Funds holding Southside Bancshares Inc
221 funds declare a position · 67 ETFs and 154 other funds · 307.7M $ · US84470P1093
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,684,153 | 52.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 897,062 | 27.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 706,333 | 22M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 314,815 | 9.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 288,894 | 9.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 6 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 272,943 | 8.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 7 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 258,362 | 8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 247,946 | 7.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 9 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 239,512 | 7.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 209,559 | 6.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 11 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 195,392 | 6.1M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 175,617 | 5.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 13 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 167,722 | 5.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 14 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 159,460 | 5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 15 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,779 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 145,616 | 4.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 17 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 143,403 | 4.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 18 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 140,554 | 4.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 136,637 | 4.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 132,858 | 4.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 21 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 125,524 | 3.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 22 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 123,567 | 4.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 23 | Third Avenue Small-Cap Value Fund Third Avenue Trust | 116,879 | 3.9M $ | 1.92 % | as of Apr 30, 2026 · Original filing |
| 24 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,826 | 3.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 25 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 102,921 | 3.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 26 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 97,847 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 97,236 | 3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 28 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 78,951 | 2.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 69,975 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 30 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 67,214 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 31 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 64,534 | 2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 32 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 63,938 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 33 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 63,155 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 34 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 63,074 | 2M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 35 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 62,172 | 1.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,412 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 51,800 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 38 | Master Small Cap Index Series Quantitative Master Series LLC | 48,131 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 39 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 48,121 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 40 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 47,707 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 41 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 45,067 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 42 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 44,986 | 1.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 43 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,800 | 1.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 44 | JNL Small Cap Index Fund JNL Series Trust | 42,823 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 40,849 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 36,329 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,539 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 32,999 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 49 | SmallCap Value Fund II Principal Funds, Inc | 32,230 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 50 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,424 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 51 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 29,089 | 904.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 52 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 27,994 | 870.3K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 53 | AST Small-Cap Equity Portfolio Advanced Series Trust | 25,590 | 795.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 54 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 25,354 | 837.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 55 | Nuveen Equity Index Fund TIAA-CREF Funds | 24,768 | 818.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,519 | 809.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 57 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 24,293 | 755.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 58 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 22,825 | 714.9K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| 59 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 21,961 | 725.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 60 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,169 | 663K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 61 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 19,470 | 605.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 62 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,467 | 605.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 63 | Small Cap Value Fund Northern Funds | 19,175 | 596.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 64 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 19,014 | 628K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 65 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 18,649 | 579.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 66 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 18,066 | 565.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 67 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 18,045 | 561K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 68 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 17,464 | 576.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 16,585 | 515.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,445 | 515.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 71 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 16,249 | 508.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 72 | EQ/Small Company Index Portfolio EQ Advisors Trust | 16,189 | 503.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 73 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 15,845 | 496.3K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 74 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 15,267 | 474.7K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 75 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 15,100 | 472.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 76 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 14,434 | 448.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 77 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,401 | 475.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 14,200 | 441.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 79 | Small Cap Index Fund Northern Funds | 13,816 | 429.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 80 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 13,778 | 455.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 81 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 13,731 | 426.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 82 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 13,614 | 449.7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 83 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 13,018 | 404.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,890 | 400.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 85 | Global X Russell 2000 ETF GLOBAL X FUNDS | 12,503 | 413K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 86 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,107 | 376.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 87 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 12,016 | 396.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 12,000 | 396.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 89 | Avantis U.S. Equity ETF American Century ETF Trust | 11,726 | 367.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 90 | Small Cap Index Fund VALIC Co I | 11,392 | 356.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 91 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,162 | 368.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 92 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 10,660 | 333.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 93 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 10,448 | 345.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 94 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 10,400 | 343.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 95 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,316 | 320.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 96 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,872 | 326.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 97 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 9,855 | 306.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 9,838 | 305.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 99 | Small Cap Value Fund VALIC Co I | 9,773 | 306.1K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 100 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 9,700 | 303.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
Institutional managers
174 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |