Carter'sCRI

13F holders, Q2 2024 (June 30)
329holders −1
55new positions
56sold out
7famous investors
$61.99avg. 13F price*

At the end of Q2 2024, 329 institutions reported holding Carter's Inc. (CRI) in their 13F filings, down 1 from Q1 2024. 55 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($253.1M), Vanguard Group Inc. ($220.3M) and BlackRock Inc. ($200.7M). 7 famous investors held it, including Bill Nygren (0.1% of Harris Associates (Oakmark Funds)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Carter's Inc.
CUSIP
146229109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 330Q1 2024Q2 2024: 329Q2 2024Q3 2024: 330Q3 2024Q4 2024: 317Q4 2024Q1 2025: 286Q1 2025Q2 2025: 268Q2 2025Q3 2025: 248Q3 2025Q4 2025: 253Q4 2025Q1 2026: 275Q1 2026Q2 2026: 287Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions55$70.9M
Exits56$171.6M

All 13F filers, Q1 2024 → Q2 2024: 6,119,009 shares bought and 3,504,091 shares sold, net +2,614,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

JPMorgan Chase & Co. 0.02% Add +8.3% 4,084,515 $253.1M
Vanguard Group Inc. 0.00% Add +0.1% 3,555,131 $220.3M
BlackRock Inc. 0.00% Reduce -0.6% 3,239,427 $200.7M
Fuller & Thaler Asset Management, Inc. 0.66% Add +26.2% 2,488,213 $154.2M
Bank of New York Mellon Corp 0.02% Reduce -4.6% 1,512,290 $93.7M
Wellington Management Group LLP 0.02% Add +5.8% 1,485,347 $92.0M
Harris Associates (Oakmark Funds) 0.14% Reduce -0.2% 1,315,915 $81.5M
Pacer Advisors, Inc. 0.18% Add +44.4% 1,209,097 $74.9M
LSV Asset Management 0.16% Reduce -1.7% 1,196,437 $74.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.5% 1,129,221 $70.0M
State Street Corp. 0.00% Reduce -0.2% 1,120,197 $69.4M
Dimensional Fund Advisors LP 0.02% Add +11.9% 1,062,890 $65.9M
Boston Trust Walden Corp 0.49% Reduce -6.8% 1,058,328 $65.6M
First Trust Advisors LP 0.07% Add +42.0% 1,030,457 $63.9M
Shapiro Capital Management LLC 1.49% Reduce -3.6% 805,580 $49.9M
American Century Companies Inc. 0.03% Add +29.2% 757,116 $46.9M
Wasatch Advisors LP 0.22% Add +25.5% 666,875 $41.3M
Geode Capital Management, LLC 0.00% Add +2.0% 603,353 $37.4M
AQR Capital Management 0.05% Add +50.7% 555,568 $34.2M
Northern Trust Corp. 0.01% Reduce -7.3% 537,617 $33.3M
William Blair Investment Management, LLC 0.09% Reduce -0.2% 536,752 $33.3M
Morgan Stanley 0.00% Add +4.4% 526,395 $32.6M
Aristotle Capital Boston, LLC 1.07% Reduce -7.3% 513,976 $31.9M
Invesco Ltd. 0.01% Add +127.7% 464,572 $28.8M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -11.2% 463,476 $28.7M
Reinhart Partners, Llc. 1.19% Add +67.3% 461,190 $28.6M
Citadel Advisors 0.03% Add +157.1% 445,806 $27.6M
Holocene Advisors, LP 0.11% Add +107.6% 406,524 $25.2M
Rwwm, Inc. 2.57% New 382,047 $23.7M
Silvercrest Asset Management Group LLC 0.14% Reduce -5.4% 330,329 $20.5M
Allianz Asset Management GmbH 0.03% Add +75.9% 323,053 $20.0M
Royce & Associates LP 0.18% Add +20.6% 317,808 $19.7M
Ameriprise Financial Inc. 0.00% Add +120.6% 280,462 $17.4M
GW&K Investment Management, LLC 0.16% Reduce -0.2% 274,896 $17.0M
Bank of America Corp. 0.00% Add +25.2% 252,000 $15.6M
Qube Research & Technologies Ltd 0.02% Add +1312.5% 208,563 $12.9M
Needham Investment Management LLC 0.96% Add +46.4% 187,750 $11.6M
Norges Bank 0.00% Reduce -57.7% 179,353 $11.1M
