Titelia

Fund shareholders of Carter's Inc

ISIN US1462291097 · United States · LEI 5299003WAQK4R3L3ZU36

Fund shareholders
288
Of which ETFs
74 214 other funds
Value held
≈ 738.6M $ 738.3M $ · 2.2M SEK
Share of capital
50.0 % of 36.7M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,220,59691.4M $0.08 %6.05 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 1,221,21750.3M $1.33 %3.33 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,104,19445.4M $0.00 %3.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,053,12940.6M $0.15 %2.87 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 949,87039.1M $0.05 %2.59 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 802,04533M $0.02 %2.18 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 508,58120.9M $0.03 %1.39 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 494,22319.1M $0.10 %1.35 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 424,34917.5M $0.02 %1.16 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 395,53315.3M $0.04 %1.08 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 341,06114M $0.10 %0.93 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 338,56113.9M $0.08 %0.92 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 323,64713.3M $0.11 %0.88 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 317,28713.1M $0.16 %0.86 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 289,32011.2M $0.45 %0.79 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 278,40711.5M $0.10 %0.76 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 245,54710.1M $0.32 %0.67 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 223,2548.6M $0.05 %0.61 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 211,9888.2M $0.10 %0.58 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 197,3237.6M $0.61 %0.54 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 195,6288.1M $0.17 %0.53 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 189,3387.3M $0.02 %0.52 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 182,9637.1M $0.04 %0.50 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 176,6596.8M $0.03 %0.48 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 174,9536.7M $0.05 %0.48 %as of Jul 31, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 170,9857M $0.50 %0.47 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 150,3395.8M $0.03 %0.41 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 134,6465.5M $0.17 %0.37 %as of Jun 30, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 127,4344.9M $1.61 %0.35 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 127,3505.2M $0.24 %0.35 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 127,2684.9M $0.07 %0.35 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 126,5104.9M $0.02 %0.34 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 126,2104.9M $0.08 %0.34 %as of May 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 110,8504.3M $0.49 %0.30 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 106,7684.1M $0.03 %0.29 %as of Jul 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 102,9934.2M $0.24 %0.28 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 101,9153.9M $0.04 %0.28 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 99,4613.8M $0.01 %0.27 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,5173.7M $0.05 %0.26 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 93,7073.6M $0.19 %0.26 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 91,3003.8M $0.01 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 87,9493.4M $0.04 %0.24 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 84,7753.3M $0.24 %0.23 %as of Jul 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 81,9083.4M $0.91 %0.22 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 80,3663.3M $0.16 %0.22 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 79,9993.1M $0.16 %0.22 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 78,6003.2M $0.24 %0.21 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 76,5963M $0.17 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 68,6312.6M $0.00 %0.19 %as of May 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 67,7812.8M $0.91 %0.18 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 67,5782.8M $0.05 %0.18 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 65,6072.5M $0.02 %0.18 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 60,0002.5M $0.70 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 57,8982.4M $0.08 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 55,4262.1M $0.00 %0.15 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 54,4082.1M $0.08 %0.15 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 53,2382.1M $0.05 %0.15 %as of Jul 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 53,1562.1M $0.69 %0.14 %as of Jul 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 52,9112.2M $0.51 %0.14 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 52,3502.2M $0.48 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,5742M $0.01 %0.14 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 51,1112M $0.07 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 50,5482.1M $0.10 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 47,8011.8M $0.05 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 46,4551.9M $0.00 %0.13 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 46,0501.8M $0.22 %0.13 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 45,3701.8M $0.21 %0.12 %as of May 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 41,9741.7M $0.29 %0.11 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 41,6081.6M $0.02 %0.11 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 40,1911.6M $0.00 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 39,3631.6M $0.04 %0.11 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 34,2311.4M $0.20 %0.09 %as of Jun 30, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 34,0981.3M $0.08 %0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 33,7381.4M $0.19 %0.09 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,5111.3M $0.00 %0.09 %as of Jul 31, 2026 ↗
Palm Valley Capital Fund Series Portfolios Trust 32,4771.3M $0.62 %0.09 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 32,4051.3M $0.23 %0.09 %as of Jun 30, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 31,8001.2M $1.11 %0.09 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 31,0501.3M $0.08 %0.08 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 30,9721.2M $0.05 %0.08 %as of May 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 30,4651.2M $0.46 %0.08 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,8871.1M $0.08 %0.08 %as of May 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 27,2001M $0.15 %0.07 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 27,1491M $0.08 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 25,8541.1M $0.07 %0.07 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,7501.1M $0.14 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,6001.1M $0.05 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 24,8941M $0.08 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,675951.7K $0.00 %0.07 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 24,198996K $0.08 %0.07 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 23,741916.2K $0.01 %0.06 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 23,700914.1K $0.21 %0.06 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 21,370824.2K $0.06 %0.06 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 21,088868K $0.44 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,000810.4K $0.00 %0.06 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 20,900860.2K $0.09 %0.06 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 20,205831.6K $0.04 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 19,900819.1K $0.04 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,762762.2K $0.00 %0.05 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 19,248742.8K $0.10 %0.05 %as of May 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
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.61 %as of Jul 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 1.57 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 1.33 %as of Jun 30, 2026 ↗
Corgi Lifestyle Brands ETF Corgi ETF Trust I 1.29 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 1.16 %as of May 31, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 1.11 %as of May 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.98 %as of May 31, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 0.94 %as of May 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 0.91 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 0.91 %as of Jun 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
2026Q3287+1418,358,824-2.1 %
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 are 3 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
Dimensional Fund Advisors LP 5.20 %1,905,146as of Jun 30, 2026 · SCHEDULE 13G
Pacific Investment Management Company LLC 5.10 %1,890,588as of Jun 30, 2026 · SCHEDULE 13G
RWWM, Inc. and 3 others3.90 %1,444,045as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Carter's Inc". https://titelia.com/en/stocks/carter-s-inc-US1462291097