Southstate BankSSB
13F holders, Q2 2024 (June 30)376holders +12
45new positions
34sold out
8famous investors
$76.43avg. 13F price*
At the end of Q2 2024, 376 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 12 from Q1 2024. 45 opened new positions and 34 sold out. The largest holders were BlackRock Inc. ($729.3M), Vanguard Group Inc. ($640.8M) and State Street Corp. ($278.1M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Southstate Bank Corp.
- CUSIP
- 840441109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $54.1M |
| Exits | 34 | $76.8M |
All 13F filers, Q1 2024 → Q2 2024: 3,824,237 shares bought and 2,990,230 shares sold, net +834,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| BlackRock Inc. | 0.02% | Add +0.8% | 9,543,863 | $729.3M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 8,385,142 | $640.8M |
| State Street Corp. | 0.01% | Add +3.7% | 3,639,731 | $278.1M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -11.7% | 3,530,717 | $269.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +12.6% | 3,328,984 | $254.4M |
| Victory Capital Management Inc. | 0.22% | Add +1.6% | 2,802,373 | $214.2M |
| Franklin Resources Inc. | 0.05% | Reduce -1.5% | 1,939,153 | $148.2M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 1,788,963 | $136.7M |
| American Century Companies Inc. | 0.08% | Add +2.4% | 1,685,828 | $128.8M |
| Morgan Stanley | 0.01% | Add +8.1% | 1,619,262 | $123.7M |
| Earnest Partners LLC | 0.53% | Add +2.8% | 1,494,332 | $114.2M |
| Wellington Management Group LLP | 0.02% | Add +4.3% | 1,384,106 | $105.8M |
| Macquarie Group Ltd. | 0.10% | Add +23.5% | 1,152,850 | $88.1M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +1.9% | 1,144,513 | $87.5M |
| Northern Trust Corp. | 0.01% | Add +5.7% | 1,053,428 | $80.5M |
| Channing Capital Management, LLC | 2.16% | Add +22.0% | 1,031,153 | $78.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.9% | 944,618 | $72.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.2% | 915,668 | $70.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.3% | 815,801 | $62.3M |
| Silvercrest Asset Management Group LLC | 0.37% | Add +8.7% | 705,053 | $53.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.3% | 697,608 | $53.3M |
| Fisher Asset Management | 0.02% | Reduce -0.6% | 686,358 | $52.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.7% | 627,776 | $48.0M |
| Capital World Investors | 0.01% | No change | 620,510 | $47.4M |
| Segall Bryant & Hamill, LLC | 0.81% | Reduce -6.1% | 599,229 | $45.8M |
| Capital International Investors | 0.01% | No change | 596,520 | $45.6M |
| Norges Bank | 0.01% | Reduce -32.1% | 588,159 | $44.9M |
| Fenimore Asset Management Inc | 0.98% | Add +0.1% | 583,744 | $44.6M |
| Holocene Advisors, LP | 0.17% | Add +49.9% | 532,275 | $40.7M |
| Bank of America Corp. | 0.00% | Add +11.6% | 486,722 | $37.2M |
| Schroder Investment Management Group | 0.04% | Reduce -4.7% | 475,305 | $36.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.0% | 399,031 | $30.5M |
| Invesco Ltd. | 0.01% | Reduce -9.8% | 364,455 | $27.9M |
| Kennedy Capital Management LLC | 0.55% | Reduce -0.1% | 338,402 | $25.9M |
| Millennium Management | 0.02% | Reduce -21.7% | 326,836 | $25.0M |
| Regions Financial Corp. | 0.18% | Reduce -0.2% | 315,293 | $24.1M |
| Barclays PLC | 0.01% | Add +61.0% | 302,603 | $23.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.3% | 298,539 | $22.8M |
| Boston Partners | 0.03% | Reduce -4.3% | 294,950 | $22.8M |
| Sei Investments Co. | 0.03% | Add +7.0% | 276,891 | $21.2M |
| Tributary Capital Management, LLC | 1.74% | Add +0.2% | 274,712 | $21.0M |
| Rhumbline Advisers | 0.02% | Add +0.9% | 264,958 | $20.2M |
| New York State Common Retirement Fund | 0.03% | Reduce -18.8% | 259,753 | $19.9M |
| Citigroup Inc. | 0.01% | Add +130.6% | 203,482 | $15.6M |
| Mesirow Institutional Investment Management, Inc. | 1.35% | Add +17.6% | 201,724 | $15.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.3% | 195,753 | $15.0M |
| Bessemer Group Inc. | 0.03% | Add +19.3% | 190,016 | $14.5M |
| Point72 Asset Management | 0.05% | Reduce -11.6% | 189,662 | $14.5M |
| Private Management Group Inc. | 0.55% | Add +4.4% | 185,487 | $14.2M |
