Southstate BankSSB
13F holders, Q4 2024 (December 31)419holders +34
52new positions
26sold out
6famous investors
$99.47avg. 13F price*
At the end of Q4 2024, 419 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 34 from Q3 2024. 52 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($978.7M), Vanguard Group Inc. ($839.8M) and State Street Corp. ($390.4M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $164.0M |
| Exits | 26 | $81.6M |
All 13F filers, Q3 2024 → Q4 2024: 5,286,149 shares bought and 4,211,395 shares sold, net +1,074,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| BlackRock, Inc. | 0.02% | Add +3.2% | 9,838,538 | $978.7M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 8,441,792 | $839.8M |
| State Street Corp. | 0.02% | Add +9.3% | 3,924,703 | $390.4M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -1.6% | 3,467,570 | $345.0M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -2.8% | 3,392,062 | $337.4M |
| Victory Capital Management Inc. | 0.21% | Reduce -10.0% | 2,149,939 | $213.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 1,913,615 | $192.5M |
| Franklin Resources Inc. | 0.05% | Reduce -9.0% | 1,683,206 | $167.4M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 1,591,224 | $158.3M |
| American Century Companies Inc. | 0.09% | Reduce -9.1% | 1,546,719 | $153.9M |
| Earnest Partners LLC | 0.64% | Reduce -0.6% | 1,439,425 | $143.2M |
| Macquarie Group Ltd. | 0.13% | Add +0.2% | 1,114,681 | $110.9M |
| Northern Trust Corp. | 0.02% | Add +9.4% | 1,111,758 | $110.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 1,039,891 | $103.4M |
| Allspring Global Investments Holdings, LLC | 0.16% | Reduce -0.7% | 1,041,243 | $101.0M |
| Channing Capital Management, LLC | 2.65% | Reduce -9.2% | 1,000,112 | $99.5M |
| Wellington Management Group LLP | 0.02% | Reduce -19.9% | 937,772 | $93.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.2% | 936,948 | $93.2M |
| Fisher Asset Management | 0.03% | Add +19.6% | 851,455 | $84.7M |
| Bank of New York Mellon Corp | 0.02% | Add +4.7% | 842,498 | $83.8M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +5.7% | 773,843 | $77.0M |
| Westwood Holdings Group Inc. | 0.56% | Add +2221.8% | 727,341 | $72.4M |
| Norges Bank | 0.01% | Add +31.4% | 676,120 | $67.3M |
| Silvercrest Asset Management Group LLC | 0.44% | Reduce -6.0% | 658,166 | $65.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.7% | 656,517 | $65.3M |
| Invesco Ltd. | 0.01% | Reduce -9.3% | 644,176 | $64.1M |
| Capital World Investors | 0.01% | No change | 620,510 | $61.7M |
| JPMorgan Chase & Co. | 0.00% | Add +51.4% | 618,913 | $61.6M |
| Segall Bryant & Hamill, LLC | 0.85% | Reduce -0.6% | 618,274 | $61.5M |
| Capital Research Global Investors | 0.01% | New | 606,261 | $60.3M |
| Capital International Investors | 0.01% | No change | 596,520 | $59.3M |
| FMR LLC | 0.00% | Add +307.9% | 502,899 | $50.0M |
| Citadel Advisors | 0.04% | Add +61.8% | 440,206 | $43.8M |
| Schroder Investment Management Group | 0.04% | Reduce -8.8% | 420,907 | $42.3M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 419,129 | $41.7M |
| UBS Group AG | 0.01% | Add +244.3% | 399,843 | $39.8M |
| Holocene Advisors, LP | 0.10% | Reduce -18.3% | 312,310 | $31.1M |
| Sei Investments Co. | 0.04% | Add +0.5% | 294,950 | $29.3M |
| Regions Financial Corp. | 0.21% | Reduce -7.3% | 291,793 | $29.0M |
| Kennedy Capital Management LLC | 0.64% | Reduce -1.7% | 291,033 | $29.0M |
| Bessemer Group Inc. | 0.05% | Add +4.2% | 277,630 | $27.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.6% | 275,027 | $27.4M |
| Boston Partners | 0.03% | Add +2.3% | 262,236 | $26.1M |
| Rhumbline Advisers | 0.02% | Add +1.6% | 258,068 | $25.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +40.7% | 232,656 | $23.1M |
| Citigroup Inc. | 0.02% | Add +5.6% | 225,153 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Reduce -6.6% | 218,868 | $21.8M |
| Assenagon Asset Management S.A. | 0.04% | New | 216,100 | $21.5M |
