Southstate BankSSB
13F holders, Q3 2024 (September 30)385holders +9
52new positions
43sold out
6famous investors
$97.25avg. 13F price*
At the end of Q3 2024, 385 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 9 from Q2 2024. 52 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($926.4M), Vanguard Group Inc. ($819.2M) and State Street Corp. ($348.8M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Southstate Bank Corp.
- CUSIP
- 840441109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $85.2M |
| Exits | 43 | $50.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,652,742 shares bought and 3,273,271 shares sold, net +379,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| BlackRock, Inc. | 0.02% | — | 9,532,516 | $926.4M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 8,430,119 | $819.2M |
| State Street Corp. | 0.01% | Reduce -1.4% | 3,589,635 | $348.8M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -0.2% | 3,524,749 | $342.5M |
| Dimensional Fund Advisors LP | 0.08% | Add +4.8% | 3,490,001 | $339.2M |
| Victory Capital Management Inc. | 0.23% | Reduce -14.8% | 2,388,037 | $232.1M |
| Franklin Resources Inc. | 0.05% | Reduce -4.6% | 1,850,526 | $185.7M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 1,820,303 | $176.9M |
| American Century Companies Inc. | 0.10% | Add +0.9% | 1,701,722 | $165.4M |
| Morgan Stanley | 0.01% | Add +1.0% | 1,634,865 | $158.9M |
| Earnest Partners LLC | 0.61% | Reduce -3.1% | 1,448,529 | $140.8M |
| Millennium Management | 0.11% | Add +293.1% | 1,284,661 | $124.8M |
| Wellington Management Group LLP | 0.02% | Reduce -15.4% | 1,171,288 | $113.8M |
| Macquarie Group Ltd. | 0.12% | Reduce -3.5% | 1,112,814 | $108.2M |
| Channing Capital Management, LLC | 2.74% | Add +6.8% | 1,101,239 | $107.0M |
| Allspring Global Investments Holdings, LLC | 0.16% | Reduce -8.4% | 1,048,617 | $101.9M |
| Northern Trust Corp. | 0.02% | Reduce -3.6% | 1,015,917 | $98.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.9% | 987,849 | $96.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.9% | 977,871 | $95.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.8% | 804,702 | $78.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +4.9% | 731,802 | $71.1M |
| Fisher Asset Management | 0.03% | Add +3.7% | 711,853 | $69.2M |
| Invesco Ltd. | 0.01% | Add +94.8% | 710,004 | $69.0M |
| Silvercrest Asset Management Group LLC | 0.46% | Reduce -0.7% | 700,458 | $68.1M |
| Nuveen Asset Management, LLC | 0.02% | Add +5.3% | 660,844 | $64.2M |
| Segall Bryant & Hamill, LLC | 0.82% | Add +3.8% | 622,084 | $60.5M |
| Capital World Investors | 0.01% | No change | 620,510 | $60.3M |
| Capital International Investors | 0.01% | No change | 596,520 | $58.0M |
| Norges Bank | 0.01% | Reduce -12.5% | 514,459 | $50.0M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 464,488 | $45.1M |
| Schroder Investment Management Group | 0.05% | Reduce -2.9% | 461,402 | $44.2M |
| Fenimore Asset Management Inc | 0.82% | Reduce -28.4% | 418,015 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 408,894 | $39.7M |
| Holocene Advisors, LP | 0.15% | Reduce -28.1% | 382,468 | $37.2M |
| Regions Financial Corp. | 0.22% | Reduce -0.2% | 314,675 | $30.6M |
| Kennedy Capital Management LLC | 0.64% | Reduce -12.5% | 296,007 | $28.8M |
| Sei Investments Co. | 0.04% | Add +6.0% | 293,396 | $28.5M |
| Kodai Capital Management LP | 0.59% | New | 292,686 | $28.4M |
| Tributary Capital Management, LLC | 2.07% | Reduce -0.3% | 273,790 | $26.6M |
| Citadel Advisors | 0.03% | New | 272,016 | $26.4M |
| Bessemer Group Inc. | 0.04% | Add +40.2% | 266,416 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +64.1% | 265,578 | $25.8M |
| Boston Partners | 0.03% | Reduce -13.1% | 256,363 | $24.9M |
| Rhumbline Advisers | 0.02% | Reduce -4.1% | 254,114 | $24.7M |
| New York State Common Retirement Fund | 0.03% | Reduce -9.8% | 234,307 | $22.8M |
| Barclays PLC | 0.01% | Reduce -28.6% | 215,967 | $21.0M |
| Citigroup Inc. | 0.02% | Add +4.8% | 213,175 | $20.7M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -3.7% | 188,562 | $18.3M |
| Prospector Partners LLC | 1.94% | Add +52.8% | 185,250 | $18.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -40.8% | 176,851 | $17.2M |
