Funds holding First Citizens BancShares Inc/NC
433 funds declare a position · 125 ETFs and 308 other funds · 6.5B $· 569.3M SEK· 639.5K € · US31946M1036
Other lines from the same issuer : FIRST CITIZENS BANCSHARES INC/NC (US31946M2026)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 831 | 1.6M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 202 | AST Large-Cap Value Portfolio Advanced Series Trust | 795 | 1.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 203 | AMG River Road Large Cap Value Select Fund AMG Funds I | 787 | 1.6M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| 204 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 781 | 1.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 205 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 778 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 206 | Lärarfond Balanserad Lannebo Kapitalförvaltning AB | 776 | 13.9M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 207 | iShares MSCI World ETF iShares, Inc. | 773 | 1.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 208 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 759 | 1.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 209 | BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 758 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 210 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 753 | 1.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 211 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 732 | 1.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 212 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 728 | 1.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 213 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 711 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 214 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 701 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 215 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 686 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 216 | Huber Small Cap Value Fund Advisors Series Trust | 683 | 1.4M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 217 | iShares Morningstar Mid-Cap Value ETF iShares Trust | 679 | 1.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 218 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 678 | 1.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 219 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 676 | 1.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 220 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 664 | 1.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 221 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 648 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 222 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 631 | 1.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 223 | Inspire 500 ETF Northern Lights Fund Trust IV | 626 | 1.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 224 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 626 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 225 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 599 | 1.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 226 | The U.S. Equity Portfolio HC Capital Trust | 591 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 227 | First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 588 | 1.1M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 228 | American Beacon Diversified Fund American Beacon Institutional Funds Trust | 587 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 229 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 575 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 230 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 569 | 1.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 231 | Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 534 | 1.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 232 | Hotchkis and Wiley Large Cap Disciplined Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 525 | 989.4K $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 233 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 524 | 987.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 234 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 517 | 974.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 235 | SEB USA Exposure SEB Funds AB | 513 | 9.2M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 236 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 500 | 942.3K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 237 | Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 500 | 942.3K $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 238 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 472 | 895.9K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 239 | VictoryShares Dividend Accelerator ETF Victory Portfolios II | 472 | 889.6K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 240 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 462 | 876.9K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 241 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 461 | 868.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 242 | Guardian Mid Cap Relative Value VIP Fund Guardian Variable Products Trust | 447 | 842.4K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 243 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 438 | 825.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 244 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 437 | 823.6K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 245 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 435 | 863K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 246 | iShares Dow Jones U.S. ETF iShares Trust | 432 | 857K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 247 | UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 428 | 812.4K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 248 | iShares MSCI USA Size Factor ETF iShares Trust | 408 | 809.4K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 249 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 408 | 768.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 250 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 404 | 761.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 251 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 400 | 759.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 252 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 386 | 727.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 253 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 379 | 714.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 254 | Clearwater Core Equity Fund Clearwater Investment Trust | 361 | 680.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 255 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 359 | 676.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 256 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 358 | 710.2K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 257 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 353 | 670K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 258 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 350 | 694.3K $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 259 | Huber Mid Cap Value Fund Advisors Series Trust | 350 | 694.3K $ | 5.57 % | as of Apr 30, 2026 · Original filing |
| 260 | Large Company Value Portfolio Wilshire Mutual Funds Inc | 344 | 648.3K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 261 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 342 | 644.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 262 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 336 | 666.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 263 | iShares Morningstar Growth ETF iShares Trust | 331 | 656.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 264 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 325 | 644.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 265 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 325 | 616.9K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 266 | JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 320 | 603.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 267 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 308 | 611K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 268 | First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 308 | 580.5K $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 269 | TSW Large Cap Value Fund Perpetual Americas Funds Trust | 300 | 565.4K $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 270 | Penn Series SMID Cap Value Fund Penn Series Funds Inc | 299 | 563.5K $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 271 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 289 | 544.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 272 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 287 | 569.4K $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 273 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 286 | 567.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 274 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 286 | 542.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 275 | Avantis U.S. Equity Fund American Century ETF Trust | 277 | 525.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 276 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 276 | 520.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 277 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 273 | 518.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 278 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 256 | 482.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 279 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 253 | 501.9K $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 280 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 251 | 473K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 281 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 250 | 471.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 282 | JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 250 | 471.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 283 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 249 | 469.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 284 | Barrons 400 ETF ALPS ETF TRUST | 248 | 470.7K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 285 | AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 247 | 465.5K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 286 | Column Mid Cap Fund Trust for Professional Managers | 245 | 465K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 287 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 245 | 461.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 288 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 241 | 454.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 289 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 231 | 435.4K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 290 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 229 | 434.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 291 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 228 | 429.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 292 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 227 | 427.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 293 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 226 | 429K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 294 | AdvisorShares Insider Advantage ETF AdvisorShares Trust | 223 | 420.3K $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 295 | JPMorgan Global Allocation Fund JPMorgan Trust I | 213 | 422.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 296 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 201 | 378.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 297 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 201 | 378.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 298 | American Beacon Balanced Fund AMERICAN BEACON FUNDS | 200 | 396.8K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 299 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 200 | 376.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 300 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 198 | 375.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
Institutional managers
593 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,004,250 | 1.9B $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 948,101 | 1.8B $ | as of Mar 31, 2026 |
| Dodge & Cox | 393,087 | 740.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 264,614 | 488.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 223,040 | 420.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 180,972 | 340.3M $ | as of Mar 31, 2026 |
| COATUE MANAGEMENT LLC | 139,498 | 262.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 137,440 | 259M $ | as of Mar 31, 2026 |
| FMR LLC | 134,667 | 253.8M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 132,830 | 250.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 125,947 | 237.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 122,032 | 230M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 91,876 | 174M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 87,124 | 164.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 73,438 | 157.6M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 78,297 | 147.6M $ | as of Mar 31, 2026 |
| FIRST CITIZENS BANK & TRUST CO | 76,638 | 144.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 75,622 | 142.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 70,239 | 132.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 60,920 | 114.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 60,289 | 113.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 52,533 | 99M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 52,224 | 98.4M $ | as of Mar 31, 2026 |
| River Road Asset Management, LLC | 50,151 | 94.5M $ | as of Mar 31, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | 44,068 | 83.1M $ | as of Mar 31, 2026 |