Southstate BankSSB
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 509 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 29 from Q4 2025. 79 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($876.4M), Vanguard Portfolio Management LLC ($574.4M) and Dimensional Fund Advisors LP ($456.6M). 8 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Southstate Bank Corp.
- CUSIP
- 84472E102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $206.3M |
| Exits | 51 | $79.9M |
All 13F filers, Q4 2025 → Q1 2026: 7,872,991 shares bought and 5,359,769 shares sold, net +2,513,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 509 holders
| BlackRock, Inc. | 0.02% | Add +1.2% | 9,472,684 | $876.4M |
| Vanguard Portfolio Management LLC | 0.03% | — | 6,207,998 | $574.4M |
| Dimensional Fund Advisors LP | 0.09% | Add +4.3% | 4,934,851 | $456.6M |
| Vanguard Capital Management LLC | 0.01% | — | 4,403,672 | $407.4M |
| State Street Corp. | 0.01% | Reduce -4.3% | 3,734,578 | $345.5M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -12.3% | 2,679,111 | $247.9M |
| Invesco Ltd. | 0.02% | Add +29.1% | 2,127,342 | $196.8M |
| American Century Companies Inc. | 0.10% | Add +14.6% | 2,108,590 | $195.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 1,960,189 | $181.4M |
| Franklin Resources Inc. | 0.04% | Add +9.7% | 1,781,410 | $164.8M |
| FMR LLC | 0.01% | Add +5.6% | 1,738,842 | $160.9M |
| Victory Capital Management Inc. | 0.10% | Reduce -3.2% | 1,682,076 | $155.6M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 1,475,269 | $136.5M |
| AQR Capital Management | 0.06% | Add +39.3% | 1,480,134 | $136.4M |
| Bank of New York Mellon Corp | 0.02% | Add +26.1% | 1,442,939 | $133.5M |
| Wellington Management Group LLP | 0.02% | Add +27.1% | 1,317,721 | $121.9M |
| Earnest Partners LLC | 0.47% | Reduce -2.6% | 1,235,983 | $114.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 1,218,874 | $112.8M |
| First Trust Advisors LP | 0.08% | Add +10.8% | 1,149,303 | $106.3M |
| Allspring Global Investments Holdings, LLC | 0.17% | Reduce -6.7% | 1,078,066 | $100.9M |
| Capital International Investors | 0.02% | Reduce -34.3% | 1,065,412 | $98.6M |
| Westwood Holdings Group Inc. | 0.69% | Reduce -3.6% | 1,013,170 | $93.7M |
| Capital Research Global Investors | 0.01% | Reduce -38.6% | 968,015 | $89.6M |
| Qube Research & Technologies Ltd | 0.12% | Add +9.0% | 914,557 | $84.6M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +4.3% | 850,763 | $78.7M |
| Capital World Investors | 0.01% | Add +35.9% | 843,214 | $78.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.5% | 831,623 | $76.9M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 822,992 | $76.1M |
| Bank of America Corp. | 0.01% | Add +9.6% | 787,307 | $72.8M |
| FJ Capital Management LLC | 8.11% | Reduce -4.2% | 778,627 | $72.0M |
| UBS Group AG | 0.01% | Add +32.8% | 754,592 | $69.8M |
| Deprince Race & Zollo Inc. | 1.27% | Add +346.0% | 728,548 | $67.4M |
| Holocene Advisors, LP | 0.15% | Add +115.1% | 691,437 | $64.0M |
| Segall Bryant & Hamill, LLC | 0.82% | Reduce -5.1% | 617,871 | $57.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 613,177 | $56.7M |
| Fisher Asset Management | 0.02% | Reduce -5.1% | 590,878 | $54.7M |
| Algebris (uk) Ltd. | 3.65% | Add +3.2% | 539,510 | $49.8M |
| Vaughan Nelson Investment Management, L.P. | 0.41% | New | 443,933 | $41.1M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -0.8% | 416,233 | $38.5M |
| Sei Investments Co. | 0.04% | Add +19.4% | 410,608 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 394,345 | $35.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | New | 352,450 | $32.6M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +55.4% | 337,045 | $31.2M |
| NFJ Investment Group, LLC | 1.12% | Reduce -2.4% | 320,716 | $29.7M |
| Nuveen, LLC | 0.01% | Reduce -22.1% | 295,129 | $27.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +182.2% | 287,963 | $26.6M |
| MetLife Investment Management, LLC | 0.13% | New | 276,053 | $25.5M |
| Regions Financial Corp. | 0.16% | Add +0.0% | 271,444 | $25.1M |
| Bessemer Group Inc. | 0.04% | Reduce -5.0% | 271,276 | $25.1M |
| Stieven Capital Advisors, L.P. | 5.33% | Add +9.4% | 269,500 | $24.9M |