| Ceredex Value Advisors LLC | 0.26% | Add +13.8% | 181,615 | $13.9M |
| Alliancebernstein L.P. | 0.00% | Add +1.6% | 168,010 | $12.8M |
| Fort Washington Investment Advisors Inc. | 0.08% | Reduce -29.6% | 167,909 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +74.9% | 161,822 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 156,729 | $12.0M |
| Rafferty Asset Management, LLC | 0.04% | Add +62.5% | 156,485 | $12.0M |
| Select Equity Group, L.P. | 0.05% | Reduce -67.0% | 155,579 | $11.9M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 152,002 | $11.6M |
| Swiss National Bank | 0.01% | No change | 150,137 | $11.5M |
| Corebridge Financial, Inc. | 0.06% | — | 136,695 | $10.4M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 135,486 | $10.4M |
| Jane Street Group, LLC | 0.01% | Add +596.7% | 130,530 | $10.0M |
| FMR LLC | 0.00% | Add +3298.3% | 127,608 | $9.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +14.3% | 123,482 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.8% | 122,294 | $9.3M |
| Prospector Partners LLC | 1.10% | Add +40.5% | 121,237 | $9.3M |
| ExodusPoint Capital Management, LP | 0.10% | New | 118,685 | $9.1M |
| Tudor Investment Corporation | 0.10% | Add +147.9% | 117,833 | $9.0M |
| Legal & General Group Plc | 0.00% | Add +2.3% | 117,480 | $9.0M |
| Keeley-Teton Advisors, LLC | 1.03% | Add +4.2% | 105,054 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | New | 96,646 | $7.4M |
| Lanark Financial, Inc. | 0.67% | Add +1.6% | 96,194 | $7.4M |
| F/m Investments LLC | 0.26% | New | 95,576 | $7.3M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.5% | 94,028 | $7.2M |
| STRS Ohio | 0.03% | No change | 90,156 | $6.9M |
| Wedge Capital Management L L P | 0.11% | Reduce -29.4% | 84,400 | $6.4M |
| Brant Point Investment Management LLC | 1.49% | New | 83,226 | $6.4M |
| MetLife Investment Management, LLC | 0.04% | Add +4.2% | 82,601 | $6.3M |
| UBS Group AG | 0.00% | Reduce -16.4% | 81,302 | $6.2M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -0.0% | 78,513 | $6.0M |
| First Trust Advisors LP | 0.01% | Add +4.3% | 74,726 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 74,376 | $5.7M |
| Synovus Financial Corp. | 0.07% | Add +0.9% | 70,619 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -11.8% | 69,513 | $5.3M |
| Deutsche Bank AG | 0.00% | Reduce -19.6% | 66,725 | $5.1M |
| FJ Capital Management LLC | 0.52% | New | 65,184 | $5.0M |
| Renaissance Technologies | 0.01% | New | 63,191 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +78.4% | 58,392 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 57,511 | $4.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -19.4% | 55,833 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Reduce -1.9% | 54,927 | $4.2M |
| SouthState Bank Corp | 0.30% | Reduce -0.3% | 54,421 | $4.2M |
| Comerica Bank | 0.02% | Reduce -37.7% | 53,777 | $4.1M |
| GAMCO Investors | 0.04% | Reduce -0.7% | 53,078 | $4.1M |
| Basswood Capital Management, L.L.C. | 0.26% | No change | 52,944 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 51,991 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 51,717 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -70.6% | 49,134 | $3.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.0% | 48,749 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.2% | 46,539 | $3.5M |
| NFJ Investment Group, LLC | 0.10% | Reduce -16.3% | 44,331 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.0% | 44,295 | $3.4M |
| Maltese Capital Management LLC | 0.63% | Add +25.2% | 43,950 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +2.8% | 43,672 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.7% | 43,620 | $3.3M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -6.9% | 40,660 | $3.1M |
| AlphaQuest LLC | 0.41% | Add +230200.0% | 39,151 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 39,048 | $3.0M |
| Martin & Co. Inc. | 0.75% | Add +0.1% | 39,021 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.5% | 38,274 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +14.2% | 37,695 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -7.1% | 37,009 | $2.8M |
