Southstate BankSSB
13F holders, Q4 2025 (December 31)480holders +33
71new positions
48sold out
7famous investors
$94.11avg. 13F price*
At the end of Q4 2025, 480 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 33 from Q3 2025. 71 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($880.5M) and Dimensional Fund Advisors LP ($445.1M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Southstate Bank Corp.
- CUSIP
- 84472E102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $143.5M |
| Exits | 48 | $49.7M |
All 13F filers, Q3 2025 → Q4 2025: 5,061,449 shares bought and 7,269,784 shares sold, net −2,208,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 480 holders
| Vanguard Group Inc. | 0.01% | Add +1.5% | 10,937,359 | $1.0B |
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 9,356,351 | $880.5M |
| Dimensional Fund Advisors LP | 0.09% | Add +1.4% | 4,729,496 | $445.1M |
| State Street Corp. | 0.01% | Reduce -0.5% | 3,903,691 | $367.4M |
| T. Rowe Price Investment Management, Inc. | 0.18% | Reduce -10.6% | 3,054,672 | $287.5M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 1,866,033 | $175.7M |
| American Century Companies Inc. | 0.09% | Reduce -0.9% | 1,840,552 | $173.2M |
| Victory Capital Management Inc. | 0.09% | Reduce -0.3% | 1,737,558 | $163.5M |
| Invesco Ltd. | 0.01% | Add +3.6% | 1,647,727 | $155.1M |
| FMR LLC | 0.01% | Reduce -24.9% | 1,646,066 | $154.9M |
| Franklin Resources Inc. | 0.04% | Add +1.0% | 1,623,728 | $152.8M |
| Capital International Investors | 0.02% | No change | 1,620,981 | $152.6M |
| Morgan Stanley | 0.01% | Reduce -11.1% | 1,579,164 | $148.6M |
| Capital Research Global Investors | 0.03% | Reduce -5.7% | 1,576,502 | $148.4M |
| Norges Bank | 0.01% | — | 1,338,219 | $125.9M |
| Earnest Partners LLC | 0.51% | Reduce -6.0% | 1,269,587 | $119.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 1,180,502 | $111.1M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +3.1% | 1,155,073 | $108.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +17.1% | 1,146,955 | $107.9M |
| Bank of New York Mellon Corp | 0.02% | Add +8.5% | 1,144,118 | $107.7M |
| AQR Capital Management | 0.05% | Reduce -12.8% | 1,062,875 | $100.0M |
| Westwood Holdings Group Inc. | 0.82% | Reduce -17.9% | 1,050,659 | $98.9M |
| First Trust Advisors LP | 0.07% | Add +17.7% | 1,037,531 | $97.6M |
| Wellington Management Group LLP | 0.02% | Add +24.8% | 1,036,952 | $97.6M |
| Qube Research & Technologies Ltd | 0.11% | Add +71.7% | 838,960 | $79.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -2.2% | 815,834 | $76.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 815,066 | $76.7M |
| FJ Capital Management LLC | 8.45% | Add +54.0% | 813,033 | $76.5M |
| Bank of America Corp. | 0.00% | Add +16.2% | 718,531 | $67.6M |
| Segall Bryant & Hamill, LLC | 0.83% | Reduce -2.8% | 651,133 | $61.3M |
| Fisher Asset Management | 0.02% | Add +2.5% | 622,396 | $58.6M |
| Capital World Investors | 0.01% | No change | 620,509 | $58.4M |
| UBS Group AG | 0.01% | Add +23.5% | 568,441 | $53.5M |
| Verition Fund Management LLC | 0.28% | Add +40.0% | 532,971 | $50.2M |
| Algebris (uk) Ltd. | 3.95% | Add +199.4% | 522,594 | $49.2M |
| Ceredex Value Advisors LLC | 1.25% | Add +12.8% | 442,850 | $41.7M |
| JPMorgan Chase & Co. | 0.00% | Add +15.9% | 441,730 | $41.6M |
| Loomis Sayles & Co. L P | 0.05% | Add +4.2% | 419,665 | $39.5M |
| Nuveen, LLC | 0.01% | Add +10.6% | 378,901 | $35.7M |
| Sei Investments Co. | 0.03% | Add +8.0% | 343,812 | $32.4M |
| NFJ Investment Group, LLC | 1.11% | New | 328,653 | $30.9M |
| Select Equity Group, L.P. | 0.14% | Reduce -35.8% | 323,140 | $30.4M |
| Holocene Advisors, LP | 0.06% | Reduce -48.5% | 321,500 | $30.3M |
| Bessemer Group Inc. | 0.04% | Add +0.3% | 285,717 | $26.9M |
| Regions Financial Corp. | 0.16% | New | 271,435 | $25.5M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.7% | 264,552 | $24.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.7% | 259,909 | $24.5M |
