Titelia

Fund shareholders of Southside Bancshares Inc

ISIN US84470P1093 · United States · LEI 549300TC83207VQA2K65

Fund shareholders
221
Of which ETFs
67 154 other funds
Value held
307.7M $
Share of capital
32.7 % of 29.8M shares on Jul 21, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,684,15352.4M $0.06 %5.65 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 897,06227.9M $0.00 %3.01 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 706,33322M $0.03 %2.37 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 314,8159.8M $0.01 %1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 288,8949.5M $0.03 %0.97 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 272,9438.5M $0.11 %0.92 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 258,3628M $0.06 %0.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 247,9467.7M $0.06 %0.83 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 239,5127.5M $0.03 %0.80 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,5596.9M $0.04 %0.70 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 195,3926.1M $0.93 %0.66 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 175,6175.5M $0.06 %0.59 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 167,7225.5M $0.04 %0.56 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 159,4605M $0.13 %0.53 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 150,7794.7M $0.01 %0.51 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 145,6164.5M $0.11 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 143,4034.5M $0.03 %0.48 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 140,5544.6M $0.02 %0.47 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 136,6374.3M $0.02 %0.46 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,8584.4M $0.02 %0.45 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 125,5243.9M $0.04 %0.42 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 123,5674.1M $0.67 %0.41 %as of Apr 30, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 116,8793.9M $1.92 %0.39 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 108,8263.6M $0.05 %0.37 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 102,9213.4M $0.05 %0.35 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 97,8473.2M $0.02 %0.33 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 97,2363M $0.06 %0.33 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 78,9512.6M $0.23 %0.26 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 69,9752.3M $0.01 %0.23 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,2142.2M $0.01 %0.23 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 64,5342M $0.08 %0.22 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 63,9382M $0.10 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 63,1552.1M $0.03 %0.21 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 63,0742M $0.82 %0.21 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 62,1721.9M $0.11 %0.21 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,4121.7M $0.00 %0.18 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 51,8001.6M $0.19 %0.17 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 48,1311.5M $0.03 %0.16 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 48,1211.5M $0.06 %0.16 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 47,7071.5M $0.01 %0.16 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 45,0671.4M $0.12 %0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 44,9861.4M $0.06 %0.15 %as of Feb 28, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,8001.4M $0.11 %0.15 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 42,8231.3M $0.06 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 40,8491.3M $0.00 %0.14 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 36,3291.1M $0.06 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,5391.1M $0.00 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 32,9991.1M $0.03 %0.11 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 32,2301.1M $0.09 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,4241M $0.00 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 29,089904.4K $0.03 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 27,994870.3K $0.32 %0.09 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 25,590795.6K $0.04 %0.09 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,354837.4K $0.04 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 24,768818.1K $0.00 %0.08 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,519809.9K $0.02 %0.08 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 24,293755.3K $0.06 %0.08 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 22,825714.9K $0.02 %0.08 %as of Feb 27, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 21,961725.4K $0.05 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,169663K $0.06 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,470605.3K $0.05 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,467605.2K $0.03 %0.07 %as of Mar 31, 2026 ↗
Small Cap Value Fund Northern Funds 19,175596.2K $0.10 %0.06 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,014628K $0.02 %0.06 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,649579.8K $0.06 %0.06 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 18,066565.8K $0.07 %0.06 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 18,045561K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,464576.8K $0.00 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,585515.6K $0.00 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,445515.1K $0.00 %0.06 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 16,249508.9K $0.03 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,189503.3K $0.03 %0.05 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 15,845496.3K $0.19 %0.05 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 15,267474.7K $0.31 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,100472.9K $0.03 %0.05 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 14,434448.8K $0.05 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,401475.7K $0.00 %0.05 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 14,200441.5K $0.08 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 13,816429.5K $0.03 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,778455.1K $0.05 %0.05 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,731426.9K $0.07 %0.05 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 13,614449.7K $0.09 %0.05 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,018404.7K $0.00 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,890400.8K $0.04 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,503413K $0.03 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,107376.4K $0.12 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,016396.9K $0.00 %0.04 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 12,000396.4K $0.10 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 11,726367.3K $0.00 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 11,392356.8K $0.03 %0.04 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,162368.7K $0.04 %0.04 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 10,660333.9K $0.06 %0.04 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 10,448345.1K $0.05 %0.04 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 10,400343.5K $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,316320.7K $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,872326.1K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,855306.4K $0.01 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,838305.9K $0.06 %0.03 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 9,773306.1K $0.12 %0.03 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 9,700303.8K $0.02 %0.03 %as of Feb 28, 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
Third Avenue Small-Cap Value Fund Third Avenue Trust 1.92 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.93 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.82 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.67 %as of Apr 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 0.58 %as of Apr 30, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 0.42 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.32 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 0.31 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 0.23 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.23 %as of Feb 28, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 Feb 28, 2026
Strategic Income Opportunities Fund16.4M $as of Feb 28, 2026
Thompson Bond Fund14.1M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund12M $as of Feb 28, 2026
Strategic Income Opportunities Trust1536.2K $as of Mar 31, 2026
Multi-Manager Alternative Strategies Fund1369.2K $as of Feb 28, 2026
Wilshire Income Opportunities Fund1142.6K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Southside Bancshares Inc". https://titelia.com/en/stocks/southside-bancshares-inc-US84470P1093