Funds holding Peoples Bancorp of North Carolina Inc
117 funds declare a position · 25 ETFs and 92 other funds · 31.5M $ · US7105771072
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 168,956 | 6.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 117,321 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 56,646 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 41,018 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Russell 2000 Value ETF iShares Trust | 37,466 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 25,942 | 991.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 7 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 25,617 | 1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 8 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,788 | 898.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,195 | 835.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,885 | 798K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 11 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,492 | 768.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 12 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 18,211 | 695.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 16,148 | 636.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 14 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 13,402 | 524.8K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 15 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 12,772 | 503.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,896 | 468.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,268 | 444.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | iShares Micro-Cap ETF iShares Trust | 10,695 | 418.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 19 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,657 | 380.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 9,600 | 366.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 8,884 | 350.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 8,606 | 339.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | Master Small Cap Index Series Quantitative Master Series LLC | 7,362 | 288.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 24 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,774 | 258.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 25 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 6,452 | 252.7K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 26 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 6,143 | 234.7K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 27 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 5,172 | 202.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 4,298 | 169.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 4,091 | 160.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 30 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,887 | 153.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 31 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 3,590 | 137.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 32 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,497 | 133.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,200 | 125.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 34 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,058 | 116.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 35 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,057 | 116.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 36 | Global X Russell 2000 ETF GLOBAL X FUNDS | 1,912 | 75.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,896 | 74.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 38 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,864 | 73K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 39 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,852 | 73K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 40 | VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 1,848 | 70.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 41 | Small Cap Index Fund Northern Funds | 1,816 | 71.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,761 | 69K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,732 | 67.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | Small Cap Index Fund VALIC Co I | 1,713 | 65.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,676 | 64K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 46 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,672 | 65.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,665 | 63.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 48 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 1,523 | 59.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 49 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,467 | 57.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,450 | 56.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 1,433 | 56.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,300 | 50.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,287 | 50.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 54 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,190 | 46.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,108 | 43.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,069 | 41.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 57 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,003 | 38.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 58 | Small Cap Core Fund Northern Funds | 997 | 39K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 59 | Small Cap Index Trust John Hancock Variable Insurance Trust | 872 | 34.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 839 | 32.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | EQ/Small Company Index Portfolio EQ Advisors Trust | 830 | 32.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 810 | 31.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 800 | 31.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 64 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 800 | 31.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 774 | 30.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 772 | 30.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 766 | 30K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 68 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 762 | 29.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 706 | 27.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 700 | 27.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 700 | 27.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 623 | 24.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 608 | 23.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 74 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 608 | 23.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 588 | 22.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 76 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 580 | 22.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 565 | 22.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 559 | 22K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | Victory Extended Market Index Fund Victory Portfolios III | 511 | 20.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 499 | 19.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 81 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 450 | 17.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 450 | 17.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 446 | 17.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 428 | 16.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 85 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 417 | 16.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 410 | 16.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 380 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 374 | 14.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 349 | 13.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 338 | 12.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 91 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 337 | 13.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 300 | 11.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 275 | 10.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | ProShares UltraPro Russell2000 ProShares Trust | 263 | 10K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | ProShares Ultra Russell2000 ProShares Trust | 261 | 10K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 96 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 245 | 9.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 222 | 8.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 221 | 8.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 99 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 217 | 8.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | ProShares Russell 2000 High Income ETF ProShares Trust | 182 | 7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
77 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 | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 418,608 | 16.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 289,873 | 11.4M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 217,763 | 8.5M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 194,918 | 7.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 167,283 | 6.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 106,256 | 4.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81,132 | 3.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 60,852 | 2.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 54,780 | 2.1M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 49,958 | 2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 37,614 | 1.5M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 35,324 | 1.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 35,062 | 1.4M $ | as of Mar 31, 2026 |
| Pinnacle Holdings, LLC | 34,889 | 1.4M $ | as of Mar 31, 2026 |
| AMG National Trust Bank | 33,252 | 1.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 30,864 | 1.2M $ | as of Mar 31, 2026 |
| HoldCo Asset Management, LP | 25,284 | 990.1K $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 21,461 | 840.4K $ | as of Mar 31, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | 19,347 | 757.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 16,479 | 645.3K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 16,439 | 643.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 15,321 | 600K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10,780 | 422.1K $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 9,334 | 368.7K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 9,204 | 360.4K $ | as of Mar 31, 2026 |