| Barclays PLC | 0.01% | Reduce -1.9% | 211,970 | $21.1M |
| Alliancebernstein L.P. | 0.01% | Add +27.2% | 207,705 | $20.7M |
| Tributary Capital Management, LLC | 1.56% | Reduce -26.0% | 202,534 | $20.1M |
| Fort Washington Investment Advisors Inc. | 0.12% | Add +20.4% | 201,229 | $20.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +1.2% | 190,776 | $19.0M |
| Prospector Partners LLC | 2.12% | Add +0.4% | 186,058 | $18.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.9% | 175,175 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 155,184 | $15.4M |
| Swiss National Bank | 0.01% | Add +0.7% | 149,937 | $14.9M |
| Ceredex Value Advisors LLC | 0.29% | Reduce -3.7% | 144,565 | $14.4M |
| FJ Capital Management LLC | 1.66% | Add +32.9% | 143,984 | $14.3M |
| Millennium Management | 0.01% | Reduce -88.9% | 143,025 | $14.2M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 138,435 | $13.8M |
| California Public Employees Retirement System | 0.01% | Reduce -8.0% | 129,755 | $12.9M |
| Advisory Research Inc. | 2.13% | Add +269.8% | 129,104 | $12.8M |
| Legal & General Group Plc | 0.00% | Add +3.5% | 123,784 | $12.3M |
| Corebridge Financial, Inc. | 0.07% | Reduce -5.1% | 123,612 | $12.3M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 118,800 | $11.8M |
| First Trust Capital Management L.P. | 0.86% | New | 113,105 | $11.3M |
| Mesirow Institutional Investment Management, Inc. | 0.83% | Reduce -21.7% | 108,867 | $10.8M |
| Stieven Capital Advisors, L.P. | 1.88% | Add +13.6% | 106,200 | $10.6M |
| Private Management Group Inc. | 0.38% | Reduce -39.6% | 106,025 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 103,805 | $10.3M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -10.1% | 100,598 | $10.0M |
| Keeley-Teton Advisors, LLC | 1.10% | Reduce -8.4% | 95,570 | $9.5M |
| Balyasny Asset Management L.P. | 0.02% | New | 95,548 | $9.5M |
| Retirement Systems of Alabama | 0.03% | Add +0.2% | 92,766 | $9.2M |
| STRS Ohio | 0.04% | Reduce -3.2% | 90,956 | $9.0M |
| MetLife Investment Management, LLC | 0.05% | Add +7.7% | 87,445 | $8.7M |
| Deutsche Bank AG | 0.00% | Add +33.5% | 84,133 | $8.4M |
| Jane Street Group, LLC | 0.01% | Reduce -46.9% | 79,306 | $7.9M |
| Crawford Investment Counsel Inc. | 0.14% | Add +1.6% | 78,968 | $7.9M |
| Maltese Capital Management LLC | 1.19% | Add +5.0% | 77,168 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.5% | 72,650 | $7.2M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 71,277 | $7.1M |
| AQR Capital Management | 0.01% | Add +18.0% | 70,762 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +82.5% | 68,995 | $6.9M |
| Synovus Financial Corp. | 0.08% | Reduce -44.2% | 64,994 | $6.5M |
| Wedge Capital Management L L P | 0.11% | Reduce -8.6% | 61,550 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -6.3% | 59,591 | $5.9M |
| Van Eck Associates Corp. | 0.01% | Add +34.1% | 58,540 | $5.8M |
| Westchester Capital Management, LLC | 0.34% | New | 58,200 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 57,117 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 56,102 | $5.6M |
| Basswood Capital Management, L.L.C. | 0.31% | No change | 52,944 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Add +1.2% | 52,159 | $5.2M |
| NFJ Investment Group, LLC | 0.16% | Reduce -1.2% | 51,299 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -3.9% | 49,336 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.3% | 46,811 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -19.2% | 45,987 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.2% | 46,709 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Add +10.1% | 44,940 | $4.5M |
| Janus Henderson Group PLC | 0.00% | Add +53.2% | 51,805 | $4.5M |
| TD Asset Management Inc | 0.00% | Add +2.3% | 44,672 | $4.4M |
| Comerica Bank | 0.02% | Reduce -8.7% | 44,105 | $4.4M |
| SouthState Bank Corp | 0.29% | Add +2.3% | 43,859 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.1% | 43,672 | $4.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.0% | 43,277 | $4.3M |
