CARTER BANKSHARES INC COM NEW is a security (CUSIP 146103106) tracked across SEC portfolio filings. 140 institutional managers reported $299.1M on Form 13F as of 2026-06-30; 11 registered fund positions totaling $12.7M via N-PORT as of 2026-05-31.
Showing 15 of 140 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $38.9M | 1,668,818 |
| Fourthstone LLC | ST LOUIS, MO | $35.0M | 1,502,119 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $27.4M | 1,175,925 |
| VANGUARD GROUP INC | Valley Forge, PA | $25.3M | 1,288,798 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $12.6M | 540,866 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $12.0M | 515,975 |
| STATE STREET CORP | BOSTON, MA | $11.6M | 498,902 |
| KENNEDY CAPITAL MANAGEMENT LLC | ST LOUIS, MO | $10.5M | 449,617 |
| Petiole USA ltd | New York, NY | $8.9M | 381,373 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.3M | 356,388 |
| MALTESE CAPITAL MANAGEMENT LLC | New York, NY | $7.7M | 328,888 |
| Russell Investments Group, Ltd. | Seattle, WA | $6.3M | 185,796 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | NEW YORK, NY | $5.3M | 227,715 |
| DIVERSIFIED TRUST CO | MEMPHIS, TN | $4.8M | 141,762 |
| Huber Capital Management LLC | EL SEGUNDO, CA | $4.4M | 190,553 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $5.7M | 0.71% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $3.1M | 1.75% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $2.0M | 2.65% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $805K | 1.67% |
| CORNERCAP SMALL-CAP VALUE FUND | CORNERCAP GROUP OF FUNDS | $276K | 22.91% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $272K | 0.05% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $272K | 0.09% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $112K | 6.66% |
| Longview Advantage ETF | RBB Fund Trust | $105K | 1.60% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $74K | 1.76% |
| TIAA Separate Account VA-1 - Stock Index Account | TIAA Separate Account VA-1 | $13K | 0.10% |