| Rhumbline Advisers | 0.02% | Reduce -3.6% | 259,105 | $24.4M |
| Stieven Capital Advisors, L.P. | 4.30% | Reduce -0.2% | 246,300 | $23.2M |
| Bank of Montreal | 0.01% | Reduce -10.4% | 241,165 | $22.9M |
| Jain Global LLC | 0.23% | Add +91.4% | 239,507 | $22.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.8% | 233,703 | $22.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | No change | 223,800 | $21.1M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -13.3% | 216,925 | $20.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.8% | 216,137 | $20.3M |
| Kennedy Capital Management LLC | 0.41% | Add +8.0% | 205,551 | $19.3M |
| Swiss National Bank | 0.01% | Add +1.4% | 199,530 | $18.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.5% | 187,627 | $17.7M |
| Maltese Capital Management LLC | 3.18% | Add +31.2% | 187,000 | $17.6M |
| Balyasny Asset Management L.P. | 0.03% | Add +1009.7% | 175,358 | $16.5M |
| State of Wisconsin Investment Board | 0.04% | Add +10.9% | 173,479 | $16.3M |
| California Public Employees Retirement System | 0.01% | Reduce -0.3% | 169,558 | $16.0M |
| Barclays PLC | 0.01% | Reduce -9.3% | 166,465 | $15.7M |
| Deprince Race & Zollo Inc. | 0.29% | Add +10.6% | 163,352 | $15.4M |
| SG Americas Securities, LLC | 0.02% | Add +1246.6% | 152,977 | $14.4M |
| Legal & General Group Plc | 0.00% | Reduce -7.3% | 148,006 | $13.9M |
| Marshall Wace, LLP | 0.01% | Reduce -10.3% | 147,878 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 128,589 | $12.1M |
| BW Gestao de Investimentos Ltda. | 0.41% | New | 125,005 | $11.8M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -6.9% | 113,859 | $10.7M |
| New York State Common Retirement Fund | 0.01% | Add +0.4% | 111,288 | $10.5M |
| Channing Capital Management, LLC | 0.26% | Reduce -5.2% | 107,538 | $10.1M |
| Basswood Capital Management, L.L.C. | 0.45% | No change | 107,184 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.6% | 103,591 | $9.7M |
| Private Management Group Inc. | 0.28% | New | 102,660 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +190.1% | 102,043 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.2% | 97,482 | $9.2M |
| Citadel Advisors | 0.01% | Reduce -95.0% | 95,935 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 95,562 | $9.0M |
| Crawford Investment Counsel Inc. | 0.15% | Add +2.3% | 93,115 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -24.3% | 92,447 | $8.7M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +15.4% | 92,447 | $8.7M |
| Millennium Management | 0.01% | Reduce -91.1% | 91,824 | $8.6M |
| Gabelli Funds LLC | 0.06% | Add +1.1% | 91,494 | $8.6M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 90,144 | $8.5M |
| North Reef Capital Management LP | 0.34% | New | 90,000 | $8.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -16.9% | 88,696 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 87,068 | $8.2M |
| Citigroup Inc. | 0.01% | Add +9.2% | 86,656 | $8.2M |
| Longaeva Partners L.P. | 0.97% | New | 86,192 | $8.1M |
| Leeward Investments, LLC - MA | 0.41% | Reduce -5.2% | 85,873 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -36.5% | 85,461 | $8.0M |
| First National Bank of Omaha | 0.24% | Add +232.5% | 84,777 | $8.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 80,664 | $7.6M |
| Brevan Howard Capital Management LP | 0.16% | New | 80,000 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +6.9% | 78,452 | $7.4M |
| Tudor Investment Corporation | 0.04% | Add +3252.5% | 77,913 | $7.3M |
| STRS Ohio | 0.03% | Reduce -18.3% | 75,158 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -54.3% | 73,363 | $6.9M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 70,458 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.1% | 67,704 | $6.4M |
| Vest Financial, LLC | 0.07% | Add +18.7% | 62,571 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +110.0% | 62,126 | $5.8M |
| Voya Investment Management LLC | 0.01% | Reduce -12.3% | 55,988 | $5.3M |
| Bank of Nova Scotia | 0.01% | New | 52,481 | $4.9M |