| Weiss Asset Management LP | 0.13% | New | 42,220 | $4.2M |
| Squarepoint Ops LLC | 0.01% | New | 41,913 | $4.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.8% | 41,125 | $4.1M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.1% | 40,300 | $4.0M |
| Empowered Funds, LLC | 0.06% | New | 37,891 | $3.8M |
| Brant Point Investment Management LLC | 0.89% | Reduce -49.8% | 37,676 | $3.7M |
| Martin & Co. Inc. | 0.92% | Reduce -3.5% | 37,516 | $3.7M |
| Global IMC LLC | 0.66% | Reduce -17.1% | 37,163 | $3.7M |
| Bridgeway Capital Management, LLC | 0.08% | New | 36,624 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +74.4% | 36,501 | $3.6M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -7.6% | 35,982 | $3.6M |
| Amalgamated Bank | 0.03% | No change | 34,932 | $3.5M |
| GAMCO Investors | 0.04% | No change | 34,358 | $3.4M |
| HSBC Holdings PLC | 0.00% | Add +384.9% | 33,706 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.9% | 33,459 | $3.3M |
| Red Spruce Capital, LLC | 1.46% | Reduce -2.2% | 33,017 | $3.3M |
| Salzhauer Michael | 1.68% | No change | 32,912 | $3.3M |
| Hunter Perkins Capital Management, LLC | 0.67% | Reduce -3.8% | 32,035 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.4% | 31,704 | $3.2M |
| Intech Investment Management LLC | 0.03% | Add +88.2% | 31,086 | $3.1M |
| CSS LLC | 0.58% | New | 30,968 | $3.1M |
| BIP Wealth, LLC | 0.21% | Reduce -1.4% | 30,965 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 30,796 | $3.1M |
| First National Bank of Omaha | 0.20% | Reduce -7.6% | 30,141 | $3.0M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 29,348 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +48.6% | 29,314 | $2.9M |
| Natixis | 0.02% | New | 28,400 | $2.8M |
| Independent Advisor Alliance | 0.04% | Add +0.5% | 27,914 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.0% | 26,810 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.3% | 26,663 | $2.7M |
| Edgestream Partners, L.P. | 0.11% | New | 26,247 | $2.6M |
| Petiole USA ltd | 1.61% | No change | 25,715 | $2.6M |
| Curi Capital, LLC | 0.06% | No change | 25,252 | $2.5M |
| Forest Hill Capital, LLC | 1.92% | No change | 25,000 | $2.5M |
| ProShare Advisors LLC | 0.01% | Add +41.2% | 24,990 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 24,938 | $2.5M |
| Creative Planning | 0.00% | Add +36.7% | 24,881 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,656 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -0.8% | 23,158 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +0.6% | 22,635 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -8.7% | 22,277 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 22,128 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 22,093 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.15% | No change | 22,062 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +609.8% | 21,974 | $2.2M |
| Tudor Investment Corporation | 0.02% | Add +1.5% | 21,930 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 21,800 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.5% | 21,200 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +22.4% | 19,853 | $2.0M |
| Verition Fund Management LLC | 0.01% | New | 19,762 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | Add +13.8% | 18,958 | $1.9M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -4.3% | 18,895 | $1.9M |
| Continental Advisors LLC | 1.40% | No change | 18,512 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.3% | 18,456 | $1.8M |
| Montag A & Associates Inc. | 0.09% | No change | 18,315 | $1.8M |
| State of Michigan Retirement System | 0.01% | No change | 18,100 | $1.8M |
| Anchor Investment Management, LLC | 0.16% | No change | 17,756 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 17,689 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 17,682 | $1.8M |