| AQR Capital Management | 0.00% | Add +214.5% | 36,711 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 33,824 | $2.6M |
| Red Spruce Capital, LLC | 1.18% | Add +10.2% | 33,135 | $2.5M |
| First National Bank of Omaha | 0.17% | Add +29.1% | 33,074 | $2.5M |
| Salzhauer Michael | 2.03% | Reduce -1.7% | 32,912 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +1162.4% | 32,608 | $2.5M |
| Hunter Perkins Capital Management, LLC | 0.52% | Add +8.3% | 32,420 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.7% | 31,881 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -8.6% | 31,842 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +109.7% | 31,665 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Add +16.5% | 31,175 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -14.1% | 29,789 | $2.3M |
| Entropy Technologies, LP | 0.24% | Add +345.3% | 29,423 | $2.2M |
| Prudential PLC | 0.02% | Reduce -43.6% | 28,958 | $2.2M |
| Independent Advisor Alliance | 0.08% | Add +1.4% | 28,745 | $2.2M |
| Advisory Research Inc. | 0.40% | Reduce -3.1% | 27,881 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +234.5% | 26,208 | $2.0M |
| Petiole USA ltd | 1.65% | No change | 25,715 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 25,637 | $2.0M |
| Curi Capital, LLC | 0.05% | Reduce -32.5% | 25,262 | $1.9M |
| Forest Hill Capital, LLC | 1.58% | Add +78.6% | 25,000 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -28.5% | 24,938 | $1.9M |
| Voya Investment Management LLC | 0.00% | Add +0.7% | 24,681 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,656 | $1.9M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -5.1% | 24,154 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +135.6% | 23,844 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.5% | 23,656 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +4.3% | 22,996 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 22,093 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -8.9% | 22,062 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.8% | 21,500 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +2.1% | 21,347 | $1.6M |
| Raymond James & Associates | 0.00% | Add +0.6% | 21,343 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Add +14.6% | 19,869 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.6% | 19,259 | $1.5M |
| Edgestream Partners, L.P. | 0.07% | New | 18,756 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -74.4% | 18,702 | $1.4M |
| LPL Financial LLC | 0.00% | Add +14.6% | 18,565 | $1.4M |
| Continental Advisors LLC | 1.09% | No change | 18,512 | $1.4M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 18,400 | $1.4M |
| Montag A & Associates Inc. | 0.07% | No change | 18,313 | $1.4M |
| Anchor Investment Management, LLC | 0.14% | Reduce -2.7% | 18,082 | $1.4M |
| Polaris Capital Management, LLC | 0.07% | Add +19.0% | 17,561 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 17,123 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 17,121 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +39.4% | 17,066 | $1.3M |
| Waverly Advisors, LLC | 0.03% | Add +3.7% | 17,013 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 17,004 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.4% | 16,885 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 16,694 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.5% | 16,215 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -61.7% | 16,202 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 15,984 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -15.5% | 15,851 | $1.2M |
| Laurel Wealth Advisors LLC | 0.21% | No change | 15,749 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 15,649 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 15,500 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.1% | 15,206 | $1.2M |
| Donald L. Hagan, LLC | 0.60% | No change | 14,734 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +20.7% | 14,558 | $1.1M |
| Creative Planning | 0.00% | Add +18.3% | 14,365 | $1.1M |
| Atom Investors LP | 0.11% | New | 14,203 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 13,799 | $1.1M |