Verition Fund Management LLC 0.09% Add +296.2% 176,470 $10.9M
Rockefeller Capital Management L.P. 0.03% Add +1.2% 175,198 $10.9M
Sound Income Strategies, LLC 0.72% Add +67.0% 167,305 $10.4M
Man Group plc 0.03% Reduce -18.1% 166,217 $10.3M
Edgestream Partners, L.P. 0.47% New 157,490 $9.8M
Victory Capital Management Inc. 0.01% Reduce -1.8% 156,697 $9.7M
Cambria Investment Management, L.P. 0.59% Add +6.0% 156,185 $9.7M
Balyasny Asset Management L.P. 0.03% Add +404.4% 154,076 $9.5M
Leeward Investments, LLC - MA 0.41% Reduce -0.3% 144,702 $9.0M
Nuveen Asset Management, LLC 0.00% Add +19.8% 143,864 $8.9M
UBS Group AG 0.00% Add +36.1% 122,576 $7.6M
Principal Financial Group Inc. 0.00% Reduce -12.3% 121,551 $7.5M
Van Den Berg Management I, Inc. 2.18% Add +14.7% 118,413 $7.3M
Sei Investments Co. 0.01% Reduce -7.1% 114,261 $7.1M
Empowered Funds, LLC 0.12% Add +34.1% 110,751 $6.9M
Alliancebernstein L.P. 0.00% Add +22.9% 110,471 $6.8M
Raymond James & Associates 0.00% Add +24.9% 107,190 $6.6M
Tudor Investment Corporation 0.07% Add +348.7% 105,866 $6.6M
Susquehanna International Group, LLP 0.01% New 105,567 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +47.3% 104,442 $6.5M
Impax Asset Management Group plc 0.03% Add +51.6% 102,826 $6.4M
Rhumbline Advisers 0.01% Reduce -4.9% 100,510 $6.2M
Royal Bank of Canada 0.00% Add +6.0% 97,609 $6.0M
Envestnet Asset Management Inc. 0.00% Add +1.8% 97,122 $6.0M
Jane Street Group, LLC 0.01% Add +214.6% 95,113 $5.9M
Goldman Sachs Group Inc. 0.00% Reduce -51.5% 89,105 $5.5M
Crawford Investment Counsel Inc. 0.10% Add +6.2% 85,949 $5.3M
Hotchkis & Wiley Capital Management LLC 0.02% Add +13.5% 85,100 $5.3M
Quantbot Technologies LP 0.23% Add +478.6% 76,248 $4.7M
Swiss National Bank 0.00% Reduce -1.2% 71,800 $4.4M
California Public Employees Retirement System 0.00% Add +1.1% 70,303 $4.4M
Ontario Teachers Pension Plan Board 0.04% Reduce -6.7% 61,709 $3.8M
Squarepoint Ops LLC 0.01% New 59,706 $3.7M
Legal & General Group Plc 0.00% Reduce -31.7% 59,354 $3.7M
Teacher Retirement System of Texas 0.02% Add +181.1% 55,674 $3.5M
Harbor Capital Advisors, Inc. 0.26% Add +345.8% 54,785 $3.4M
Nicola Wealth Management LTD. 0.28% No change 37,100 $3.1M
ExodusPoint Capital Management, LP 0.03% New 49,532 $3.1M
Bridgewater Associates 0.02% Reduce -19.3% 48,338 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -69.1% 47,767 $3.0M
Corebridge Financial, Inc. 0.02% — 46,161 $2.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +127.3% 45,506 $2.8M
Retirement Systems of Alabama 0.01% Reduce -2.6% 45,049 $2.8M
Dark Forest Capital Management LP 0.50% New 44,051 $2.7M
Kestra Advisory Services, LLC 0.02% Add +702.3% 43,864 $2.7M
Alps Advisors Inc. 0.02% Add +15.8% 43,442 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +1.5% 43,394 $2.7M
Westhampton Capital, LLC 1.46% No change 43,400 $2.7M
Robeco Institutional Asset Management B.V. 0.01% New 43,316 $2.7M
BNP Paribas Financial Markets 0.00% Reduce -34.1% 42,845 $2.7M
Hussman Strategic Advisors, Inc. 0.72% New 42,000 $2.6M
Comerica Bank 0.01% Add +5.8% 39,435 $2.4M
New York State Teachers Retirement System 0.00% Reduce -9.8% 36,322 $2.3M
California State Teachers Retirement System 0.00% Reduce -3.2% 36,095 $2.2M
Kingsview Wealth Management, LLC 0.05% Add +3.0% 34,660 $2.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -20.8% 34,303 $2.1M