| Polaris Capital Management, LLC | 0.08% | No change | 17,561 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.3% | 16,956 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 16,850 | $1.7M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -24.6% | 16,649 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 16,194 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Add +2.4% | 16,163 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.5% | 16,135 | $1.6M |
| MAI Capital Management | 0.01% | New | 16,044 | $1.6M |
| XTX Topco Ltd | 0.13% | Add +244.7% | 15,800 | $1.6M |
| Laurel Wealth Advisors LLC | 0.24% | No change | 15,749 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.1% | 15,538 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 15,500 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | — | 15,480 | $1.5M |
| Greenleaf Trust | 0.01% | Add +0.4% | 15,360 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.1% | 15,049 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +33.4% | 14,877 | $1.5M |
| Donald L. Hagan, LLC | 0.76% | No change | 14,734 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.23% | New | 14,110 | $1.4M |
| Trust Point Inc. | 0.09% | Reduce -4.3% | 13,337 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -21.9% | 13,328 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -2.0% | 12,851 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Add +25.0% | 12,516 | $1.2M |
| New York State Teachers Retirement System | 0.00% | No change | 12,300 | $1.2M |
| Investors Research Corp | 0.26% | No change | 12,084 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +0.3% | 11,955 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -5.8% | 11,951 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.9% | 11,759 | $1.2M |
| Moody National Bank Trust Division | 0.12% | No change | 11,419 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +1.9% | 11,371 | $1.1M |
| Smith Chas P & Associates Pa Cpas | 0.06% | Reduce -2.1% | 11,321 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -36.1% | 11,299 | $1.1M |
| Huber Capital Management LLC | 0.22% | No change | 11,293 | $1.1M |
| Xponance LLC | 0.01% | Add +4.4% | 10,770 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -92.7% | 10,088 | $1.1M |
| Virtu Financial LLC | 0.06% | New | 10,510 | $1.0M |
| Bridgefront Capital, LLC | 0.35% | New | 10,345 | $1.0M |
| Pitcairn Co. | 0.06% | Reduce -4.2% | 10,282 | $1.0M |
| Farringdon Capital, Ltd. | 0.42% | — | 10,240 | $1.0M |
| Spirepoint Private Client, LLC | 0.13% | No change | 10,185 | $1.0M |
| FNY Investment Advisers, LLC | 0.53% | New | 10,136 | $1.0M |
| Nomura Holdings Inc. | 0.01% | New | 10,104 | $1.0M |
| Burkett Financial Services, LLC | 0.41% | No change | 10,059 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | No change | 9,806 | $976K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,704 | $965K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 9,537 | $949K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.0% | 9,391 | $934K |
| Summit Wealth Partners, LLC | 0.18% | No change | 8,805 | $876K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.3% | 8,702 | $865K |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $846K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.1% | 8,493 | $845K |
| Liberty One Investment Management, LLC | 0.09% | New | 8,036 | $799K |
| Emerald Mutual Fund Advisers Trust | 0.05% | Add +335.7% | 7,930 | $789K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.9% | 7,700 | $766K |
| Sfmg, LLC | 0.06% | No change | 7,700 | $766K |
| Teacher Retirement System of Texas | 0.00% | Reduce -18.1% | 7,648 | $761K |
| Keybank National Association | 0.00% | Reduce -6.2% | 7,528 | $749K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.6% | 7,503 | $746K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.3% | 7,490 | $745K |
| West Paces Advisors Inc. | 0.17% | No change | 7,200 | $716K |
| Henshaw Capital LLC | 0.03% | No change | 7,132 | $709K |
