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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 214 | 6.7K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 191 | 6.3K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 189 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 153 | 5.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 147 | 4.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 97 | 3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Texas Equity ETF iShares Trust | 88 | 2.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 80 | 2.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 73 | 2.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 68 | 2.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 53 | 1.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 52 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 51 | 1.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 40 | 1.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 40 | 1.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 30 | 939.6 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 26 | 814.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 13 | 429.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 13 | 407.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 250.6 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 248.7 $ | 0.01 % | 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 221 | 0 | 9,745,296 | +1.2 % |
| 2026Q1 | 221 | -4 | 9,630,813 | -1.8 % |
| 2025Q4 | 225 | -5 | 9,803,982 | -3.3 % |
| 2025Q3 | 230 | -3 | 10,141,053 | +0.3 % |
| 2025Q2 | 233 | +7 | 10,110,708 | +1.9 % |
| 2025Q1 | 226 | -11 | 9,924,410 | -1.3 % |
| 2024Q4 | 237 | +7 | 10,052,528 | +1.5 % |
| 2024Q3 | 230 | 0 | 9,907,558 | -0.3 % |
| 2024Q2 | 230 | +13 | 9,939,927 | -0.9 % |
| 2024Q1 | 217 | -5 | 10,029,350 | -3.6 % |
| 2023Q4 | 222 | 10,405,447 |
Institutional managers
174 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,201,496 | 130.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,384,745 | 43.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,293,618 | 40.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 721,414 | 22.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 440,146 | 13.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 394,820 | 12.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 389,867 | 12.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 355,404 | 11M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 343,326 | 10.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 319,226 | 9.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 284,891 | 8.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 260,928 | 8.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 253,916 | 7.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 251,764 | 7.8M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 207,364 | 6.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 204,750 | 6.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 177,258 | 5.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 153,183 | 4.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 144,098 | 4.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 135,842 | 4.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 125,339 | 3.9M $ | as of Mar 31, 2026 |
| THIRD AVENUE MANAGEMENT LLC | 116,879 | 3.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115,132 | 3.6M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 100,298 | 3.1M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 99,911 | 3.1M $ | 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.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Performance Trust Total Return Bond Fund | 1 | 8.1M $ | as of Feb 28, 2026 |
| Strategic Income Opportunities Fund | 1 | 6.4M $ | as of Feb 28, 2026 |
| Thompson Bond Fund | 1 | 4.1M $ | as of Feb 28, 2026 |
| Performance Trust Multisector Bond Fund | 1 | 2M $ | as of Feb 28, 2026 |
| Strategic Income Opportunities Trust | 1 | 536.2K $ | as of Mar 31, 2026 |
| Multi-Manager Alternative Strategies Fund | 1 | 369.2K $ | as of Feb 28, 2026 |
| Wilshire Income Opportunities Fund | 1 | 142.6K $ | 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