As of the latest SEC filings, STELLAR BANCORP INC (STEL) is held by 209 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $100,366,644.49 in market value, representing 0.11% of its portfolio.
Funds holding STELLAR BANCORP INC (STEL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STEL
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $100,366,644.49 | 2,741,509 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $54,085,746.89 | 1,477,349 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $41,531,189.42 | 1,134,422 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $20,234,698.80 | 538,730 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $18,585,908.53 | 507,673 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $17,136,825.12 | 456,252 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.11% | $15,095,877.23 | 412,343 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.06% | $15,014,364.12 | 398,682 | Feb 28, 2026 | Apr 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.12% | $14,570,926.44 | 398,004 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.32% | $11,936,617.28 | 326,048 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.12% | $11,267,203.43 | 307,763 | Mar 31, 2026 | May 28, 2026 |
|
ARGAX
THE ARBITRAGE FUND
|
MF | Independent / Boutique | 1.38% | $11,160,804.62 | 296,357 | Feb 28, 2026 | Apr 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $10,796,809.80 | 287,455 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.13% | $9,514,999.68 | 253,328 | Apr 30, 2026 | Jun 29, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.12% | $9,149,461.37 | 249,917 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,098,656.00 | 241,600 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $8,976,764.88 | 238,998 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,778,282.38 | 233,093 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $8,453,577.86 | 224,471 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $8,269,585.20 | 220,170 | Apr 30, 2026 | Jun 24, 2026 |
|
ADANX
AQR Diversified Arbitrage Fund
|
MF | Independent / Boutique | 0.34% | $7,749,751.24 | 211,684 | Mar 31, 2026 | May 22, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,494,274.24 | 172,904 | Apr 30, 2026 | Jun 29, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.10% | $6,326,208.00 | 172,800 | Mar 31, 2026 | May 28, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.11% | $5,947,794.44 | 157,934 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $5,473,769.04 | 145,734 | Apr 30, 2026 | Jun 24, 2026 |
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