| Wedge Capital Management L L P | 0.09% | Add +4.5% | 50,843 | $4.8M |
| TD Asset Management Inc | 0.00% | Add +1.6% | 50,814 | $4.8M |
| Brant Point Investment Management LLC | 1.12% | No change | 49,372 | $4.6M |
| SouthState Bank Corp | 0.21% | Add +0.1% | 49,148 | $4.6M |
| Edgestream Partners, L.P. | 0.13% | Reduce -32.5% | 48,583 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Add +2.6% | 48,450 | $4.6M |
| Boothbay Fund Management, LLC | 0.12% | Add +3.1% | 48,449 | $4.6M |
| GAMCO Investors | 0.04% | Reduce -0.4% | 48,311 | $4.5M |
| Advisory Research Inc. | 0.56% | Reduce -1.2% | 47,285 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.6% | 46,826 | $4.4M |
| Atom Investors LP | 0.35% | Reduce -0.9% | 46,199 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.0% | 46,167 | $4.3M |
| Creative Planning | 0.00% | Reduce -16.1% | 44,886 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -3.0% | 44,776 | $4.2M |
| Janus Henderson Group PLC | 0.00% | No change | 44,574 | $4.2M |
| Twinbeech Capital LP | 0.28% | New | 42,500 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 38,728 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 42,025 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.6% | 41,878 | $3.9M |
| XTX Topco Ltd | 0.10% | New | 41,358 | $3.9M |
| Martin & Co. Inc. | 0.63% | Add +2.8% | 39,113 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +6.4% | 38,593 | $3.6M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +3.8% | 37,707 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.9% | 36,192 | $3.5M |
| Curi Capital, LLC | 0.06% | Reduce -1.1% | 37,330 | $3.5M |
| HSBC Holdings PLC | 0.00% | Reduce -68.5% | 36,799 | $3.5M |
| Red Spruce Capital, LLC | 1.36% | Reduce -0.4% | 36,214 | $3.4M |
| Comerica Bank | 0.01% | Reduce -2.9% | 35,923 | $3.4M |
| Point72 Asset Management | 0.01% | Reduce -93.5% | 35,565 | $3.3M |
| Hunter Perkins Capital Management, LLC | 0.77% | No change | 35,367 | $3.3M |
| Ruffer LLP | 0.14% | New | 32,661 | $3.1M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 32,674 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.1% | 31,160 | $3.0M |
| Man Group plc | 0.01% | Add +142.6% | 31,823 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -1.3% | 31,661 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +12.4% | 31,593 | $3.0M |
| Salzhauer Michael | 1.32% | No change | 31,581 | $3.0M |
| BIP Wealth, LLC | 0.10% | Reduce -0.0% | 30,612 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 29,971 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +27.8% | 29,438 | $2.8M |
| Arizona State Retirement System | 0.01% | Reduce -6.2% | 28,176 | $2.7M |
| Independent Advisor Alliance | 0.06% | Reduce -1.3% | 27,921 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.4% | 27,800 | $2.6M |
| Magnetar Financial LLC | 0.03% | Add +251.5% | 25,579 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.2% | 25,153 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.9% | 25,039 | $2.4M |
| Forest Hill Capital, LLC | 1.20% | No change | 25,000 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 24,348 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 23,800 | $2.2M |
| Petiole USA ltd | 1.44% | No change | 23,625 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.4% | 22,892 | $2.2M |
| Focus Partners Wealth | 0.00% | New | 22,875 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 22,489 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.11% | No change | 22,062 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +352.7% | 22,019 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +352.7% | 22,019 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -33.3% | 21,742 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.9% | 21,615 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +28.4% | 21,163 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +31.9% | 20,344 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.6% | 20,284 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 20,041 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 20,000 | $1.9M |
