As of the latest SEC filings, SOUTHSIDE BANCSHARES INC (SBSI) is held by 221 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $52,360,316.77 in market value, representing 0.06% of its portfolio.
Funds holding SOUTHSIDE BANCSHARES INC (SBSI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SBSI
- CIK:
- 0000705432
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $52,360,316.77 | 1,684,153 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $27,889,657.58 | 897,062 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $21,959,892.97 | 706,333 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $9,787,598.35 | 314,815 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $9,542,168.82 | 288,894 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.11% | $8,485,797.87 | 272,943 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.06% | $8,032,474.58 | 258,362 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,708,641.14 | 247,946 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.03% | $7,501,515.84 | 239,512 | Feb 28, 2026 | Apr 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $6,921,733.77 | 209,559 | Apr 30, 2026 | Jun 24, 2026 |
|
SMDV
ProShares Russell 2000 Dividend Growers ETF
|
ETF | ProShares | 0.93% | $6,119,677.44 | 195,392 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,539,857.66 | 167,722 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.06% | $5,459,932.53 | 175,617 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.13% | $4,957,611.40 | 159,460 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,722,398.28 | 150,779 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,642,498.62 | 140,554 | Apr 30, 2026 | Jun 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.11% | $4,527,201.44 | 145,616 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,491,381.96 | 143,403 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,388,299.74 | 132,858 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,279,470.84 | 136,637 | Feb 28, 2026 | Apr 24, 2026 |
|
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
ETF | Invesco | 0.67% | $4,081,418.01 | 123,567 | Apr 30, 2026 | Jun 26, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.04% | $3,931,411.68 | 125,524 | Feb 28, 2026 | Apr 24, 2026 |
|
TASZX
Third Avenue Small-Cap Value Fund
|
MF | Independent / Boutique | 1.92% | $3,860,513.37 | 116,879 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $3,594,522.78 | 108,826 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $3,399,480.63 | 102,921 | Apr 30, 2026 | Jun 29, 2026 |
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