| Retirement Systems of Alabama | 0.08% | Add +0.3% | 265,456 | $24.6M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 260,504 | $24.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.8% | 257,843 | $23.9M |
| Bank of Montreal | 0.01% | Add +5.9% | 255,323 | $23.6M |
| Verition Fund Management LLC | 0.22% | Reduce -56.0% | 234,784 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 221,291 | $20.5M |
| Cincinnati Financial Corp. | 0.37% | New | 200,419 | $18.5M |
| Maltese Capital Management LLC | 3.71% | Add +7.0% | 200,004 | $18.5M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 198,930 | $18.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -13.4% | 193,800 | $17.9M |
| Kennedy Capital Management LLC | 0.38% | Reduce -5.9% | 193,338 | $17.9M |
| Cincinnati Insurance Co. | 0.27% | New | 190,274 | $17.6M |
| California Public Employees Retirement System | 0.01% | Add +2.2% | 173,236 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.1% | 169,870 | $15.7M |
| STRS Ohio | 0.06% | Add +124.7% | 168,902 | $15.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +68.9% | 164,624 | $15.2M |
| Jain Global LLC | 0.19% | Reduce -37.4% | 149,872 | $13.9M |
| Ceredex Value Advisors LLC | 0.43% | Reduce -66.5% | 148,400 | $13.7M |
| Citadel Advisors | 0.01% | Add +47.7% | 141,733 | $13.1M |
| New York State Common Retirement Fund | 0.02% | Add +24.7% | 138,812 | $12.8M |
| Natixis Advisors, LLC | 0.02% | Add +100.3% | 135,627 | $12.5M |
| Barclays PLC | 0.00% | Reduce -19.9% | 133,346 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -13.7% | 127,793 | $11.8M |
| Hudson Bay Capital Management LP | 0.08% | New | 126,869 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 125,942 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -47.0% | 123,795 | $11.7M |
| Raymond James Financial Inc. | 0.00% | Add +42.5% | 121,749 | $11.3M |
| California State Teachers Retirement System | 0.01% | Add +24.6% | 119,039 | $11.0M |
| Azora Capital LP | 0.72% | New | 118,438 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -38.0% | 116,333 | $10.8M |
| First National Bank of Omaha | 0.32% | Add +33.5% | 113,177 | $10.3M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -3.8% | 109,500 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 108,514 | $10.0M |
| Basswood Capital Management, L.L.C. | 0.51% | No change | 107,184 | $9.9M |
| Private Management Group Inc. | 0.27% | Reduce -1.8% | 100,855 | $9.3M |
| Brevan Howard Capital Management LP | 0.10% | Add +25.0% | 100,000 | $9.3M |
| Crawford Investment Counsel Inc. | 0.16% | Add +6.9% | 99,523 | $9.2M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +6.7% | 98,605 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +58.5% | 98,477 | $9.1M |
| Jane Street Group, LLC | 0.01% | Add +1138.2% | 96,070 | $8.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 95,852 | $8.9M |
| Gabelli Funds LLC | 0.06% | Add +2.0% | 93,342 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 89,013 | $8.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 87,382 | $8.1M |
| Channing Capital Management, LLC | 0.20% | Reduce -20.9% | 85,107 | $7.9M |
| Trexquant Investment LP | 0.06% | Add +575.6% | 84,332 | $7.8M |
| Leeward Investments, LLC - MA | 0.38% | Reduce -3.3% | 83,005 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 79,948 | $7.4M |
| Longaeva Partners L.P. | 0.35% | Reduce -9.9% | 77,688 | $7.2M |
| Creative Planning | 0.00% | Add +71.5% | 76,969 | $7.1M |
| Algert Global LLC | 0.11% | Add +405.2% | 75,780 | $7.0M |
| Vest Financial, LLC | 0.08% | Add +17.1% | 73,246 | $6.8M |
| Citigroup Inc. | 0.00% | Reduce -17.5% | 71,505 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -23.0% | 71,218 | $6.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -59.5% | 70,942 | $6.6M |
| Boothbay Fund Management, LLC | 0.15% | Add +40.6% | 68,106 | $6.3M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -4.0% | 67,608 | $6.3M |
| Two Sigma Investments, LP | 0.00% | New | 61,222 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -32.9% | 60,519 | $5.6M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 52,936 | $4.9M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -42.2% | 51,227 | $4.7M |
| TD Asset Management Inc | 0.00% | No change | 50,814 | $4.7M |
