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 | |
|---|---|---|---|---|---|
| 201 | Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 24,017 | 2.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 202 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 23,823 | 2.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 203 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 22,898 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 204 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 22,829 | 2.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 205 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,551 | 2.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 206 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 22,337 | 2.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 207 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 21,757 | 2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 208 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 21,027 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 209 | iShares Morningstar Small-Cap Value ETF iShares Trust | 20,690 | 2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 210 | Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 20,595 | 1.9M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 211 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 20,020 | 2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 212 | Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 20,018 | 2M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 213 | Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 19,553 | 1.9M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| 214 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 19,197 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 215 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 18,717 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 216 | SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | 18,626 | 1.7M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 217 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 18,263 | 1.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 218 | 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 18,200 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 219 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 18,025 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 220 | Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 17,988 | 1.8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 221 | Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 17,620 | 1.6M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 222 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 17,548 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 223 | JNL/Mellon Financial Sector Fund JNL Series Trust | 17,332 | 1.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 224 | Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 17,250 | 1.6M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 225 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 17,070 | 1.7M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 226 | MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 16,803 | 1.6M $ | 2.93 % | as of Mar 31, 2026 · Original filing |
| 227 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 16,675 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 228 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,644 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 229 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 16,574 | 1.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 230 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 16,431 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 231 | Financial Industries Trust John Hancock Variable Insurance Trust | 16,354 | 1.5M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 232 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 16,314 | 1.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 233 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 16,134 | 1.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 234 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 15,787 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 235 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 15,747 | 1.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 236 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 15,659 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 237 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 15,634 | 1.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 238 | Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 15,569 | 1.5M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 239 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,542 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 240 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 15,463 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 241 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 15,122 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 242 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 15,112 | 1.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 243 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,985 | 1.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 244 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 14,924 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 245 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 14,557 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 246 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 14,386 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 247 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 13,809 | 1.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 248 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 13,790 | 1.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 249 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 13,657 | 1.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 250 | BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 13,626 | 1.3M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 251 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 13,231 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 252 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 12,620 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 253 | NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 12,531 | 1.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 254 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 12,525 | 1.2M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 255 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 12,092 | 1.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 256 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,888 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 257 | AST Small-Cap Equity Portfolio Advanced Series Trust | 11,859 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 258 | Hunter Small Cap Value Fund Two Roads Shared Trust | 11,655 | 1.1M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| 259 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 11,619 | 1.1M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 260 | Keeley Small Cap Fund Teton Westwood Funds | 11,616 | 1.1M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 261 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,453 | 1.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 262 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 11,373 | 1.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 263 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 11,357 | 1.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 264 | Victory Extended Market Index Fund Victory Portfolios III | 11,076 | 1.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 265 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,953 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 266 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,902 | 1.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 267 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 10,801 | 999.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 268 | Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND | 10,000 | 976.7K $ | 2.16 % | as of Apr 30, 2026 · Original filing |
| 269 | Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 9,994 | 924.6K $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 270 | Nomura VIP Opportunity Series Delaware VIP Trust | 9,980 | 923.3K $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 271 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,841 | 961.2K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 272 | Huber Small Cap Value Fund Advisors Series Trust | 9,241 | 902.6K $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 273 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 9,100 | 841.9K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 274 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 8,855 | 873.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 275 | Small Company Value Trust John Hancock Variable Insurance Trust | 8,849 | 818.7K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 276 | Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 8,476 | 784.2K $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 277 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,370 | 774.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 278 | iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST | 8,309 | 768.7K $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 279 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 8,234 | 761.8K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 280 | iShares MSCI World Small-Cap ETF iShares Trust | 8,173 | 806.4K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 281 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,153 | 754.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 282 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,097 | 798.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 283 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 8,044 | 744.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 284 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 7,948 | 735.3K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 285 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 7,888 | 770.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 286 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 7,880 | 769.6K $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 287 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 7,858 | 727K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 288 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 7,843 | 766K $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 289 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 7,717 | 761.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 290 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 7,682 | 710.7K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 291 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,241 | 669.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 292 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 7,217 | 667.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 293 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,893 | 637.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 294 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 6,850 | 669K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 295 | TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 6,795 | 628.7K $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| 296 | JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 6,788 | 628K $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 297 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,702 | 620.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 298 | The Gabelli ABC Fund Gabelli Investor Funds Inc | 6,700 | 619.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 299 | Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust | 6,656 | 650.1K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 300 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,589 | 609.6K $ | 0.01 % | 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 |