| Trust Point Inc. | 0.08% | Reduce -1.1% | 13,109 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -8.7% | 13,018 | $995K |
| New York State Teachers Retirement System | 0.00% | No change | 12,500 | $955K |
| Spirepoint Private Client, LLC | 0.13% | No change | 12,350 | $944K |
| Occudo Quantitative Strategies LP | 0.17% | Add +27.7% | 12,246 | $936K |
| Investors Research Corp | 0.22% | No change | 12,084 | $923K |
| Teacher Retirement System of Texas | 0.01% | Add +17.2% | 12,032 | $919K |
| Signaturefd, LLC | 0.02% | Add +0.3% | 11,892 | $909K |
| Pitcairn Co. | 0.05% | Add +6.5% | 11,524 | $881K |
| Pacer Advisors, Inc. | 0.00% | Add +0.7% | 11,414 | $872K |
| Focus Partners Wealth | 0.00% | New | 11,330 | $866K |
| Huber Capital Management LLC | 0.20% | No change | 11,293 | $863K |
| Teza Capital Management LLC | 0.10% | New | 10,807 | $826K |
| Cerity Partners LLC | 0.00% | Reduce -18.1% | 10,748 | $821K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 10,366 | $796K |
| Xponance LLC | 0.01% | Reduce -6.0% | 10,299 | $787K |
| Keybank National Association | 0.00% | Add +2.9% | 10,110 | $773K |
| Foundations Investment Advisors, LLC | 0.02% | Add +0.1% | 10,050 | $768K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.8% | 10,021 | $766K |
| Salem Investment Counselors Inc. | 0.02% | Add +14.3% | 10,014 | $765K |
| Burkett Financial Services, LLC | 0.39% | Add +0.6% | 10,000 | $764K |
| LBMC Investment Advisors, LLC | 0.07% | No change | 9,902 | $757K |
| Moody National Bank Trust Division | 0.06% | No change | 9,845 | $752K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.8% | 9,828 | $751K |
| Brown Brothers Harriman & Co. | 0.01% | Add +3.7% | 9,704 | $742K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.2% | 9,680 | $740K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 9,553 | $730K |
| Corient Private Wealth LP | 0.00% | Reduce -12.0% | 9,467 | $723K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -17.6% | 9,430 | $721K |
| Gabelli Funds LLC | 0.01% | No change | 9,420 | $720K |
| LPF Advisors LLC | 0.66% | No change | 9,348 | $714K |
| Summit Wealth Partners, LLC | 0.14% | No change | 8,805 | $673K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.1% | 8,677 | $663K |
| State of Alaska, Department of Revenue | 0.01% | No change | 8,217 | $627K |
| Teton Advisors, Inc. | 0.26% | Reduce -11.2% | 7,900 | $604K |
| Sfmg, LLC | 0.05% | No change | 7,700 | $588K |
| Algert Global LLC | 0.02% | New | 7,678 | $587K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 6,594 | $561K |
| West Paces Advisors Inc. | 0.14% | No change | 7,200 | $550K |
| Henshaw Capital LLC | 0.02% | Add +14.8% | 7,132 | $545K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.8% | 6,990 | $534K |
| Marshall Wace, LLP | 0.00% | New | 6,891 | $527K |
| FinTrust Capital Advisors, LLC | 0.09% | Reduce -1.1% | 6,809 | $520K |
| Tiaa Trust, National Association | 0.00% | Add +9.5% | 6,779 | $518K |
| SG Americas Securities, LLC | 0.00% | Reduce -65.3% | 6,675 | $510K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 6,665 | $509K |
| Lummis Asset Management, LP | 0.67% | Add +1.1% | 6,658 | $509K |
| Connable Office Inc. | 0.05% | Reduce -4.3% | 6,571 | $502K |
| Bison Wealth, LLC | 0.08% | No change | 5,905 | $502K |
| Black Diamond Financial, LLC | 0.09% | No change | 6,391 | $488K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.1% | 6,076 | $464K |
| Graham Capital Management, L.P. | 0.03% | Reduce -8.7% | 5,868 | $448K |
| ProVise Management Group, LLC | 0.04% | Add +0.1% | 5,830 | $445K |
| HSBC Holdings PLC | 0.00% | Reduce -26.4% | 5,757 | $440K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 5,702 | $436K |
| Sheets Smith Wealth Management | 0.05% | Add +0.0% | 5,695 | $435K |
| Cutler Capital Management, LLC | 0.21% | Add +0.6% | 5,688 | $435K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,671 | $433K |
| Minerva Advisors LLC | 0.29% | No change | 5,661 | $432K |
| James Investment Research, Inc. | 0.05% | No change | 5,657 | $432K |
| MQS Management LLC | 0.26% | New | 5,623 | $430K |
| Atria Investments, Inc | 0.01% | New | 5,378 | $411K |