| Catalyst Funds Management Pty Ltd | 0.43% | No change | 19,800 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.8% | 19,693 | $1.9M |
| PMC FIG Opportunities LLC | 2.90% | Reduce -7.4% | 19,647 | $1.8M |
| Cwm, LLC | 0.00% | Reduce -58.3% | 19,047 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +16.6% | 18,843 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Reduce -6.0% | 18,765 | $1.8M |
| Continental Advisors LLC | 1.13% | No change | 18,512 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.9% | 18,421 | $1.7M |
| Montag A & Associates Inc. | 0.08% | No change | 18,321 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.0% | 17,916 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +0.2% | 17,838 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | Reduce -8.9% | 17,530 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | New | 17,525 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +45.6% | 17,121 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +13.5% | 16,827 | $1.6M |
| Greenleaf Trust | 0.01% | Add +0.2% | 16,528 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +0.7% | 16,527 | $1.6M |
| MAI Capital Management | 0.01% | Add +1.0% | 16,285 | $1.5M |
| Howard Financial Services, LTD. | 0.18% | No change | 16,149 | $1.5M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -2.2% | 15,309 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.4% | 15,133 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.6% | 15,089 | $1.4M |
| Laurel Wealth Advisors LLC | 0.19% | No change | 15,029 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -20.4% | 13,104 | $1.4M |
| Algert Global LLC | 0.02% | No change | 15,000 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -13.8% | 15,000 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -81.7% | 14,952 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +76.5% | 14,300 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Reduce -41.7% | 14,202 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,215 | $1.2M |
| World Investment Advisors | 0.02% | Add +4.6% | 13,107 | $1.2M |
| Ferguson Shapiro LLC | 0.38% | No change | 13,000 | $1.2M |
| Signaturefd, LLC | 0.02% | No change | 12,534 | $1.2M |
| Trexquant Investment LP | 0.01% | New | 12,483 | $1.2M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,400 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -31.6% | 12,237 | $1.2M |
| Moody National Bank Trust Division | 0.11% | New | 12,102 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.4% | 11,918 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -12.1% | 11,805 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +338.3% | 11,743 | $1.1M |
| Tributary Capital Management, LLC | 0.11% | Reduce -1.9% | 11,644 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.8% | 11,525 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -7.3% | 11,447 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -10.4% | 11,445 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +14.9% | 11,371 | $1.1M |
| Investors Research Corp | 0.20% | New | 11,347 | $1.1M |
| Huber Capital Management LLC | 0.16% | No change | 11,293 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 10,539 | $992K |
| Spirepoint Private Client, LLC | 0.09% | No change | 10,364 | $975K |
| KDK Private Wealth Management, LLC | 0.85% | Add +0.2% | 10,327 | $972K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.7% | 10,143 | $955K |
| Ieq Capital, LLC | 0.00% | Reduce -73.6% | 10,064 | $947K |
| DRW Securities, LLC | 0.07% | New | 10,032 | $944K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.3% | 10,021 | $943K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.9% | 10,027 | $943K |
| Sfmg, LLC | 0.06% | Add +0.1% | 9,883 | $930K |
| Axq Capital, LP | 0.21% | New | 9,836 | $926K |
| Carlson Capital, L.P. | 0.44% | Add +19.8% | 9,700 | $913K |
