As of the latest SEC filings, CARTERS INC (CRI) is held by 274 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $78,192,422.64 in market value, representing 0.09% of its portfolio.
Funds holding CARTERS INC (CRI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CRI
- CIK:
- 0001060822
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $78,192,422.64 | 2,186,589 | Mar 31, 2026 | May 26, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 1.45% | $45,567,573.36 | 1,274,261 | Mar 31, 2026 | May 29, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.17% | $39,029,587.30 | 1,163,326 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $38,860,177.44 | 1,086,694 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.04% | $37,657,560.05 | 1,122,431 | Feb 28, 2026 | Apr 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $31,188,513.12 | 872,162 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $28,576,781.52 | 799,127 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $18,185,211.60 | 508,535 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,980,842.76 | 470,123 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,585,466.96 | 407,871 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $12,738,043.08 | 352,659 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $12,727,842.24 | 355,924 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.09% | $12,009,674.16 | 335,841 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $10,910,125.68 | 305,093 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.10% | $9,955,834.32 | 278,407 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.44% | $9,818,138.40 | 271,820 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $9,769,231.92 | 270,466 | Apr 30, 2026 | Jun 29, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.08% | $7,867,700.64 | 220,014 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.09% | $6,934,714.92 | 191,991 | Apr 30, 2026 | Jun 29, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.17% | $6,780,811.20 | 189,620 | Mar 31, 2026 | May 28, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.28% | $6,744,550.56 | 188,606 | Mar 31, 2026 | May 28, 2026 |
|
VEVFX
VANGUARD EXPLORER VALUE FUND
|
MF | Vanguard | 0.54% | $6,582,275.15 | 196,193 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $6,368,897.15 | 189,833 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $5,918,320.65 | 176,403 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $5,915,166.95 | 176,309 | Feb 28, 2026 | Apr 24, 2026 |
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