| Private Management Group Inc. | 0.60% | Reduce -5.4% | 175,551 | $17.1M |
| Fort Washington Investment Advisors Inc. | 0.10% | Reduce -0.5% | 167,149 | $16.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +33.9% | 165,356 | $16.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.8% | 163,260 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 157,687 | $15.3M |
| Ceredex Value Advisors LLC | 0.28% | Reduce -17.4% | 150,065 | $14.6M |
| Jane Street Group, LLC | 0.02% | Add +14.5% | 149,411 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 148,837 | $14.5M |
| California Public Employees Retirement System | 0.01% | Reduce -7.2% | 141,052 | $13.7M |
| Mesirow Institutional Investment Management, Inc. | 1.03% | Reduce -31.1% | 139,021 | $13.5M |
| Prudential Financial Inc. | 0.02% | Add +267.9% | 138,696 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 138,130 | $13.4M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.7% | 130,218 | $12.7M |
| FMR LLC | 0.00% | Reduce -3.4% | 123,297 | $12.0M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 119,572 | $11.6M |
| Synovus Financial Corp. | 0.13% | Add +64.8% | 116,404 | $11.3M |
| UBS Group AG | 0.00% | Add +42.8% | 116,135 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 114,849 | $11.2M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -28.5% | 111,948 | $10.9M |
| FJ Capital Management LLC | 1.10% | Add +66.2% | 108,356 | $10.5M |
| Keeley-Teton Advisors, LLC | 1.12% | Reduce -0.7% | 104,366 | $10.1M |
| F/m Investments LLC | 0.30% | Add +2.4% | 97,876 | $9.5M |
| Lanark Financial, Inc. | 0.79% | Reduce -0.0% | 96,172 | $9.3M |
| STRS Ohio | 0.04% | Add +4.2% | 93,956 | $9.1M |
| Stieven Capital Advisors, L.P. | 1.72% | New | 93,500 | $9.1M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.6% | 92,571 | $9.0M |
| MetLife Investment Management, LLC | 0.05% | Reduce -1.7% | 81,215 | $7.9M |
| Crawford Investment Counsel Inc. | 0.13% | Reduce -0.9% | 77,765 | $7.6M |
| Brant Point Investment Management LLC | 1.66% | Reduce -9.9% | 75,000 | $7.3M |
| Maltese Capital Management LLC | 1.17% | Add +67.2% | 73,500 | $7.1M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 72,080 | $7.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.9% | 70,158 | $6.8M |
| Wedge Capital Management L L P | 0.11% | Reduce -20.3% | 67,302 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +10.5% | 63,573 | $6.2M |
| Deutsche Bank AG | 0.00% | Reduce -5.5% | 63,019 | $6.1M |
| AQR Capital Management | 0.01% | Add +63.3% | 59,948 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +0.5% | 58,695 | $5.7M |
| First Trust Advisors LP | 0.01% | Reduce -23.9% | 56,894 | $5.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.1% | 53,823 | $5.2M |
| Basswood Capital Management, L.L.C. | 0.27% | No change | 52,944 | $5.1M |
| NFJ Investment Group, LLC | 0.15% | Add +17.1% | 51,929 | $5.0M |
| Guggenheim Capital LLC | 0.04% | Reduce -6.2% | 51,529 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -1.3% | 51,321 | $5.0M |
| Comerica Bank | 0.02% | Reduce -10.1% | 48,325 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -52.3% | 46,138 | $4.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.8% | 45,722 | $4.4M |
| Global IMC LLC | 0.88% | New | 44,802 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -9.2% | 44,612 | $4.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.4% | 44,104 | $4.3M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 43,646 | $4.2M |
| TD Asset Management Inc | 0.00% | No change | 43,672 | $4.2M |
| SouthState Bank Corp | 0.29% | Reduce -21.2% | 42,865 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.5% | 41,591 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -5.6% | 41,186 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -26.9% | 40,829 | $4.0M |
| Hantz Financial Services, Inc. | 0.07% | Reduce -4.2% | 38,949 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.6% | 38,875 | $3.8M |
| Martin & Co. Inc. | 0.89% | Reduce -0.4% | 38,855 | $3.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -22.2% | 37,931 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +18.7% | 37,806 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +116.8% | 35,119 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -5.6% | 34,932 | $3.4M |
