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SBSI · Southside Bancshares Inc

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$33.08 +0.06 (+0.18%) At close · Aug 14
Market Cap
$986.05M
Shares
29.81M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SBSI

236 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,684,153 $52,360,317 0.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND 897,062 $27,889,658 0.00%
iShares Russell 2000 ETF 706,333 $21,959,893 0.03%
VANGUARD EXTENDED MARKET INDEX FUND 314,815 $9,787,598 0.01%
Fidelity Small Cap Index Fund 288,894 $9,542,169 0.03%
iShares S&P Small-Cap 600 Value ETF 272,943 $8,485,798 0.11%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 258,362 $8,032,475 0.06%
Avantis U.S. Small Cap Value ETF 236,997 $7,764,022 0.03%
iShares Russell 2000 Value ETF 247,946 $7,708,641 0.06%
U.S. Targeted Value Portfolio 209,559 $6,921,734 0.04%
ProShares Russell 2000 Dividend Growers ETF 204,370 $6,695,161 1.02%
Dimensional U.S. Targeted Value ETF 167,722 $5,539,858 0.04%
VANGUARD TAX-MANAGED SMALL-CAP FUND 175,617 $5,459,933 0.06%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 159,460 $4,957,611 0.13%
VANGUARD RUSSELL 2000 INDEX FUND 148,695 $4,871,248 0.03%
Fidelity Extended Market Index Fund 147,781 $4,841,306 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 140,554 $4,642,499 0.02%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 145,616 $4,527,201 0.11%
Schwab U.S. Small-Cap ETF 134,457 $4,404,811 0.02%
U.S. SMALL CAP PORTFOLIO 132,858 $4,388,300 0.02%
Invesco S&P SmallCap Value with Momentum ETF 123,567 $4,081,418 0.67%
Third Avenue Small-Cap Value Fund 116,879 $3,860,513 1.92%
U.S. MICRO CAP PORTFOLIO 108,826 $3,594,523 0.05%
Dimensional US Small Cap Value ETF 102,921 $3,399,481 0.05%
Dimensional U.S. Small Cap ETF 97,847 $3,231,886 0.02%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 97,253 $3,186,008 0.05%
Schwab Fundamental U.S. Small Company ETF 95,792 $3,138,146 0.04%
EA Bridgeway Omni Small-Cap Value ETF 100,298 $3,118,265 0.15%
Goldman Sachs Small Cap Value Insights Fund 78,951 $2,607,752 0.23%
Dimensional U.S. Core Equity 2 ETF 69,975 $2,311,274 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 67,214 $2,220,078 0.01%
Schwab Small-Cap Index Fund 63,155 $2,086,010 0.03%
Avantis U.S. Small Cap Equity ETF 62,084 $2,033,872 0.07%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 61,325 $2,009,007 0.11%
Invesco S&P SmallCap Low Volatility ETF 60,721 $1,989,220 0.85%
WisdomTree U.S. SmallCap Dividend Fund 63,938 $1,987,832 0.10%
Pear tree polaris small cap fund 62,943 $1,956,912 2.13%
SPDR(R) S & P 600 Small Cap ETF 56,270 $1,868,164 0.11%
Hotchkis and Wiley Small Cap Diversified Value Fund 51,800 $1,822,842 0.20%
Fidelity Total Market Index Fund 53,412 $1,749,777 0.00%
ROYCE SMALL-CAP TRUST, INC. 43,468 $1,529,639 0.06%
VANGUARD FINANCIALS INDEX FUND 46,175 $1,512,693 0.01%
Master Small Cap Index Series 48,131 $1,496,393 0.03%
JPMorgan Small & Mid Cap Enhanced Equity ETF 48,121 $1,496,082 0.06%
Fidelity Series Total Market Index Fund 44,895 $1,470,760 0.00%
JPMorgan Small Cap Value Fund 45,067 $1,401,133 0.12%
Columbia Small Cap Index Fund 41,707 $1,366,321 0.05%
Omni Small-Cap Value Fund 43,800 $1,361,742 0.11%
JNL Small Cap Index Fund 42,823 $1,331,367 0.06%
Fidelity Small Cap Value Index Fund 36,329 $1,129,469 0.06%
Showing 1–50 of 236 positions
Key facts CIK 705432 CUSIP 84470P109 13F (30d) 178 filings 178 filers Visit website Investor relations

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