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.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 3,282,253 | 303.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,102,570 | 287M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,582,612 | 238.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,261,256 | 209.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 1,747,884 | 170.7M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,439,956 | 133.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,095,473 | 107M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,049,759 | 102.5M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,105,772 | 102.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 1,046,832 | 102.2M $ | 2.50 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 980,000 | 90.7M $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 923,201 | 85.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 916,959 | 84.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 748,234 | 73.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 756,489 | 70M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 665,357 | 61.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 635,000 | 58.8M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 596,010 | 58.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 588,528 | 54.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 556,591 | 54.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 525,380 | 51.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 504,336 | 49.3M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 487,785 | 48.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 504,463 | 46.7M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 454,752 | 44.9M $ | 0.78 % | as of Feb 27, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 484,248 | 44.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 455,654 | 44.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Harbor Small Cap Value Fund HARBOR FUNDS | 451,539 | 44.1M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 434,005 | 42.4M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 418,678 | 40.9M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 420,746 | 38.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 386,198 | 37.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 379,693 | 37.1M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 386,131 | 35.7M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 363,330 | 35.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 374,210 | 34.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 361,785 | 33.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 334,346 | 32.7M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 316,406 | 29.3M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 298,946 | 29.2M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 283,999 | 27.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 271,785 | 26.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 269,469 | 26.3M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 29,738 | 26.2M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 254,841 | 23.6M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 228,169 | 22.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 219,400 | 21.6M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 230,921 | 21.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 221,499 | 20.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 203,366 | 20.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 204,610 | 20M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 197,411 | 19.3M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 207,156 | 19.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 186,947 | 18.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 173,714 | 17M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 169,133 | 16.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 173,194 | 16M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 167,403 | 15.5M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 153,020 | 15.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 149,072 | 14.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 152,380 | 14.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 150,617 | 13.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 148,933 | 13.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 137,803 | 13.5M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 140,927 | 13M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 138,916 | 12.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 133,859 | 12.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 129,187 | 12M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 128,860 | 11.9M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 117,765 | 11.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 123,319 | 11.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | 114,254 | 10.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 105,420 | 10.4M $ | 2.30 % | as of Feb 28, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 109,263 | 10.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 99,735 | 9.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 104,997 | 9.7M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 98,996 | 9.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 98,103 | 9.6M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 102,465 | 9.5M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 100,205 | 9.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 92,120 | 9.1M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 95,686 | 8.9M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 90,460 | 8.8M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 90,081 | 8.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 94,096 | 8.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 87,756 | 8.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 86,607 | 8.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Research Growth Fund, Inc. BNY MELLON RESEARCH GROWTH FUND, INC. | 84,388 | 8.3M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 84,360 | 8.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 83,972 | 8.2M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 82,808 | 8.2M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 87,865 | 8.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 79,030 | 7.7M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 83,428 | 7.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 76,762 | 7.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 81,702 | 7.6M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 77,235 | 7.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 81,261 | 7.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 74,119 | 7.3M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 70,340 | 6.9M $ | 0.74 % | as of Feb 28, 2026 · Original filing |