Titelia

Funds holding Peoples Bancorp of North Carolina Inc

ISIN US7105771072 · United States

Fund holders
117
Of which ETFs
25 92 other funds
Value held
31.5M $
Share of capital
14.8 % of 5.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 168,9566.6M $0.00 %3.09 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 117,3214.6M $0.01 %2.15 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 56,6462.2M $0.00 %1.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 41,0181.6M $0.01 %0.75 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 37,4661.5M $0.01 %0.69 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 25,942991.2K $0.00 %0.47 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 25,6171M $0.08 %0.47 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,788898.3K $0.00 %0.42 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,195835.5K $0.01 %0.39 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,885798K $0.01 %0.38 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,492768.4K $0.01 %0.36 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 18,211695.8K $0.00 %0.33 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 16,148636.6K $0.00 %0.30 %as of Apr 30, 2026 ↗
Ultra-Small Company Fund Bridgeway Funds, Inc. 13,402524.8K $0.61 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 12,772503.5K $0.00 %0.23 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,896468.9K $0.00 %0.22 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,268444.2K $0.00 %0.21 %as of Apr 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 10,695418.8K $0.03 %0.20 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,657380.7K $0.00 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 9,600366.8K $0.00 %0.18 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 8,884350.2K $0.00 %0.16 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 8,606339.2K $0.00 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 7,362288.3K $0.01 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 6,774258.8K $0.00 %0.12 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 6,452252.7K $0.21 %0.12 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 6,143234.7K $0.28 %0.11 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 5,172202.5K $0.01 %0.09 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 4,298169.4K $0.00 %0.08 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 4,091160.2K $0.00 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,887153.2K $0.00 %0.07 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,590137.2K $0.02 %0.07 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 3,497133.6K $0.00 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,200125.3K $0.01 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 3,058116.8K $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,057116.8K $0.01 %0.06 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 1,91275.4K $0.01 %0.04 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,89674.7K $0.00 %0.03 %as of Apr 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,86473K $0.02 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,85273K $0.01 %0.03 %as of Apr 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,84870.6K $0.02 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 1,81671.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,76169K $0.00 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,73267.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 1,71365.5K $0.01 %0.03 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,67664K $0.03 %0.03 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,67265.5K $0.00 %0.03 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,66563.6K $0.03 %0.03 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 1,52359.6K $0.02 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,46757.8K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 1,45056.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 1,43356.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,30050.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,28750.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,19046.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 1,10843.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,06941.9K $0.04 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,00338.3K $0.01 %0.02 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 99739K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 87234.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 83932.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 83032.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 81031.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 80031.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 80031.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 77430.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 77230.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 76630K $0.02 %0.01 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 76229.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 70627.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70027.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 70027.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 62324.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 60823.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 60823.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 58822.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 58022.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 56522.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 55922K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 51120.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 49919.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 45017.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 45017.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 44617.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 42816.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 41716.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 41016.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 38014.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 37414.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 34913.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 33812.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 33713.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 30011.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 27510.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 26310K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 26110K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2459.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2228.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2218.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2178.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1827K $0.00 %0.00 %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
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.61 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 0.28 %as of Feb 28, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.21 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.08 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 0.04 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.03 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.03 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.03 %as of Feb 28, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 0.02 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %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.

QuarterHoldersChangeSharesChange
2026Q2117+11806,753+1.2 %
2026Q1106+1797,177+2.0 %
2025Q4105+1781,895-5.1 %
2025Q3104-2824,054-1.3 %
2025Q2106+1834,772-1.3 %
2025Q1105+7845,826+2.6 %
2024Q498+42824,225+49.4 %
2024Q356+18551,731+9.6 %
2024Q238-1503,322+0.1 %
2024Q139-3502,751-3.5 %
2023Q442520,828

Institutional managers

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

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP418,60816.4M $as of Mar 31, 2026
BlackRock, Inc.289,87311.4M $as of Mar 31, 2026
GENDELL JEFFREY L217,7638.5M $as of Mar 31, 2026
Fourthstone LLC194,9187.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP167,2836.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC106,2564.2M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC81,1323.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP60,8522.4M $as of Mar 31, 2026
STATE STREET CORP54,7802.1M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC49,9582M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC37,6141.5M $as of Mar 31, 2026
Empowered Funds, LLC35,3241.4M $as of Mar 31, 2026
NORTHERN TRUST CORP35,0621.4M $as of Mar 31, 2026
Pinnacle Holdings, LLC34,8891.4M $as of Mar 31, 2026
AMG National Trust Bank33,2521.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC30,8641.2M $as of Mar 31, 2026
HoldCo Asset Management, LP25,284990.1K $as of Mar 31, 2026
De Lisle Partners LLP21,461840.4K $as of Mar 31, 2026
MARTINGALE ASSET MANAGEMENT L P19,347757.6K $as of Mar 31, 2026
MORGAN STANLEY16,479645.3K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC16,439643.8K $as of Mar 31, 2026
CITADEL ADVISORS LLC15,321600K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,780422.1K $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC10,323402 $as of Mar 31, 2026
HSBC HOLDINGS PLC9,334368.7K $as of Mar 31, 2026

Declared shareholders of Peoples Bancorp of North Carolina Inc

There are 2 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
Wellington Management Group LLP and 3 others7.70 %418,608as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 4.80 %259,426as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Peoples Bancorp of North Carolina Inc". https://titelia.com/en/stocks/peoples-bancorp-of-north-carolina-inc-US7105771072