| Cincinnati Specialty Underwriters Insurance CO | 1.12% | New | 50,000 | $4.6M |
| SouthState Bank Corp | 0.21% | Reduce -0.6% | 48,832 | $4.5M |
| GAMCO Investors | 0.04% | Add +0.3% | 48,472 | $4.5M |
| Guggenheim Capital LLC | 0.04% | Add +0.0% | 48,457 | $4.5M |
| Advisory Research Inc. | 0.54% | Reduce -0.4% | 47,088 | $4.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 46,911 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -0.4% | 44,617 | $4.1M |
| Janus Henderson Group PLC | 0.00% | No change | 44,574 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 44,587 | $4.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 44,515 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +9017.5% | 45,861 | $4.1M |
| XTX Topco Ltd | 0.07% | Add +2.8% | 42,513 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.7% | 42,189 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.1% | 41,992 | $3.9M |
| Brant Point Investment Management LLC | 1.05% | Reduce -16.6% | 41,153 | $3.8M |
| Sciencast Management LP | 0.48% | Add +389.7% | 40,767 | $3.8M |
| Wedge Capital Management L L P | 0.07% | Reduce -20.9% | 40,235 | $3.7M |
| Martin & Co. Inc. | 0.63% | Add +1.5% | 39,717 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 38,728 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +156.0% | 38,627 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +155.5% | 38,205 | $3.5M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +1.0% | 38,072 | $3.5M |
| Curi Capital, LLC | 0.06% | Add +0.0% | 37,337 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Add +221.5% | 37,054 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.8% | 36,885 | $3.4M |
| Hunter Perkins Capital Management, LLC | 0.80% | Add +3.6% | 36,632 | $3.4M |
| Red Spruce Capital, LLC | 1.38% | Add +0.1% | 36,257 | $3.4M |
| Oliver Luxxe Assets LLC | 0.49% | New | 35,597 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -8.7% | 35,232 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +10.7% | 35,049 | $3.2M |
| Fifth Third Bancorp | 0.01% | Add +3071.6% | 34,412 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.8% | 33,368 | $3.1M |
| Point72 Asset Management | 0.01% | Reduce -7.6% | 32,877 | $3.0M |
| Man Group plc | 0.01% | No change | 31,823 | $2.9M |
| Salzhauer Michael | 1.38% | No change | 31,581 | $2.9M |
| HRT Financial LP | 0.01% | New | 31,581 | $2.9M |
| BIP Wealth, LLC | 0.12% | Add +2.1% | 31,254 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +35.2% | 30,957 | $2.9M |
| Cambiar Investors LLC | 0.13% | New | 30,501 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 29,971 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +1.0% | 29,738 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.3% | 29,203 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +3.2% | 28,700 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +66.1% | 28,444 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -81.2% | 27,842 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -2.0% | 27,610 | $2.6M |
| Independent Advisor Alliance | 0.03% | Reduce -2.1% | 27,320 | $2.5M |
| Mariner, LLC | 0.00% | Add +25.2% | 27,227 | $2.5M |
| LPL Financial LLC | 0.00% | Add +7.9% | 26,277 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -64.5% | 26,043 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -30.7% | 25,517 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 25,039 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.3% | 24,839 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 24,355 | $2.3M |
| PMC FIG Opportunities LLC | 3.48% | Add +23.7% | 24,307 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +0.4% | 23,900 | $2.2M |
| Atom Investors LP | 0.16% | Reduce -48.7% | 23,711 | $2.2M |
| M Holdings Securities, Inc. | 0.14% | New | 22,621 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +11.7% | 22,659 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +2.9% | 22,650 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +1.6% | 22,375 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.2% | 22,210 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.3% | 22,115 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.11% | No change | 22,062 | $2.0M |