| Nicholson Wealth Management Group, LLC | 0.47% | Reduce -0.1% | 7,120 | $708K |
| Cibc World Markets Corp. | 0.00% | New | 7,117 | $708K |
| Cullen Capital Management, LLC | 0.01% | Add +15.9% | 7,082 | $705K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 6,955 | $699K |
| Colonial Trust Advisors | 0.06% | No change | 6,731 | $670K |
| Tiaa Trust, National Association | 0.00% | No change | 6,697 | $666K |
| Profund Advisors LLC | 0.02% | Add +20.0% | 6,687 | $665K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $663K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.9% | 6,645 | $661K |
| Mangrove Partners Im, LLC | 0.08% | New | 6,634 | $660K |
| Lummis Asset Management, LP | 0.83% | Reduce -1.3% | 6,608 | $657K |
| Persistent Asset Partners Ltd | 0.56% | — | 6,210 | $656K |
| Connable Office Inc. | 0.07% | No change | 6,571 | $654K |
| Inspire Investing, LLC | 0.07% | Add +122.2% | 6,543 | $651K |
| Integrated Investment Consultants, LLC | 0.13% | Add +0.1% | 6,336 | $630K |
| Advantage Alpha Capital Partners LP | 0.15% | Add +12.9% | 6,329 | $630K |
| Two Sigma Securities, LLC | 0.11% | New | 6,280 | $625K |
| Osaic Holdings, Inc. | 0.00% | Add +13.7% | 6,270 | $624K |
| Chicago Capital Management, LLC | 1.43% | New | 6,131 | $610K |
| GTS Securities LLC | 0.03% | New | 5,974 | $594K |
| Sheets Smith Wealth Management | 0.07% | Add +4.1% | 5,929 | $590K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.6% | 5,867 | $584K |
| ProVise Management Group, LLC | 0.05% | Add +0.1% | 5,837 | $581K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +60.8% | 5,816 | $579K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.7% | 5,767 | $574K |
| Cutler Capital Management, LLC | 0.25% | No change | 5,688 | $566K |
| Minerva Advisors LLC | 0.33% | No change | 5,661 | $563K |
| James Investment Research, Inc. | 0.07% | No change | 5,657 | $563K |
| Atria Investments, Inc | 0.01% | Reduce -12.0% | 5,543 | $551K |
| F/m Investments LLC | 0.02% | Reduce -94.5% | 5,425 | $540K |
| Sterling Capital Management LLC | 0.01% | Reduce -24.2% | 5,412 | $538K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.3% | 5,073 | $505K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $497K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 4,964 | $494K |
| Mariner, LLC | 0.00% | Reduce -7.9% | 4,830 | $480K |
| Cornerstone Management, Inc. | 0.09% | No change | 4,818 | $479K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.1% | 4,817 | $479K |
| First City Capital Management, Inc. | 0.25% | No change | 4,801 | $478K |
| Cetera Investment Advisers | 0.00% | Reduce -21.6% | 4,768 | $474K |
| Black Diamond Financial, LLC | 0.07% | No change | 4,704 | $468K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.9% | 4,525 | $450K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 4,524 | $450K |
| Ingalls & Snyder LLC | 0.02% | Reduce -8.2% | 4,480 | $446K |
| World Investment Advisors | 0.01% | No change | 4,403 | $438K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +17.8% | 4,166 | $414K |
| NewEdge Advisors, LLC | 0.00% | Add +104.4% | 4,072 | $405K |
| US Bancorp \de | 0.00% | Reduce -16.5% | 4,032 | $401K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 4,033 | $401K |
| Sanctuary Advisors, LLC | 0.00% | Add +38.8% | 3,782 | $401K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.1% | 4,000 | $398K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.2% | 3,972 | $395K |
| SageView Advisory Group, LLC | 0.02% | No change | 3,824 | $380K |
| Peachtree Investment Partners, LLC | 0.13% | No change | 3,575 | $356K |
| Vise Technologies, Inc. | 0.03% | New | 3,464 | $345K |
| Mainsail Asset Management, LLC | 0.24% | Add +0.5% | 3,422 | $340K |
| Fieldview Capital Management, LLC | 0.05% | — | 3,410 | $339K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +46.6% | 3,342 | $332K |
