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 | |
|---|---|---|---|---|---|
| 301 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 6,480 | 599.5K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 302 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,371 | 622.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 303 | TETON Westwood Equity Fund Teton Westwood Funds | 6,365 | 588.9K $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 304 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,009 | 556K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 305 | 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 6,000 | 586K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 306 | NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust | 5,935 | 562.3K $ | 2.65 % | as of May 31, 2026 · Original filing |
| 307 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,844 | 576.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 308 | DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 5,785 | 565K $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 309 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,703 | 527.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 310 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 5,692 | 526.6K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 311 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,581 | 545.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 312 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,489 | 507.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 313 | Small Cap Value Fund VALIC Co I | 5,231 | 516.1K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 314 | Optimize Strategy Index ETF Advisor Managed Portfolios | 5,035 | 465.8K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 315 | MOA ALL AMERICA FUND MoA Funds Corp | 4,998 | 462.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 316 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 4,927 | 486.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 317 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,898 | 453.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 318 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 4,828 | 476.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 319 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,809 | 444.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 320 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 4,781 | 467K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 321 | Inspire 500 ETF Northern Lights Fund Trust IV | 4,696 | 463.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 322 | Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 4,693 | 458.4K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 323 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,629 | 428.3K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 324 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,440 | 438.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 325 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 4,302 | 398K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 326 | iShares Morningstar Small-Cap ETF iShares Trust | 4,291 | 419.1K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 327 | iShares Dow Jones U.S. ETF iShares Trust | 4,198 | 410K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 328 | BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 4,107 | 405.2K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 329 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 3,881 | 382.9K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 330 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,826 | 354K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 331 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,820 | 376.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 332 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,764 | 348.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 333 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 3,753 | 347.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 334 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 3,752 | 370.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 335 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 3,709 | 343.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 336 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 3,680 | 340.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 337 | S&P MidCap Index Fund SHELTON FUNDS | 3,482 | 343.6K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 338 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 3,469 | 342.3K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 339 | Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. | 3,360 | 310.9K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 340 | ProShares Ultra MidCap400 ProShares Trust | 3,352 | 330.7K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 341 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,322 | 327.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 342 | WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust | 3,280 | 320.4K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 343 | Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 3,265 | 302.1K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 344 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 3,201 | 296.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 345 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,176 | 310.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 346 | JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 3,162 | 292.5K $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 347 | iShares Core Dividend ETF iShares Trust | 3,160 | 308.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 348 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,088 | 285.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 349 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,003 | 277.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 350 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,000 | 296K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 351 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,892 | 282.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 352 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,738 | 253.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 353 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 2,732 | 266.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 354 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 2,729 | 252.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 355 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 2,714 | 251.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 356 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,690 | 265.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 357 | Avantis U.S. Equity Fund American Century ETF Trust | 2,569 | 253.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 358 | Cullen Small Cap Value Fund Cullen Funds Trust | 2,432 | 225K $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| 359 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,427 | 224.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 360 | BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 2,395 | 236.3K $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 361 | Calvert Global Small-Cap Equity Fund Calvert Management Series | 2,335 | 216K $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 362 | Clearwater Select Equity Fund Clearwater Investment Trust | 2,291 | 212K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 363 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,254 | 208.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 364 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,250 | 208.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 365 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,193 | 202.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 366 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 2,123 | 207.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 367 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,103 | 205.4K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 368 | TETON Westwood Balanced Fund Teton Westwood Funds | 2,058 | 190.4K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 369 | Huber Mid Cap Value Fund Advisors Series Trust | 2,052 | 200.4K $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| 370 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 2,030 | 187.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 371 | Column Mid Cap Fund Trust for Professional Managers | 2,008 | 198.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 372 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,969 | 182.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 373 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,968 | 192.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 374 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 1,900 | 175.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 375 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,899 | 185.5K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 376 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 1,880 | 173.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 377 | AQR MS Fusion HV Fund AQR Funds | 1,814 | 167.8K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 378 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,805 | 178.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 379 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,782 | 164.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 380 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,718 | 158.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 381 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,710 | 158.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 382 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 1,642 | 160.4K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 383 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,631 | 150.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 384 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,616 | 149.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 385 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,523 | 140.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 386 | SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,519 | 140.5K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 387 | Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. | 1,500 | 138.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 388 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,443 | 133.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 389 | MidCap Value Fund I Principal Funds, Inc | 1,368 | 133.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 390 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,288 | 127.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 391 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,282 | 126.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 392 | Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,260 | 116.6K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 393 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 1,217 | 118.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 394 | 1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust | 1,200 | 111K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 395 | Keeley Dividend ETF Gabelli ETFs Trust | 1,140 | 105.5K $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 396 | Diversified Equity Master Portfolio Master Investment Portfolio | 1,121 | 103.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 397 | AQR LSE Fusion Fund AQR Funds | 1,101 | 101.9K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 398 | THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,080 | 99.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 399 | Avantis Total Equity Markets ETF American Century ETF Trust | 1,030 | 101.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 400 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 1,000 | 92.5K $ | 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 |