| Petiole USA ltd | 1.42% | Reduce -6.8% | 22,025 | $2.0M |
| Continental Advisors LLC | 1.26% | Add +18.9% | 22,012 | $2.0M |
| Edgestream Partners, L.P. | 0.07% | Reduce -56.0% | 21,399 | $2.0M |
| Cwm, LLC | 0.01% | Add +10.9% | 21,120 | $2.0M |
| Dana Investment Advisors, Inc. | 0.06% | Add +6.9% | 21,048 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +44.8% | 20,700 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.5% | 20,341 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 20,000 | $1.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +32.7% | 19,900 | $1.8M |
| Catalyst Funds Management Pty Ltd | 0.31% | No change | 19,800 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +3.8% | 19,485 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | New | 19,308 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 18,959 | $1.8M |
| Montag A & Associates Inc. | 0.08% | Reduce -0.0% | 18,319 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.9% | 18,263 | $1.7M |
| Carlson Capital, L.P. | 0.66% | Add +86.6% | 18,098 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 18,045 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -13.5% | 17,600 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | New | 17,510 | $1.6M |
| Anchor Investment Management, LLC | 0.14% | Reduce -1.9% | 17,504 | $1.6M |
| iSAM Funds (UK) Ltd | 0.79% | New | 17,318 | $1.6M |
| MAI Capital Management | 0.01% | Add +3.7% | 16,891 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +0.6% | 16,623 | $1.5M |
| Greenleaf Trust | 0.02% | Add +0.3% | 16,572 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.8% | 16,154 | $1.5M |
| Howard Financial Services, LTD. | 0.17% | No change | 16,149 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | Add +3.6% | 15,862 | $1.5M |
| Laurel Wealth Advisors LLC | 0.14% | No change | 15,029 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +53.2% | 15,541 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +54.9% | 15,526 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +5.4% | 14,975 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -11.8% | 14,847 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +28.3% | 14,681 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.0% | 14,539 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +15.3% | 14,450 | $1.3M |
| World Investment Advisors | 0.02% | Add +9.0% | 14,292 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.8% | 13,004 | $1.3M |
| Maverick Capital | 0.01% | New | 13,497 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,215 | $1.2M |
| Oak Thistle LLC | 0.12% | New | 12,964 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -27.5% | 12,703 | $1.2M |
| Fourthstone LLC | 0.20% | New | 12,600 | $1.2M |
| Mangrove Partners Im, LLC | 0.09% | New | 12,505 | $1.2M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,400 | $1.1M |
| Moody National Bank Trust Division | 0.11% | No change | 12,102 | $1.1M |
| Xponance LLC | 0.01% | Add +29.1% | 12,001 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Add +34.0% | 11,865 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.6% | 11,783 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.3% | 11,772 | $1.1M |
| Tributary Capital Management, LLC | 0.11% | Add +1.0% | 11,763 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | No change | 11,447 | $1.1M |
| Investors Research Corp | 0.20% | No change | 11,347 | $1.0M |
| Huber Capital Management LLC | 0.16% | No change | 11,293 | $1.0M |
| Millennium Management | 0.00% | Reduce -87.8% | 11,198 | $1.0M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -8.9% | 11,147 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 11,121 | $1.0M |
| Twinbeech Capital LP | 0.10% | Reduce -74.4% | 10,868 | $1.0M |
| First National Advisers, LLC | 0.14% | Add +18.8% | 10,688 | $989K |
| SG Americas Securities, LLC | 0.00% | Reduce -93.1% | 10,520 | $973K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 10,497 | $971K |
| Spirepoint Private Client, LLC | 0.09% | No change | 10,364 | $959K |
| KDK Private Wealth Management, LLC | 0.87% | Reduce -0.1% | 10,312 | $954K |
| Mirabella Financial Services LLP | 0.10% | New | 10,217 | $945K |
| Cibc World Market Inc. | 0.00% | Add +73.8% | 9,983 | $924K |
