Southstate BankSSB
13F holders, Q2 2026 (June 30)554holders +45
87new positions
45sold out
8famous investors
$99.91avg. 13F price*
At the end of Q2 2026, 554 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 45 from Q1 2026. 87 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($981.6M), Vanguard Portfolio Management LLC ($633.6M) and Dimensional Fund Advisors LP ($510.0M). 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 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $189.7M |
| Exits | 45 | $71.7M |
All 13F filers, Q1 2026 → Q2 2026: 7,227,650 shares bought and 5,820,280 shares sold, net +1,407,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| BlackRock, Inc. | 0.01% | Add +3.7% | 9,825,398 | $981.6M |
| Vanguard Portfolio Management LLC | 0.03% | Add +2.2% | 6,342,629 | $633.6M |
| Dimensional Fund Advisors LP | 0.09% | Add +3.4% | 5,104,685 | $510.0M |
| Vanguard Capital Management LLC | 0.01% | Add +0.3% | 4,417,078 | $441.3M |
| State Street Corp. | 0.01% | Add +3.3% | 3,858,127 | $385.4M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Reduce -3.8% | 2,576,667 | $257.4M |
| Invesco Ltd. | 0.02% | Add +7.9% | 2,295,282 | $229.3M |
| American Century Companies Inc. | 0.09% | Reduce -1.1% | 2,085,755 | $208.4M |
| FMR LLC | 0.01% | Add +19.9% | 2,084,342 | $208.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 1,949,937 | $194.8M |
| Franklin Resources Inc. | 0.04% | Add +3.4% | 1,842,441 | $184.1M |
| AQR Capital Management | 0.06% | Add +23.8% | 1,831,837 | $183.0M |
| Victory Capital Management Inc. | 0.10% | Add +0.7% | 1,693,709 | $169.2M |
| Wellington Management Group LLP | 0.03% | Add +15.4% | 1,520,652 | $151.9M |
| Morgan Stanley | 0.01% | Reduce -8.2% | 1,354,675 | $135.3M |
| Qube Research & Technologies Ltd | 0.15% | Add +43.2% | 1,309,972 | $130.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.5% | 1,305,493 | $130.4M |
| Norges Bank | 0.01% | — | 1,238,885 | $123.8M |
| First Trust Advisors LP | 0.07% | Add +6.0% | 1,218,164 | $121.7M |
| Earnest Partners LLC | 0.43% | Reduce -3.5% | 1,192,129 | $119.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.3% | 1,191,148 | $119.0M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -12.9% | 939,032 | $95.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.5% | 877,196 | $87.6M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +0.6% | 855,527 | $85.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 818,486 | $81.8M |
| Capital International Investors | 0.02% | Reduce -25.0% | 798,826 | $79.8M |
| Holocene Advisors, LP | 0.15% | Reduce -5.2% | 655,606 | $65.5M |
| Vaughan Nelson Investment Management, L.P. | 0.57% | Add +46.5% | 650,427 | $65.0M |
| Capital World Investors | 0.01% | Reduce -24.2% | 639,074 | $63.8M |
| Westwood Holdings Group Inc. | 0.47% | Reduce -38.7% | 620,988 | $62.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 618,505 | $61.8M |
| Bank of America Corp. | 0.00% | Reduce -24.0% | 598,519 | $59.8M |
| Fisher Asset Management | 0.02% | Reduce -0.6% | 587,219 | $58.7M |
| Segall Bryant & Hamill, LLC | 0.69% | Reduce -5.5% | 583,656 | $58.3M |
| Algebris (uk) Ltd. | 3.81% | Add +6.6% | 575,313 | $57.3M |
| UBS Group AG | 0.01% | Reduce -31.1% | 519,875 | $51.9M |
| Thrivent Financial for Lutherans | 0.09% | Add +79.3% | 516,364 | $51.6M |
| Verition Fund Management LLC | 0.35% | Add +97.6% | 463,970 | $46.4M |
| FJ Capital Management LLC | 5.69% | Reduce -43.6% | 438,973 | $43.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 404,240 | $40.9M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -3.3% | 402,723 | $40.2M |
| Sei Investments Co. | 0.03% | Reduce -10.6% | 367,039 | $36.7M |
| Nomura Asset Management International Inc. | 0.05% | New | 354,763 | $35.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -0.6% | 350,304 | $35.0M |
| D. E. Shaw & Co. | 0.02% | New | 347,813 | $34.7M |
| Kennedy Capital Management LLC | 0.61% | Add +78.3% | 344,799 | $34.4M |
| Fort Washington Investment Advisors Inc. | 0.16% | Reduce -3.6% | 324,796 | $32.4M |
| Cincinnati Insurance Co. | 0.42% | Add +52.6% | 290,274 | $29.0M |
| Basswood Capital Management, L.L.C. | 1.20% | Add +162.2% | 281,031 | $28.1M |
| MetLife Investment Management, LLC | 0.13% | Add +0.2% | 276,674 | $27.6M |
| Capital Research Global Investors | 0.00% | Reduce -71.8% | 272,734 | $27.2M |
| Regions Financial Corp. | 0.16% | Add +0.0% | 271,457 | $27.1M |
| Nuveen, LLC | 0.01% | Reduce -8.7% | 269,548 | $26.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 259,620 | $25.9M |
| Deprince Race & Zollo Inc. | 0.42% | Reduce -65.3% | 252,687 | $25.2M |