| Xponance LLC | 0.01% | Reduce -17.3% | 9,296 | $875K |
| First National Advisers, LLC | 0.12% | Add +32.9% | 8,999 | $847K |
| Gsa Capital Partners LLP | 0.07% | New | 8,859 | $834K |
| New York Life Investment Management LLC | 0.01% | New | 8,857 | $834K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -16.0% | 8,805 | $829K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 8,493 | $799K |
| Sciencast Management LP | 0.11% | New | 8,325 | $783K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.4% | 8,122 | $764K |
| Verdence Capital Advisors LLC | 0.05% | Add +42.4% | 8,096 | $762K |
| Angel Oak Capital Advisors, LLC | 1.09% | Add +53.9% | 8,000 | $753K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,936 | $747K |
| Jane Street Group, LLC | 0.00% | Reduce -94.1% | 7,759 | $730K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.6% | 7,713 | $726K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,522 | $708K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -62.0% | 7,419 | $698K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.7% | 7,317 | $689K |
| Nicholson Wealth Management Group, LLC | 0.39% | No change | 7,111 | $669K |
| Persistent Asset Partners Ltd | 0.32% | Add +2.9% | 7,016 | $660K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $644K |
| James Investment Research, Inc. | 0.07% | No change | 6,825 | $642K |
| Federated Hermes, Inc. | 0.00% | Reduce -86.5% | 6,756 | $636K |
| Tiaa Trust, National Association | 0.00% | No change | 6,697 | $630K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 6,660 | $627K |
| Hamilton Capital Partners Inc. | 0.02% | Add +6.5% | 6,625 | $623K |
| Sterling Capital Management LLC | 0.01% | Reduce -17.9% | 6,585 | $620K |
| Cullen Capital Management, LLC | 0.01% | Reduce -4.0% | 6,579 | $619K |
| Quadrant Capital Group LLC | 0.02% | Add +11.3% | 6,539 | $615K |
| Sheets Smith Wealth Management | 0.07% | Add +0.1% | 6,464 | $608K |
| Connable Office Inc. | 0.05% | Reduce -3.7% | 6,326 | $595K |
| CSS LLC | 0.10% | New | 6,320 | $595K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -62.0% | 6,286 | $592K |
| Keybank National Association | 0.00% | Add +4.5% | 5,943 | $559K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 5,891 | $554K |
| ProVise Management Group, LLC | 0.04% | Add +0.1% | 5,854 | $551K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.1% | 5,852 | $551K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.8% | 5,827 | $548K |
| Cibc World Market Inc. | 0.00% | New | 5,743 | $540K |
| Cutler Capital Management, LLC | 0.20% | New | 5,723 | $539K |
| Minerva Advisors LLC | 0.36% | No change | 5,661 | $533K |
| Trust Point Inc. | 0.04% | Add +6.2% | 5,632 | $530K |
| CFO4Life Group, LLC | 0.07% | Add +0.4% | 5,506 | $518K |
| Colonial Trust Advisors | 0.04% | Reduce -15.6% | 5,488 | $516K |
| AlphaQuest LLC | 0.03% | Reduce -9.4% | 5,432 | $511K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 5,368 | $505K |
| Utah Retirement Systems | 0.00% | No change | 5,301 | $499K |
| DGS Capital Management, LLC | 0.08% | New | 5,234 | $493K |
| JMN Financial LLC | 0.48% | — | 5,117 | $482K |
| Caprock Group, LLC | 0.01% | New | 5,086 | $479K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.6% | 5,043 | $475K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 4,966 | $467K |
| Aaron Wealth Advisors LLC | 0.03% | New | 4,919 | $463K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -49.4% | 4,906 | $462K |
| Amundi | 0.00% | New | 4,883 | $460K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,874 | $459K |
| CI Investments Inc. | 0.00% | Add +589.4% | 4,853 | $457K |
| Alyeska Investment Group, L.P. | 0.00% | New | 4,808 | $452K |
| First City Capital Management, Inc. | 0.24% | No change | 4,801 | $452K |
| Crusonia Wealth Advisors LLC | 0.10% | — | 4,757 | $448K |
| Qsemble Capital Management, LP | 0.04% | New | 4,755 | $447K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.7% | 4,716 | $444K |
