Carter Bankshares, Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $16.67M | 0.00% | 715,016 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $13.02M | 0.02% | 558,355 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $5.75M | 0.01% | 246,454 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $3.69M | 0.03% | 158,253 NS | $12.46B | FIGI |
| RMB Mendon Financial Services Fund RMB Investors Trust | — | $2.15M | 0.95% | 92,392 NS | $227.36M | FIGI |
| First Trust Dow Jones Select MicroCap Index F… First Trust Exchange-Traded Fund | FDM | $1.64M | 0.72% | 70,220 NS | $226.25M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $1.29M | 0.11% | 55,108 NS | $1.21B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $1.24M | 0.15% | 53,100 NS | $827.02M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.23M | 0.00% | 52,956 NS | $79.62B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $1.04M | 0.09% | 44,385 NS | $1.20B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $805.1K | 0.02% | 34,525 NS | $4.82B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $757.7K | 0.01% | 32,491 NS | $12.17B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $574.3K | 0.02% | 24,626 NS | $3.39B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $499.8K | 0.03% | 21,434 NS | $1.80B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $421.3K | 0.02% | 18,068 NS | $1.86B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $351.2K | 0.02% | 15,060 NS | $1.59B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $343.2K | 0.02% | 14,719 NS | $1.95B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $342.0K | 0.04% | 14,664 NS | $908.21M | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $295.2K | 0.04% | 12,657 NS | $672.97M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $272.2K | 0.00% | 11,673 NS | $58.89B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $271.7K | 0.00% | 11,652 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $236.6K | 0.02% | 10,145 NS | $1.38B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $221.5K | 0.04% | 9,500 NS | $575.61M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $220.4K | 0.00% | 9,452 NS | $5.64B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $199.4K | 0.00% | 8,549 NS | $9.06B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $195.9K | 0.00% | 8,401 NS | $17.05B | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $181.6K | 0.25% | 7,787 NS | $72.80M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $170.2K | 0.01% | 7,300 NS | $2.63B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $155.8K | 0.01% | 6,680 NS | $1.90B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $147.4K | 0.02% | 6,321 NS | $962.08M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $141.6K | 0.01% | 6,073 NS | $956.61M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $137.0K | 0.02% | 5,875 NS | $633.02M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $134.2K | 0.02% | 5,755 NS | $768.54M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $130.1K | 0.03% | 5,580 NS | $375.87M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $124.3K | 0.02% | 5,331 NS | $741.60M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $112.0K | 0.07% | 4,802 NS | $168.08M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $103.6K | 0.02% | 4,442 NS | $584.32M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $94.5K | 0.02% | 4,051 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $89.7K | 0.05% | 3,848 NS | $174.05M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $79.2K | 0.02% | 3,397 NS | $332.36M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $73.6K | 0.02% | 3,157 NS | $419.22M | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $69.3K | 0.02% | 2,973 NS | $444.74M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $68.0K | 0.01% | 2,915 NS | $1.14B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $65.3K | 0.00% | 2,800 NS | $1.65B | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $64.1K | 0.01% | 2,749 NS | $436.75M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $63.1K | 0.02% | 2,706 NS | $354.45M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $58.0K | 0.02% | 2,486 NS | $358.38M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $56.9K | 0.00% | 2,438 NS | $1.23B | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $54.1K | 0.04% | 2,321 NS | $149.49M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $46.6K | 0.02% | 1,998 NS | $253.61M | FIGI |