| Retirement Systems of Alabama | 0.07% | Reduce -7.7% | 244,935 | $24.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.0% | 242,418 | $24.2M |
| Bank of Montreal | 0.01% | Reduce -7.1% | 237,223 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 221,739 | $22.2M |
| Stieven Capital Advisors, L.P. | 4.22% | Reduce -17.9% | 221,394 | $22.1M |
| Millennium Management | 0.02% | Add +1853.3% | 218,725 | $21.9M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +11.1% | 215,299 | $21.5M |
| Natixis Advisors, LLC | 0.02% | Add +56.0% | 211,523 | $21.1M |
| Cincinnati Financial Corp. | 0.38% | No change | 200,419 | $20.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +658.7% | 197,587 | $19.7M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 196,730 | $19.7M |
| Maltese Capital Management LLC | 3.62% | Reduce -2.5% | 195,000 | $19.5M |
| Balyasny Asset Management L.P. | 0.03% | Add +159.7% | 184,209 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -1.6% | 170,384 | $17.0M |
| Ossiam | 0.22% | New | 169,229 | $16.9M |
| Trexquant Investment LP | 0.10% | Add +98.8% | 167,677 | $16.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -6.7% | 158,578 | $15.8M |
| STRS Ohio | 0.06% | Reduce -6.6% | 157,700 | $15.8M |
| Algert Global LLC | 0.19% | Add +107.2% | 156,990 | $15.7M |
| First National Bank of Omaha | 0.43% | Add +36.3% | 154,272 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Add +17.8% | 148,326 | $14.8M |
| Barclays PLC | 0.00% | Add +10.6% | 147,519 | $14.7M |
| Two Sigma Investments, LP | 0.01% | Add +138.3% | 145,871 | $14.6M |
| Ceredex Value Advisors LLC | 0.37% | Reduce -11.9% | 130,700 | $13.1M |
| SummitTX Capital, L.P. | 0.34% | New | 128,858 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 128,041 | $12.8M |
| Creative Planning | 0.01% | Add +64.7% | 126,751 | $12.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 125,478 | $12.5M |
| Quantinno Capital Management LP | 0.01% | Add +24.5% | 122,575 | $12.2M |
| Carlson Capital, L.P. | 2.47% | Add +562.6% | 119,913 | $12.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 115,901 | $11.6M |
| California State Teachers Retirement System | 0.01% | Reduce -4.1% | 114,161 | $11.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 121,275 | $11.2M |
| Leeward Investments, LLC - MA | 0.50% | Add +32.2% | 109,759 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 106,189 | $10.6M |
| Channing Capital Management, LLC | 0.24% | Add +23.6% | 105,218 | $10.5M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -5.3% | 103,701 | $10.4M |
| Private Management Group Inc. | 0.26% | Reduce -0.3% | 100,525 | $10.0M |
| Tudor Investment Corporation | 0.04% | Add +3297.1% | 99,058 | $9.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +3.2% | 98,891 | $9.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -40.1% | 98,641 | $9.9M |
| Crawford Investment Counsel Inc. | 0.16% | Reduce -1.3% | 98,243 | $9.8M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -5.5% | 93,181 | $9.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.0% | 91,750 | $9.2M |
| Gabelli Funds LLC | 0.06% | Reduce -1.7% | 91,726 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +11.3% | 88,957 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 87,883 | $8.8M |
| Natixis | 0.04% | New | 83,484 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -43.2% | 78,835 | $7.9M |
| Bessemer Group Inc. | 0.01% | Reduce -71.1% | 78,491 | $7.8M |
| Jones Financial Companies LLLP | 0.00% | Add +64.3% | 75,366 | $7.6M |
| Vest Financial, LLC | 0.08% | Add +3.5% | 75,817 | $7.6M |
| Alberta Investment Management Corp | 0.05% | New | 75,000 | $7.5M |
| ExodusPoint Capital Management, LP | 0.07% | New | 71,744 | $7.2M |
| XTX Topco Ltd | 0.09% | Add +68.6% | 71,680 | $7.2M |
| Numerai GP LLC | 0.56% | New | 68,100 | $6.8M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -1.3% | 66,746 | $6.7M |
| Quantbot Technologies LP | 0.26% | New | 65,965 | $6.6M |
| Edgestream Partners, L.P. | 0.18% | Add +185.9% | 61,173 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 60,610 | $6.1M |
| Citigroup Inc. | 0.00% | Reduce -20.3% | 56,979 | $5.7M |
| NFJ Investment Group, LLC | 0.19% | Reduce -82.4% | 56,373 | $5.6M |
| Bayview Asset Management, LLC | 4.11% | New | 55,000 | $5.5M |
| Entropy Technologies, LP | 0.21% | New | 53,076 | $5.3M |
| Guggenheim Capital LLC | 0.03% | Add +8.5% | 52,579 | $5.3M |
| Marshall Wace, LLP | 0.00% | Add +80.2% | 50,176 | $5.0M |
| Cincinnati Specialty Underwriters Insurance CO | 1.11% | No change | 50,000 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -30.1% | 49,769 | $5.0M |
