Titelia

Fund shareholders of SOUTHSTATE BANK CORP

ISIN US84472E1029 · United States

Fund shareholders
469
Of which ETFs
106 363 other funds
Value held
≈ 4.8B $ 4.8B $ · 26.2M SEK
Share of capital
48.7 % of 97M shares on Jul 30, 2026

469 funds hold this company. This table lists the 468 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 6,368669.2K $1.87 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,125580.3K $0.09 %0.01 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 6,109610.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 6,016632.2K $0.04 %0.01 %as of Jul 31, 2026 ↗
1290 GAMCO Small/Mid Cap Value Fund 1290 Funds 6,000630.5K $0.26 %0.01 %as of Jul 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 5,912590.6K $0.31 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5,676567K $0.39 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 5,592558.6K $0.17 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,581586.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,322504.3K $0.06 %0.01 %as of May 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,300529.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 5,239496.4K $0.04 %0.01 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 5,126538.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 5,018501.3K $0.18 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,011500.6K $0.07 %0.01 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,008500.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 4,757450.7K $0.02 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,646464.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 4,631438.8K $0.17 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 4,569432.9K $0.11 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,446467.2K $0.08 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 4,360435.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,202398.1K $0.05 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 4,172438.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,163437.5K $0.16 %0.00 %as of Jul 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 4,132434.2K $0.35 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 4,107389.1K $0.13 %0.00 %as of May 31, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 4,083429.1K $0.80 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,922371.6K $0.01 %0.00 %as of May 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 3,873367K $0.24 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,826382.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,764376K $0.02 %0.00 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 3,680367.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,583357.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,478347.5K $0.25 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 3,425324.5K $0.20 %0.00 %as of May 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 3,400339.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 3,360335.7K $1.39 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 3,340316.5K $0.01 %0.00 %as of May 31, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 3,288328.5K $0.28 %0.00 %as of Jun 30, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 3,280344.7K $0.30 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 3,273344K $0.10 %0.00 %as of Jul 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 3,255308.4K $0.27 %0.00 %as of May 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 3,242323.9K $1.20 %0.00 %as of Jun 30, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 3,157299.1K $0.46 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,088308.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,039303.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,000284.3K $0.01 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 2,966311.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 2,942293.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,870301.6K $0.18 %0.00 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,842283.9K $0.12 %0.00 %as of Jun 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,780292.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,777277.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,754289.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,738273.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,530239.7K $0.04 %0.00 %as of May 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 2,500262.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,459245.7K $0.07 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,436243.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,380237.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 2,356235.4K $2.39 %0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,291228.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,164227.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,152215K $0.07 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,123223.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,113211.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,103221K $0.11 %0.00 %as of Jul 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 2,052215.6K $1.69 %0.00 %as of Jul 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,041203.9K $0.36 %0.00 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 2,008190.3K $0.02 %0.00 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,000199.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,944194.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,922182.1K $0.01 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,893189.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,881187.9K $0.27 %0.00 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,871186.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,824182.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,800179.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,735173.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,718171.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,716171.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,711162.1K $0.02 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,710170.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 1,500149.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 1,500149.9K $0.25 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,443144.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,434150.7K $0.22 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,423142.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Banking Fund Rydex Series Funds 1,383138.2K $0.99 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,382130.9K $0.03 %0.00 %as of May 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,350127.9K $0.02 %0.00 %as of May 31, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,260125.9K $0.36 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,208114.5K $0.03 %0.00 %as of May 31, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 1,200119.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
Keeley Dividend ETF Gabelli ETFs Trust 1,140113.9K $1.35 %0.00 %as of Jun 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 1,101110K $0.57 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,012101.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 1,006100.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 99799.6K $0.00 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg 1.29 %as of Dec 31, 2025 ↗

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
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 3.16 %as of Jul 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 2.89 %as of Jul 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 2.81 %as of Jun 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 2.78 %as of Jun 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.72 %as of Jul 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.71 %as of Jun 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.66 %as of Jul 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.56 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.53 %as of Jun 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.51 %as of Jun 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
2026Q3467+947,205,125-2.9 %
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
Cite this page

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