Titelia

Funds holding First Mid Bancshares Inc

ISIN US3208661062 · United States

Fund holders
197
Of which ETFs
41 156 other funds
Value held
231.3M $
Share of capital
21.0 % of 26.6M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 663,10227.3M $0.00 %2.49 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 542,75922.4M $0.03 %2.04 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 539,72722.1M $0.09 %2.03 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 245,59510.1M $0.01 %0.92 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 214,9059M $0.03 %0.81 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 185,8467.7M $0.06 %0.70 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 175,4337.4M $0.04 %0.66 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 148,0886.2M $0.04 %0.56 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 122,4465.2M $0.00 %0.46 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 118,1735M $0.04 %0.44 %as of Apr 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 114,8734.7M $0.61 %0.43 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 114,6264.7M $0.01 %0.43 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 109,8354.6M $0.53 %0.41 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 107,7254.4M $0.03 %0.40 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 105,1794.3M $0.02 %0.40 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 101,1534.3M $0.06 %0.38 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 89,5183.8M $0.02 %0.34 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 86,6233.6M $0.03 %0.33 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,4093.3M $0.04 %0.30 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 74,9293.1M $0.07 %0.28 %as of Feb 27, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 64,4192.7M $0.23 %0.24 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 60,6192.5M $0.13 %0.23 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 55,0932.3M $0.19 %0.21 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 51,5002.1M $0.18 %0.19 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 47,7162M $0.03 %0.18 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,7141.9M $0.08 %0.18 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 46,5012M $0.00 %0.17 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 43,8001.8M $0.22 %0.16 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,6061.8M $0.00 %0.16 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 40,0491.6M $0.00 %0.15 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 35,9351.5M $0.01 %0.14 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 35,5221.5M $0.03 %0.13 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 35,4931.5M $0.16 %0.13 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,6081.4M $0.00 %0.12 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 31,4841.3M $0.00 %0.12 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,2471.3M $0.00 %0.12 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 30,0251.2M $0.04 %0.11 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 29,5601.2M $0.06 %0.11 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 28,2001.2M $0.29 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,9331.1M $0.06 %0.10 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 25,5981.1M $0.09 %0.10 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 25,0971.1M $0.03 %0.09 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 24,250998.9K $0.11 %0.09 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 23,594971.8K $0.06 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,397963.7K $0.03 %0.09 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 21,622890.6K $0.33 %0.08 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 19,161785.8K $0.05 %0.07 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 17,306712.8K $0.23 %0.07 %as of Mar 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 17,000700.2K $1.02 %0.06 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 16,324672.4K $0.40 %0.06 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 16,199667.2K $0.11 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,965654.7K $0.06 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,813610.1K $0.03 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 14,687602.3K $0.00 %0.06 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 14,110578.7K $0.05 %0.05 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,008589.6K $0.01 %0.05 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 13,970572.9K $0.22 %0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,730577.9K $0.00 %0.05 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,944533.2K $0.06 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 12,929530.2K $0.01 %0.05 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 12,299517.7K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,886489.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 11,868488.8K $0.08 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,727480.9K $0.00 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,509484.4K $0.00 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,372478.6K $0.02 %0.04 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 10,900449K $0.08 %0.04 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 10,776443.9K $0.21 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,772443.7K $0.00 %0.04 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 10,490432.1K $0.03 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 10,401428.4K $0.03 %0.04 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,963419.3K $0.01 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,882407K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,445397.5K $0.03 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 9,160375.7K $0.00 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 8,733358.1K $0.03 %0.03 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,647364K $0.04 %0.03 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,491349.7K $0.48 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,330350.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 8,268340.6K $0.05 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,908324.3K $0.04 %0.03 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,740325.8K $0.01 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,700317.2K $0.02 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 7,577312.1K $0.08 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,500308.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,211303.5K $0.09 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,087291.9K $0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,037289.9K $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,025289.4K $0.00 %0.03 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,365267.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,228262.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 6,109251.6K $0.36 %0.02 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,100256.7K $0.01 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,640237.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,623231.6K $0.03 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,521232.4K $0.04 %0.02 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,332219.6K $0.11 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 5,099214.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,628190.6K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,550191.5K $0.03 %0.02 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Victory Integrity Discovery Fund Victory Portfolios 1.02 %as of Mar 31, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 0.61 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.53 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.48 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.40 %as of Mar 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.36 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.33 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.29 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 0.23 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 0.23 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2197+25,584,877+5.1 %
2026Q1195-25,314,505-0.8 %
2025Q4197-15,357,176+0.1 %
2025Q3198+45,351,013+0.2 %
2025Q2194+95,340,228+4.1 %
2025Q1185+65,131,175+2.8 %
2024Q4179+24,992,297+6.0 %
2024Q3177+44,709,043+3.5 %
2024Q2173+104,548,309+4.9 %
2024Q1163+54,335,877+14.5 %
2023Q41583,786,617

Institutional managers

162 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.2,068,15185.2M $as of Mar 31, 2026
Ballentine Partners, LLC1,672,48668.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,101,09545.4M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC656,24827M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC561,54923.1M $as of Mar 31, 2026
STATE STREET CORP525,11621.6M $as of Mar 31, 2026
Boston Partners463,05319.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP442,45318.2M $as of Mar 31, 2026
GW&K Investment Management, LLC432,43917.8K $as of Mar 31, 2026
NORTHERN TRUST CORP218,4219M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE206,7648.5M $as of Mar 31, 2026
ENDEAVOUR CAPITAL ADVISORS INC185,4787.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC181,5417.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO179,9547.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC178,4667.4M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC162,2646.7M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC157,6996.5M $as of Mar 31, 2026
Rhino Investment Partners, Inc157,5816.5M $as of Mar 31, 2026
GENDELL JEFFREY L137,4735.7M $as of Mar 31, 2026
Siena Capital Partners GP, LLC128,4045.3M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC118,6674.9M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC114,1724.7M $as of Mar 31, 2026
Russell Investments Group, Ltd.107,5354.4M $as of Mar 31, 2026
Empowered Funds, LLC106,1994.4M $as of Mar 31, 2026
Bank of New York Mellon Corp103,5784.3M $as of Mar 31, 2026

Declared shareholders of First Mid Bancshares Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 6.00 %1,607,623as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding First Mid Bancshares Inc". https://titelia.com/en/stocks/first-mid-bancshares-inc-US3208661062