| Requisite Capital Management, LLC | 0.07% | No change | 3,295 | $328K |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 3,243 | $323K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 3,218 | $320K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,207 | $319K |
| Choreo, LLC | 0.00% | Add +1.4% | 3,194 | $318K |
| King Luther Capital Management Corp. | 0.00% | No change | 3,137 | $312K |
| KBC Group NV | 0.00% | Add +35.3% | 3,106 | $309K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 3,100 | $308K |
| Bison Wealth, LLC | 0.07% | Reduce -7.9% | 3,057 | $304K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.3% | 3,046 | $303K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,016 | $300K |
| Shelton Capital Management | 0.01% | No change | 2,990 | $297K |
| Atom Investors LP | 0.04% | New | 2,963 | $295K |
| MML Investors Services, LLC | 0.00% | Reduce -8.0% | 2,914 | $290K |
| FourThought Financial Partners, LLC | 0.03% | New | 2,904 | $289K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.17% | Reduce -6.2% | 2,845 | $283K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,842 | $283K |
| Twinbeech Capital LP | 0.00% | New | 2,816 | $280K |
| Hanover Advisors Inc. | 0.12% | No change | 2,780 | $277K |
| Bragg Financial Advisors, Inc | 0.01% | Add +4.3% | 2,776 | $276K |
| IFG Advisory, LLC | 0.01% | New | 2,649 | $264K |
| Prelude Capital Management, LLC | 0.02% | New | 2,629 | $262K |
| Forum Financial Management, LP | 0.00% | New | 2,613 | $260K |
| De Lisle Partners LLP | 0.04% | No change | 2,601 | $259K |
| Wedmont Private Capital | 0.01% | Add +16.3% | 2,786 | $258K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -5.8% | 2,674 | $257K |
| Caprock Group, LLC | 0.01% | Add +5.8% | 2,567 | $255K |
| Baird Financial Group, Inc. | 0.00% | Add +6.4% | 2,547 | $253K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -13.9% | 2,530 | $252K |
| Mill Capital Management, LLC | 0.02% | No change | 2,439 | $243K |
| Builder Investment Group Inc. | 0.07% | No change | 2,422 | $241K |
| Quadrature Capital Ltd | 0.00% | New | 2,410 | $240K |
| Scientech Research LLC | 0.07% | New | 2,376 | $236K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,363 | $233K |
| Biltmore Family Office, LLC | 0.04% | No change | 2,336 | $232K |
| CIBC Asset Management Inc | 0.00% | Add +5.7% | 2,324 | $231K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 2,318 | $231K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -2.1% | 2,296 | $228K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -4.7% | 2,286 | $227K |
| Ceeto Capital Group, LLC | 0.08% | No change | 2,259 | $225K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.7% | 2,250 | $224K |
| Cary Street Partners Financial LLC | 0.01% | — | 2,205 | $219K |
| Hamilton Wealth, LLC | 0.05% | No change | 2,178 | $217K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 2,157 | $215K |
| Intrust Bank NA | 0.02% | New | 2,144 | $213K |
| Bank of Montreal | 0.00% | New | 2,141 | $213K |
| Heritage Family Offices, LLP | 0.10% | Reduce -22.5% | 2,072 | $206K |
| Tidal Investments LLC | 0.00% | Reduce -23.6% | 2,056 | $205K |
| Stephens Inc. | 0.00% | Reduce -32.5% | 2,052 | $204K |
| Advisory Services Network, LLC | 0.00% | New | 2,025 | $201K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -7.1% | 1,986 | $198K |
| Central Pacific Bank - Trust Division | 0.03% | Add +15.7% | 1,840 | $183K |
| Avior Wealth Management, LLC | 0.01% | Add +22412.5% | 1,801 | $179K |
| Hudson Edge Investment Partners Inc. | 0.03% | Reduce -52.1% | 1,635 | $163K |
| Stonebridge Financial Group, LLC | 0.02% | — | 1,374 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 1,314 | $131K |
| Caldwell Trust Co | 0.01% | No change | 1,121 | $112K |
| Bfsg, LLC | 0.01% | Reduce -25.6% | 1,100 | $109K |
| Headlands Technologies LLC | 0.01% | New | 1,030 | $102K |
| Allworth Financial LP | 0.00% | Add +3.0% | 912 | $91K |
| CI Investments Inc. | 0.00% | Reduce -7.1% | 908 | $90K |
