Titelia

Fund shareholders of Carter Bankshares Inc

ISIN US1461031064 · United States

Fund shareholders
156
Of which ETFs
30 126 other funds
Value held
121.6M $
Share of capital
23.3 % of 22.2M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 715,01616.7M $0.00 %3.23 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 558,35513M $0.02 %2.52 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 440,8849.2M $0.04 %1.99 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 274,2747M $0.04 %1.24 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 246,4545.7M $0.01 %1.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 213,2565.5M $0.02 %0.96 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 158,2533.7M $0.03 %0.71 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 140,2923.6M $0.02 %0.63 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 135,7563.5M $0.03 %0.61 %as of Apr 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 134,8133.5M $3.70 %0.61 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 113,5212.4M $0.01 %0.51 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 111,4242.3M $0.02 %0.50 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 102,3182.6M $0.13 %0.46 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 98,8162.5M $0.01 %0.45 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 98,3562.5M $0.03 %0.44 %as of Apr 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 92,3922.2M $0.95 %0.42 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,4622M $0.03 %0.35 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 73,7261.9M $0.01 %0.33 %as of Apr 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 70,2201.6M $0.72 %0.32 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 65,9721.4M $0.20 %0.30 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 55,1081.3M $0.11 %0.25 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 54,3601.1M $0.05 %0.25 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 53,1001.2M $0.15 %0.24 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 52,9561.2M $0.00 %0.24 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,0411.3M $0.00 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 47,7381.2M $0.02 %0.22 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 44,3851M $0.09 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 42,814892.2K $0.00 %0.19 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 37,846788.7K $0.01 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,525805.1K $0.02 %0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 33,177849.3K $0.00 %0.15 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 32,491757.7K $0.01 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 31,781662.3K $0.00 %0.14 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 29,230748.3K $0.06 %0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,375700.8K $0.00 %0.12 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 24,626574.3K $0.02 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 24,190619.3K $0.02 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 21,434499.8K $0.03 %0.10 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 21,000437.6K $0.04 %0.09 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,144464.5K $0.01 %0.08 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 18,068421.3K $0.02 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 16,233415.6K $0.00 %0.07 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,060351.2K $0.02 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,719343.2K $0.02 %0.07 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,664342K $0.04 %0.07 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,386368.3K $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,456280.4K $0.03 %0.06 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,657295.2K $0.04 %0.06 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 12,143253.1K $0.85 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,673272.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,652271.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 11,532240.3K $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,368291K $0.00 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 10,145236.6K $0.02 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,825251.5K $0.00 %0.04 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 9,500221.5K $0.04 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,491243K $0.02 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,452220.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,177234.9K $0.03 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 9,131190.3K $0.01 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 8,815183.7K $0.01 %0.04 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 8,717181.7K $0.00 %0.04 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,549199.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,401195.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,787181.6K $0.25 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,562193.6K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,300170.2K $0.01 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,680155.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,506166.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,321147.4K $0.02 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,073141.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 5,875137K $0.02 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,755134.2K $0.02 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,580130.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 5,568116K $0.11 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,406138.4K $0.02 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,331124.3K $0.02 %0.02 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 4,802112K $0.07 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,800100K $0.01 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,744121.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,44792.7K $0.03 %0.02 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,44592.6K $0.04 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,442103.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,256109K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,05194.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,950101.1K $0.13 %0.02 %as of Apr 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,84889.7K $0.05 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,76878.5K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,59792.1K $0.01 %0.02 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,39779.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,27168.2K $0.04 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,26183.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,15773.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,97369.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,91568K $0.01 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,80065.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,74964.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,70663.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,65267.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,48658K $0.02 %0.01 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Huber Small Cap Value Fund Advisors Series Trust 3.70 %as of Apr 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 0.95 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.85 %as of Feb 28, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.72 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.25 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.20 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.15 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 0.13 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 0.13 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 0.13 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2156+95,154,471+4.2 %
2026Q1147-44,946,995-2.5 %
2025Q415105,072,311-1.2 %
2025Q3151-15,134,474+1.3 %
2025Q2152+95,069,477-2.1 %
2025Q1143+45,177,466-0.5 %
2024Q4139+105,205,937+4.1 %
2024Q3129+15,001,893+0.6 %
2024Q2128-34,970,969+1.2 %
2024Q1131-44,910,371-0.5 %
2023Q41354,935,306

Institutional managers

121 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,668,81838.9M $as of Mar 31, 2026
Fourthstone LLC1,502,11935M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,175,92527.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC540,86612.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC515,97512M $as of Mar 31, 2026
STATE STREET CORP498,90211.6M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC449,61710.5M $as of Mar 31, 2026
Petiole USA ltd381,3738.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC356,3888.3M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC328,8887.7M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.227,7155.3M $as of Mar 31, 2026
Huber Capital Management LLC190,5534.4M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC189,4284.4M $as of Mar 31, 2026
NORTHERN TRUST CORP175,4694.1M $as of Mar 31, 2026
ALGERT GLOBAL LLC156,7803.7K $as of Mar 31, 2026
Squarepoint Ops LLC135,9913.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC135,6653.2M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC134,8553.1M $as of Mar 31, 2026
Diversified Trust Co131,4883.1M $as of Mar 31, 2026
Trexquant Investment LP127,7133M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC124,0042.9M $as of Mar 31, 2026
MORGAN STANLEY119,8192.8M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP104,6922.4M $as of Mar 31, 2026
Russell Investments Group, Ltd.104,1062.4M $as of Mar 31, 2026
EJF Capital LP98,7582.3M $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.

ShareholderDeclared stakeShares
Fourthstone LLC and 5 others6.78 %1,502,119as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.10 %1,130,904as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Carter Bankshares Inc". https://titelia.com/en/stocks/carter-bankshares-inc-US1461031064