Titelia

Fund shareholders of South Plains Financial Inc

ISIN US83946P1075 · United States · LEI 549300SNEBP48642N493

Fund shareholders
175
Of which ETFs
40 135 other funds
Value held
165.8M $
Share of capital
20.5 % of 18.8M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 461,41419.9M $0.00 %2.45 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 413,29117.8M $0.02 %2.19 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 369,92715M $0.06 %1.96 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 170,3317.6M $0.02 %0.90 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 166,7187.2M $0.01 %0.88 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 166,2177.2M $0.15 %0.88 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 157,2656.8M $0.05 %0.83 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 113,2314.9M $0.37 %0.60 %as of Jun 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 92,3954M $1.40 %0.49 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 82,6633.7M $0.02 %0.44 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 79,7003.4M $0.26 %0.42 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 74,9983M $0.37 %0.40 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 74,1033M $0.06 %0.39 %as of May 29, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 73,9923.2M $0.29 %0.39 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,4682.6M $0.01 %0.34 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 62,8842.6M $0.01 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 62,5782.8M $0.02 %0.33 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 58,3932.4M $0.01 %0.31 %as of May 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 52,5982.3M $0.15 %0.28 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,6892.3M $0.01 %0.27 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,2292.2M $0.03 %0.26 %as of Jul 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 47,6572.1M $0.77 %0.25 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,9162M $0.01 %0.23 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 37,9481.7M $0.02 %0.20 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 36,5651.6M $0.00 %0.19 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 35,1631.6M $0.01 %0.19 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 30,5611.2M $0.04 %0.16 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 29,3541.3M $0.02 %0.16 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 27,8531.2M $0.37 %0.15 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 23,5621.1M $0.11 %0.13 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 23,049935.6K $0.37 %0.12 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 21,794884.6K $0.00 %0.12 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 21,649932.7K $0.04 %0.11 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 20,991852K $0.01 %0.11 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 20,762931K $0.02 %0.11 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 18,292742.5K $0.00 %0.10 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 18,091779.5K $0.31 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 17,651760.5K $0.02 %0.09 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 17,181770.4K $0.01 %0.09 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,512711.4K $0.29 %0.09 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,030690.7K $0.04 %0.09 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 14,518589.3K $0.03 %0.08 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 14,377644.7K $0.00 %0.08 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 14,151609.7K $0.03 %0.08 %as of Jun 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 13,035561.6K $0.30 %0.07 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 12,650545K $0.59 %0.07 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 12,213526.2K $0.12 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,798508.3K $0.05 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,277485.9K $0.02 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,924489.8K $0.00 %0.06 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 10,721461.9K $0.15 %0.06 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 10,024449.5K $0.11 %0.05 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 9,963429.3K $0.18 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,745395.5K $0.03 %0.05 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 9,462424.3K $0.02 %0.05 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,363380K $0.00 %0.05 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,950385.6K $0.02 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,873397.9K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,821395.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,086348.4K $0.02 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 7,668330.4K $0.05 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 7,513336.9K $0.02 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,152308.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,100288.2K $0.00 %0.04 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,033315.4K $0.01 %0.04 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,925298.4K $0.00 %0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,749290.8K $0.33 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,217267.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,125274.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,686245K $0.06 %0.03 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,592240.9K $0.05 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 5,412233.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,292237.3K $0.01 %0.03 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 5,217211.8K $0.02 %0.03 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,212224.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 5,114207.6K $0.00 %0.03 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,063218.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 5,012203.4K $0.01 %0.03 %as of May 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 4,721203.4K $0.09 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,721203.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,434198.8K $0.02 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,221181.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,652157.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,649157.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 3,612155.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,564153.6K $0.07 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 3,561153.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,489150.3K $0.10 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 3,462149.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 3,433153.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,123140K $0.02 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,064137.4K $0.01 %0.02 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,970128K $0.00 %0.02 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,892124.6K $0.16 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,542109.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,476106.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,463106.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,40097.4K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,389102.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,368102K $0.02 %0.01 %as of Jun 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
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 1.40 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.77 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.59 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 0.37 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 0.37 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 0.37 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 0.37 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.33 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.31 %as of Jun 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 0.30 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q317503,871,180+14.5 %
2026Q2175+73,380,624+4.9 %
2026Q1168+33,221,898+4.6 %
2025Q4165+23,080,636-4.0 %
2025Q3163-23,207,488+3.5 %
2025Q2165+83,100,216+3.1 %
2025Q1157+13,008,209+3.8 %
2024Q4156+122,899,142+17.0 %
2024Q3144+22,478,096+4.6 %
2024Q2142+42,368,973+1.4 %
2024Q1138-12,335,828+1.3 %
2023Q41392,305,376

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.1,152,12848.3M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC491,44220.6K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP435,34718.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC409,84817.2M $as of Mar 31, 2026
STATE STREET CORP389,52616.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO377,09815.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC292,95412.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP173,3857.3M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC165,4456.9M $as of Mar 31, 2026
GABELLI FUNDS LLC115,7654.9M $as of Mar 31, 2026
NORTHERN TRUST CORP114,1344.8M $as of Mar 31, 2026
Polaris Capital Management, LLC113,4004.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC108,6024.6M $as of Mar 31, 2026
Boston Partners105,7254.4M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC103,5264.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC99,0854.2M $as of Mar 31, 2026
Russell Investments Group, Ltd.98,6784.1M $as of Mar 31, 2026
Empowered Funds, LLC85,7453.6M $as of Mar 31, 2026
Rosenthal | Henry Capital Advisors, Inc.81,3733.4M $as of Mar 31, 2026
PANAGORA ASSET MANAGEMENT INC77,2663.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC76,4003.2M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.76,0883.2M $as of Mar 31, 2026
MORGAN STANLEY65,0422.7M $as of Mar 31, 2026
Venturi Wealth Management, LLC63,6162.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC59,0602.5M $as of Mar 31, 2026

Declared shareholders of South Plains Financial Inc

There is 1 beneficial ownership filing. 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
Curtis C. Griffith 6.15 %1,165,447as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of South Plains Financial Inc". https://titelia.com/en/stocks/south-plains-financial-inc-US83946P1075