Southstate BankSSB

13F holders, Q1 2026 (March 31)
509holders +29
79new positions
51sold out
8famous investors
$92.50avg. 13F price*

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

0200400600 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 447Q3 2025Q4 2025: 480Q4 2025Q1 2026: 509Q1 2026Q2 2026: 554Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions79$206.3M
Exits51$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.