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
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,781100.4K $0.07 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,71397K $0.04 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,58686.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,47288.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,43287K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,35885.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,28181.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 2,20979K $0.77 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,20473.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,20173.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,11075.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,06373.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,04068.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 2,00271.6K $0.15 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,95770K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,84266.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,83965.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,80265.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,75362.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 1,74058.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,60057.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,59453.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,56656K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,54551.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,47653.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,45151.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,38146.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,31044K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 1,17442K $0.76 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,15641.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,12640.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 1,09636.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 1,07336K $0.04 %0.00 %as of Feb 28, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,03537K $0.15 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,03336.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,03236.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,03034.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,00035.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 1,00035.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 98435.2K $0.23 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 92132.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 88731.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 86731K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 83729.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 83127.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 77828.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 72025.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 58721K $0.00 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 58120.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 54719.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 47116.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 45016.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 40314.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 39913.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 28710.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust 2629.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 2499K $0.15 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2127.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1926.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1806.5K $0.09 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 1776.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1726.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1706.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1194.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 903.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 812.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 652.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 552K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 481.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 371.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 12402.6 $0.04 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 10361.2 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 9321.8 $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 271.5 $0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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