| Advisory Research Inc. | 0.60% | Add +25.2% | 34,911 | $3.4M |
| GAMCO Investors | 0.03% | Reduce -35.3% | 34,358 | $3.3M |
| Janus Henderson Group PLC | 0.00% | No change | 33,824 | $3.3M |
| Red Spruce Capital, LLC | 1.49% | Add +1.8% | 33,746 | $3.3M |
| Hunter Perkins Capital Management, LLC | 0.66% | Add +2.7% | 33,290 | $3.2M |
| Salzhauer Michael | 2.03% | No change | 32,912 | $3.2M |
| First National Bank of Omaha | 0.20% | Reduce -1.4% | 32,626 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 31,665 | $3.1M |
| BIP Wealth, LLC | 0.21% | Add +605.2% | 31,422 | $3.1M |
| Westwood Holdings Group Inc. | 0.02% | New | 31,327 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -12.4% | 27,915 | $2.7M |
| Independent Advisor Alliance | 0.10% | Reduce -3.4% | 27,769 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -8.4% | 27,277 | $2.7M |
| Petiole USA ltd | 1.63% | No change | 25,715 | $2.5M |
| Curi Capital, LLC | 0.06% | Reduce -0.0% | 25,252 | $2.5M |
| Forest Hill Capital, LLC | 1.84% | No change | 25,000 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 24,938 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,656 | $2.4M |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 24,390 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.3% | 23,339 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -2.2% | 22,494 | $2.2M |
| Raymond James & Associates | 0.00% | Add +5.2% | 22,448 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 22,093 | $2.1M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -8.6% | 22,078 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.15% | No change | 22,062 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +2.8% | 21,944 | $2.1M |
| Tudor Investment Corporation | 0.02% | Reduce -81.7% | 21,611 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.9% | 21,100 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +11.9% | 20,928 | $2.0M |
| Pinebridge Investments, L.P. | 0.01% | New | 20,567 | $2.0M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -0.6% | 19,741 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.8% | 19,720 | $1.9M |
| Waverly Advisors, LLC | 0.03% | Add +8.8% | 18,517 | $1.8M |
| Continental Advisors LLC | 1.33% | No change | 18,512 | $1.8M |
| Montag A & Associates Inc. | 0.08% | Add +0.0% | 18,315 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 18,261 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +16.7% | 18,257 | $1.8M |
| Creative Planning | 0.00% | Add +26.7% | 18,196 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 18,100 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +8.3% | 18,077 | $1.8M |
| Anchor Investment Management, LLC | 0.16% | Reduce -1.8% | 17,756 | $1.7M |
| ProShare Advisors LLC | 0.00% | Add +28.2% | 17,695 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +86.8% | 17,689 | $1.7M |
| Polaris Capital Management, LLC | 0.08% | No change | 17,561 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,066 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.6% | 16,906 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 16,798 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +14.4% | 16,658 | $1.6M |
| Intech Investment Management LLC | 0.02% | New | 16,519 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,215 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -16.6% | 16,054 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.3% | 15,779 | $1.5M |
| Laurel Wealth Advisors LLC | 0.25% | No change | 15,749 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.9% | 15,551 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 15,500 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.6% | 15,294 | $1.5M |
| Donald L. Hagan, LLC | 0.73% | No change | 14,734 | $1.4M |
| Trust Point Inc. | 0.10% | Add +6.3% | 13,936 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +22.0% | 13,113 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -2.5% | 12,694 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.6% | 12,300 | $1.2M |
| Investors Research Corp | 0.26% | No change | 12,084 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +0.2% | 11,917 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -90.0% | 11,867 | $1.2M |
| CPC Advisors, LLC | 0.17% | New | 11,719 | $1.1M |
