Titelia

Fund shareholders of Southside Bancshares Inc

ISIN US84470P1093 · United States · LEI 549300TC83207VQA2K65

Fund shareholders
226
Of which ETFs
65 161 other funds
Value held
335.8M $
Share of capital
33.0 % of 29.8M shares on Jul 21, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,685,28259.3M $0.05 %5.65 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 897,06231.6M $0.00 %3.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 759,26326.7M $0.03 %2.55 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 323,16211.4M $0.01 %1.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 323,05610.5M $0.03 %1.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 258,5229.1M $0.05 %0.87 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 251,1028.8M $0.06 %0.84 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 240,0938.4M $0.11 %0.81 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 236,9977.8M $0.03 %0.80 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,5596.8M $0.04 %0.70 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 204,3706.7M $1.02 %0.69 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 175,6176.2M $0.05 %0.59 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 167,9445.5M $0.04 %0.56 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 150,2235.3M $0.11 %0.50 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 148,6954.9M $0.03 %0.50 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 147,7814.8M $0.01 %0.50 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 147,4614.8M $0.02 %0.49 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 143,4185M $0.11 %0.48 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 134,4794.4M $0.65 %0.45 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 134,4574.4M $0.02 %0.45 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,8584.3M $0.02 %0.45 %as of Jul 31, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 116,8793.8M $1.75 %0.39 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 108,8393.5M $0.05 %0.37 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 107,6203.5M $0.04 %0.36 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 97,8473.2M $0.02 %0.33 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 97,2533.2M $0.05 %0.33 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 95,7923.1M $0.04 %0.32 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 70,4352.3M $0.03 %0.24 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 69,9752.3M $0.00 %0.23 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 69,3172.4M $0.11 %0.23 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,2142.2M $0.01 %0.23 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 62,0842M $0.07 %0.21 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 61,3252M $0.11 %0.21 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 60,7212M $0.85 %0.20 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 54,4681.9M $0.03 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,4121.7M $0.00 %0.18 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 51,8001.8M $0.20 %0.17 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 50,1271.8M $0.06 %0.17 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 46,1751.5M $0.01 %0.15 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 45,2771.5M $0.11 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 44,8951.5M $0.00 %0.15 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 44,4171.6M $0.05 %0.15 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,8001.5M $0.12 %0.15 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 42,4771.5M $0.11 %0.14 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 41,7071.4M $0.05 %0.14 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 40,4561.4M $0.01 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,3551.2M $0.00 %0.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 35,2781.2M $0.06 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 35,0041.1M $0.03 %0.12 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 32,9301.1M $0.08 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,6981.1M $0.03 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,424989.1K $0.00 %0.10 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 25,590900.5K $0.04 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 24,768805.2K $0.00 %0.08 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,519797.1K $0.01 %0.08 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 24,293854.9K $0.05 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,127757.6K $0.06 %0.08 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 22,163726.1K $0.01 %0.07 %as of May 29, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 21,683763K $0.30 %0.07 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 21,414696.2K $0.03 %0.07 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 20,604669.8K $0.05 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 19,519686.9K $0.05 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,470685.1K $0.05 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,467685K $0.03 %0.07 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 19,175674.8K $0.10 %0.06 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 18,800615.9K $0.05 %0.06 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,365646.3K $0.05 %0.06 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 18,066591.8K $0.07 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,995585K $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,464567.8K $0.00 %0.06 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 17,370564.7K $0.02 %0.06 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 17,293566.5K $0.18 %0.06 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 17,293566.5K $0.09 %0.06 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,445538.7K $0.00 %0.06 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 16,249532.3K $0.03 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,189569.7K $0.03 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,639512.3K $0.03 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,336539.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 14,724518.1K $0.03 %0.05 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 14,706517.5K $0.02 %0.05 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 14,200499.7K $0.08 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,007492.9K $0.07 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 13,934453K $0.03 %0.05 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 13,462473.7K $0.04 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,270431.4K $0.05 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,018458.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,890453.6K $0.04 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,773449.5K $0.00 %0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,016390.6K $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 11,963391.9K $0.14 %0.04 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 11,726384.1K $0.00 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 11,392373.2K $0.03 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,162362.9K $0.04 %0.04 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,555371.4K $0.01 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,490341K $0.01 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 10,449367.7K $0.11 %0.04 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 10,263333.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,645339.4K $0.03 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,634339K $0.03 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,566336.6K $0.00 %0.03 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Third Avenue Small-Cap Value Fund Third Avenue Trust 1.75 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.85 %as of May 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.65 %as of Jul 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.57 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.30 %as of Jun 30, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 0.30 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.23 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.20 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 0.18 %as of May 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
2026Q3226+59,827,796+0.8 %
2026Q222109,745,296+1.2 %
2026Q1221-49,630,813-1.8 %
2025Q4225-59,803,982-3.3 %
2025Q3230-310,141,053+0.3 %
2025Q2233+710,110,708+1.9 %
2025Q1226-119,924,410-1.3 %
2024Q4237+710,052,528+1.5 %
2024Q323009,907,558-0.3 %
2024Q2230+139,939,927-0.9 %
2024Q1217-510,029,350-3.6 %
2023Q422210,405,447

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.4,201,496130.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,384,74543.1M $as of Mar 31, 2026
STATE STREET CORP1,293,61840.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC721,41422.4M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC440,14613.7M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP394,82012.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC389,86712.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC355,40411M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC343,32610.7M $as of Mar 31, 2026
NORTHERN TRUST CORP319,2269.9M $as of Mar 31, 2026
MORGAN STANLEY284,8918.9M $as of Mar 31, 2026
ROYAL BANK OF CANADA260,9288.1M $as of Mar 31, 2026
Invesco Ltd.253,9167.9M $as of Mar 31, 2026
Bank of New York Mellon Corp251,7647.8M $as of Mar 31, 2026
ProShare Advisors LLC207,3646.4M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC204,7506.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO177,2585.4M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC153,1834.8M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC144,0984.5M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC135,8424.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/125,3393.9M $as of Mar 31, 2026
THIRD AVENUE MANAGEMENT LLC116,8793.6M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP115,1323.6M $as of Mar 31, 2026
Empowered Funds, LLC100,2983.1M $as of Mar 31, 2026
Public Sector Pension Investment Board99,9113.1M $as of Mar 31, 2026

Funds holding the debt of Southside Bancshares Inc

7 funds declare 7 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 Fund18.1M $as of May 31, 2026
Strategic Income Opportunities Fund16.4M $as of May 31, 2026
Thompson Bond Fund14.1M $as of May 31, 2026
Performance Trust Multisector Bond Fund12M $as of May 31, 2026
Strategic Income Opportunities Trust1539.1K $as of Jun 30, 2026
Multi-Manager Alternative Strategies Fund1373K $as of May 31, 2026
Wilshire Income Opportunities Fund1147.8K $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Southside Bancshares Inc". https://titelia.com/en/stocks/southside-bancshares-inc-US84470P1093