← Every company
Funds Holding SouthState Bank Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in SouthState Bank Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SSB →Funds holding
138
as of 2026-07-31
Reported value
$1.6B
summed across funds
Fund families
64
named trusts
Largest conviction
3.16%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Franklin Mutual Small-Mid Cap Value FundFranklin Value Investors Trust69.6K sh$7.3M | 3.16% |
| TAX MANAGED SMALL CAP PORTFOLIOTax-Managed Small-Cap Portfolio51.8K sh$5.4M | 2.89% |
| Cambiar SMID FundADVISORS' INNER CIRCLE FUND10.1K sh$1.1M | 2.72% |
| SA Franklin Small Company Value PortfolioSUNAMERICA SERIES TRUST75.9K sh$8M | 2.66% |
| Franklin Small Cap Value FundFranklin Value Investors Trust1M sh$109.9M | 2.56% |
| Small Cap Core FundJohn Hancock Investment Trust409.2K sh$43M | 2.21% |
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND14.5K sh$1.5M | 2.20% |
| WESTWOOD QUALITY SMIDCAP FUNDUltimus Managers Trust21.2K sh$2.2M | 1.99% |
| DANA EPIPHANY SMALL CAP EQUITY FUNDValued Advisers Trust6.4K sh$669.2K | 1.87% |
| Hunter Small Cap Value FundTwo Roads Shared Trust11.7K sh$1.2M | 1.85% |
| Harbor Small Cap Value FundHARBOR FUNDS436K sh$45.8M | 1.82% |
| THE HARTFORD MIDCAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC205.1K sh$21.6M | 1.78% |
| Huber Mid Cap Value FundAdvisors Series Trust2.1K sh$215.6K | 1.69% |
| Invesco Small Cap Value FundAIM Sector Funds (Invesco Sector Funds)1.7M sh$183.7M | 1.65% |
| Financial Industries FundJohn Hancock Investment Trust II33.5K sh$3.5M | 1.25% |
| Hartford Schroders US Small Cap Opportunities FundHARTFORD MUTUAL FUNDS II, INC19.6K sh$2.1M | 1.20% |
| Fidelity Small Cap Value FundFidelity Securities Fund556.8K sh$58.5M | 1.07% |
| THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds295.2K sh$31M | 1.07% |
| WESTWOOD INCOME OPPORTUNITY FUNDUltimus Managers Trust59.8K sh$6.3M | 1.06% |
| Fidelity Series Small Cap Opportunities FundFidelity Securities Fund440.7K sh$46.3M | 0.98% |
| Fidelity Stock Selector Small Cap FundFidelity Capital Trust674.3K sh$70.9M | 0.96% |
| Huber Small Cap Value FundAdvisors Series Trust9.2K sh$971.1K | 0.95% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust37.4K sh$3.9M | 0.92% |
| Regional Bank FundJohn Hancock Investment Trust II84K sh$8.8M | 0.92% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV75.9K sh$8M | 0.88% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust4.1K sh$429.1K | 0.80% |
| BANKS ULTRASECTOR PROFUNDProFunds719 sh$75.6K | 0.75% |
| SmallCap Value Fund IIPrincipal Funds, Inc84.2K sh$8.9M | 0.70% |
| PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST17.5K sh$1.8M | 0.66% |
| Column Small Cap FundTrust for Professional Managers34K sh$3.6M | 0.65% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.1M sh$119.5M | 0.61% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust477.6K sh$50.2M | 0.61% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust18.1K sh$1.9M | 0.57% |
| MID-CAP VALUE PROFUNDProFunds140 sh$14.7K | 0.54% |
| Small Cap Growth FundAmerican Century Mutual Funds, Inc.269.5K sh$28.3M | 0.51% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC748.2K sh$78.6M | 0.47% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds24.7K sh$2.6M | 0.44% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust595.3K sh$62.6M | 0.43% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust52.2K sh$5.5M | 0.43% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC35.9K sh$3.8M | 0.42% |
| Victory Small Cap Stock FundVictory Portfolios III37K sh$3.9M | 0.41% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND839.2K sh$88.2M | 0.40% |
| Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust6.7K sh$699.3K | 0.39% |
| Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust55K sh$5.8M | 0.39% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC22.6K sh$2.4M | 0.37% |
| Invesco Zacks Multi-Asset Income ETFInvesco Exchange-Traded Fund Trust4.1K sh$434.2K | 0.35% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust9K sh$942.4K | 0.33% |
| iShares Morningstar Small-Cap Value ETFiShares Trust20.5K sh$2.2M | 0.31% |
| WESTWOOD MULTI-ASSET INCOME FUNDUltimus Managers Trust3.3K sh$344.7K | 0.30% |
| Column Small Cap Select FundTrust for Professional Managers53K sh$5.6M | 0.29% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST14.2K sh$1.5M | 0.29% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust10.7K sh$1.1M | 0.29% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc37.3K sh$3.9M | 0.29% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.35.4K sh$3.7M | 0.29% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2350 sh$36.8K | 0.28% |
| 1290 GAMCO Small/Mid Cap Value Fund1290 Funds6K sh$630.5K | 0.26% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust15.2K sh$1.6M | 0.25% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC455.7K sh$47.9M | 0.24% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust14.6K sh$1.5M | 0.24% |
| Goldman Sachs Large Cap Value Insights FundGoldman Sachs Trust17.3K sh$1.8M | 0.24% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST52.4K sh$5.5M | 0.23% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1.4K sh$150.7K | 0.22% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust52.1K sh$5.5M | 0.22% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO42.4K sh$4.5M | 0.22% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust40.5K sh$4.3M | 0.21% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust292.2K sh$30.7M | 0.20% |