Alexander Randolph Advisory, Inc. 1.97% Reduce -0.1% 34,005 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Add +6.1% 31,818 $2.0M
Deutsche Bank AG 0.00% Add +922.9% 31,555 $2.0M
Pinebridge Investments, L.P. 0.02% Reduce -2.7% 31,482 $2.0M
Crossmark Global Holdings, Inc. 0.04% Add +18.8% 30,389 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 30,063 $1.9M
Prudential Financial Inc. 0.00% Reduce -17.1% 29,680 $1.8M
Tidal Investments LLC 0.02% Add +70.4% 28,770 $1.8M
Dean Investment Associates, LLC 0.25% Reduce -43.8% 28,725 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -16.1% 28,697 $1.8M
GMO 0.01% Add +4.0% 28,382 $1.8M
Natixis Advisors, LLC 0.00% Reduce -25.4% 27,483 $1.7M
New York State Common Retirement Fund 0.00% Reduce -1.2% 27,392 $1.7M
Easterly Investment Partners LLC 0.15% Add +25.2% 27,227 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -60.4% 26,837 $1.7M
South Dakota Investment Council 0.03% Reduce -0.1% 26,690 $1.7M
Sherbrooke Park Advisers LLC 0.28% Add +111.2% 26,164 $1.6M
HBK Sorce Advisory LLC 0.06% Add +26.6% 25,856 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.5% 24,763 $1.5M
Intrepid Capital Management Inc. 0.97% Reduce -0.8% 24,655 $1.5M
Wells Fargo & Company 0.00% Add +57.4% 24,480 $1.5M
Y-Intercept (Hong Kong) Ltd 0.08% New 23,739 $1.5M
Paragon Capital Management Inc. 1.12% Add +5.3% 23,714 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -71.8% 23,274 $1.4M
Amalgamated Bank 0.01% Reduce -9.1% 22,787 $1.4M
Truist Financial Corp. 0.00% Reduce -16.1% 21,470 $1.3M
Campbell & CO Investment Adviser LLC 0.11% Add +157.7% 21,430 $1.3M
Wedge Capital Management L L P 0.02% Add +4.2% 21,367 $1.3M
State of Tennessee, Department of Treasury 0.00% No change 21,000 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 20,905 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -4.8% 20,899 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.5% 20,619 $1.3M
Brevan Howard Capital Management LP 0.08% Add +252.4% 20,085 $1.2M
Nisa Investment Advisors, LLC 0.01% Add +0.7% 20,020 $1.2M
Canada Pension Plan Investment Board 0.00% Add +19200.0% 19,300 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -5.0% 19,207 $1.2M
Magnetar Financial LLC 0.03% New 19,054 $1.2M
STRS Ohio 0.00% Reduce -7.3% 18,660 $1.2M
TCTC Holdings, LLC 0.04% Reduce -10.2% 18,494 $1.1M
Franklin Resources Inc. 0.00% Add +75.7% 18,407 $1.1M
Gotham Asset Management 0.01% Reduce -21.0% 17,909 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +2.4% 17,611 $1.1M
Public Employees Retirement System of Ohio 0.00% Add +25.4% 17,256 $1.1M
Vest Financial, LLC 0.03% Add +72.0% 16,866 $1.0M
Janus Henderson Group PLC 0.00% Reduce -1.1% 16,601 $1.0M
Alaska Permanent Fund Corp 0.02% New 16,863 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -8.4% 16,279 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Add +16.0% 16,099 $998K
Lombard Odier Asset Management (USA) Corp 0.43% New 15,780 $978K
Aristides Capital LLC 0.41% No change 15,658 $970K
Treasurer of the State of North Carolina 0.00% Reduce -2.8% 15,599 $967K
Tower Research Capital LLC (TRC) 0.02% Add +630.0% 15,556 $964K
Klein Pavlis & Peasley Financial, Inc. 0.81% New 14,808 $918K