| Smith Chas P & Associates Pa Cpas | 0.06% | New | 11,562 | $1.1M |
| Moody National Bank Trust Division | 0.12% | Add +16.0% | 11,419 | $1.1M |
| Huber Capital Management LLC | 0.22% | No change | 11,293 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.2% | 11,164 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 11,153 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +66.4% | 11,107 | $1.1M |
| Pitcairn Co. | 0.06% | Reduce -6.9% | 10,734 | $1.0M |
| Entropy Technologies, LP | 0.11% | Reduce -64.9% | 10,328 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.1% | 10,328 | $1.0M |
| Xponance LLC | 0.01% | Add +0.2% | 10,318 | $1.0M |
| Spirepoint Private Client, LLC | 0.13% | Reduce -17.5% | 10,185 | $990K |
| Burkett Financial Services, LLC | 0.40% | Add +0.6% | 10,059 | $978K |
| Salem Investment Counselors Inc. | 0.03% | No change | 10,014 | $973K |
| LBMC Investment Advisors, LLC | 0.08% | No change | 9,902 | $962K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.2% | 9,806 | $953K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,704 | $943K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 9,425 | $916K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.4% | 9,394 | $913K |
| Teacher Retirement System of Texas | 0.00% | Reduce -22.4% | 9,335 | $907K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.5% | 9,152 | $889K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.3% | 8,817 | $856K |
| Summit Wealth Partners, LLC | 0.16% | No change | 8,805 | $856K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,677 | $843K |
| Gabelli Funds LLC | 0.01% | Reduce -9.8% | 8,500 | $826K |
| Keybank National Association | 0.00% | Reduce -20.6% | 8,028 | $780K |
| Pathstone Holdings, LLC | 0.00% | Reduce -20.0% | 7,744 | $753K |
| Sfmg, LLC | 0.06% | No change | 7,700 | $748K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -24.1% | 7,628 | $741K |
| West Paces Advisors Inc. | 0.17% | No change | 7,200 | $700K |
| Sterling Capital Management LLC | 0.01% | — | 7,142 | $694K |
| Henshaw Capital LLC | 0.03% | No change | 7,132 | $693K |
| Nicholson Wealth Management Group, LLC | 0.57% | — | 7,126 | $693K |
| HSBC Holdings PLC | 0.00% | Add +20.7% | 6,951 | $677K |
| Mercer Global Advisors Inc. | 0.00% | No change | 6,990 | $657K |
| Colonial Trust Advisors | 0.06% | Add +182.8% | 6,731 | $654K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.2% | 6,697 | $651K |
| Lummis Asset Management, LP | 0.76% | Add +0.6% | 6,696 | $651K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $648K |
| LMR Partners LLP | 0.02% | New | 6,637 | $645K |
| Connable Office Inc. | 0.06% | No change | 6,571 | $639K |
| Integrated Investment Consultants, LLC | 0.13% | Reduce -4.0% | 6,332 | $615K |
| Atria Investments, Inc | 0.01% | Add +17.1% | 6,297 | $612K |
| Cullen Capital Management, LLC | 0.01% | Add +17.1% | 6,110 | $594K |
| Cetera Investment Advisers | 0.00% | Add +60.1% | 6,084 | $591K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 5,925 | $576K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +46.2% | 5,830 | $567K |
| ProVise Management Group, LLC | 0.04% | Add +0.1% | 5,834 | $567K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.1% | 5,810 | $565K |
| Sheets Smith Wealth Management | 0.07% | Add +0.0% | 5,697 | $554K |
| Cutler Capital Management, LLC | 0.24% | No change | 5,688 | $553K |
| FinTrust Capital Advisors, LLC | 0.09% | Reduce -16.9% | 5,660 | $550K |
| James Investment Research, Inc. | 0.06% | No change | 5,657 | $550K |
| Minerva Advisors LLC | 0.32% | No change | 5,661 | $550K |
| Advantage Alpha Capital Partners LP | 0.12% | Add +31.8% | 5,607 | $545K |
| Profund Advisors LLC | 0.02% | Add +8.6% | 5,574 | $542K |
| Osaic Holdings, Inc. | 0.00% | Add +72.8% | 5,516 | $536K |
| First National Advisers, LLC | 0.08% | Add +8.0% | 5,441 | $529K |
| Mariner, LLC | 0.00% | Add +10.5% | 5,244 | $509K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $486K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.9% | 4,914 | $478K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 4,901 | $476K |
| Ingalls & Snyder LLC | 0.02% | Reduce -1.7% | 4,880 | $474K |
| US Bancorp \de | 0.00% | Add +1.3% | 4,829 | $469K |
| Cornerstone Management, Inc. | 0.10% | No change | 4,818 | $468K |
