Titelia

Fund shareholders of SOUTHSTATE BANK CORP

ISIN US84472E1029 · United States

Fund shareholders
460
Of which ETFs
99 361 other funds
Value held
4.6B $ 26.2M SEK
Share of capital
50.2 % of 97M shares on Jul 30, 2026

460 funds hold this company. This table lists the 459 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
iShares Russell 1000 ETF iShares Trust 71,2016.6M $0.02 %0.07 %as of Mar 31, 2026 ↗
Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN 71,1866.6M $2.10 %0.07 %as of Mar 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 70,5596.9M $0.83 %0.07 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 70,3406.9M $0.74 %0.07 %as of Feb 28, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 66,5116.2M $1.68 %0.07 %as of Mar 31, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 66,4166.1M $0.96 %0.07 %as of Mar 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 65,7486.1M $2.11 %0.07 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 65,5276.1M $1.08 %0.07 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 62,3345.8M $0.28 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 62,0256.1M $1.25 %0.06 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 60,7165.6M $0.98 %0.06 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 60,5215.9M $0.26 %0.06 %as of Apr 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 60,3625.6M $1.63 %0.06 %as of Mar 31, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 59,8405.8M $0.98 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 58,7905.8M $0.02 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 58,5275.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 58,4375.8M $0.03 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 56,5705.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 56,3735.2M $1.00 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 55,1055.1M $0.01 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,9105.4M $0.10 %0.06 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 54,0735.3M $0.16 %0.06 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 53,5885.2M $0.41 %0.06 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 53,2174.9M $1.89 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 52,7745.2M $0.81 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 52,3675.1M $0.01 %0.05 %as of Apr 30, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 51,6965M $2.76 %0.05 %as of Apr 30, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 51,5904.8M $1.24 %0.05 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 51,4104.8M $0.32 %0.05 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 51,3555.1M $0.29 %0.05 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 50,3824.9M $0.21 %0.05 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 50,2664.9M $0.99 %0.05 %as of Apr 30, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 49,8494.9M $2.19 %0.05 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 49,5514.9M $0.21 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 48,9904.8M $0.20 %0.05 %as of Apr 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 48,9244.5M $0.19 %0.05 %as of Mar 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 48,0134.4M $1.27 %0.05 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 47,7334.4M $1.36 %0.05 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 47,7184.4M $1.36 %0.05 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 47,4664.6M $0.36 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 46,7474.3M $0.01 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 46,2894.3M $0.29 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 46,1164.3M $0.28 %0.05 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 45,5004.2M $0.09 %0.05 %as of Mar 31, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 44,1314.1M $1.55 %0.05 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 43,1904M $0.45 %0.04 %as of Mar 31, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 43,0194.2M $0.97 %0.04 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 42,4214.1M $0.20 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 41,5033.8M $0.00 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 40,9694M $0.03 %0.04 %as of Apr 30, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 40,4563.7M $1.93 %0.04 %as of Mar 31, 2026 ↗
Small Cap Special Values Fund VALIC Co I 39,9663.9M $2.25 %0.04 %as of Feb 28, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 39,9503.9M $0.03 %0.04 %as of Apr 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,8223.7M $0.63 %0.04 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,8083.9M $0.05 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 39,6983.9M $0.28 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,4353.9M $0.19 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 39,3353.8M $0.29 %0.04 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 39,2913.6M $1.04 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 38,6353.8M $0.98 %0.04 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 38,1143.7M $0.41 %0.04 %as of Apr 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 38,0003.5M $1.07 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 37,9253.7M $0.28 %0.04 %as of Apr 30, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 37,4923.5M $2.78 %0.04 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 37,3723.5M $0.28 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 36,6373.4M $0.13 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 35,9053.5M $0.41 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 35,2153.3M $0.28 %0.04 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 35,0933.2M $1.35 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 34,8193.4M $0.14 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 34,6793.2M $0.29 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 34,5893.2M $0.12 %0.04 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 34,3993.2M $0.13 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 34,3373.4M $0.03 %0.04 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 34,0863.2M $0.03 %0.04 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 33,7923.3M $0.65 %0.03 %as of Feb 28, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 33,6453.1M $0.28 %0.03 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 33,5163.3M $1.22 %0.03 %as of Apr 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 32,1053M $0.95 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 31,9493.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 30,1802.8M $0.34 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 29,73826.2M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 29,5862.9M $0.14 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 29,5822.9M $0.03 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 29,3842.9M $0.01 %0.03 %as of Apr 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 29,2222.9M $0.53 %0.03 %as of Feb 28, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,0142.7M $0.29 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 27,8852.6M $0.96 %0.03 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust 27,6442.7M $1.51 %0.03 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 27,4042.7M $2.51 %0.03 %as of Apr 30, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 27,3732.5M $2.29 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 26,8832.5M $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 26,2552.6M $0.12 %0.03 %as of Apr 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 26,0962.4M $0.90 %0.03 %as of Mar 31, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 25,9602.4M $1.25 %0.03 %as of Mar 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 25,5812.4M $1.51 %0.03 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 24,9112.5M $0.33 %0.03 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 24,1202.2M $0.19 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 24,0962.2M $0.27 %0.02 %as of Mar 31, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 24,0752.2M $2.34 %0.02 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 2.93 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 2.86 %as of Mar 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.78 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 2.76 %as of Apr 30, 2026 ↗
NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust 2.65 %as of May 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.62 %as of Apr 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.54 %as of Mar 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 2.52 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 2.51 %as of Apr 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.50 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2458+2048,603,742+3.4 %
2026Q1438+6847,019,201+9.8 %
2025Q4370+36842,805,457+259,500.1 %
2025Q3216,489

Institutional managers

501 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.9,472,684876.4M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC6,207,998574.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,934,851456.6M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC4,403,672407.4M $as of Mar 31, 2026
STATE STREET CORP3,734,578345.5M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,679,111247.9K $as of Mar 31, 2026
Invesco Ltd.2,127,342196.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,108,590195.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,960,189181.4M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,781,410164.8M $as of Mar 31, 2026
FMR LLC1,738,842160.9M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,682,076155.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,480,134136.4M $as of Mar 31, 2026
MORGAN STANLEY1,475,269136.5M $as of Mar 31, 2026
Bank of New York Mellon Corp1,442,939133.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,317,721121.9M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,235,983114.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,218,874112.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,149,303106.3M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC1,078,066100.9M $as of Mar 31, 2026
Capital International Investors1,065,41298.6M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC1,013,17093.7M $as of Mar 31, 2026
Capital Research Global Investors968,01589.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd914,55784.6M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE850,76378.7M $as of Mar 31, 2026

Declared shareholders of SOUTHSTATE BANK CORP

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.34 %6,224,860as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %5,164,709as of Mar 31, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 5.00 %4,934,851as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of SOUTHSTATE BANK CORP". https://titelia.com/en/stocks/southstate-bank-corp-US84472E1029