As of the latest SEC filings, HBT Financial, Inc. (HBT) is held by 170 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $9,951,489.92 in market value, representing a significant portion of its portfolio.
Funds holding HBT Financial, Inc. (HBT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HBT
- CIK:
- 0000775215
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $9,951,489.92 | 372,436 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,560,420.00 | 320,375 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.03% | $6,942,361.76 | 257,506 | Feb 28, 2026 | Apr 29, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.78% | $6,836,871.60 | 246,285 | Apr 30, 2026 | Jun 25, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.79% | $5,596,316.96 | 209,443 | Mar 31, 2026 | May 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.09% | $4,238,947.76 | 157,231 | Feb 27, 2026 | Apr 24, 2026 |
|
RMT
ROYCE MICRO-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.57% | $3,924,820.64 | 146,887 | Mar 31, 2026 | May 21, 2026 |
|
-
Allspring Small Company Value Portfolio
|
ETF | Allspring | 0.60% | $3,895,116.64 | 140,314 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,556,512.16 | 133,103 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,158,505.04 | 113,779 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $2,741,077.92 | 98,742 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,608,807.20 | 97,635 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,511,030.80 | 90,455 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,952,027.68 | 70,318 | Apr 30, 2026 | Jun 29, 2026 |
|
JOSSX
JOHNSON OPPORTUNITY FUND
|
MF | Independent / Boutique | 1.16% | $1,907,808.00 | 71,400 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,879,185.44 | 67,694 | Apr 30, 2026 | Jun 24, 2026 |
|
RMCFX
Royce Micro-Cap Fund
|
MF | Independent / Boutique | 0.57% | $1,828,449.60 | 68,430 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,672,921.92 | 62,052 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,533,430.88 | 56,878 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,528,497.20 | 56,695 | Feb 28, 2026 | Apr 24, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.07% | $1,440,074.40 | 53,895 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,216,609.76 | 43,826 | Apr 30, 2026 | Jun 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $777,605.44 | 29,102 | Mar 31, 2026 | May 28, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.03% | $730,711.84 | 27,347 | Mar 31, 2026 | May 21, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $680,730.72 | 24,522 | Apr 30, 2026 | Jun 25, 2026 |
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