← Every company
Funds Holding Southside Bancshares Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Southside Bancshares Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SBSI →Funds holding
61
as of 2026-07-31
Reported value
$72.1M
summed across funds
Fund families
29
named trusts
Largest conviction
1.75%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Third Avenue Small-Cap Value FundThird Avenue Trust116.9K sh$3.8M | 1.75% |
| Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust134.5K sh$4.4M | 0.65% |
| Eventide Small Cap ETFStrategy Shares6.3K sh$206.3K | 0.57% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust636 sh$20.7K | 0.17% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust45.3K sh$1.5M | 0.11% |
| SMALL-CAP VALUE PROFUNDProFunds230 sh$7.5K | 0.09% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust288 sh$9.4K | 0.09% |
| SmallCap Value Fund IIPrincipal Funds, Inc32.9K sh$1.1M | 0.08% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust8.7K sh$281.2K | 0.07% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.13.3K sh$431.4K | 0.05% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc20.6K sh$669.8K | 0.05% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC108.8K sh$3.5M | 0.05% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.3K sh$40.8K | 0.04% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust107.6K sh$3.5M | 0.04% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC209.6K sh$6.8M | 0.04% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.2K sh$362.9K | 0.04% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust5.3K sh$172.3K | 0.04% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust167.9K sh$5.5M | 0.04% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.1K sh$229.3K | 0.04% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust4.3K sh$140.1K | 0.03% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust323.1K sh$10.5M | 0.03% |
| Global X Russell 2000 ETFGLOBAL X FUNDS13.9K sh$453K | 0.03% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST70.4K sh$2.3M | 0.03% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST3.2K sh$104.3K | 0.03% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST21.4K sh$696.2K | 0.03% |
| iShares Morningstar Small-Cap Value ETFiShares Trust6.1K sh$199.4K | 0.03% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds35K sh$1.1M | 0.03% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC147.5K sh$4.8M | 0.02% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC132.9K sh$4.3M | 0.02% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc1.3K sh$41.8K | 0.02% |
| ULTRA SMALL CAP PROFUNDProFunds375 sh$12.2K | 0.02% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust97.8K sh$3.2M | 0.02% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust17.4K sh$564.7K | 0.02% |
| iShares Morningstar Small-Cap ETFiShares Trust1.3K sh$42.4K | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC24.5K sh$797.1K | 0.01% |
| Victory Extended Market Index FundVictory Portfolios III3.3K sh$106.3K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust10.5K sh$341K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds4.4K sh$143.5K | 0.01% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST7.5K sh$243.3K | 0.01% |
| SMALL-CAP PROFUNDProFunds25 sh$812.8 | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6.2K sh$200.1K | 0.01% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS10.3K sh$333.7K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.8K sh$157.5K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust981 sh$31.9K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC67.2K sh$2.2M | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust70K sh$2.3M | 0.00% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC8.6K sh$278K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust2.9K sh$94.2K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust12K sh$390.6K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC30.4K sh$989.1K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust7.4K sh$242.1K | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust1.1K sh$36.7K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust18K sh$585K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust9.4K sh$305.1K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III160 sh$5.2K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds24.8K sh$805.2K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST17.5K sh$567.8K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.2K sh$39.3K | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc330 sh$10.7K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust13 sh$422.6 | 0.00% |
| Column Small Cap FundTrust for Professional Managers31 sh$978.4 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.