| Sfmg, LLC | 0.06% | Add +0.1% | 9,895 | $916K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.7% | 9,857 | $911K |
| Ieq Capital, LLC | 0.00% | Reduce -4.6% | 9,598 | $888K |
| Persistent Asset Partners Ltd | 0.34% | Add +36.8% | 9,595 | $888K |
| Fox Run Management, L.L.C. | 0.15% | New | 9,633 | $870K |
| Summit Wealth Partners, LLC | 0.13% | No change | 8,805 | $815K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,493 | $786K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.6% | 8,431 | $780K |
| Amundi | 0.00% | Add +67.2% | 8,163 | $755K |
| Angel Oak Capital Advisors, LLC | 0.82% | No change | 8,000 | $740K |
| Federated Hermes, Inc. | 0.00% | Add +16.6% | 7,880 | $729K |
| DGS Capital Management, LLC | 0.12% | Add +45.1% | 7,594 | $703K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.1% | 7,527 | $696K |
| Endeavour Capital Advisors Inc. | 0.16% | New | 7,501 | $694K |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.4% | 7,217 | $668K |
| Voya Investment Management LLC | 0.00% | Reduce -87.2% | 7,152 | $662K |
| Swiss Life Asset Management Ltd | 0.00% | Add +150.8% | 11,826 | $659K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -12.6% | 6,940 | $642K |
| Nicholson Wealth Management Group, LLC | 0.37% | Reduce -2.7% | 6,919 | $640K |
| James Investment Research, Inc. | 0.07% | Add +0.1% | 6,835 | $632K |
| JMN Financial LLC | 0.61% | Add +31.9% | 6,747 | $624K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -17.1% | 6,736 | $623K |
| Quadrant Capital Group LLC | 0.02% | Add +2.8% | 6,721 | $622K |
| Greenwood Capital Associates LLC | 0.07% | New | 6,666 | $617K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $617K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 6,625 | $613K |
| Sheets Smith Wealth Management | 0.07% | Add +0.1% | 6,471 | $599K |
| United Capital Financial Advisors, LLC | 0.00% | Add +86.1% | 6,371 | $589K |
| CSS LLC | 0.09% | No change | 6,320 | $585K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | New | 6,274 | $580K |
| Gateway Investment Advisers LLC | 0.01% | New | 6,268 | $580K |
| One Capital Management, LLC | 0.02% | New | 6,212 | $575K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.2% | 6,187 | $572K |
| Cullen Capital Management, LLC | 0.01% | Reduce -7.2% | 6,108 | $565K |
| Lanark Financial, Inc. | 0.04% | Add +0.4% | 5,877 | $544K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -24.0% | 5,863 | $542K |
| Prudential Financial Inc. | 0.00% | Reduce -72.3% | 5,858 | $542K |
| Keybank National Association | 0.00% | Reduce -2.2% | 5,810 | $538K |
| Cutler Capital Management, LLC | 0.18% | Add +0.6% | 5,755 | $532K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.2% | 5,702 | $528K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.6% | 5,579 | $516K |
| Savant Capital, LLC | 0.00% | Add +19.0% | 5,510 | $510K |
| CFO4Life Group, LLC | 0.08% | Add +0.1% | 5,509 | $510K |
| Qsemble Capital Management, LP | 0.04% | Add +14.7% | 5,456 | $505K |
| DNB Asset Management AS | 0.00% | New | 5,415 | $501K |
| Connable Office Inc. | 0.05% | Reduce -14.8% | 5,393 | $499K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -15.6% | 5,306 | $491K |
| Utah Retirement Systems | 0.01% | No change | 5,301 | $490K |
| Trust Point Inc. | 0.04% | Reduce -6.0% | 5,295 | $490K |
| ProVise Management Group, LLC | 0.03% | Reduce -12.1% | 5,146 | $476K |
| Capstone Investment Advisors, LLC | 0.01% | New | 5,096 | $471K |
| Optimize Financial Inc. | 0.23% | New | 5,035 | $466K |
| Diametric Capital, LP | 0.12% | New | 5,012 | $464K |
| Havemeyer Place LP | 0.05% | Add +306.4% | 5,007 | $463K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 4,950 | $458K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 4,892 | $453K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,874 | $451K |
| CI Investments Inc. | 0.00% | Reduce -0.8% | 4,812 | $445K |
| First City Capital Management, Inc. | 0.24% | No change | 4,801 | $444K |
| Vise Technologies, Inc. | 0.01% | No change | 4,664 | $439K |
| Cornerstone Management, Inc. | 0.07% | No change | 4,704 | $435K |
| Park Avenue Securities LLC | 0.00% | Add +14.8% | 4,660 | $431K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.3% | 4,603 | $426K |
