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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,438 | 56.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,430 | 62.2K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,410 | 61.7K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 2,321 | 54.1K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,267 | 58K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,227 | 46.4K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,998 | 46.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,860 | 43.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,743 | 40.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,666 | 42.6K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,628 | 38K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,612 | 37.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,543 | 32.2K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,494 | 34.8K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,424 | 29.7K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,389 | 28.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,383 | 28.8K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,318 | 27.5K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,205 | 28.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,163 | 29.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,073 | 27.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,023 | 23.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 989 | 20.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 972 | 20.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 965 | 20.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 792 | 18.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 781 | 18.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 711 | 16.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 641 | 14.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 631 | 14.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 629 | 14.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 623 | 14.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 14K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 550 | 12.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 540 | 11.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 506 | 11.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 399 | 10.2K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 380 | 9.7K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 370 | 8.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 324 | 8.3K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 297 | 7.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 247 | 6.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 235 | 5.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 176 | 4.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 115 | 2.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 107 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 73 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 55 | 1.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 54 | 1.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 40 | 1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 32 | 746.2 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 23 | 479.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 20 | 512 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 9 | 187.6 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 166.7 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 139.9 $ | 0.01 % | 0.00 % | as of Mar 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 | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 | |
|---|---|---|---|
| Fourthstone LLC and 5 others | 6.78 % | 1,502,119 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.10 % | 1,130,904 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Carter Bankshares Inc". https://titelia.com/en/stocks/carter-bankshares-inc-US1461031064