| Angel Oak Financial Strategies Income Term TrustAngel Oak Financial Strategies Income Term Trust8K sh$840.7K | 0.19% |
| ULTRA MID CAP PROFUNDProFunds819 sh$86.1K | 0.18% |
| iShares U.S. Financials ETFiShares Trust66.2K sh$7M | 0.16% |
| iShares Morningstar Small-Cap ETFiShares Trust4.2K sh$437.5K | 0.16% |
| Victory Extended Market Index FundVictory Portfolios III11.1K sh$1.2M | 0.14% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust36.1K sh$3.8M | 0.14% |
| iShares U.S. Financial Services ETFiShares Trust29.5K sh$3.1M | 0.14% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds17.4K sh$1.8M | 0.14% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS43.8K sh$4.6M | 0.12% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST25.9K sh$2.7M | 0.11% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc2.1K sh$221K | 0.11% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust208 sh$21.9K | 0.11% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC54.9K sh$5.8M | 0.10% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust8.2K sh$863.7K | 0.10% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I3.3K sh$344K | 0.10% |
| MID-CAP PROFUNDProFunds88 sh$9.2K | 0.10% |
| Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust90.1K sh$9.5M | 0.10% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust19.1K sh$2M | 0.09% |
| Dimensional US Vector Equity ETFDimensional ETF Trust4.4K sh$467.2K | 0.08% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO6.9K sh$724.6K | 0.07% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust367.4K sh$38.6M | 0.07% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST19.5K sh$2.1M | 0.07% |
| iShares Russell Mid-Cap Index FundBlackRock Funds18K sh$1.9M | 0.07% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust84.8K sh$8.9M | 0.06% |
| iShares Core Dividend Growth ETFiShares Trust214.6K sh$22.6M | 0.05% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I28.9K sh$3M | 0.05% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.9K sh$1.2M | 0.05% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust15.9K sh$1.7M | 0.05% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC39.8K sh$4.2M | 0.05% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust320 sh$33.6K | 0.05% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust207.3K sh$21.8M | 0.05% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS552.6K sh$58.1M | 0.04% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS390.2K sh$41M | 0.04% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust2.8K sh$292.2K | 0.04% |
| iShares Core Dividend ETFiShares Trust6K sh$632.2K | 0.04% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds12.6K sh$1.3M | 0.04% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC117.8K sh$12.4M | 0.03% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds36.9K sh$3.9M | 0.03% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust32.7K sh$3.4M | 0.03% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust38.3K sh$4M | 0.03% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST3K sh$311.7K | 0.03% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.6K sh$586.5K | 0.03% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC90.1K sh$9.5M | 0.02% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO560 sh$58.9K | 0.02% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST2.5K sh$262.7K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust211 sh$22.2K | 0.02% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust18.7K sh$2M | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust23.4K sh$2.5M | 0.02% |
| Column Mid Cap FundTrust for Professional Managers2K sh$210.6K | 0.02% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds717 sh$75.3K | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds950 sh$99.8K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III551 sh$57.9K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS31.9K sh$3.4M | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust29.7K sh$3.1M | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust4.2K sh$438.4K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds84.7K sh$8.9M | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds8K sh$844.8K | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST60.9K sh$6.4M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.4K sh$669.5K | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust52.9K sh$5.6M | 0.01% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust5.1K sh$538.7K | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST430 sh$45.2K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST838 sh$88.1K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS95.5K sh$10M | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc2.2K sh$227.4K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2.1K sh$223.1K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds876 sh$92.1K | 0.01% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.8K sh$289.4K | 0.01% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc432 sh$45.4K | 0.01% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc106 sh$11.1K | 0.00% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc265 sh$27.8K | 0.00% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST14 sh$1.5K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.