| Choreo, LLC | 0.01% | New | 5,414 | $410K |
| Cullen Capital Management, LLC | 0.00% | Reduce -2.1% | 5,216 | $399K |
| Readystate Asset Management LP | 0.03% | New | 5,163 | $395K |
| Profund Advisors LLC | 0.01% | Reduce -8.9% | 5,131 | $392K |
| First National Advisers, LLC | 0.07% | Add +10.0% | 5,039 | $385K |
| Blue Trust, Inc. | 0.01% | Add +286.8% | 4,526 | $385K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 5,000 | $382K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.6% | 4,962 | $379K |
| Ingalls & Snyder LLC | 0.02% | No change | 4,965 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.4% | 4,941 | $378K |
| Cornerstone Management, Inc. | 0.08% | Reduce -2.1% | 4,818 | $368K |
| Savant Capital, LLC | 0.00% | New | 4,806 | $367K |
| First City Capital Management, Inc. | 0.21% | No change | 4,801 | $367K |
| US Bancorp \de | 0.00% | Reduce -10.9% | 4,766 | $364K |
| Mariner, LLC | 0.00% | Add +4.0% | 4,744 | $362K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.5% | 4,686 | $358K |
| Aigen Investment Management, LP | 0.07% | New | 4,626 | $354K |
| BIP Wealth, LLC | 0.03% | Reduce -0.7% | 4,456 | $341K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -10.3% | 4,430 | $339K |
| World Investment Advisors | 0.02% | No change | 4,403 | $336K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +34.2% | 4,310 | $329K |
| Family Asset Management, LLC | 0.21% | No change | 4,280 | $327K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -9.5% | 4,253 | $325K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -1.0% | 4,022 | $307K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,012 | $307K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -12.7% | 3,988 | $305K |
| Stonegate Investment Group, LLC | 0.01% | No change | 3,913 | $299K |
| Verition Fund Management LLC | 0.00% | New | 3,865 | $295K |
| Tidal Investments LLC | 0.00% | Add +12.3% | 3,804 | $291K |
| Cetera Investment Advisers | 0.00% | Reduce -19.3% | 3,800 | $290K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 3,787 | $289K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 3,575 | $273K |
| Hyman Charles D | 0.01% | No change | 3,534 | $270K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -22.3% | 3,479 | $266K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.3% | 2,651 | $262K |
| Hudson Edge Investment Partners Inc. | 0.05% | No change | 3,416 | $261K |
| Neuberger Berman Group LLC | 0.00% | New | 3,386 | $259K |
| Mainsail Asset Management, LLC | 0.20% | Add +0.6% | 3,384 | $259K |
| Requisite Capital Management, LLC | 0.06% | No change | 3,295 | $252K |
| MML Investors Services, LLC | 0.00% | Reduce -16.1% | 3,278 | $251K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.17% | No change | 3,234 | $247K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -16.7% | 3,208 | $245K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.9% | 3,207 | $245K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 3,193 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 3,144 | $240K |
| King Luther Capital Management Corp. | 0.00% | No change | 3,137 | $240K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 3,100 | $237K |
| Shelton Capital Management | 0.01% | Reduce -5.4% | 3,096 | $237K |
| Stephens Inc. | 0.00% | No change | 3,037 | $232K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 3,028 | $231K |
| Clearstead Advisors, LLC | 0.00% | New | 3,016 | $230K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 3,011 | $230K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,842 | $217K |
| Aquatic Capital Management LLC | 0.01% | New | 2,800 | $214K |
| Hanover Advisors Inc. | 0.09% | No change | 2,780 | $212K |
| Heritage Wealth Management, LLC | 0.11% | Reduce -10.7% | 2,684 | $205K |
| Heritage Family Offices, LLP | 0.11% | — | 2,684 | $205K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 2,673 | $204K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,661 | $203K |
| Colonial Trust Advisors | 0.02% | Reduce -0.0% | 2,380 | $182K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.7% | 2,235 | $171K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +0.3% | 2,083 | $159K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.2% | 1,992 | $152K |
