Carter Bank and Trust (CARE) Ownership

16.45 ↑0.01 (0.06%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Carter Bank and Trust (CARE), owning a total of 1.8 million shares. Combined, the top 42 institutional holders of CARE own 47.52% of the company with a total of 11 million shares.

In the latest ownership report on March 31st 2025, the top 42 institutional holders decreased their combined ownership of CARE by 36 thousand shares. 7 institutions bought 220,127 total additional shares and increased their ownership by an average of 9.90%. However 7 institutions sold 255,858 total shares and decreased their ownership by an average of 11.62%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Carter Bank and Trust decreased by a net total of -35,731 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.614%0.981%1,763,41017,1332025-03-31
Vanguard Group Inc5.580%1.192%1,292,16115,2212025-03-31
Dimensional Fund Advisors, Inc.4.562%3.996%1,056,58440,5962025-03-31
Geode Capital Management, LLC2.298%1.894%532,1439,8912025-03-31
State Street Corp2.199%-1.052%509,194-5,4122025-03-31
Fourthstone LLC1.917%-19.433%443,933-107,0802025-03-31
Petiole USA ltd1.671%0.000%386,87302025-03-31
Kennedy Capital Management Inc1.590%13.456%368,24243,6732025-03-31
American Century Companies Inc1.453%-1.920%336,603-6,5902025-03-31
Maltese Capital Management LLC1.246%43.510%288,45687,4562025-03-31
Goldman Sachs Group Inc0.905%-24.002%209,610-66,1982025-03-31
Huber Capital Management LLC0.874%0.000%202,46702025-03-31
Hotchkis & Wiley Capital Management LLC0.784%-1.465%181,640-2,7002025-03-31
Morgan Stanley - Brokerage Accounts0.761%-1.556%176,196-2,7852025-03-31
Bridgeway Capital Management, LLC0.653%4.245%151,2106,1572025-03-31
EJF Capital LLC0.599%-31.930%138,772-65,0932025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.614%0.981%1,763,41017,1332025-03-31
Vanguard Group Inc5.580%1.192%1,292,16115,2212025-03-31
Dimensional Fund Advisors, Inc.4.562%3.996%1,056,58440,5962025-03-31
Geode Capital Management, LLC2.298%1.894%532,1439,8912025-03-31
State Street Corp2.199%-1.052%509,194-5,4122025-03-31
State Street Corporation2.061%1.395%475,6106,5452024-03-31
Fourthstone LLC1.917%-19.433%443,933-107,0802025-03-31
Petiole USA ltd1.671%0.000%386,87302025-03-31
Kennedy Capital Management Inc1.590%13.456%368,24243,6732025-03-31
American Century Companies Inc1.453%-1.920%336,603-6,5902025-03-31
Maltese Capital Management LLC1.246%43.510%288,45687,4562025-03-31
AllianceBernstein L.P.0.940%-75.813%217,662-682,2472024-12-31
Goldman Sachs Group Inc0.905%-24.002%209,610-66,1982025-03-31
Huber Capital Management LLC0.874%0.000%202,46702025-03-31
Northern Trust Corp0.850%2.448%196,8874,7042024-12-31
Hotchkis & Wiley Capital Management LLC0.784%-1.465%181,640-2,7002025-03-31
Morgan Stanley - Brokerage Accounts0.761%-1.556%176,196-2,7852025-03-31
Bridgeway Capital Management, LLC0.653%4.245%151,2106,1572025-03-31
EJF Capital LLC0.599%-31.930%138,772-65,0932025-03-31
UBS Group AG0.585%1,159.280%135,511124,7502024-12-31
Nuveen Asset Management, LLC0.574%23.526%133,00825,3322024-12-31
JPMorgan Chase & Co0.537%195.831%123,75881,9242024-09-30
Citadel Advisors Llc0.534%22.791%123,20422,8682024-09-30
Acadian Asset Management LLC0.533%1.117%123,0131,3592024-09-30
Hillsdale Investment Management Inc.0.488%-32.154%113,845-53,9552023-06-30
D. E. Shaw & Co LP0.459%26.708%105,81122,3032024-09-30
Arrowstreet Capital Limited Partnership0.425%210.536%98,09266,5042024-06-30
Bank of New York Mellon Corp0.404%9.603%93,1388,1602024-06-30
Renaissance Technologies Corp0.396%9.988%91,4008,3002024-09-30
BHZ Capital Management, LP.0.383%-1.646%87,801-1,4692023-09-30
Millennium Management LLC0.332%0.000%76,64476,6442024-06-30
Empowered Funds, LLC0.331%-46.200%76,455-65,6552024-06-30
Two Sigma Advisers, LLC0.315%0.803%75,3006002022-12-31
Price Jennifer C.0.309%0.000%74,53674,5362022-06-30
Martingale Asset Management L P0.319%-1.063%74,432-8002023-06-30
First Trust Advisors L.P.0.316%-2.697%73,782-2,0452023-06-30
Jacobs Levy Equity Management, Inc.0.302%-0.793%72,422-5792022-12-31
Two Sigma Investments LLC0.299%-31.785%72,196-33,6402022-06-30
Amvescap Plc.0.302%74.872%69,73729,8582024-03-31
Regions Financial Corp0.282%0.000%65,00002024-03-31
Rhumbline Advisers0.273%32.749%62,72015,4732023-12-31
First Manhattan Co. LLC0.260%-10.491%60,000-7,0322024-03-31

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Carter Bank and Trust (CARE), owning a total of 713 thousand shares. Combined, the top 40 mutual fund holders of CARE own 33.88% of the company with a total of 7.8 million shares.