| GAMCO Investors | 0.04% | Add +0.8% | 48,836 | $4.9M |
| TD Asset Management Inc | 0.00% | Reduce -4.3% | 48,622 | $4.9M |
| SouthState Bank Corp | 0.20% | Reduce -1.4% | 48,134 | $4.8M |
| CIBC Bancorp USA Inc. | 0.01% | Add +1.9% | 47,816 | $4.7M |
| Renaissance Technologies | 0.01% | New | 46,959 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Add +26.3% | 46,801 | $4.7M |
| Advisory Research Inc. | 0.46% | Reduce -1.4% | 46,447 | $4.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +101.0% | 44,971 | $4.5M |
| Jupiter Topco LLC | 0.00% | — | 44,574 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +25.2% | 43,875 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +3.5% | 43,655 | $4.4M |
| Amalgamated Bank | 0.03% | Reduce -3.2% | 43,197 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +36.9% | 45,665 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.5% | 42,060 | $4.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.6% | 41,302 | $4.1M |
| Mariner, LLC | 0.00% | Add +50.0% | 40,850 | $4.1M |
| Martin & Co. Inc. | 0.62% | Reduce -0.4% | 39,569 | $4.0M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +0.6% | 38,312 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 38,043 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Add +114.4% | 37,737 | $3.8M |
| Wedge Capital Management L L P | 0.06% | Reduce -7.3% | 37,283 | $3.7M |
| Curi Capital, LLC | 0.06% | Reduce -0.2% | 37,251 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 36,885 | $3.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -28.4% | 36,696 | $3.7M |
| Hunter Perkins Capital Management, LLC | 0.81% | Reduce -0.9% | 36,318 | $3.6M |
| Red Spruce Capital, LLC | 1.24% | Reduce -2.1% | 35,507 | $3.5M |
| Cambiar Investors LLC | 0.15% | Add +14.5% | 34,922 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +22.1% | 34,734 | $3.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +73.4% | 34,500 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +129.2% | 33,642 | $3.4M |
| Sciencast Management LP | 0.70% | Reduce -17.6% | 33,580 | $3.4M |
| E. Ohman J:or Asset Management AB | 0.07% | New | 31,618 | $3.2M |
| Salzhauer Michael | 1.16% | No change | 31,581 | $3.2M |
| BIP Wealth, LLC | 0.09% | Add +0.6% | 31,455 | $3.1M |
| Brant Point Investment Management LLC | 0.69% | Reduce -24.3% | 31,153 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -30.4% | 31,026 | $3.1M |
| Freestone Grove Partners LP | 0.02% | New | 30,720 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +18.9% | 30,339 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 29,971 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 29,738 | $3.0M |
| Polaris Capital Management, LLC | 0.27% | New | 29,161 | $2.9M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.3% | 28,600 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.7% | 28,572 | $2.9M |
| Aquatic Capital Management LLC | 0.10% | New | 28,523 | $2.8M |
| Squarepoint Ops LLC | 0.01% | New | 28,407 | $2.8M |
| Fifth Third Bancorp | 0.00% | Reduce -19.1% | 27,841 | $2.8M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +21.7% | 27,572 | $2.8M |
| Independent Advisor Alliance | 0.06% | Reduce -0.4% | 27,208 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.0% | 27,152 | $2.7M |
| Arizona State Retirement System | 0.01% | Reduce -2.0% | 27,060 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +84.3% | 26,798 | $2.7M |
| LPL Financial LLC | 0.00% | Add +0.5% | 26,414 | $2.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +4.5% | 25,449 | $2.5M |
| Dana Investment Advisors, Inc. | 0.07% | Add +19.0% | 25,039 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 25,039 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +490.3% | 24,101 | $2.4M |
| Oliver Luxxe Assets LLC | 0.35% | Reduce -33.0% | 23,836 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +144.3% | 23,452 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.9% | 23,382 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.4% | 23,315 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -4.6% | 22,800 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +0.2% | 22,099 | $2.2M |
| Continental Advisors LLC | 1.29% | No change | 22,012 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.1% | 21,971 | $2.2M |
| Man Group plc | 0.00% | Reduce -34.9% | 20,715 | $2.1M |
| Catalyst Funds Management Pty Ltd | 0.12% | Add +4.0% | 20,600 | $2.1M |
| Waverly Advisors, LLC | 0.01% | Add +3.4% | 20,155 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.0% | 20,141 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 20,113 | $2.0M |