| William B. Walkup & Associates, Inc. | 0.10% | — | 1,979 | $151K |
| KBC Group NV | 0.00% | Add +18.2% | 1,975 | $151K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 1,820 | $139K |
| EntryPoint Capital, LLC | 0.06% | New | 1,788 | $137K |
| Innealta Capital, LLC | 0.04% | New | 1,734 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,324 | $131K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -27.7% | 1,590 | $122K |
| Bfsg, LLC | 0.01% | Reduce -10.6% | 1,478 | $113K |
| Global Retirement Partners, LLC | 0.00% | Add +4.7% | 1,377 | $105K |
| CI Investments Inc. | 0.00% | Add +59.3% | 1,335 | $102K |
| Caldwell Trust Co | 0.01% | No change | 1,318 | $101K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,267 | $97K |
| Allworth Financial LP | 0.00% | Add +11.2% | 856 | $77K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.5% | 905 | $69K |
| Global Trust Asset Management, LLC | 0.03% | No change | 900 | $69K |
| IFP Advisors, Inc | 0.00% | Add +2.5% | 843 | $64K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $50K |
| GAMMA Investing LLC | 0.01% | Add +120.7% | 609 | $47K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -35.2% | 575 | $44K |
| Huntington National Bank | 0.00% | Reduce -59.4% | 539 | $41K |
| Knott David M Jr | 0.02% | No change | 534 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $40K |
| Spire Wealth Management | 0.00% | Reduce -3.7% | 516 | $39K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.7% | 497 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $37K |
| Fifth Third Bancorp | 0.00% | Add +6.8% | 438 | $33K |
| Quadrant Capital Group LLC | 0.00% | Add +2.0% | 406 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -8.5% | 356 | $27K |
| Quarry LP | 0.01% | New | 282 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3557.1% | 256 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 230 | $18K |
| Opal Wealth Advisors, LLC | 0.01% | New | 214 | $16K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 176 | $15K |
| Balefire, LLC | 0.01% | Add +41.9% | 193 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.4% | 178 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 164 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 152 | $12K |
| Meeder Asset Management Inc. | 0.00% | Add +20.8% | 157 | $12K |
| City State Bank | 0.00% | No change | 150 | $11K |
| Arax Advisory Partners | 0.00% | Add +52.6% | 148 | $11K |
| Headlands Technologies LLC | 0.00% | New | 141 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -1.6% | 120 | $9K |
| Covestor Ltd | 0.01% | Reduce -35.9% | 100 | $8K |
| Private Trust Co. NA | 0.00% | Add +8.8% | 99 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.2% | 84 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 83 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 81 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +484.6% | 76 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $4K |
| Mather Group, Llc. | 0.00% | New | 50 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +366.7% | 56 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 44 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 35 | $3K |
| Rothschild Investment LLC | 0.00% | Add +600.0% | 35 | $3K |
| LRI Investments, LLC | 0.00% | New | 33 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 28 | $2K |
| NFSG Corp | 0.00% | No change | 24 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -87.2% | 21 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 17 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 15 | $1K |
| International Assets Investment Management, LLC | 0.00% | New | 15 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 15 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 12 | $917 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +37.5% | 11 | $841 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -33.3% | 10 | $801 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $77 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $76 |
| Avion Wealth | 0.00% | Add +16.7% | 7 | $0 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.