| Wealth Preservation Advisors, LLC | 0.35% | Add +2.2% | 4,586 | $424K |
| Choreo, LLC | 0.01% | Add +41.0% | 4,531 | $419K |
| Meeder Advisory Services, Inc. | 0.02% | Add +1.6% | 4,505 | $417K |
| Evergreen Capital Management LLC | 0.01% | Add +1.3% | 4,457 | $412K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 4,455 | $412K |
| Icon Wealth Advisors, LLC | 0.03% | Add +24.5% | 4,229 | $408K |
| Doliver Advisors, LP | 0.09% | Reduce -6.9% | 4,382 | $405K |
| Richard Young Associates, Ltd. | 0.30% | Reduce -6.5% | 4,304 | $398K |
| Colonial Trust Advisors | 0.03% | Reduce -23.6% | 4,194 | $388K |
| Summit Trail Advisors, LLC | 0.01% | Add +51.7% | 4,146 | $384K |
| Corient Private Wealth LP | 0.00% | New | 4,083 | $378K |
| Teza Capital Management LLC | 1.38% | New | 4,080 | $377K |
| Polymer Capital Management (US) LLC | 0.06% | New | 4,071 | $377K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,996 | $370K |
| ProShare Advisors LLC | 0.00% | Reduce -1.4% | 3,974 | $368K |
| M&T Bank Corp | 0.00% | Add +3.4% | 3,958 | $366K |
| Sterling Capital Management LLC | 0.01% | Reduce -40.8% | 3,897 | $361K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.6% | 3,848 | $356K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -1.3% | 3,819 | $353K |
| Gsa Capital Partners LLP | 0.02% | Reduce -57.5% | 3,768 | $349K |
| Atria Investments, Inc | 0.00% | Add +3.0% | 3,747 | $347K |
| William Blair Investment Management, LLC | 0.00% | Add +2.4% | 3,742 | $346K |
| Palacios Wealth Management, LLC | 0.21% | New | 3,507 | $343K |
| Ritholtz Wealth Management | 0.01% | New | 3,701 | $342K |
| Crusonia Wealth Advisors LLC | 0.07% | Reduce -22.8% | 3,673 | $340K |
| Platform Technology Partners | 0.06% | New | 3,632 | $336K |
| Bison Wealth, LLC | 0.03% | Add +5.0% | 3,647 | $335K |
| Flywheel Private Wealth LLC | 0.19% | New | 3,601 | $333K |
| West Paces Advisors Inc. | 0.06% | No change | 3,600 | $333K |
| Islay Capital Management, LLC | 0.17% | Reduce -12.2% | 3,597 | $333K |
| Mainsail Asset Management, LLC | 0.15% | Add +0.1% | 3,593 | $332K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -27.1% | 3,588 | $332K |
| Peachtree Investment Partners, LLC | 0.13% | No change | 3,575 | $331K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,499 | $324K |
| Intrust Bank NA | 0.03% | Add +33.4% | 3,446 | $319K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +59.0% | 3,445 | $319K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,433 | $318K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.1% | 3,240 | $316K |
| Blair William & Co. | 0.00% | Add +8.3% | 3,412 | $316K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,340 | $309K |
| Requisite Capital Management, LLC | 0.06% | Add +0.0% | 3,296 | $305K |
| Baird Financial Group, Inc. | 0.00% | Add +10.7% | 3,270 | $303K |
| Shelton Capital Management | 0.01% | Reduce -6.5% | 3,255 | $301K |
| Segment Wealth Management, LLC | 0.02% | No change | 3,229 | $299K |
| Panagora Asset Management Inc. | 0.00% | Add +22.0% | 3,211 | $297K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,193 | $295K |
| DAVENPORT & Co LLC | 0.00% | New | 3,159 | $292K |
| CIBC Asset Management Inc | 0.00% | No change | 3,151 | $292K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,146 | $291K |
| KBC Group NV | 0.00% | No change | 3,146 | $291K |
| Emerald Investment Advisers, LLC | 0.03% | — | 3,080 | $285K |
| GTS Securities LLC | 0.01% | New | 3,009 | $278K |
| Callahan Advisors, LLC | 0.02% | No change | 3,000 | $278K |
| Wedmont Private Capital | 0.01% | Add +2.0% | 2,855 | $277K |
| Weil Company, Inc. | 0.06% | No change | 2,970 | $275K |
| North Dakota State Investment Board | 0.01% | Reduce -17.3% | 2,932 | $271K |
| Tudor Investment Corporation | 0.00% | Reduce -96.3% | 2,916 | $270K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.4% | 2,868 | $265K |
| Abel Hall, LLC | 0.06% | Add +7.4% | 2,857 | $264K |
| Profund Advisors LLC | 0.01% | Reduce -13.7% | 2,856 | $264K |
| Neuberger Berman Group LLC | 0.00% | Add +9.8% | 2,833 | $262K |
| &partners | 0.00% | Add +17.7% | 2,789 | $258K |
| Hanover Advisors Inc. | 0.10% | No change | 2,780 | $257K |
| Trail Ridge Investment Advisors, LLC | 0.11% | No change | 2,762 | $256K |
