Funds holding SOUTHSTATE BANK CORP
459 funds declare a position · 99 ETFs and 360 other funds · 4.6B $· 26.2M SEK · US84472E1029
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | iShares Russell 1000 ETF iShares Trust | 71,201 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 102 | Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN | 71,186 | 6.6M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| 103 | FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 70,559 | 6.9M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 104 | Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 70,340 | 6.9M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 105 | MOA SMALL CAP VALUE FUND MoA Funds Corp | 66,511 | 6.2M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 106 | NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 66,416 | 6.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 107 | Small Cap Core Trust John Hancock Variable Insurance Trust | 65,748 | 6.1M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 108 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 65,527 | 6.1M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 109 | Mid Cap Index Fund Northern Funds | 62,334 | 5.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 110 | Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 62,025 | 6.1M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 111 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 60,716 | 5.6M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 112 | LargeCap Value Fund III Principal Funds, Inc | 60,521 | 5.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 113 | CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 60,362 | 5.6M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 114 | WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 59,840 | 5.8M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 115 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 58,790 | 5.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 116 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 58,527 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 117 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,437 | 5.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 118 | Large Cap Index Master Portfolio Master Investment Portfolio | 56,570 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 119 | Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 56,373 | 5.2M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 120 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 55,105 | 5.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 121 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,910 | 5.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 122 | iShares U.S. Financials ETF iShares Trust | 54,073 | 5.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 123 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 53,588 | 5.2M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 124 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 53,217 | 4.9M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| 125 | Mid Cap Value Fund VALIC Co I | 52,774 | 5.2M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| 126 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 52,367 | 5.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 127 | TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 51,696 | 5M $ | 2.76 % | as of Apr 30, 2026 · Original filing |
| 128 | SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust | 51,590 | 4.8M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 129 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 51,410 | 4.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 130 | Column Small Cap Select Fund Trust for Professional Managers | 51,355 | 5.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 131 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 50,382 | 4.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 132 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 50,266 | 4.9M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 133 | Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 49,849 | 4.9M $ | 2.19 % | as of Apr 30, 2026 · Original filing |
| 134 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 49,551 | 4.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 135 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 48,990 | 4.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 136 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 48,924 | 4.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 137 | Nomura Smid Cap Core Fund IVY FUNDS | 48,013 | 4.4M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 138 | Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 47,733 | 4.4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 139 | First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 47,718 | 4.4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 140 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 47,466 | 4.6M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 141 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 46,747 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 142 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 46,289 | 4.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 143 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 46,116 | 4.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 144 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 45,500 | 4.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 145 | Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 44,131 | 4.1M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 146 | THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 43,190 | 4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 147 | Goldman Sachs Equity Income Fund Goldman Sachs Trust | 43,019 | 4.2M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| 148 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 42,421 | 4.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 149 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 41,503 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 150 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 40,969 | 4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 151 | Calvert Small/Mid-Cap Fund Calvert Management Series | 40,456 | 3.7M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 152 | Small Cap Special Values Fund VALIC Co I | 39,966 | 3.9M $ | 2.25 % | as of Feb 28, 2026 · Original filing |
| 153 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 39,950 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 154 | Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,822 | 3.7M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 155 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,808 | 3.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 156 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 39,698 | 3.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 157 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 39,435 | 3.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 158 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,335 | 3.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 159 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 39,291 | 3.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 160 | BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 38,635 | 3.8M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 161 | Victory Small Cap Stock Fund Victory Portfolios III | 38,114 | 3.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 162 | Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 38,000 | 3.5M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 163 | MidCap S&P 400 Index Fund Principal Funds, Inc | 37,925 | 3.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 164 | Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 37,492 | 3.5M $ | 2.78 % | as of Mar 31, 2026 · Original filing |
| 165 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 37,372 | 3.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 166 | iShares Russell 2500 ETF iShares Trust | 36,637 | 3.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 167 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 35,905 | 3.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 168 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 35,215 | 3.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 169 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 35,093 | 3.2M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 170 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 34,819 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 171 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 34,679 | 3.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 172 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 34,589 | 3.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 173 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 34,399 | 3.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 174 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 34,337 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 175 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 34,086 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 176 | Column Small Cap Fund Trust for Professional Managers | 33,792 | 3.3M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| 177 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 33,645 | 3.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 178 | Financial Industries Fund John Hancock Investment Trust II | 33,516 | 3.3M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 179 | Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 32,105 | 3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 180 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 31,949 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 181 | SMALL CAP EQUITY FUND GuideStone Funds | 30,180 | 2.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 182 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 29,738 | 26.2M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 183 | iShares U.S. Financial Services ETF iShares Trust | 29,586 | 2.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 184 | Avantis U.S. Equity ETF American Century ETF Trust | 29,582 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 185 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 29,384 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 186 | Small Cap Growth Fund VALIC Co I | 29,222 | 2.9M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 187 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,014 | 2.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 188 | BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 27,885 | 2.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 189 | WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust | 27,644 | 2.7M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| 190 | WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 27,404 | 2.7M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| 191 | Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | 27,373 | 2.5M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| 192 | iShares Russell 3000 ETF iShares Trust | 26,883 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 26,255 | 2.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 194 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 26,096 | 2.4M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 195 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 25,960 | 2.4M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 196 | Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 25,581 | 2.4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 197 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 24,911 | 2.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 198 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 24,120 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 199 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 24,096 | 2.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 200 | 1919 Financial Services Fund Advisor Managed Portfolios | 24,075 | 2.2M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
Institutional managers
501 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,472,684 | 876.4M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,207,998 | 574.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,934,851 | 456.6M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,403,672 | 407.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,734,578 | 345.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,127,342 | 196.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,108,590 | 195.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,960,189 | 181.4M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,781,410 | 164.8M $ | as of Mar 31, 2026 |
| FMR LLC | 1,738,842 | 160.9M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,682,076 | 155.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,475,269 | 136.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,480,134 | 136.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,442,939 | 133.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,317,721 | 121.9M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,235,983 | 114.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,218,874 | 112.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,149,303 | 106.3M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,078,066 | 100.9M $ | as of Mar 31, 2026 |
| Capital International Investors | 1,065,412 | 98.6M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,013,170 | 93.7M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 968,015 | 89.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 914,557 | 84.6M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 850,763 | 78.7M $ | as of Mar 31, 2026 |
| Capital World Investors | 843,214 | 78M $ | as of Mar 31, 2026 |