| Doliver Advisors, LP | 0.11% | Reduce -8.3% | 4,706 | $443K |
| Cornerstone Management, Inc. | 0.07% | No change | 4,704 | $443K |
| Black Diamond Financial, LLC | 0.05% | No change | 4,704 | $443K |
| Vise Technologies, Inc. | 0.01% | Add +7.2% | 4,664 | $439K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.9% | 4,654 | $438K |
| Savant Capital, LLC | 0.00% | Add +4.4% | 4,631 | $436K |
| Richard Young Associates, Ltd. | 0.34% | — | 4,604 | $433K |
| F/m Investments LLC | 0.02% | No change | 4,596 | $433K |
| Wealth Preservation Advisors, LLC | 0.21% | New | 4,489 | $422K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,433 | $417K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 4,436 | $417K |
| Evergreen Capital Management LLC | 0.01% | Reduce -19.9% | 4,401 | $414K |
| Forum Financial Management, LP | 0.01% | No change | 4,279 | $403K |
| MidFirst Bank | 0.03% | — | 4,226 | $398K |
| Fiduciary Trust Co | 0.00% | Reduce -8.4% | 4,172 | $393K |
| Islay Capital Management, LLC | 0.23% | New | 4,097 | $386K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.1% | 4,059 | $382K |
| ProShare Advisors LLC | 0.00% | Reduce -6.4% | 4,029 | $379K |
| Aigen Investment Management, LP | 0.08% | Reduce -33.7% | 3,878 | $365K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.7% | 3,872 | $364K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -0.0% | 3,869 | $364K |
| Hancock Whitney Corp. | 0.01% | Add +33.4% | 3,831 | $361K |
| M&T Bank Corp | 0.00% | Add +43.1% | 3,829 | $360K |
| William Blair Investment Management, LLC | 0.00% | Add +41.3% | 3,655 | $344K |
| Atria Investments, Inc | 0.00% | New | 3,636 | $342K |
| West Paces Advisors Inc. | 0.07% | Reduce -50.0% | 3,600 | $339K |
| Mainsail Asset Management, LLC | 0.14% | Add +1.1% | 3,591 | $338K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 3,575 | $336K |
| North Dakota State Investment Board | 0.01% | — | 3,545 | $334K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.7% | 3,308 | $331K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,499 | $329K |
| Shelton Capital Management | 0.01% | No change | 3,482 | $328K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.8% | 3,424 | $322K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.7% | 3,398 | $320K |
| Ingalls & Snyder LLC | 0.01% | Reduce -24.9% | 3,340 | $314K |
| Profund Advisors LLC | 0.01% | Reduce -1.0% | 3,310 | $312K |
| Bison Wealth, LLC | 0.04% | Add +1.3% | 3,472 | $311K |
| Requisite Capital Management, LLC | 0.06% | Reduce -14.6% | 3,295 | $310K |
| Choreo, LLC | 0.00% | Reduce -10.7% | 3,213 | $305K |
| Segment Wealth Management, LLC | 0.02% | Add +0.7% | 3,229 | $304K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -4.0% | 3,193 | $300K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 3,152 | $297K |
| CIBC Asset Management Inc | 0.00% | No change | 3,151 | $297K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -1.1% | 3,146 | $296K |
| KBC Group NV | 0.00% | No change | 3,146 | $296K |
| Peak Asset Management, LLC | 0.05% | Reduce -17.2% | 3,127 | $294K |
| Cary Street Partners Financial LLC | 0.01% | New | 3,032 | $285K |
| Callahan Advisors, LLC | 0.02% | No change | 3,000 | $282K |
| Weil Company, Inc. | 0.06% | No change | 2,970 | $280K |
| Baird Financial Group, Inc. | 0.00% | Add +9.3% | 2,955 | $278K |
| Inceptionr LLC | 0.08% | New | 2,879 | $271K |
| Wedmont Private Capital | 0.01% | Add +1.8% | 2,799 | $270K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,842 | $267K |
| Meitav Investment House Ltd. | 0.00% | New | 2,795 | $263K |
| Hanover Advisors Inc. | 0.10% | No change | 2,780 | $262K |
| Trail Ridge Investment Advisors, LLC | 0.11% | No change | 2,762 | $260K |
| Summit Trail Advisors, LLC | 0.00% | Add +6.6% | 2,733 | $257K |
| Occudo Quantitative Strategies LP | 0.02% | New | 2,721 | $256K |
| IFG Advisory, LLC | 0.01% | Add +0.6% | 2,700 | $254K |
| Abel Hall, LLC | 0.06% | New | 2,661 | $250K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,632 | $248K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,600 | $245K |
