Titelia

Funds holding Stellar Bancorp Inc

ISIN US8589271068 · United States · LEI 54930070P8Z0WHFBB536

Fund holders
212
Of which ETFs
62 150 other funds
Value held
562.4M $ 2.9M SEK
Share of capital
29.9 % of 50.9M shares on Apr 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,741,509100.4M $0.11 %5.38 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,477,34954.1M $0.00 %2.90 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,134,42241.5M $0.06 %2.23 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 538,73020.2M $0.11 %1.06 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 507,67318.6M $0.02 %1.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 456,25217.1M $0.05 %0.90 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 412,34315.1M $0.11 %0.81 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 398,68215M $0.06 %0.78 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 398,00414.6M $0.12 %0.78 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 326,04811.9M $0.32 %0.64 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 307,76311.3M $0.12 %0.60 %as of Mar 31, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 296,35711.2M $1.38 %0.58 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 287,45510.8M $0.07 %0.56 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 253,3289.5M $0.13 %0.50 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 249,9179.1M $0.12 %0.49 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 241,6009.1M $0.02 %0.47 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 238,9989M $0.07 %0.47 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 233,0938.8M $0.06 %0.46 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 224,4718.5M $0.04 %0.44 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 220,1708.3M $0.04 %0.43 %as of Apr 30, 2026 ↗
AQR Diversified Arbitrage Fund AQR Funds 211,6847.7M $0.34 %0.42 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 172,9046.5M $0.05 %0.34 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 172,8006.3M $0.10 %0.34 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 157,9345.9M $0.11 %0.31 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 145,7345.5M $0.07 %0.29 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 133,2734.9M $0.12 %0.26 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 124,1464.7M $0.01 %0.24 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 121,9324.6M $0.75 %0.24 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 114,3224.3M $0.01 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 106,0803.9M $0.10 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 101,7923.8M $0.05 %0.20 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 98,7573.7M $0.15 %0.19 %as of Feb 28, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 93,3123.5M $1.41 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 87,2863.3M $0.00 %0.17 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 81,5923.1M $0.02 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 75,4072.8M $0.06 %0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 73,3282.8M $0.11 %0.14 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 71,0762.6M $0.11 %0.14 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 69,2002.5M $0.21 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 66,6182.5M $0.00 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 64,9552.4M $0.00 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 57,1442.1M $0.12 %0.11 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,7522.1M $0.12 %0.11 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 56,2072.1M $0.05 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 52,7852M $0.00 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 48,1201.8M $0.05 %0.09 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 47,6121.7M $0.04 %0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 45,8811.7M $0.09 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 45,0521.7M $0.71 %0.09 %as of Feb 28, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 43,8001.6M $0.89 %0.09 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 41,2261.5M $0.05 %0.08 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,1361.5M $0.03 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 38,8601.5M $0.00 %0.08 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 38,8421.4M $0.11 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 35,9081.3M $0.10 %0.07 %as of Apr 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 35,3581.3M $0.51 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,6091.3M $0.12 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 33,0471.2M $0.11 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30,6101.1M $0.06 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 30,4931.1M $0.11 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 28,9661.1M $0.00 %0.06 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 28,9501.1M $0.01 %0.06 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 27,8441M $0.21 %0.05 %as of Apr 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 26,8891M $0.98 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,066954.3K $0.00 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,611964.5K $0.00 %0.05 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,609937.5K $0.10 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 24,904911.7K $0.06 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 23,749892K $0.00 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 22,802856.4K $0.10 %0.04 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 22,624852K $0.10 %0.04 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 22,271815.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 21,852800K $0.06 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 21,662815.8K $0.05 %0.04 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,102772.5K $0.12 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 20,721780.4K $0.05 %0.04 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 20,578753.4K $0.01 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 20,119755.7K $0.05 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 19,197723K $0.06 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,982713K $0.10 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,384636.4K $0.03 %0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 17,166644.8K $0.10 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 16,752630.9K $0.01 %0.03 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,646625.2K $0.07 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 16,298596.7K $0.02 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 16,264610.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,925598.1K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 15,872581.1K $0.11 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 15,630572.2K $0.11 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,701538.2K $0.06 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,745503.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 13,576497K $0.05 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,345501.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 13,053477.9K $0.05 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 12,370464.6K $0.02 %0.02 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 12,313450.8K $0.11 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,004450.9K $0.01 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 11,957450.3K $0.05 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 11,898435.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 11,595424.5K $0.01 %0.02 %as of Mar 31, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ProShares Merger ETF ProShares Trust 2.41 %as of Feb 28, 2026 ↗
NYLI Merger Arbitrage ETF New York Life Investments ETF Trust 1.41 %as of Apr 30, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 1.38 %as of Feb 28, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 1.04 %as of Apr 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 0.98 %as of Feb 28, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.89 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.75 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.71 %as of Feb 28, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 0.51 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.45 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2211-215,203,042-1.0 %
2026Q1213+315,352,597-3.7 %
2025Q4210+515,947,099+0.1 %
2025Q3205-515,932,022-3.9 %
2025Q2210-516,576,469+0.8 %
2025Q1215-116,437,283+2.0 %
2024Q4216-116,113,120+4.7 %
2024Q3217-215,390,599+0.7 %
2024Q2219+215,286,589-2.0 %
2024Q1217+415,595,822+4.9 %
2023Q421314,871,874

Institutional managers

220 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.6,747,686247M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,499,21891.5M $as of Mar 31, 2026
STATE STREET CORP2,128,16977.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,294,17247.4M $as of Mar 31, 2026
KING LUTHER CAPITAL MANAGEMENT CORP1,283,08647M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,124,36141.2M $as of Mar 31, 2026
Magnetar Financial LLC812,21629.7M $as of Mar 31, 2026
NORTHERN TRUST CORP740,34827.1M $as of Mar 31, 2026
AQR Arbitrage LLC685,80825.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO640,40023.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC589,47621.6M $as of Mar 31, 2026
Polar Asset Management Partners Inc.532,00019.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC470,52817.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC439,62516.1M $as of Mar 31, 2026
WATER ISLAND CAPITAL LLC431,23115.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC422,54615.5M $as of Mar 31, 2026
UBS Group AG411,66615.1M $as of Mar 31, 2026
MORGAN STANLEY404,72014.8M $as of Mar 31, 2026
TORONTO DOMINION BANK381,40014M $as of Mar 31, 2026
Bank of New York Mellon Corp327,06612M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/325,71511.9M $as of Mar 31, 2026
ROYAL BANK OF CANADA314,25011.5M $as of Mar 31, 2026
HighTower Advisors, LLC279,75310.2M $as of Mar 31, 2026
Invesco Ltd.277,80210.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC222,0558.1M $as of Mar 31, 2026

Declared shareholders of Stellar Bancorp Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
North Reef Capital Management LP and 2 others0.00 %0as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Stellar Bancorp Inc". https://titelia.com/en/stocks/stellar-bancorp-inc-US8589271068