| HRT Financial LP | 0.00% | Reduce -36.5% | 20,047 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 20,000 | $2.0M |
| Econ Financial Services Corp | 0.93% | New | 19,907 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.2% | 19,664 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Add +7.8% | 19,445 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -45.6% | 19,181 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.9% | 18,940 | $1.9M |
| Montag A & Associates Inc. | 0.08% | No change | 18,319 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +82.8% | 18,249 | $1.8M |
| MAI Capital Management | 0.01% | Add +7.3% | 18,123 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.6% | 17,975 | $1.8M |
| Endeavour Capital Advisors Inc. | 0.36% | Add +135.4% | 17,658 | $1.8M |
| Anchor Investment Management, LLC | 0.13% | Add +0.0% | 17,510 | $1.7M |
| Quadrature Capital Ltd | 0.01% | New | 17,119 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +1.5% | 16,872 | $1.7M |
| Greenleaf Trust | 0.02% | Add +0.4% | 16,645 | $1.7M |
| First National Advisers, LLC | 0.23% | Add +52.5% | 16,298 | $1.6M |
| Howard Financial Services, LTD. | 0.16% | No change | 16,149 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +183.7% | 15,829 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 15,739 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | New | 15,672 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.8% | 15,394 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | Reduce -5.0% | 15,071 | $1.5M |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -0.1% | 15,019 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +26.5% | 14,888 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.1% | 14,837 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +24.4% | 14,658 | $1.5M |
| Petiole USA ltd | 1.05% | Reduce -33.8% | 14,575 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.9% | 14,552 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +6.8% | 14,107 | $1.4M |
| Tributary Capital Management, LLC | 0.11% | Add +15.9% | 13,630 | $1.4M |
| Amundi | 0.00% | Add +65.1% | 13,474 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -0.0% | 14,289 | $1.3M |
| Inceptionr LLC | 0.32% | New | 13,032 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +15.9% | 12,892 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 12,536 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Reduce -17.1% | 12,409 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -68.5% | 12,028 | $1.2M |
| Jump Financial, LLC | 0.01% | Add +444.1% | 11,882 | $1.2M |
| Atom Investors LP | 0.11% | Reduce -49.9% | 11,872 | $1.2M |
| Xponance LLC | 0.01% | Reduce -2.5% | 11,699 | $1.2M |
| Salem Investment Counselors Inc. | 0.03% | No change | 11,447 | $1.1M |
| Investors Research Corp | 0.20% | No change | 11,347 | $1.1M |
| Huber Capital Management LLC | 0.17% | No change | 11,293 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -92.2% | 11,124 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +222.6% | 11,113 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -13.0% | 11,050 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -23.4% | 9,964 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +102.5% | 11,158 | $1.1M |
| Spirepoint Private Client, LLC | 0.09% | Add +3.8% | 10,756 | $1.1M |
| KDK Private Wealth Management, LLC | 0.85% | Reduce -0.1% | 10,305 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.8% | 10,100 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Add +26.6% | 9,974 | $996K |
| Sfmg, LLC | 0.06% | Add +0.1% | 9,910 | $990K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +142.8% | 9,703 | $969K |
| iSAM Funds (UK) Ltd | 0.68% | Reduce -44.0% | 9,700 | $969K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 9,662 | $965K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.9% | 9,570 | $956K |
| Moody National Bank Trust Division | 0.08% | Reduce -21.0% | 9,557 | $955K |
| CSS LLC | 0.13% | Add +50.0% | 9,480 | $947K |
| Kestra Advisory Services, LLC | 0.00% | Add +104.7% | 9,423 | $941K |
| Fieldview Capital Management, LLC | 0.27% | New | 9,413 | $940K |
| Capstone Investment Advisors, LLC | 0.01% | Add +84.4% | 9,396 | $939K |
| Signaturefd, LLC | 0.01% | Reduce -36.9% | 9,119 | $911K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.6% | 9,031 | $902K |
| Arax Advisory Partners | 0.01% | Add +3266.7% | 8,888 | $888K |
| Summit Wealth Partners, LLC | 0.13% | No change | 8,805 | $880K |