| Intrust Bank NA | 0.02% | New | 2,584 | $243K |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 2,581 | $243K |
| FourThought Financial Partners, LLC | 0.02% | Add +5.8% | 2,544 | $239K |
| Sivia Capital Partners, LLC | 0.05% | New | 2,512 | $236K |
| Callan Family Office, LLC | 0.01% | New | 2,503 | $236K |
| Vident Advisory, LLC | 0.00% | Reduce -21.2% | 2,479 | $233K |
| Mill Capital Management, LLC | 0.02% | No change | 2,439 | $230K |
| Builder Investment Group Inc. | 0.05% | No change | 2,422 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -25.2% | 2,411 | $227K |
| Compound Planning, Inc. | 0.01% | Reduce -7.7% | 2,409 | $227K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.6% | 2,370 | $223K |
| &partners | 0.00% | Reduce -25.8% | 2,369 | $223K |
| MML Investors Services, LLC | 0.00% | Add +5.9% | 2,360 | $222K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,336 | $220K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,322 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.8% | 2,311 | $217K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.3% | 2,307 | $217K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,286 | $215K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.10% | Reduce -14.0% | 2,274 | $214K |
| Ceeto Capital Group, LLC | 0.06% | No change | 2,258 | $213K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -28.0% | 2,228 | $210K |
| Hamilton Wealth, LLC | 0.04% | No change | 2,178 | $205K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -6.2% | 2,174 | $205K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -13.9% | 2,166 | $204K |
| Stephens Inc. | 0.00% | Reduce -54.7% | 2,165 | $204K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 2,157 | $203K |
| Sagewood Asset Management LP | 0.07% | — | 2,156 | $203K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,130 | $200K |
| Oakworth Capital, Inc. | 0.01% | Add +461.4% | 2,122 | $200K |
| GAMMA Investing LLC | 0.01% | Reduce -3.3% | 1,965 | $185K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +195900.0% | 1,960 | $184K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.2% | 1,727 | $163K |
| Daytona Street Capital LLC | 0.13% | — | 11,200 | $162K |
| UMB Bank, n.a. | 0.00% | New | 1,649 | $155K |
| Central Pacific Bank - Trust Division | 0.02% | New | 1,512 | $142K |
| American National Bank & Trust | 0.01% | No change | 1,500 | $141K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 1,452 | $137K |
| US Bancorp \de | 0.00% | Reduce -11.0% | 1,372 | $129K |
| Havemeyer Place LP | 0.02% | — | 1,232 | $116K |
| Corsicana & Co. | 0.06% | New | 1,200 | $113K |
| TCTC Holdings, LLC | 0.00% | No change | 1,200 | $113K |
| State of Wyoming | 0.01% | Add +92.3% | 1,096 | $103K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 1,085 | $102K |
| Bfsg, LLC | 0.01% | No change | 1,030 | $97K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -61.5% | 1,012 | $95K |
| Blue Trust, Inc. | 0.00% | Add +78.2% | 982 | $92K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 892 | $84K |
| Los Angeles Capital Management LLC | 0.00% | New | 944 | $83K |
| Covestor Ltd | 0.04% | Add +80.8% | 886 | $83K |
| Huntington National Bank | 0.00% | Reduce -2.6% | 853 | $80K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 843 | $80K |
| First Horizon Corp. | 0.00% | Add +27.8% | 813 | $77K |
| Collier Financial | 0.05% | Add +0.5% | 756 | $71K |
| Torren Management, LLC | 0.04% | — | 730 | $69K |
| Harbour Investments, Inc. | 0.00% | New | 720 | $68K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.4% | 648 | $62K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $61K |
| Caldwell Trust Co | 0.01% | No change | 621 | $58K |
| Danske Bank A/S | 0.00% | No change | 600 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 580 | $55K |