In the latest ownership report on April 30th 2025, the top 40 fund holders increased their combined ownership of CARE by 9 thousand shares. 6 funds bought 12,593 total additional shares and increased their ownership by an average of 1.77%. However 2 funds sold 21,450 total shares and decreased their ownership by an average of 8.58%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Carter Bank and Trust decreased by a net total of -8,857 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.079%0.000%713,08002025-04-30
iShares Russell 2000 ETF2.634%0.017%610,0701032025-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.623%0.412%375,8651,5422025-04-30
Avantis US Small Cap Value ETF1.124%0.000%260,34802025-04-30
iShares Russell 2000 Value ETF0.960%-0.339%222,295-7552025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.639%0.429%148,0506332025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.639%0.429%148,0506332025-04-30
Dimensional US Targeted Value ETF0.569%0.000%131,83202025-04-30
Vanguard Russell 2000 ETF0.496%7.830%114,8218,3382025-04-30
Russell Inv Tax-Managed US Mid&Sm Cap S0.442%-16.823%102,318-20,6952025-04-30
EA Bridgeway Omni Small-Cap Value ETF0.396%1.487%91,7361,3442025-04-30
State St Russell Sm Cap® Indx SL Cl I0.358%0.000%82,85902025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.083%0.000%713,08002024-09-30
Vanguard Total Stock Mkt Idx Inv3.079%0.000%713,08002025-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.102%0.000%712,02502023-03-31
iShares Russell 2000 ETF2.634%0.017%610,0701032025-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.623%0.412%375,8651,5422025-04-30
Vanguard Extended Market Index Investor1.395%0.000%325,33002023-08-31
Avantis US Small Cap Value ETF1.124%0.000%260,34802025-04-30
Fidelity Small Cap Index0.967%0.000%224,01702025-02-28
iShares Russell 2000 Value ETF0.960%-0.339%222,295-7552025-04-30
Fidelity® Small Cap Index0.961%1.843%220,5653,9912023-10-31
DFA US Small Cap Value I0.943%0.913%218,4291,9772025-03-31
Kennedy Micro Cap0.856%-0.538%198,316-1,0722025-03-31
Avantis® U.S. Small Cap Value ETF0.739%0.000%172,50802023-07-29
DFA US Targeted Value I0.684%2.354%158,3883,6422025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.639%0.429%148,0506332025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.639%0.429%148,0506332025-04-30
AB Small Cap Value Advisor0.629%-27.306%145,210-54,5452024-11-30
Huber Select SMID Cap Value0.632%0.000%145,10502023-09-30
Huber Small Cap Value0.582%0.000%134,81302025-03-31
Huber Small Cap Value Inv0.582%0.000%134,81302025-03-31
Dimensional US Targeted Value ETF0.569%0.000%131,83202025-04-30
Fidelity Extended Market Index0.543%0.903%125,8011,1262025-03-31
Pacific Select Small-Cap Value I0.532%0.000%122,46802024-03-31
Fidelity® Extended Market Index0.532%2.302%122,1752,7492023-11-30
Invesco DWA SmallCap Momentum ETF0.487%1.261%116,3381,4492023-03-31
Vanguard Russell 2000 ETF0.496%7.830%114,8218,3382025-04-30
Russell Inv Tax-Managed US Mid&Sm Cap S0.442%-16.823%102,318-20,6952025-04-30
Kennedy Bank Sector0.415%26.349%96,13520,0482025-03-31
EA Bridgeway Omni Small-Cap Value ETF0.396%1.487%91,7361,3442025-04-30
State St Russell Sm Cap® Indx NL Cl C0.384%4.011%88,1593,4002023-09-30
DFA US Small Cap I0.377%4.733%87,2663,9442025-03-31
Bridgeway Omni Small-Cap Value0.371%0.000%85,68502024-06-30
Bridgeway Omni Small-Cap Value N0.371%0.000%85,68502024-06-30
State St Russell Sm Cap® Indx SL Cl I0.358%0.000%82,85902025-04-30
DFA US Micro Cap I0.342%0.000%78,99602025-02-28
MassMutual Small Company Val Svc0.286%0.000%66,67502023-06-30
NT R2000 Value Index Fund - NL0.286%-2.409%66,629-1,6452023-06-30
MM Equity Small Cap A EUR Acc0.275%0.000%66,31402022-08-31
BlackRock Extended Mkt Composite0.284%6.795%66,2584,2162023-06-30
NT R2000 Index Fund - NL0.277%-2.293%66,225-1,5542023-06-30

Discussions

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chainstrader24911/27/24 09:41am

$CARE The United States stock market is going to crash.

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