| Gsa Capital Partners LLP | 0.05% | Add +128.4% | 8,607 | $860K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,493 | $848K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -60.9% | 8,100 | $809K |
| Angel Oak Capital Advisors, LLC | 1.01% | No change | 8,000 | $799K |
| Prudential Financial Inc. | 0.00% | Add +35.0% | 7,908 | $790K |
| Evergreen Capital Management LLC | 0.01% | Add +71.5% | 7,646 | $764K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.0% | 7,529 | $752K |
| Voya Investment Management LLC | 0.00% | Add +3.8% | 7,420 | $741K |
| Securian Asset Management, Inc. | 0.03% | Reduce -0.5% | 7,179 | $741K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +27.0% | 7,241 | $723K |
| SG Americas Securities, LLC | 0.00% | Reduce -31.3% | 7,227 | $722K |
| Voleon Capital Management LP | 0.01% | Add +176.4% | 7,189 | $718K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +22.6% | 7,189 | $718K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.6% | 7,180 | $717K |
| JMN Financial LLC | 0.54% | Add +3.8% | 7,002 | $700K |
| Quadrant Capital Group LLC | 0.02% | Add +3.0% | 6,925 | $692K |
| Nicholson Wealth Management Group, LLC | 0.41% | Reduce -0.5% | 6,883 | $688K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.5% | 6,848 | $684K |
| James Investment Research, Inc. | 0.07% | No change | 6,835 | $683K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $666K |
| Sheets Smith Wealth Management | 0.07% | Add +2.5% | 6,635 | $663K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.5% | 6,591 | $658K |
| Fox Run Management, L.L.C. | 0.11% | Reduce -32.7% | 6,482 | $648K |
| Modern Wealth Management, LLC | 0.01% | New | 6,344 | $634K |
| Lanark Financial, Inc. | 0.04% | Add +6.9% | 6,281 | $627K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 6,274 | $627K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -8.5% | 6,101 | $609K |
| Chicago Partners Investment Group LLC | 0.01% | Add +84.5% | 5,978 | $605K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -48.8% | 6,053 | $605K |
| Cullen Capital Management, LLC | 0.01% | Reduce -1.6% | 6,007 | $600K |
| DRW Securities, LLC | 0.04% | New | 5,982 | $598K |
| Keybank National Association | 0.00% | Add +2.5% | 5,957 | $595K |
| AlphaGrep UK Ltd | 0.18% | New | 5,941 | $594K |
| Tidal Investments LLC | 0.00% | New | 5,912 | $591K |
| Cutler Capital Management, LLC | 0.19% | Add +2.4% | 5,890 | $588K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -94.2% | 5,835 | $583K |
| Twinbeech Capital LP | 0.10% | Reduce -47.0% | 5,765 | $576K |
| Meeder Advisory Services, Inc. | 0.02% | Add +27.1% | 5,724 | $572K |
| Oak Thistle LLC | 0.06% | Reduce -55.9% | 5,712 | $571K |
| Caprock Group, LLC | 0.01% | New | 5,667 | $566K |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 5,574 | $557K |
| Frec Markets, Inc. | 0.05% | New | 5,572 | $557K |
| CFO4Life Group, LLC | 0.07% | Add +0.6% | 5,544 | $554K |
| DNB Asset Management AS | 0.00% | No change | 5,415 | $541K |
| Mirabella Financial Services LLP | 0.06% | Reduce -47.9% | 5,322 | $532K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,306 | $530K |
| Walleye Capital LLC | 0.00% | New | 5,217 | $521K |
| ProVise Management Group, LLC | 0.03% | No change | 5,146 | $514K |
| Choreo, LLC | 0.01% | Add +12.0% | 5,075 | $507K |
| Utah Retirement Systems | 0.00% | Reduce -4.6% | 5,059 | $505K |
| Connable Office Inc. | 0.04% | Reduce -6.2% | 5,057 | $505K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -19.5% | 5,044 | $504K |
| Optimize Financial Inc. | 0.18% | Reduce -0.3% | 5,018 | $501K |
| Sound Capital Solutions LLC | 0.12% | — | 5,018 | $501K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 4,989 | $498K |
| Summit Trail Advisors, LLC | 0.01% | Add +19.1% | 4,938 | $493K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -26.0% | 4,903 | $490K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,892 | $489K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,874 | $487K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 4,831 | $483K |
| Sivia Capital Partners, LLC | 0.06% | New | 4,812 | $481K |
| First City Capital Management, Inc. | 0.23% | No change | 4,801 | $480K |
| CI Investments Inc. | 0.00% | Reduce -0.3% | 4,799 | $479K |
| Havemeyer Place LP | 0.05% | Reduce -6.0% | 4,708 | $470K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 4,632 | $463K |
| Cornerstone Management, Inc. | 0.07% | Reduce -2.5% | 4,588 | $458K |
| MQS Management LLC | 0.55% | Add +75.8% | 4,535 | $453K |
| Wealth Preservation Advisors, LLC | 0.26% | Reduce -2.1% | 4,489 | $448K |
| Mangrove Partners Im, LLC | 0.03% | Reduce -64.4% | 4,457 | $445K |
