Funds holding Carter Bankshares Inc
156 funds declare a position · 30 ETFs and 126 other funds · 121.6M $ · US1461031064
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 715,016 | 16.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 558,355 | 13M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 440,884 | 9.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 4 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 274,274 | 7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 246,454 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 213,256 | 5.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 7 | iShares Russell 2000 Value ETF iShares Trust | 158,253 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 8 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 140,292 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 9 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 135,756 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 10 | Huber Small Cap Value Fund Advisors Series Trust | 134,813 | 3.5M $ | 3.70 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 113,521 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 111,424 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 13 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 102,318 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 14 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 98,816 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 98,356 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 16 | RMB Mendon Financial Services Fund RMB Investors Trust | 92,392 | 2.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 17 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,462 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 18 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 73,726 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 70,220 | 1.6M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 20 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 65,972 | 1.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares Micro-Cap ETF iShares Trust | 55,108 | 1.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 22 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 54,360 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 23 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 53,100 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 24 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 52,956 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 25 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,041 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 26 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,738 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 44,385 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 42,814 | 892.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 37,846 | 788.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 30 | Master Small Cap Index Series Quantitative Master Series LLC | 34,525 | 805.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 31 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 33,177 | 849.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 32 | iShares Russell 2000 Growth ETF iShares Trust | 32,491 | 757.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 33 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 31,781 | 662.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | SmallCap Value Fund II Principal Funds, Inc | 29,230 | 748.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 35 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,375 | 700.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 36 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 24,626 | 574.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 37 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 24,190 | 619.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 38 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,434 | 499.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 39 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 21,000 | 437.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 40 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,144 | 464.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 41 | AST Small-Cap Equity Portfolio Advanced Series Trust | 18,068 | 421.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 42 | Nuveen Equity Index Fund TIAA-CREF Funds | 16,233 | 415.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | EQ/Small Company Index Portfolio EQ Advisors Trust | 15,060 | 351.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 44 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,719 | 343.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 45 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,664 | 342K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 46 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 14,386 | 368.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 47 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,456 | 280.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 48 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,657 | 295.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 49 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,143 | 253.1K $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 50 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,673 | 272.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 51 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,652 | 271.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,532 | 240.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,368 | 291K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 54 | Small Cap Index Fund Northern Funds | 10,145 | 236.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 55 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,825 | 251.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,500 | 221.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 57 | Global X Russell 2000 ETF GLOBAL X FUNDS | 9,491 | 243K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 58 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,452 | 220.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,177 | 234.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 60 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 9,131 | 190.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 61 | Small Cap Index Fund VALIC Co I | 8,815 | 183.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 62 | Avantis U.S. Equity ETF American Century ETF Trust | 8,717 | 181.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 63 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,549 | 199.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | iShares Russell 3000 ETF iShares Trust | 8,401 | 195.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,787 | 181.6K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 66 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,562 | 193.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 67 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,300 | 170.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,680 | 155.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,506 | 166.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,321 | 147.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 71 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,073 | 141.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,875 | 137K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 73 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,755 | 134.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 74 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,580 | 130.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 75 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 5,568 | 116K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 76 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,406 | 138.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 77 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,331 | 124.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 78 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 4,802 | 112K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 79 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,800 | 100K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 80 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,744 | 121.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,447 | 92.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 82 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,445 | 92.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 83 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,442 | 103.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,256 | 109K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | Small Cap Index Trust John Hancock Variable Insurance Trust | 4,051 | 94.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 86 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,950 | 101.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 87 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,848 | 89.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 88 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,768 | 78.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 89 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,597 | 92.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 90 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,397 | 79.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,271 | 68.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 92 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,261 | 83.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 93 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,157 | 73.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,973 | 69.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,915 | 68K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,800 | 65.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 97 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,749 | 64.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,706 | 63.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,652 | 67.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 100 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,486 | 58K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
121 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 | |
|---|---|---|---|
| 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 |
| 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 |
| Curi Capital, LLC | 93,295 | 2.2M $ | as of Mar 31, 2026 |