| Essential Partners LLC | 0.02% | Reduce -60.2% | 547 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 527 | $50K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 513 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.8% | 510 | $48K |
| Jones Financial Companies LLLP | 0.00% | Add +0.2% | 503 | $47K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $47K |
| TFC Financial Management, Inc. | 0.01% | No change | 499 | $47K |
| Rothschild Investment LLC | 0.00% | Reduce -82.6% | 487 | $46K |
| Wellington Grp LLC | 0.01% | — | 460 | $43K |
| Versant Capital Management, Inc | 0.01% | Reduce -0.2% | 428 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 372 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +2.8% | 367 | $35K |
| Salomon & Ludwin, LLC | 0.00% | No change | 353 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 285 | $27K |
| Ancora Advisors LLC | 0.00% | New | 279 | $26K |
| Cresta Advisors, Ltd. | 0.01% | New | 255 | $24K |
| V-Square Quantitative Management LLC | 0.00% | New | 238 | $22K |
| Root Financial Partners, LLC | 0.00% | Add +16.7% | 210 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.1% | 199 | $19K |
| Quent Capital, LLC | 0.00% | Add +4.2% | 198 | $19K |
| MTM Investment Management, LLC | 0.01% | New | 197 | $19K |
| True Wealth Design, LLC | 0.01% | Reduce -51.3% | 184 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -98.8% | 182 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 164 | $15K |
| City State Bank | 0.00% | No change | 150 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.8% | 148 | $14K |
| NFSG Corp | 0.00% | No change | 141 | $13K |
| Fortitude Family Office, LLC | 0.00% | Reduce -3.6% | 135 | $13K |
| Assetmark, Inc. | 0.00% | Add +11.2% | 129 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $11K |
| Natixis | 0.00% | Reduce -98.3% | 114 | $11K |
| Red Tortoise LLC | 0.00% | No change | 93 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.8% | 87 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.2% | 87 | $8K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 81 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | New | 75 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 64 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $5K |
| Ares Financial Consulting, LLC | 0.01% | — | 57 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +108.0% | 52 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 48 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 47 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $4K |
| Quarry LP | 0.00% | New | 36 | $3K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 30 | $3K |
| Imprint Wealth LLC | 0.01% | No change | 30 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 24 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 19 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +100.0% | 16 | $2K |
| WPG Advisers, LLC | 0.00% | New | 14 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -27.8% | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 11 | $1K |
| Westfuller Advisors, LLC | 0.00% | No change | 11 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $658 |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.0% | 6 | $565 |
| SBI Securities Co., Ltd. | 0.00% | No change | 6 | $565 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $471 |
| Rossby Financial, LCC | 0.00% | New | 5 | $471 |
| ORG Partners LLC | 0.00% | Reduce -96.5% | 5 | $470 |
| Signature Equity Partners, LLC | 0.00% | — | 4 | $386 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +100.0% | 4 | $377 |
| Principia Wealth Advisory, LLC | 0.00% | Add +33.3% | 4 | $376 |
| Larson Financial Group LLC | 0.00% | New | 4 | $376 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $283 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $213 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $188 |
| Elyxium Wealth, LLC | 0.00% | New | 2 | $188 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $94 |
| Optima Capital LLC | 0.00% | New | 1 | $94 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.