| FourThought Financial Partners, LLC | 0.02% | Add +7.7% | 2,739 | $253K |
| Compound Planning, Inc. | 0.01% | Add +8.3% | 2,610 | $241K |
| Voleon Capital Management LP | 0.01% | New | 2,601 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 2,600 | $241K |
| Meitav Investment House Ltd. | 0.00% | Reduce -7.6% | 2,582 | $239K |
| MQS Management LLC | 0.16% | New | 2,580 | $239K |
| Vident Advisory, LLC | 0.00% | Add +3.2% | 2,559 | $237K |
| Peak Asset Management, LLC | 0.04% | Reduce -19.2% | 2,527 | $234K |
| Ethic Inc. | 0.00% | New | 2,516 | $233K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.2% | 2,488 | $230K |
| Builder Investment Group Inc. | 0.05% | No change | 2,422 | $224K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.5% | 2,382 | $220K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +1.2% | 2,350 | $217K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,336 | $216K |
| AE Wealth Management LLC | 0.00% | New | 2,326 | $215K |
| MML Investors Services, LLC | 0.00% | Reduce -2.0% | 2,313 | $214K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,286 | $212K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.8% | 2,265 | $210K |
| Ceeto Capital Group, LLC | 0.06% | No change | 2,258 | $209K |
| Callan Family Office, LLC | 0.00% | Reduce -10.2% | 2,248 | $208K |
| Rockefeller Capital Management L.P. | 0.00% | Add +54.3% | 2,241 | $207K |
| Central Pacific Bank - Trust Division | 0.03% | Add +47.0% | 2,222 | $206K |
| Mill Capital Management, LLC | 0.02% | Reduce -9.2% | 2,214 | $205K |
| Jump Financial, LLC | 0.00% | New | 2,184 | $202K |
| Hamilton Wealth, LLC | 0.04% | No change | 2,178 | $202K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 2,174 | $201K |
| Allworth Financial LP | 0.00% | New | 2,152 | $199K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,122 | $196K |
| GAMMA Investing LLC | 0.01% | Add +7.4% | 2,111 | $195K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.8% | 1,861 | $172K |
| Daytona Street Capital LLC | 0.12% | No change | 11,200 | $158K |
| UMB Bank, n.a. | 0.00% | Reduce -2.1% | 1,614 | $149K |
| US Bancorp \de | 0.00% | Add +10.3% | 1,513 | $140K |
| Advisory Services Network, LLC | 0.00% | New | 1,220 | $113K |
| Blue Trust, Inc. | 0.00% | Add +6.5% | 1,046 | $97K |
| Bfsg, LLC | 0.01% | No change | 1,030 | $95K |
| Versant Capital Management, Inc | 0.01% | Add +129.4% | 982 | $91K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +67.2% | 970 | $90K |
| Huntington National Bank | 0.00% | Add +13.4% | 967 | $89K |
| Los Angeles Capital Management LLC | 0.00% | No change | 944 | $87K |
| IFP Advisors, Inc | 0.00% | No change | 892 | $83K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -1.5% | 830 | $75K |
| State of Wyoming | 0.01% | Reduce -28.2% | 787 | $73K |
| Parallel Advisors, LLC | 0.00% | Add +421.6% | 772 | $71K |
| First Horizon Corp. | 0.00% | Reduce -5.4% | 769 | $71K |
| Collier Financial | 0.05% | Add +0.7% | 761 | $70K |
| Covestor Ltd | 0.04% | Reduce -22.2% | 689 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.5% | 683 | $63K |
| Caldwell Trust Co | 0.01% | No change | 621 | $57K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +11.8% | 589 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | New | 561 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +41.4% | 526 | $49K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 513 | $47K |
| TFC Financial Management, Inc. | 0.01% | Add +0.6% | 502 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $45K |
| Salomon & Ludwin, LLC | 0.00% | Add +31.7% | 465 | $44K |
| Quarry LP | 0.01% | Add +1186.1% | 463 | $43K |
| Wellington Grp LLC | 0.01% | No change | 460 | $43K |
| Simplex Trading, LLC | 0.00% | New | 436 | $40K |
| Root Financial Partners, LLC | 0.00% | Add +100.0% | 420 | $39K |
| Ares Financial Consulting, LLC | 0.03% | Add +598.3% | 398 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +97.5% | 393 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.1% | 382 | $35K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 285 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 279 | $26K |
| Essential Partners LLC | 0.01% | Reduce -51.2% | 267 | $25K |