| Doliver Advisors, LP | 0.10% | No change | 4,382 | $438K |
| Emerald Investment Advisers, LLC | 0.03% | Add +42.1% | 4,377 | $437K |
| Ritholtz Wealth Management | 0.01% | Add +16.8% | 4,323 | $432K |
| Richard Young Associates, Ltd. | 0.29% | No change | 4,304 | $430K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.5% | 4,251 | $425K |
| Colonial Trust Advisors | 0.03% | Reduce -1.2% | 4,144 | $414K |
| Two Sigma Securities, LLC | 0.04% | New | 4,128 | $412K |
| Magnetar Financial LLC | 0.00% | New | 4,078 | $407K |
| 111 Capital | 0.07% | New | 3,969 | $397K |
| Rothschild Investment LLC | 0.01% | Add +3634.0% | 3,958 | $395K |
| ProShare Advisors LLC | 0.00% | Reduce -3.1% | 3,852 | $385K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -0.3% | 3,806 | $380K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +2.3% | 3,758 | $375K |
| William Blair Investment Management, LLC | 0.00% | No change | 3,742 | $374K |
| Sagewood Asset Management LP | 0.08% | New | 3,738 | $373K |
| Bison Wealth, LLC | 0.03% | Add +0.3% | 3,658 | $369K |
| Merit Financial Group, LLC | 0.00% | New | 3,665 | $366K |
| Baird Financial Group, Inc. | 0.00% | Add +12.0% | 3,663 | $366K |
| M&T Bank Corp | 0.00% | Reduce -7.7% | 3,652 | $365K |
| NewEdge Wealth, LLC | 0.00% | New | 3,619 | $362K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.4% | 3,608 | $360K |
| Flywheel Private Wealth LLC | 0.18% | No change | 3,601 | $360K |
| Colton Groome Financial Advisors, LLC | 0.09% | New | 3,600 | $360K |
| West Paces Advisors Inc. | 0.06% | No change | 3,600 | $360K |
| Islay Capital Management, LLC | 0.17% | No change | 3,597 | $359K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 3,575 | $357K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.3% | 3,568 | $356K |
| Palacios Wealth Management, LLC | 0.21% | No change | 3,507 | $350K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +9.8% | 3,505 | $350K |
| Shelton Capital Management | 0.01% | Add +4.9% | 3,414 | $341K |
| R Squared Ltd | 0.18% | New | 3,412 | $341K |
| Nykredit A/S | 0.00% | — | 3,403 | $340K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.8% | 3,337 | $333K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +33.0% | 3,310 | $331K |
| Requisite Capital Management, LLC | 0.05% | Reduce -0.0% | 3,295 | $329K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,286 | $328K |
| Intrust Bank NA | 0.02% | Reduce -5.1% | 3,270 | $327K |
| Segment Wealth Management, LLC | 0.02% | No change | 3,229 | $323K |
| Abel Hall, LLC | 0.06% | Add +12.6% | 3,217 | $321K |
| Ingalls & Snyder LLC | 0.01% | Reduce -3.7% | 3,215 | $321K |
| State of Wyoming | 0.03% | Add +306.1% | 3,196 | $319K |
| Acadian Asset Management LLC | 0.00% | New | 3,203 | $319K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,159 | $316K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,146 | $314K |
| KBC Group NV | 0.00% | No change | 3,146 | $314K |
| Brighton Jones LLC | 0.01% | New | 3,138 | $314K |
| Compound Planning, Inc. | 0.01% | Add +18.6% | 3,095 | $309K |
| Wedmont Private Capital | 0.01% | Add +6.5% | 3,040 | $303K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.7% | 3,033 | $303K |
| Callahan Advisors, LLC | 0.02% | No change | 3,000 | $300K |
| Weil Company, Inc. | 0.05% | No change | 2,970 | $297K |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 2,966 | $296K |
| Meitav Investment House Ltd. | 0.00% | Add +14.7% | 2,962 | $296K |
| Citizens Financial Group Inc. | 0.00% | New | 2,946 | $294K |
| North Dakota State Investment Board | 0.01% | Reduce -0.5% | 2,917 | $291K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -94.5% | 2,910 | $291K |
| Summit Financial, LLC | 0.00% | New | 2,861 | $286K |
| Profund Advisors LLC | 0.01% | Add +0.1% | 2,859 | $286K |
| FourThought Financial Partners, LLC | 0.02% | Add +3.5% | 2,836 | $283K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,833 | $283K |
| Nisa Investment Advisors, LLC | 0.00% | Add +51.6% | 2,822 | $282K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,838 | $282K |
| Hanover Advisors Inc. | 0.10% | No change | 2,780 | $278K |
| AE Wealth Management LLC | 0.00% | Add +19.1% | 2,770 | $277K |
| MML Investors Services, LLC | 0.00% | Add +19.5% | 2,765 | $276K |
| IFG Advisory, LLC | 0.01% | New | 2,731 | $273K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.1% | 2,688 | $269K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Reduce -23.3% | 2,683 | $268K |
| Krilogy Financial LLC | 0.01% | New | 2,674 | $267K |
| Global Retirement Partners, LLC | 0.00% | — | 2,668 | $266K |
| &partners | 0.00% | Reduce -4.6% | 2,660 | $266K |
