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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 8,984 | 174.7K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 8,932 | 177.8K $ | 0.06 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 8,902 | 177.2K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 8,801 | 175.2K $ | 0.74 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,767 | 170.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,488 | 165.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 8,136 | 158.2K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,555 | 146.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,520 | 146.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 7,298 | 155.2K $ | 0.60 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 7,172 | 152.5K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 6,999 | 136.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 6,430 | 136.7K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 6,255 | 124.5K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,252 | 124.5K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 6,250 | 132.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,234 | 121.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 6,228 | 121.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 5,908 | 125.6K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 5,852 | 124.4K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 5,361 | 104.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,255 | 104.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 5,190 | 110.3K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 4,735 | 92.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,679 | 99.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 4,593 | 91.4K $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 4,534 | 90.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 4,531 | 90.2K $ | 1.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,361 | 84.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 4,160 | 80.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 4,108 | 79.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 4,053 | 78.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 4,035 | 85.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,950 | 76.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 3,896 | 75.8K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 3,646 | 70.9K $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,457 | 67.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,440 | 66.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 3,035 | 64.5K $ | 0.81 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 3,022 | 64.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,561 | 49.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,477 | 52.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,364 | 46K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 2,136 | 41.5K $ | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,088 | 41.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 2,020 | 39.3K $ | 0.98 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,910 | 37.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,896 | 36.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 1,744 | 33.9K $ | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 1,715 | 34.1K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,628 | 34.6K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 1,586 | 31.6K $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,550 | 30.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,482 | 28.8K $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,475 | 31.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 1,313 | 25.5K $ | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 1,122 | 22.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 1,120 | 21.8K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,010 | 19.6K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 990 | 21K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 913 | 17.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 772 | 16.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 745 | 14.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 717 | 13.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 700 | 13.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 687 | 13.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 600 | 11.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 510 | 9.9K $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 483 | 9.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 439 | 9.3K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 432 | 9.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 371 | 7.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 365 | 7.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 330 | 6.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 269 | 5.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 263 | 5.6K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 263 | 5.6K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 230 | 4.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 197 | 3.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 148 | 2.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 97 | 1.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 45 | 896 $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 37 | 719.7 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 282 | -3 | 60,376,758 | -0.4 % |
| 2026Q1 | 285 | -20 | 60,638,552 | -0.5 % |
| 2025Q4 | 305 | +27 | 60,918,130 | +11.5 % |
| 2025Q3 | 278 | -3 | 54,641,045 | +0.8 % |
| 2025Q2 | 281 | +14 | 54,201,845 | +2.0 % |
| 2025Q1 | 267 | -3 | 53,139,027 | +3.0 % |
| 2024Q4 | 270 | +14 | 51,600,948 | +0.0 % |
| 2024Q3 | 256 | -7 | 51,597,382 | -0.5 % |
| 2024Q2 | 263 | +3 | 51,879,966 | +2.6 % |
| 2024Q1 | 260 | 0 | 50,570,877 | -4.5 % |
| 2023Q4 | 260 | 52,975,966 |
Institutional managers
305 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 20,722,532 | 403.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,637,050 | 150.2M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 6,346,518 | 123.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 6,245,676 | 121.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,382,968 | 85.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,660,249 | 71.2M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 3,508,831 | 68.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 2,550,115 | 49.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,048,561 | 39.8M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,792,102 | 34.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,604,898 | 31.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,538,824 | 29.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,522,709 | 29.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,462,885 | 27.7M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1,451,765 | 28.2M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,333,734 | 25.9M $ | as of Mar 31, 2026 |
| Simmons Bank | 1,327,365 | 25.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,234,479 | 24M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,221,327 | 23.8M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,164,479 | 22.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,155,883 | 22.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,118,847 | 21.8M $ | as of Mar 31, 2026 |
| FMR LLC | 1,104,887 | 21.5M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 857,208 | 16.7M $ | as of Mar 31, 2026 |
| Leeward Investments, LLC - MA | 809,473 | 15.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.15 % | 8,914,004 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.27 % | 7,643,475 | as of Mar 31, 2026 · SCHEDULE 13G |
| Dimensional Fund Advisors LP | 4.30 % | 6,245,676 | as 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.
Cite this page
Titelia. "Fund shareholders of Simmons First National Corp". https://titelia.com/en/stocks/simmons-first-national-corp-US8287302009