| First City Capital Management, Inc. | 0.24% | No change | 4,801 | $467K |
| Black Diamond Financial, LLC | 0.08% | Reduce -26.4% | 4,704 | $457K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.7% | 4,686 | $455K |
| XTX Topco Ltd | 0.03% | New | 4,584 | $445K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.0% | 4,519 | $439K |
| Calton & Associates, Inc. | 0.17% | New | 4,478 | $435K |
| World Investment Advisors | 0.01% | No change | 4,403 | $428K |
| nVerses Capital, LLC | 0.19% | New | 4,300 | $418K |
| Family Asset Management, LLC | 0.25% | No change | 4,280 | $416K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -0.5% | 4,002 | $389K |
| Stonegate Investment Group, LLC | 0.01% | No change | 3,913 | $380K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 3,837 | $373K |
| SageView Advisory Group, LLC | 0.02% | New | 3,824 | $372K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.4% | 3,556 | $357K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 3,617 | $352K |
| Peachtree Investment Partners, LLC | 0.13% | No change | 3,575 | $347K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +32.3% | 3,536 | $344K |
| Hudson Edge Investment Partners Inc. | 0.06% | No change | 3,416 | $332K |
| Mainsail Asset Management, LLC | 0.25% | Add +0.6% | 3,405 | $331K |
| Bison Wealth, LLC | 0.05% | Reduce -43.8% | 3,319 | $323K |
| Requisite Capital Management, LLC | 0.07% | No change | 3,295 | $320K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 3,227 | $314K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.3% | 3,215 | $312K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,207 | $312K |
| MML Investors Services, LLC | 0.00% | Reduce -3.4% | 3,168 | $308K |
| King Luther Capital Management Corp. | 0.00% | No change | 3,137 | $305K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 3,100 | $301K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -90.5% | 3,096 | $301K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,725 | $297K |
| Choreo, LLC | 0.00% | Reduce -41.8% | 3,150 | $296K |
| Stephens Inc. | 0.00% | Add +0.0% | 3,038 | $295K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.17% | Reduce -6.2% | 3,034 | $295K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 3,029 | $294K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,016 | $293K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 2,990 | $291K |
| Inspire Investing, LLC | 0.03% | New | 2,945 | $286K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -15.6% | 2,938 | $286K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,842 | $276K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.0% | 2,837 | $274K |
| Hanover Advisors Inc. | 0.11% | No change | 2,780 | $270K |
| Tidal Investments LLC | 0.00% | Reduce -29.3% | 2,691 | $262K |
| Heritage Family Offices, LLP | 0.13% | Reduce -0.4% | 2,673 | $260K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,661 | $259K |
| De Lisle Partners LLP | 0.04% | New | 2,601 | $253K |
| Paloma Partners Management Co | 0.02% | New | 2,500 | $243K |
| Mill Capital Management, LLC | 0.02% | New | 2,439 | $237K |
| Wealth Advisors of Tampa Bay, LLC | 0.10% | New | 2,435 | $237K |
| Caprock Group, LLC | 0.01% | New | 2,427 | $236K |
| Builder Investment Group Inc. | 0.06% | New | 2,422 | $235K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,399 | $233K |
| Baird Financial Group, Inc. | 0.00% | New | 2,394 | $233K |
| Wedmont Private Capital | 0.01% | New | 2,395 | $229K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 2,345 | $228K |
| Savant Capital, LLC | 0.00% | Reduce -51.3% | 2,341 | $227K |
| Biltmore Family Office, LLC | 0.04% | New | 2,336 | $227K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Add +1313.4% | 2,318 | $225K |
| KBC Group NV | 0.00% | Add +16.3% | 2,296 | $223K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,279 | $221K |
| Ceeto Capital Group, LLC | 0.08% | New | 2,259 | $220K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,235 | $217K |
| CIBC Asset Management Inc | 0.00% | New | 2,198 | $214K |
| Hamilton Wealth, LLC | 0.05% | New | 2,178 | $212K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 2,165 | $210K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,165 | $210K |
