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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
North Reef Capital Management LP and 2 others0.00 %0as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Stellar Bancorp Inc". https://titelia.com/en/stocks/stellar-bancorp-inc-US8589271068