Seven Eight Capital, LP 0.09% Add +55.0% 14,390 $892K
Alberta Investment Management Corp 0.01% No change 14,000 $868K
Mork Capital Management, LLC 0.64% No change 13,270 $822K
Ensign Peak Advisors, Inc 0.00% No change 13,161 $816K
Teachers Retirement System of the State of Kentucky 0.01% No change 13,122 $813K
Barclays PLC 0.00% Reduce -68.6% 12,648 $784K
Gsa Capital Partners LLP 0.05% Add +323.5% 12,619 $782K
Lecap Asset Management Ltd. 0.17% Reduce -50.1% 12,454 $772K
Capstone Investment Advisors, LLC 0.03% Add +44.7% 12,158 $753K
Cerity Partners LLC 0.00% Add +4.6% 11,903 $738K
Russell Investments Group, Ltd. 0.00% Reduce -90.7% 11,129 $690K
Vident Advisory, LLC 0.02% Add +97.5% 11,074 $686K
SG Americas Securities, LLC 0.00% New 10,823 $671K
Aristeia Capital, L.L.C. 0.04% Add +44.4% 10,721 $664K
ARGA Investment Management, LP 0.02% No change 10,620 $658K
Dean Capital Management 0.85% Reduce -39.5% 10,599 $657K
Legato Capital Management LLC 0.09% Reduce -39.5% 10,599 $657K
Louisiana State Employees Retirement System 0.01% Reduce -2.8% 10,300 $638K
Arizona State Retirement System 0.00% Add +0.9% 10,213 $633K
Guggenheim Capital LLC 0.00% New 10,079 $625K
Inceptionr LLC 0.17% New 9,849 $610K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 9,700 $601K
Gallacher Capital Management LLC 0.31% New 9,498 $589K
Two Sigma Advisers, LP 0.00% Add +49.2% 9,400 $583K
Amundi 0.00% Reduce -3.1% 9,396 $580K
Stifel Financial Corp. 0.00% Reduce -23.6% 9,346 $579K
FORA Capital, LLC 0.07% New 9,076 $562K
Paloma Partners Management Co 0.06% New 9,068 $562K
State of Michigan Retirement System 0.00% Reduce -2.2% 8,829 $547K
Thrivent Financial for Lutherans 0.00% Reduce -4.4% 8,819 $547K
Empirical Finance, LLC 0.03% New 8,401 $521K
Axq Capital, LP 0.12% New 8,314 $515K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.8% 8,146 $505K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.7% 8,090 $501K
Ironwood Investment Management LLC 0.27% Add +0.2% 8,067 $500K
Oppenheimer Asset Management Inc. 0.01% Add +39.0% 8,061 $500K
CIBC Private Wealth Group LLC 0.00% Add +0.1% 7,964 $499K
Teza Capital Management LLC 0.06% New 7,861 $487K
New Mexico Educational Retirement Board 0.02% No change 7,800 $483K
Hillsdale Investment Management Inc. 0.04% No change 7,680 $476K
Oregon Public Employees Retirement Fund 0.01% Reduce -16.4% 7,627 $473K
Entropy Technologies, LP 0.05% Reduce -11.4% 7,616 $472K
Orion Porfolio Solutions, LLC 0.01% Reduce -7.3% 7,588 $470K
Orion Portfolio Solutions, LLC 0.01% Reduce -7.3% 7,588 $470K
Nebula Research & Development LLC 0.08% New 7,585 $470K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.4% 7,509 $465K
Citigroup Inc. 0.00% Reduce -67.9% 7,344 $455K
Cornercap Investment Counsel Inc. 0.07% Reduce -1.6% 7,266 $450K
Quadrature Capital Ltd 0.01% Reduce -35.3% 7,202 $446K
Voya Investment Management LLC 0.00% Add +60.3% 6,904 $428K
MQS Management LLC 0.25% New 6,753 $418K
HSBC Holdings PLC 0.00% Add +28.3% 6,619 $410K
Prelude Capital Management, LLC 0.03% Add +22.2% 6,548 $406K
Swedbank AB 0.00% No change 6,463 $401K
Impact Partnership Wealth, LLC 0.10% Add +170.5% 6,235 $386K
Transatlantique Private Wealth LLC 0.16% Reduce -25.8% 6,162 $382K
Federated Hermes, Inc. 0.00% Add +0.3% 6,120 $379K
Handelsbanken Fonder AB 0.00% No change 6,030 $374K