| Arax Advisory Partners | 0.00% | Add +45.0% | 264 | $24K |
| V-Square Quantitative Management LLC | 0.00% | No change | 238 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -65.1% | 226 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 197 | $18K |
| Assetmark, Inc. | 0.00% | Add +45.7% | 188 | $17K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 187 | $17K |
| Mather Group, Llc. | 0.00% | New | 166 | $15K |
| Fortitude Family Office, LLC | 0.00% | Add +18.5% | 160 | $15K |
| Peregrine Capital Management LLC | 0.00% | New | 160 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -78.6% | 154 | $14K |
| City State Bank | 0.00% | No change | 150 | $14K |
| Destiny Wealth Partners, LLC | 0.00% | New | 146 | $14K |
| True Wealth Design, LLC | 0.00% | Reduce -23.4% | 141 | $13K |
| NFSG Corp | 0.00% | No change | 141 | $13K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -25.0% | 123 | $11K |
| CVA Family Office, LLC | 0.00% | New | 109 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -78.2% | 106 | $10K |
| Red Tortoise LLC | 0.00% | No change | 93 | $9K |
| LRI Investments, LLC | 0.00% | New | 88 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 87 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 87 | $8K |
| CX Institutional | 0.00% | New | 72 | $7K |
| Quent Capital, LLC | 0.00% | Reduce -70.2% | 59 | $5K |
| Key Financial Inc | 0.00% | No change | 58 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +21.3% | 57 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.6% | 57 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +1633.3% | 52 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 52 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +13.6% | 50 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 48 | $4K |
| MidFirst Bank | 0.00% | Reduce -98.9% | 47 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| Rossby Financial, LCC | 0.00% | Add +500.0% | 30 | $3K |
| Imprint Wealth LLC | 0.01% | No change | 30 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 30 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 28 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -42.5% | 23 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +109.1% | 23 | $2K |
| TD Capital Management LLC | 0.00% | New | 23 | $2K |
| Torren Management, LLC | 0.00% | Reduce -96.8% | 23 | $2K |
| Avion Wealth | 0.00% | New | 27 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +61.5% | 21 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.5% | 20 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 20 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 19 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 16 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 15 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +71.4% | 12 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 10 | $925 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 7 | $648 |
| Principia Wealth Advisory, LLC | 0.00% | Add +75.0% | 7 | $648 |
| MV Capital Management, Inc. | 0.00% | New | 6 | $556 |
| HFM Investment Advisors, LLC | 0.00% | Add +20.0% | 6 | $555 |
| Bare Financial Services, Inc | 0.00% | New | 6 | $555 |
| Hughes Financial Services, LLC | 0.00% | No change | 6 | $555 |
| SBI Securities Co., Ltd. | 0.00% | No change | 6 | $555 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $463 |
| Activest Wealth Management | 0.00% | New | 5 | $463 |
| SHP Wealth Management | 0.00% | New | 5 | $463 |
| Westfuller Advisors, LLC | 0.00% | Reduce -54.5% | 5 | $433 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 4 | $371 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $370 |
| Signature Equity Partners, LLC | 0.00% | Reduce -25.0% | 3 | $287 |
| TopTier Wealth Management, LLC | 0.00% | New | 3 | $278 |
| AdvisorNet Financial, Inc | 0.00% | New | 3 | $278 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $209 |
| Prestige Wealth Management Group LLC | 0.00% | New | 2 | $186 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $185 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $185 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $93 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $92 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.