Titelia

Fund shareholders of Simmons First National Corp

ISIN US8287302009 · United States · LEI 549300IVR5AJKUVOGN05

Fund shareholders
283
Of which ETFs
75 208 other funds
Value held
1.2B $ 6.9M SEK
Share of capital
41.8 % of 144.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 8,728,683169.8M $0.18 %6.04 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,668,44690.8M $0.00 %3.23 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,438,62766.9M $0.09 %2.38 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,344,55565.1M $0.04 %2.31 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,127,06041.4M $0.07 %1.47 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,757,04837.4M $0.20 %1.22 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,618,44231.5M $0.04 %1.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,431,12630.4M $0.09 %0.99 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,413,04027.5M $0.36 %0.98 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,386,97627M $0.73 %0.96 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,309,14425.5M $0.18 %0.91 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,233,31724M $0.19 %0.85 %as of Mar 31, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 1,081,87521M $0.24 %0.75 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 927,05618M $0.44 %0.64 %as of Mar 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 882,56718.8M $1.76 %0.61 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 855,52918.2M $2.00 %0.59 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 846,30518M $0.47 %0.59 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 758,15914.7M $0.36 %0.52 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 757,30915.1M $0.04 %0.52 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 715,10814.2M $0.09 %0.49 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 702,68514M $0.07 %0.49 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 666,95813M $1.01 %0.46 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 659,63712.8M $0.13 %0.46 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 648,95713.8M $0.07 %0.45 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 633,19713.5M $0.18 %0.44 %as of Apr 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 620,57712.4M $0.45 %0.43 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 611,90013M $0.17 %0.42 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 586,25111.7M $0.12 %0.41 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 573,19811.4M $0.94 %0.40 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 562,25312M $0.01 %0.39 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 496,6749.9M $0.18 %0.34 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 496,50610.6M $0.08 %0.34 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 408,4377.9M $0.55 %0.28 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 334,5927.1M $0.02 %0.23 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 324,8646.3M $0.07 %0.22 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 319,6196.4M $0.97 %0.22 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 318,3446.3M $0.37 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 316,5146.7M $0.09 %0.22 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 307,8006M $0.50 %0.21 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 300,7516M $0.25 %0.21 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 297,9376.3M $0.02 %0.21 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 274,5825.3M $0.18 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 262,3405.2M $0.00 %0.18 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 252,9735.4M $0.01 %0.18 %as of Apr 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 250,0564.9M $1.71 %0.17 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 250,0004.9M $2.14 %0.17 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 242,4894.7M $0.20 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 242,0084.8M $0.03 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 234,2434.6M $0.09 %0.16 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 232,3364.5M $1.45 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 230,3524.6M $0.18 %0.16 %as of Feb 28, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 225,7904.8M $1.80 %0.16 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 223,5974.3M $0.18 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 211,7824.2M $0.00 %0.15 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 203,3094M $1.48 %0.14 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 195,6033.8M $0.33 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 185,5953.6M $0.00 %0.13 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 179,8883.8M $0.00 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 179,2163.5M $0.19 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 172,7763.7M $0.09 %0.12 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 157,0033.1M $0.59 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 148,4012.9M $0.09 %0.10 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 137,1202.9M $0.12 %0.09 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 132,5812.6M $0.03 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 124,9492.4M $0.18 %0.09 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 120,0002.3M $0.28 %0.08 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 118,6522.3M $1.16 %0.08 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 118,4552.5M $0.51 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 113,7882.4M $0.18 %0.08 %as of Apr 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 106,6952.1M $0.37 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 106,2062.1M $0.19 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 103,0982M $0.18 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 100,0622.1M $0.00 %0.07 %as of Apr 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 98,4611.9M $0.54 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 96,6251.9M $0.18 %0.07 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 94,4151.9M $0.25 %0.07 %as of Feb 28, 2026 ↗
WesMark Small Company Fund WesMark Funds 94,4001.8M $1.18 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 93,9701.8M $0.09 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 86,4511.8M $0.03 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 85,4661.8M $0.00 %0.06 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 85,1141.7M $0.18 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 84,7221.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 83,4531.7M $0.69 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 82,6541.6M $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 80,4951.6M $0.00 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 78,6891.5M $0.10 %0.05 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 77,6161.7M $0.13 %0.05 %as of Apr 30, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 77,1931.5M $0.52 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 74,9841.5M $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 74,7811.6M $0.00 %0.05 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 72,3061.5M $0.01 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 72,1411.5M $0.18 %0.05 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 69,8801.4M $0.16 %0.05 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 67,5971.3M $0.07 %0.05 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 66,6771.3M $0.17 %0.05 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 66,2511.3M $0.09 %0.05 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 63,1391.3M $0.21 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 62,5261.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 62,1641.2M $0.61 %0.04 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 57,6281.2M $0.01 %0.04 %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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Cullen Small Cap Value Fund Cullen Funds Trust 2.76 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 2.14 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 2.00 %as of Apr 30, 2026 ↗
HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 1.80 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1.76 %as of Apr 30, 2026 ↗
THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 1.71 %as of Mar 31, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 1.71 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 1.48 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 1.45 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.36 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2282-360,376,758-0.4 %
2026Q1285-2060,638,552-0.5 %
2025Q4305+2760,918,130+11.5 %
2025Q3278-354,641,045+0.8 %
2025Q2281+1454,201,845+2.0 %
2025Q1267-353,139,027+3.0 %
2024Q4270+1451,600,948+0.0 %
2024Q3256-751,597,382-0.5 %
2024Q2263+351,879,966+2.6 %
2024Q1260050,570,877-4.5 %
2023Q426052,975,966

