 977.7K $ | 0.01 % | 0.16 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 33,996 | 928.1K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 33,179 | 905.8K $ | 0.05 % | 0.15 % | as of May 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 32,600 | 1.1M $ | 0.12 % | 0.15 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 29,867 | 1M $ | 0.08 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 29,759 | 1M $ | 0.03 % | 0.13 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,375 | 946.6K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 25,976 | 883.4K $ | 0.03 % | 0.12 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 25,497 | 867.2K $ | 0.02 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 25,274 | 859.6K $ | 0.04 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 22,829 | 789.4K $ | 0.18 % | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 21,152 | 577.4K $ | 0.12 % | 0.10 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 18,582 | 642.6K $ | 0.02 % | 0.08 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,144 | 627.4K $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 17,327 | 589.3K $ | 0.32 % | 0.08 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 17,195 | 584.8K $ | 0.03 % | 0.08 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 16,631 | 454K $ | 0.14 % | 0.08 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 16,233 | 561.3K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,919 | 541.4K $ | 0.02 % | 0.07 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 15,060 | 512.2K $ | 0.03 % | 0.07 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 14,490 | 492.8K $ | 0.13 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,303 | 390.5K $ | 0.03 % | 0.06 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,232 | 450K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,657 | 430.5K $ | 0.06 % | 0.06 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,027 | 328.3K $ | 1.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,673 | 397K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,660 | 403.2K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 11,600 | 316.7K $ | 0.02 % | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,532 | 314.8K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 11,486 | 390.6K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 11,410 | 388.1K $ | 0.09 % | 0.05 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 11,181 | 380.3K $ | 0.44 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,815 | 367.8K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,796 | 294.7K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 10,778 | 294.2K $ | 0.30 % | 0.05 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 10,615 | 367.1K $ | 0.02 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,087 | 348.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 9,935 | 343.6K $ | 1.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,500 | 323.1K $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 9,200 | 251.2K $ | 0.10 % | 0.04 % | as of May 29, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,177 | 317.3K $ | 0.04 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 8,815 | 240.6K $ | 0.02 % | 0.04 % | as of May 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 8,800 | 299.3K $ | 0.37 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,549 | 290.8K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 8,338 | 283.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,193 | 283.3K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,900 | 273.2K $ | 0.04 % | 0.04 % | as of Jul 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,833 | 266.4K $ | 0.30 % | 0.04 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,800 | 265.3K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,375 | 250.8K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,233 | 246K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,771 | 230.3K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,680 | 227.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,506 | 225K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 6,153 | 209.3K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,740 | 195.2K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 5,568 | 152K $ | 0.14 % | 0.03 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,331 | 181.3K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,254 | 178.7K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 5,153 | 175.3K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,027 | 171K $ | 0.08 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 4,802 | 163.3K $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,800 | 131K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Huber Small Cap Value Fund Advisors Series Trust | 4.54 % | as of Jul 31, 2026 ↗ |
| SMART Small Cap ETF Tidal Trust I | 2.20 % | as of Jun 30, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 1.01 % | as of Jul 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 1.00 % | as of May 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.95 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 0.94 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.54 % | as of Jul 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 0.44 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.37 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 0.35 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 191 | +35 | 6,519,278 | +26.5 % |
| 2026Q2 | 156 | +9 | 5,154,471 | +4.2 % |
| 2026Q1 | 147 | -4 | 4,946,995 | -2.5 % |
| 2025Q4 | 151 | 0 | 5,072,311 | -1.2 % |
| 2025Q3 | 151 | -1 | 5,134,474 | +1.3 % |
| 2025Q2 | 152 | +9 | 5,069,477 | -2.1 % |
| 2025Q1 | 143 | +4 | 5,177,466 | -0.5 % |
| 2024Q4 | 139 | +10 | 5,205,937 | +4.1 % |
| 2024Q3 | 129 | +1 | 5,001,893 | +0.6 % |
| 2024Q2 | 128 | -3 | 4,970,969 | +1.2 % |
| 2024Q1 | 131 | -4 | 4,910,371 | -0.5 % |
| 2023Q4 | 135 | 4,935,306 |
Institutional managers
121 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,668,818 | 38.9M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 1,502,119 | 35M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,175,925 | 27.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 540,866 | 12.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 515,975 | 12M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 498,902 | 11.6M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 449,617 | 10.5M $ | as of Mar 31, 2026 |
| Petiole USA ltd | 381,373 | 8.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 356,388 | 8.3M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 328,888 | 7.7M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 227,715 | 5.3M $ | as of Mar 31, 2026 |
| Huber Capital Management LLC | 190,553 | 4.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 189,428 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 175,469 | 4.1M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 156,780 | 3.7K $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 135,991 | 3.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 135,665 | 3.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 134,855 | 3.1M $ | as of Mar 31, 2026 |
| Diversified Trust Co | 131,488 | 3.1M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 127,713 | 3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 124,004 | 2.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 119,819 | 2.8M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 104,692 | 2.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 104,106 | 2.4M $ | as of Mar 31, 2026 |
| EJF Capital LP | 98,758 | 2.3M $ | as of Mar 31, 2026 |
Declared shareholders of Carter Bankshares Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 4.95 % | 1,101,459 | as of Jun 30, 2026 · SCHEDULE 13G |
| Fourthstone LLC and 5 others | 0.00 % | 100 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Carter Bankshares Inc". https://titelia.com/en/stocks/carter-bankshares-inc-US1461031064