Funds holding Carter Bankshares Inc
156 funds declare a position · 30 ETFs and 126 other funds · 121.6M $ · US1461031064
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,438 | 56.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | Victory Extended Market Index Fund Victory Portfolios III | 2,430 | 62.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 103 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,410 | 61.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 104 | AQR Small Cap Multi-Style Fund AQR Funds | 2,321 | 54.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 105 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,267 | 58K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 106 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,227 | 46.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 107 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,998 | 46.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 108 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,860 | 43.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 109 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,743 | 40.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 110 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,666 | 42.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 111 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,628 | 38K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 112 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,612 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 113 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,543 | 32.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 114 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,494 | 34.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 115 | Column Small Cap Fund Trust for Professional Managers | 1,424 | 29.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 116 | ProShares Ultra Russell2000 ProShares Trust | 1,389 | 28.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 117 | ProShares UltraPro Russell2000 ProShares Trust | 1,383 | 28.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 118 | Avantis U.S. Equity Fund American Century ETF Trust | 1,318 | 27.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 119 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,205 | 28.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 120 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,163 | 29.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 121 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,073 | 27.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 122 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,023 | 23.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 123 | Avantis Total Equity Markets ETF American Century ETF Trust | 989 | 20.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 124 | ProShares Russell 2000 High Income ETF ProShares Trust | 972 | 20.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 125 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 965 | 20.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 126 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 792 | 18.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 127 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 781 | 18.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 128 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 711 | 16.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 129 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 641 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 130 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 631 | 14.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 131 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 629 | 14.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 132 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 623 | 14.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 133 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 14K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 134 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 550 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 540 | 11.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 136 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 506 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 137 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 399 | 10.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 138 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 380 | 9.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 139 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 370 | 8.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 140 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 324 | 8.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 141 | SmallCap Growth Fund I Principal Funds, Inc | 297 | 7.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 142 | ULTRA SMALL CAP PROFUND ProFunds | 247 | 6.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 143 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 235 | 5.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 144 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 176 | 4.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 145 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 115 | 2.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 146 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 107 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 147 | PROFUND VP ULTRA SMALL CAP ProFunds | 73 | 1.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | PROFUND VP SMALL CAP ProFunds | 55 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 149 | Russell 2000 Fund Rydex Series Funds | 54 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 150 | SMALL-CAP PROFUND ProFunds | 40 | 1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 151 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 32 | 746.2 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 152 | ProShares Hedge Replication ETF ProShares Trust | 23 | 479.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 153 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 20 | 512 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 154 | Longview Advantage ETF RBB Fund Trust | 9 | 187.6 $ | as of Feb 28, 2026 · Original filing | |
| 155 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 166.7 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 156 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 139.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
121 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. | 1,668,818 | 38.9M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 1,502,119 | 35M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,175,925 | 27.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 540,866 | 12.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 515,975 | 12M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 498,902 | 11.6M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 449,617 | 10.5M $ | as of Mar 31, 2026 |
| Petiole USA ltd | 381,373 | 8.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 356,388 | 8.3M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 328,888 | 7.7M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 227,715 | 5.3M $ | as of Mar 31, 2026 |
| Huber Capital Management LLC | 190,553 | 4.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 189,428 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 175,469 | 4.1M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 135,991 | 3.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 135,665 | 3.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 134,855 | 3.1M $ | as of Mar 31, 2026 |
| Diversified Trust Co | 131,488 | 3.1M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 127,713 | 3M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 124,004 | 2.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 119,819 | 2.8M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 104,692 | 2.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 104,106 | 2.4M $ | as of Mar 31, 2026 |
| EJF Capital LP | 98,758 | 2.3M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 93,295 | 2.2M $ | as of Mar 31, 2026 |