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
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,586628.9K $0.00 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17,515587.6K $0.07 %0.05 %as of Feb 28, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 17,111611.9K $0.51 %0.05 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 17,004608.1K $0.02 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 16,771599.7K $0.04 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,414592.9K $0.01 %0.04 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,164542.3K $0.12 %0.04 %as of Feb 28, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 15,900568.6K $0.03 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 15,787564.5K $0.01 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,413556.7K $0.04 %0.04 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 15,206543.8K $0.14 %0.04 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 15,069538.9K $0.15 %0.04 %as of Mar 31, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 15,000536.4K $0.03 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 14,435521.4K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 14,169475.4K $0.04 %0.04 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 13,832499.6K $0.04 %0.04 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,793498.2K $0.06 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 13,716495.4K $0.08 %0.04 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,211477.2K $0.08 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 13,000464.9K $0.02 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,927466.9K $0.06 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 12,924433.6K $0.31 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,780461.6K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 12,763456.4K $0.08 %0.03 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,688453.7K $0.02 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 12,571449.5K $0.17 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 12,546448.6K $0.09 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,260438.4K $0.02 %0.03 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 11,938400.5K $0.05 %0.03 %as of Feb 28, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 11,830423K $0.38 %0.03 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 11,699418.4K $0.01 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,359406.2K $0.04 %0.03 %as of Mar 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 10,971368.1K $0.85 %0.03 %as of Feb 28, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 10,956395.7K $0.15 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,937391.1K $0.04 %0.03 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 10,777385.4K $0.25 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 10,017358.2K $0.08 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,987357.1K $0.00 %0.03 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,900332.1K $0.05 %0.03 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,533340.9K $0.04 %0.03 %as of Mar 31, 2026 ↗
VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 8,900318.3K $0.50 %0.02 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 8,762313.3K $0.43 %0.02 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 8,753316.2K $0.02 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,437301.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,263298.5K $0.01 %0.02 %as of Apr 30, 2026 ↗
Global X Millennial Consumer ETF GLOBAL X FUNDS 8,138273K $0.27 %0.02 %as of Feb 28, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 7,886264.6K $0.99 %0.02 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 7,600255K $0.02 %0.02 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 7,351262.9K $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 7,185259.5K $0.04 %0.02 %as of Apr 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 6,984252.3K $0.46 %0.02 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 6,918249.9K $0.13 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,884246.2K $0.04 %0.02 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 6,4632.2M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,454230.8K $0.03 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,453230.8K $0.04 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,230225K $0.00 %0.02 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 5,907198.2K $0.04 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,889210.6K $0.02 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,852211.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,770193.6K $0.02 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,729192.2K $0.09 %0.02 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 5,700203.8K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,646203.9K $0.02 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,538200K $0.05 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,391180.9K $0.02 %0.01 %as of Feb 28, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 5,384192.5K $0.14 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,328190.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,127183.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco High Yield Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 5,000167.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,958177.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,957179K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,933165.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 4,400158.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,334155K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 4,299144.2K $0.55 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,242151.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,180149.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,171149.2K $0.08 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,126149K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,995142.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 3,944142.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,887139K $0.04 %0.01 %as of Mar 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 3,879138.7K $1.55 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,833138.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 3,533118.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,365120.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,309119.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,219108K $0.09 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,167106.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,165113.2K $0.13 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,145112.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 3,033101.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,031108.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,007107.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,975106.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 2,92298K $0.08 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,890104.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,853103.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,85095.6K $0.00 %0.01 %as of Feb 28, 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