Institutional managers

305 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.20,722,532403.1M $as of Mar 31, 2026
STATE STREET CORP7,637,050150.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP6,346,518123.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP6,245,676121.5M $as of Mar 31, 2026
NORTHERN TRUST CORP4,382,96885.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,660,24971.2M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC3,508,83168.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,550,11549.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,048,56139.8M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC1,792,10234.9M $as of Mar 31, 2026
MORGAN STANLEY1,604,89831.2M $as of Mar 31, 2026
Bank of New York Mellon Corp1,538,82429.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,522,70929.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,462,88527.7M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1,451,76528.2M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.1,333,73425.9M $as of Mar 31, 2026
Simmons Bank1,327,36525.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,234,47924M $as of Mar 31, 2026
Invesco Ltd.1,221,32723.8M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,164,47922.6M $as of Mar 31, 2026
UBS Group AG1,155,88322.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,118,84721.8M $as of Mar 31, 2026
FMR LLC1,104,88721.5M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/857,20816.7M $as of Mar 31, 2026
Leeward Investments, LLC - MA809,47315.7M $as of Mar 31, 2026

Declared shareholders of Simmons First National Corp

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.15 %8,914,004as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.27 %7,643,475as of Mar 31, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 4.30 %6,245,676as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Simmons First National Corp

21 funds declare 21 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund110.2M $as of Feb 28, 2026
Thompson Bond Fund15.1M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund12M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF11.5M $as of Feb 28, 2026
Nuveen Bond Index Fund1499.6K $as of Mar 31, 2026
Archer Income Fund1355.4K $as of Feb 28, 2026
Multi-Manager Alternative Strategies Fund1330K $as of Feb 28, 2026
Performance Trust Short Term Bond ETF1304.2K $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF1199.9K $as of Mar 31, 2026
Schwab U.S. Aggregate Bond ETF1175.3K $as of Mar 31, 2026
Invesco Multi-Asset Income Fund1171.2K $as of Apr 30, 2026
State Street(R) SPDR Portfolio Corporate Bond ETF1159.9K $as of Mar 31, 2026
Wilshire Income Opportunities Fund1129.4K $as of Mar 31, 2026
BNY Mellon Core Bond ETF1115.7K $as of Apr 30, 2026
iShares U.S. Intermediate Credit Bond Index Fund1100.6K $as of Apr 30, 2026
Schwab 1-5 Year Corporate Bond ETF170.1K $as of Mar 31, 2026
Schwab U.S. Aggregate Bond Index Fund161.1K $as of Feb 28, 2026
Schwab Short-Term Bond Index Fund140.7K $as of Feb 28, 2026
VOYA U.S. BOND INDEX PORTFOLIO16K $as of Mar 31, 2026
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF15.1K $as of Feb 28, 2026
VANGUARD CORE-PLUS BOND INDEX ETF15K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Simmons First National Corp". https://titelia.com/en/stocks/simmons-first-national-corp-US8287302009