| Panagora Asset Management Inc. | 0.00% | Reduce -18.0% | 2,632 | $263K |
| De Lisle Partners LLP | 0.03% | New | 2,601 | $260K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 2,555 | $255K |
| Ethic Inc. | 0.00% | Add +1.4% | 2,550 | $255K |
| Peak Asset Management, LLC | 0.04% | No change | 2,527 | $252K |
| GAMMA Investing LLC | 0.01% | Add +19.2% | 2,516 | $251K |
| Storgate, LLC | 0.05% | New | 2,494 | $249K |
| Evolve Private Wealth, LLC | 0.02% | New | 2,465 | $246K |
| Trail Ridge Investment Advisors, LLC | 0.10% | Reduce -11.9% | 2,432 | $243K |
| Builder Investment Group Inc. | 0.05% | No change | 2,422 | $242K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -33.3% | 2,392 | $239K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,337 | $233K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,336 | $233K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 2,334 | $233K |
| Abacus Planning Group, Inc. | 0.03% | Add +0.9% | 2,307 | $230K |
| Callan Family Office, LLC | 0.00% | Add +2.1% | 2,296 | $229K |
| Teza Capital Management LLC | 0.44% | Reduce -43.8% | 2,294 | $229K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,265 | $226K |
| Ceeto Capital Group, LLC | 0.06% | No change | 2,258 | $226K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 2,229 | $223K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 2,222 | $222K |
| Mill Capital Management, LLC | 0.01% | No change | 2,214 | $221K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -7.8% | 2,197 | $219K |
| Hamilton Wealth, LLC | 0.04% | No change | 2,178 | $218K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 2,174 | $217K |
| Machina Capital S.A.S. | 0.03% | New | 2,170 | $217K |
| Southeast Asset Advisors, LLC | 0.02% | New | 2,157 | $215K |
| HFG Advisors, Inc. | 0.13% | New | 2,144 | $214K |
| West Family Investments, Inc. | 0.06% | New | 2,111 | $211K |
| Engineers Gate Manager LP | 0.00% | New | 2,082 | $208K |
| Inscription Capital, LLC | 0.02% | New | 2,035 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +283.6% | 2,018 | $202K |
| Welch Group, LLC | 0.01% | New | 2,007 | $201K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,003 | $200K |
| Oakworth Capital, Inc. | 0.01% | Reduce -12.6% | 1,855 | $188K |
| UMB Bank, n.a. | 0.00% | Add +3.7% | 1,674 | $167K |
| Versant Capital Management, Inc | 0.01% | Add +56.3% | 1,535 | $153K |
| US Bancorp \de | 0.00% | Reduce -2.2% | 1,480 | $148K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,444 | $144K |
| Horizon Investments, LLC | 0.00% | New | 1,444 | $143K |
| IFP Advisors, Inc | 0.00% | Add +57.9% | 1,408 | $141K |
| Corsicana & Co. | 0.06% | New | 1,200 | $120K |
| Huntington National Bank | 0.00% | Add +9.2% | 1,056 | $105K |
| Bfsg, LLC | 0.01% | No change | 1,030 | $103K |
| Los Angeles Capital Management LLC | 0.00% | No change | 944 | $94K |
| Collier Financial | 0.05% | Add +0.7% | 766 | $77K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -8.7% | 758 | $76K |
| First Horizon Corp. | 0.00% | Reduce -1.9% | 754 | $75K |
| Covestor Ltd | 0.04% | Add +7.8% | 743 | $74K |
| Blue Trust, Inc. | 0.00% | Reduce -30.5% | 727 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.3% | 712 | $71K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.9% | 680 | $68K |
| Trust Co. of Vermont | 0.00% | — | 650 | $65K |
| Essential Partners LLC | 0.03% | Add +141.9% | 646 | $65K |
| Caldwell Trust Co | 0.01% | No change | 621 | $62K |
| Concord Wealth Partners | 0.01% | New | 587 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.0% | 566 | $57K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 561 | $56K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 513 | $51K |
| TFC Financial Management, Inc. | 0.01% | No change | 502 | $50K |
| FNY Investment Advisers, LLC | 0.02% | New | 504 | $50K |
| Ares Financial Consulting, LLC | 0.03% | No change | 398 | $40K |
| Quarry LP | 0.01% | Reduce -21.2% | 365 | $36K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -26.7% | 341 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -65.0% | 340 | $34K |
| Graticule Asia Macro Advisors LLC | 0.00% | New | 332 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.3% | 316 | $32K |
| Simplex Trading, LLC | 0.00% | Reduce -33.0% | 292 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 285 | $28K |
| V-Square Quantitative Management LLC | 0.00% | No change | 238 | $24K |
| Smartleaf Asset Management LLC | 0.00% | No change | 226 | $23K |
