Titelia

Fund shareholders of Carter's Inc

ISIN US1462291097 · United States · LEI 5299003WAQK4R3L3ZU36

Fund shareholders
274
Of which ETFs
73 201 other funds
Value held
661.8M $ 2.2M SEK
Share of capital
51.1 % of 36.7M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,186,58978.2M $0.09 %5.96 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 1,274,26145.6M $1.45 %3.47 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,163,32639M $0.17 %3.17 %as of Feb 28, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,122,43137.7M $0.04 %3.06 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,086,69438.9M $0.00 %2.96 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 872,16231.2M $0.04 %2.38 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 799,12728.6M $0.02 %2.18 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 508,53518.2M $0.03 %1.39 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 470,12317M $0.09 %1.28 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 407,87114.6M $0.02 %1.11 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 355,92412.7M $0.17 %0.97 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 352,65912.7M $0.04 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 335,84112M $0.09 %0.91 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 305,09310.9M $0.09 %0.83 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 278,40710M $0.10 %0.76 %as of Mar 31, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 271,8209.8M $0.44 %0.74 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 270,4669.8M $0.07 %0.74 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 220,0147.9M $0.08 %0.60 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 196,1936.6M $0.54 %0.53 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 191,9916.9M $0.09 %0.52 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 189,8336.4M $0.02 %0.52 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 189,6206.8M $0.17 %0.52 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 188,6066.7M $0.28 %0.51 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 176,4035.9M $0.04 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 176,3095.9M $0.03 %0.48 %as of Feb 28, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 149,6055.3M $0.48 %0.41 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 148,1075.3M $0.03 %0.40 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 136,7114.9M $0.03 %0.37 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 129,0224.6M $0.16 %0.35 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 127,9414.6M $0.24 %0.35 %as of Mar 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 127,8924.3M $0.06 %0.35 %as of Feb 28, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 127,4344.6M $1.73 %0.35 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 125,1704.2M $0.08 %0.34 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 121,1994.1M $0.02 %0.33 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 121,1774.4M $0.03 %0.33 %as of Apr 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 110,8503.7M $0.45 %0.30 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 101,9153.7M $0.04 %0.28 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 99,6023.6M $0.01 %0.27 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 96,2733.2M $0.19 %0.26 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 93,9543.4M $0.24 %0.26 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 91,3003.3M $0.01 %0.25 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 80,1752.7M $0.16 %0.22 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 78,6002.8M $0.23 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 78,0992.8M $0.04 %0.21 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 77,6552.8M $0.23 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 68,6312.3M $0.00 %0.19 %as of Feb 28, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 68,6052.5M $0.79 %0.19 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 64,6212.2M $0.15 %0.18 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 63,2182.3M $0.02 %0.17 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 62,7342.1M $0.09 %0.17 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 59,5702.1M $0.80 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 58,0161.9M $0.08 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 57,3682.1M $0.04 %0.16 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 56,3222M $0.08 %0.15 %as of Mar 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 55,5702M $0.56 %0.15 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 54,1501.9M $0.48 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 54,0021.8M $0.00 %0.15 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 52,2901.8M $0.20 %0.14 %as of Feb 28, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 52,2391.9M $0.71 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,5741.9M $0.00 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,3671.6M $0.00 %0.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 44,1951.6M $0.09 %0.12 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 41,7251.5M $0.53 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 41,7151.5M $0.04 %0.11 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 40,9321.5M $0.02 %0.11 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 40,1911.5M $0.00 %0.11 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 36,9001.3M $0.03 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 36,7301.3M $0.04 %0.10 %as of Mar 31, 2026 ↗
Palm Valley Capital Fund Series Portfolios Trust 35,8991.3M $0.58 %0.10 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 34,5001.2M $0.15 %0.09 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,5111.2M $0.00 %0.09 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 33,2871.2M $0.19 %0.09 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 32,8481.1M $0.05 %0.09 %as of Feb 28, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 31,8001.1M $0.98 %0.09 %as of Feb 28, 2026 ↗
The Adirondack Small Cap Fund Adirondack Funds 31,2721.1M $2.24 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 31,0501.1M $0.08 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 28,6491M $0.08 %0.08 %as of Apr 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 27,200982.5K $0.15 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 26,695954.6K $0.09 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,229880K $0.08 %0.07 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,750920.8K $0.14 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,675891.3K $0.00 %0.07 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,581824.7K $0.01 %0.07 %as of Feb 28, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 24,565887.3K $0.05 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 24,328870K $0.08 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,200865.4K $0.04 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 23,005822.7K $0.06 %0.06 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 22,713820.4K $0.06 %0.06 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,363807.8K $0.01 %0.06 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 21,497768.7K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,000704.6K $0.00 %0.06 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 20,900747.4K $0.09 %0.06 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 20,000715.2K $0.18 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 19,900711.6K $0.04 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,468696.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 18,987679K $0.53 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,635673.1K $0.00 %0.05 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 18,426658.9K $0.02 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 18,146655.4K $0.08 %0.05 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 17,875645.6K $0.35 %0.05 %as of Apr 30, 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
The Adirondack Small Cap Fund Adirondack Funds 2.24 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.73 %as of Apr 30, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 1.55 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 1.45 %as of Mar 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.99 %as of Feb 28, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 0.98 %as of Feb 28, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 0.85 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 0.80 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 0.79 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 0.77 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2273+2018,745,873+8.2 %
2026Q1253-1317,319,504-0.5 %
2025Q4266-1417,398,949-2.1 %
2025Q3280-1317,776,492-4.7 %
2025Q2293-2118,653,875-21.4 %
2025Q1314-5423,732,025+15.8 %
2024Q4368-1520,485,515-14.3 %
2024Q3383+623,905,226+12.9 %
2024Q2377+1921,179,655+13.0 %
2024Q1358+1318,739,268-2.1 %
2023Q434519,141,450

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.5,475,209195.8M $as of Mar 31, 2026
RWWM, Inc.2,342,35983.8M $as of Mar 31, 2026
Allianz Asset Management GmbH1,820,28965.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,765,20563.1M $as of Mar 31, 2026
STATE STREET CORP1,509,38154M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,381,12649.4M $as of Mar 31, 2026
MORGAN STANLEY1,230,60344M $as of Mar 31, 2026
UBS Group AG1,069,83638.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,067,58338.2M $as of Mar 31, 2026
MARSHALL WACE, LLP1,061,46838M $as of Mar 31, 2026
Rubric Capital Management LP1,018,85336.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC941,16533.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC884,06831.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT788,43728.2K $as of Mar 31, 2026
Interval Partners, LP667,61223.9M $as of Mar 31, 2026
Bank of New York Mellon Corp638,75022.8M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC622,02222.2M $as of Mar 31, 2026
Quantinno Capital Management LP598,04721.4M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.584,62420.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP577,39920.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC552,67519.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC551,28419.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC414,32914.8M $as of Mar 31, 2026
J. Goldman & Co LP366,71913.1M $as of Mar 31, 2026
NORTHERN TRUST CORP365,76513.1M $as of Mar 31, 2026

Declared shareholders of Carter's Inc

There is 1 beneficial ownership filing. 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
Vanguard Portfolio Management 7.18 %2,613,987as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Carter's Inc". https://titelia.com/en/stocks/carter-s-inc-US1462291097