Centiva Capital, LP 0.02% Reduce -41.0% 5,815 $360K
Caprock Group, LLC 0.01% New 5,780 $358K
Janney Montgomery Scott LLC 0.00% Add +75.4% 5,756 $357K
AlphaQuest LLC 0.05% Add +23.7% 5,660 $351K
Wolverine Trading, LLC 0.01% Add +11.5% 5,519 $342K
Hudson Edge Investment Partners Inc. 0.06% Reduce -15.6% 5,372 $333K
Foundry Partners, LLC 0.02% Add +16.9% 5,226 $324K
Voloridge Investment Management, LLC 0.00% Reduce -93.0% 5,148 $319K
Los Angeles Capital Management LLC 0.00% New 4,976 $308K
Blueshift Asset Management, LLC 0.10% New 4,975 $308K
Pictet Asset Management Holding SA 0.00% Add +16.5% 4,914 $305K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 4,819 $299K
Bank of Montreal 0.00% Add +0.3% 4,514 $295K
Blue Trust, Inc. 0.00% Add +253.3% 3,476 $294K
Creative Planning 0.00% New 4,744 $294K
Engineers Gate Manager LP 0.01% Reduce -39.0% 4,657 $289K
Cullen Capital Management, LLC 0.00% Reduce -28.6% 4,537 $281K
Ritholtz Wealth Management 0.01% Reduce -3.7% 4,496 $279K
Xponance LLC 0.00% Reduce -17.7% 4,487 $278K
Greenland Capital Management LP 0.06% New 4,272 $265K
Sanctuary Advisors, LLC 0.00% — 3,720 $260K
Lindenwold Advisors, INC 0.14% Reduce -1.1% 4,195 $260K
State of Alaska, Department of Revenue 0.00% No change 4,078 $252K
M&T Bank Corp 0.00% Reduce -7.3% 3,993 $248K
LPL Financial LLC 0.00% Add +21.6% 3,985 $247K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.2% 3,833 $238K
Scientech Research LLC 0.05% Reduce -37.1% 3,782 $234K
Panagora Asset Management Inc. 0.00% New 3,747 $232K
Algert Global LLC 0.01% New 3,671 $227K
Mariner, LLC 0.00% Reduce -3.2% 3,549 $220K
Atria Investments, Inc 0.00% New 3,446 $214K
Blair William & Co. 0.00% Add +0.1% 3,445 $213K
Hyperion Capital Advisors LP 0.10% No change 3,350 $208K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,334 $207K
EMC Capital Management 0.12% No change 3,330 $206K
XTX Topco Ltd 0.02% Reduce -34.4% 3,301 $205K
Verdence Capital Advisors LLC 0.02% Reduce -0.6% 3,257 $202K
State of Wyoming 0.03% Reduce -19.0% 3,217 $199K
EntryPoint Capital, LLC 0.09% Add +502.8% 3,038 $188K
Securian Asset Management, Inc. 0.01% Reduce -3.4% 2,855 $177K
Longfellow Investment Management Co. LLC 0.04% Add +54.3% 2,790 $173K
FMR LLC 0.00% Reduce -6.6% 2,342 $145K
PNC Financial Services Group, Inc. 0.00% Add +7.0% 2,265 $140K
nVerses Capital, LLC 0.07% Add +900.0% 2,000 $124K
US Bancorp \de 0.00% Reduce -32.4% 1,814 $112K
Covestor Ltd 0.07% Reduce -5.1% 1,761 $109K
LRI Investments, LLC 0.01% New 1,513 $94K
Allspring Global Investments Holdings, LLC 0.00% Reduce -96.0% 1,394 $86K
TD Private Client Wealth LLC 0.00% Add +24.5% 1,317 $82K
Osaic Holdings, Inc. 0.00% Reduce -41.4% 1,133 $70K
Abich Financial Wealth Management LLC 0.04% Add +67.6% 858 $53K
KBC Group NV 0.00% No change 752 $47K
Bollard Group LLC 0.00% Add +2.1% 629 $39K
Walleye Capital LLC 0.00% Reduce -80.8% 600 $37K
Cwm, LLC 0.00% Add +431.3% 595 $37K
Montag A & Associates Inc. 0.00% No change 534 $33K
Gladius Capital Management LP 0.03% New 490 $30K
Parallel Advisors, LLC 0.00% Reduce -31.4% 460 $29K
Bessemer Group Inc. 0.00% No change 447 $28K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $27K
Danske Bank A/S 0.00% New 400 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +36.8% 387 $24K