| True Wealth Design, LLC | 0.01% | Add +54.6% | 218 | $22K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 201 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 197 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +721.7% | 189 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 187 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -68.9% | 183 | $18K |
| Quent Capital, LLC | 0.00% | Add +201.7% | 178 | $18K |
| Mather Group, Llc. | 0.00% | No change | 166 | $17K |
| Fortitude Family Office, LLC | 0.00% | Add +3.1% | 165 | $16K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 159 | $16K |
| City State Bank | 0.00% | No change | 150 | $15K |
| NFSG Corp | 0.00% | No change | 141 | $14K |
| CVA Family Office, LLC | 0.00% | Add +23.9% | 135 | $13K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $12K |
| Highline Wealth Partners LLC | 0.00% | New | 112 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | New | 95 | $9K |
| LRI Investments, LLC | 0.00% | Add +8.0% | 95 | $9K |
| Clearstead Advisors, LLC | 0.00% | Add +340.0% | 88 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.1% | 88 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.3% | 85 | $8K |
| Optiver Holding B.V. | 0.00% | New | 82 | $8K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 81 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -48.0% | 80 | $8K |
| CX Institutional | 0.00% | No change | 72 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +32.7% | 69 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +21.1% | 63 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.3% | 60 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 57 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +14.6% | 55 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 50 | $5K |
| Fiduciary Financial Advisors | 0.00% | New | 52 | $5K |
| MidFirst Bank | 0.00% | No change | 47 | $5K |
| JPL Wealth Management, LLC | 0.00% | Add +50.0% | 45 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 44 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| Sachetta, LLC | 0.00% | New | 38 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 37 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +57.1% | 33 | $3K |
| Rossby Financial, LCC | 0.00% | Add +6.7% | 32 | $3K |
| Imprint Wealth LLC | 0.01% | No change | 30 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 29 | $3K |
| TD Capital Management LLC | 0.00% | No change | 23 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +43.8% | 23 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| Torren Management, LLC | 0.00% | No change | 23 | $2K |
| Larson Financial Group LLC | 0.00% | Add +425.0% | 21 | $2K |
| Avion Wealth | 0.00% | Add +11.1% | 30 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +33.3% | 20 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 19 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -5.0% | 19 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 16 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 16 | $2K |
| Webster Bank, N. A. | 0.00% | New | 16 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 14 | $1K |
| SHP Wealth Management | 0.00% | Add +160.0% | 13 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -90.2% | 12 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 10 | $999 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -35.7% | 9 | $899 |
| Planning Strategies Inc. | 0.00% | — | 8 | $799 |
| Principia Wealth Advisory, LLC | 0.00% | Add +14.3% | 8 | $799 |
| Bare Financial Services, Inc | 0.00% | No change | 6 | $599 |
| Hughes Financial Services, LLC | 0.00% | No change | 6 | $599 |
| SBI Securities Co., Ltd. | 0.00% | No change | 6 | $599 |
| Prestige Wealth Management Group LLC | 0.00% | Add +150.0% | 5 | $500 |
| Westfuller Advisors, LLC | 0.00% | No change | 5 | $471 |
| Signature Equity Partners, LLC | 0.00% | No change | 3 | $310 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $305 |
| Kilter Group LLC | 0.00% | New | 3 | $300 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $300 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 3 | $300 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $226 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $204 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $200 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $200 |
| IMA Advisory Services, Inc. | 0.00% | No change | 1 | $100 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $100 |
| Activest Wealth Management | 0.00% | Reduce -80.0% | 1 | $100 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $100 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $100 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.