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 Russell 3000 ETF iShares Trust 9,636299.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,565297.4K $0.06 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,384310K $0.00 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,309307.5K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,108283.2K $0.03 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,437262.3K $0.06 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,415261.6K $0.00 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,256256.7K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,600251K $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,448246K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,386229.6K $0.03 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,054233K $0.04 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,460200.8K $0.00 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 6,208193K $0.01 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,897183.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 5,866193.8K $0.03 %0.02 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,852193.3K $0.01 %0.02 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,835182.8K $0.04 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,707177.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,517172.8K $0.07 %0.02 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,515172.7K $0.06 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,343166.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,321165.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,000155.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 4,915153.9K $0.02 %0.02 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,845160K $0.01 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,762149.1K $0.01 %0.02 %as of Feb 28, 2026 ↗
Eventide Small Cap ETF Strategy Shares 4,553150.4K $0.58 %0.02 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 4,513141.3K $0.02 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,415145.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,375137K $0.06 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,308142.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 4,300133.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,277133K $0.03 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,018124.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,696114.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,616112.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,470107.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,368104.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,274101.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,206105.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,19799.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,17498.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 3,14497.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,036100.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,89795.7K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,70884.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,62981.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,60180.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,55279.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,50077.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,41775.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,31471.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,29975.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,29872K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,24569.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,19668.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,19168.6K $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,11865.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 2,08164.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,07864.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,07465K $0.00 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,03463.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2,00062.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,78956K $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,78255.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,71853.8K $0.23 %0.01 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,48746.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,47745.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,34042K $0.00 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,28642.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,25441.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,25339.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,22638.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,21737.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,20839.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,13335.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,13037.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,12237.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,07533.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,06935.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,01631.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 95029.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 93029.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 84026.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 77124K $0.03 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 73423K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 70321.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 67421K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 67320.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 64119.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 60420K $0.17 %0.00 %as of Apr 30, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 49715.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 43213.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 40213.3K $0.42 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 34811.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 32810.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 32510.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 3109.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 2167.1K $0.09 %0.00 %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
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