Allworth Financial LP 0.00% Add +1204.0% 326 $20K
Geneos Wealth Management Inc. 0.00% No change 256 $16K
Venturi Wealth Management, LLC 0.00% No change 226 $14K
Quent Capital, LLC 0.00% Add +435.7% 225 $14K
Simplex Trading, LLC 0.00% New 212 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.4% 208 $13K
Elequin Capital, LP 0.01% New 207 $13K
Brown Brothers Harriman & Co. 0.00% No change 200 $12K
Headlands Technologies LLC 0.00% New 193 $12K
GAMMA Investing LLC 0.00% Reduce -44.5% 191 $12K
Whittier Trust Co. 0.00% New 180 $11K
Rise Advisors, LLC 0.01% Add +2.0% 151 $9K
AdvisorNet Financial, Inc 0.00% Add +1400.0% 150 $9K
Harbour Investments, Inc. 0.00% No change 125 $8K
Financial Avengers, Inc. 0.00% Add +2.5% 125 $8K
Parkside Financial Bank & Trust 0.00% Add +17.0% 117 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 106 $7K
Signaturefd, LLC 0.00% Add +7.1% 105 $7K
Huntington National Bank 0.00% Add +18.6% 102 $6K
Glass Jacobson Investment Advisors llc 0.00% New 100 $6K
Lindbrook Capital, LLC 0.00% Add +162.9% 92 $6K
Eagle Bay Advisors LLC 0.00% Reduce -58.1% 90 $6K
Principal Securities, Inc. 0.00% Add +8.8% 62 $4K
Fifth Third Bancorp 0.00% Reduce -69.1% 54 $3K
Hexagon Capital Partners LLC 0.00% Add +130.4% 53 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 48 $3K
Mather Group, Llc. 0.00% No change 35 $3K
Quadrant Capital Group LLC 0.00% Reduce -81.1% 47 $3K
NewEdge Advisors, LLC 0.00% Reduce -43.4% 47 $3K
Manchester Capital Management LLC 0.00% New 46 $3K
Front Row Advisors LLC 0.00% Reduce -13.3% 39 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -71.4% 30 $2K
Atlantic Private Wealth, LLC 0.00% No change 29 $2K
Continuum Advisory, LLC 0.00% No change 27 $2K
Private Trust Co. NA 0.00% No change 25 $2K
Princeton Global Asset Management LLC 0.00% New 24 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -17.9% 23 $1K
Quarry LP 0.00% Reduce -92.5% 21 $1K
Cornerstone Planning Group LLC 0.00% New 21 $1K
Private Wealth Management Group, LLC 0.00% New 19 $1K
Hantz Financial Services, Inc. 0.00% Reduce -62.2% 17 $1K
Lazard Asset Management LLC 0.00% Reduce -98.9% 20 $1K
Innealta Capital, LLC 0.00% New 16 $992
CVA Family Office, LLC 0.00% New 16 $992
Farmers & Merchants Investments Inc. 0.00% No change 15 $930
Global Retirement Partners, LLC 0.00% Reduce -31.8% 15 $930
Smartleaf Asset Management LLC 0.00% Add +160.0% 13 $806
SJS Investment Consulting Inc. 0.00% No change 11 $682
Bruce G. Allen Investments, LLC 0.00% Add +150.0% 10 $620
Financial Network Wealth Advisors LLC 0.00% New 10 $620
WR Wealth Planners, LLC 0.00% Add +125.0% 9 $558
EverSource Wealth Advisors, LLC 0.00% Reduce -89.0% 8 $484
Provenance Wealth Advisors, LLC 0.00% No change 7 $434
Farther Finance Advisors, LLC 0.00% Reduce -83.7% 7 $428
Johnson Financial Group, Inc. 0.00% Reduce -99.9% 6 $372
Jones Financial Companies LLLP 0.00% New 5 $314
JNBA Financial Advisors 0.00% New 5 $310
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $310
Lynx Investment Advisory 0.00% — 3 $186
MassMutual Private Wealth & Trust, FSB 0.00% New 3 $186
MV Capital Management, Inc. 0.00% Reduce -99.2% 3 $186
Valley Wealth Managers, Inc. 0.00% New 1 $45

"% of holder's portfolio" is CRI's weight in each manager's 13F, not the share of Carter's Inc. the manager owns.