| Blue Trust, Inc. | 0.00% | Reduce -11.6% | 879 | $87K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.2% | 833 | $83K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 826 | $82K |
| GAMMA Investing LLC | 0.01% | Add +1.6% | 697 | $69K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $65K |
| UMB Bank, n.a. | 0.00% | Add +4.6% | 573 | $57K |
| Huntington National Bank | 0.00% | Reduce -3.6% | 559 | $56K |
| Knott David M Jr | 0.02% | No change | 534 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $52K |
| Parkside Financial Bank & Trust | 0.01% | No change | 517 | $51K |
| Quadrant Capital Group LLC | 0.00% | Add +24.2% | 508 | $51K |
| Spire Wealth Management | 0.00% | Reduce -2.9% | 501 | $50K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $48K |
| Fifth Third Bancorp | 0.00% | No change | 473 | $47K |
| Aquatic Capital Management LLC | 0.00% | New | 456 | $45K |
| Danske Bank A/S | 0.00% | Reduce -66.7% | 400 | $40K |
| Summit Securities Group LLC | 0.01% | New | 379 | $38K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $38K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $32K |
| Simplex Trading, LLC | 0.00% | New | 300 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +23.9% | 285 | $28K |
| Bayforest Capital Ltd | 0.03% | — | 214 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.0% | 208 | $21K |
| Mather Group, Llc. | 0.00% | Add +274.0% | 187 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.5% | 186 | $19K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 169 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +155.7% | 156 | $15K |
| 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% | No change | 148 | $15K |
| Private Trust Co. NA | 0.00% | Add +28.3% | 127 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +4.1% | 126 | $12K |
| Meeder Asset Management Inc. | 0.00% | New | 125 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 118 | $12K |
| Hemington Wealth Management | 0.00% | Add +19.1% | 112 | $11K |
| Covestor Ltd | 0.01% | No change | 100 | $10K |
| Lanark Financial, Inc. | 0.88% | — | 96 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.2% | 85 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +460.0% | 84 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +19.4% | 74 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -11.9% | 74 | $7K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 70 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +169.2% | 70 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +427.3% | 58 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $6K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 51 | $5K |
| Bokf, NA | 0.00% | No change | 50 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.0% | 44 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| Amundi | 0.00% | New | 39 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 35 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $3K |
| GeoWealth Management, LLC | 0.00% | Reduce -12.1% | 29 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +21.7% | 28 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 28 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 26 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +116.7% | 26 | $3K |
| NFSG Corp | 0.00% | New | 24 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.1% | 20 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.6% | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 10 | $1K |
| Concord Wealth Partners | 0.00% | No change | 9 | $895 |
| Larson Financial Group LLC | 0.00% | Add +16.7% | 7 | $696 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $498 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $497 |
| NewSquare Capital LLC | 0.00% | New | 4 | $398 |
| Assetmark, Inc. | 0.00% | New | 3 | $298 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $199 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 2 | $199 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $100 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.