| Southeast Asset Advisors, LLC | 0.02% | New | 2,157 | $210K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +2.6% | 2,137 | $208K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,135 | $207K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,992 | $194K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 1,820 | $177K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 1,800 | $175K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,590 | $155K |
| Bfsg, LLC | 0.02% | No change | 1,478 | $144K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.5% | 1,330 | $129K |
| Danske Bank A/S | 0.00% | New | 1,200 | $117K |
| Caldwell Trust Co | 0.01% | Reduce -14.9% | 1,121 | $109K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.5% | 982 | $95K |
| CI Investments Inc. | 0.00% | Reduce -26.8% | 977 | $95K |
| Global Trust Asset Management, LLC | 0.03% | No change | 900 | $87K |
| Allworth Financial LP | 0.00% | Add +3.4% | 885 | $86K |
| IFP Advisors, Inc | 0.00% | Reduce -2.5% | 822 | $80K |
| Blue Trust, Inc. | 0.00% | Reduce -78.0% | 994 | $76K |
| GAMMA Investing LLC | 0.01% | Add +12.6% | 686 | $67K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $63K |
| Huntington National Bank | 0.00% | Add +7.6% | 580 | $56K |
| UMB Bank, n.a. | 0.00% | Add +53.9% | 548 | $53K |
| Knott David M Jr | 0.02% | No change | 534 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.0% | 517 | $50K |
| Spire Wealth Management | 0.00% | No change | 516 | $50K |
| Flaharty Asset Management, LLC | 0.01% | New | 490 | $48K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $47K |
| Fifth Third Bancorp | 0.00% | Add +8.0% | 473 | $46K |
| Quadrant Capital Group LLC | 0.00% | Add +0.7% | 409 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $37K |
| Waldron Private Wealth LLC | 0.00% | New | 361 | $35K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -43.5% | 325 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 230 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -84.4% | 215 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.1% | 202 | $20K |
| Twin Tree Management, LP | 0.00% | New | 172 | $17K |
| Arax Advisory Partners | 0.00% | Add +13.5% | 168 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 152 | $15K |
| City State Bank | 0.01% | No change | 150 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 148 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.8% | 121 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $12K |
| Lindbrook Capital, LLC | 0.00% | Add +55.3% | 118 | $11K |
| Covestor Ltd | 0.01% | No change | 100 | $10K |
| Private Trust Co. NA | 0.00% | No change | 99 | $10K |
| Hemington Wealth Management | 0.00% | New | 94 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 84 | $8K |
| Principal Securities, Inc. | 0.00% | Add +3.7% | 84 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $7K |
| Parallel Advisors, LLC | 0.00% | Reduce -65.2% | 62 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 61 | $6K |
| Rothschild Investment LLC | 0.00% | Add +71.4% | 60 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $6K |
| Mather Group, Llc. | 0.00% | No change | 50 | $5K |
| Bokf, NA | 0.00% | New | 50 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +90.5% | 40 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 35 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 28 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +73.3% | 26 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 23 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 15 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 15 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 12 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 11 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.4% | 11 | $1K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 10 | $1K |
| Concord Wealth Partners | 0.00% | New | 9 | $875 |
| Avior Wealth Management, LLC | 0.00% | Reduce -61.9% | 8 | $777 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 7 | $680 |
| Larson Financial Group LLC | 0.00% | New | 6 | $583 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 5 | $486 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $486 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $98 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.