Who holds SSBticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SOUTHSTATE BK CORP · COM · quarter ended 2026-03-31 · 2 members disclosed SSB ↗

377

holders13F filers reporting this class for the quarter ended 2026-03-31

$6.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

205

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SSB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$876M	9,472,684	+116,333	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$574M	6,207,998	—	no prior
3	DIMENSIONAL FUND ADVISORS LP	$457M	4,934,851	+205,355	add
4	VANGUARD CAPITAL MANAGEMENT LLC	$407M	4,403,672	—	no prior
5	STATE STREET CORP	$346M	3,734,578	−169,113	trim
6	Invesco Ltd.	$197M	2,127,342	+479,615	add
7	AMERICAN CENTURY COMPANIES INC	$195M	2,108,590	+268,038	add
8	FRANKLIN RESOURCES INC	$165M	1,781,410	+157,682	add
9	FMR LLC	$161M	1,738,842	+92,776	add
10	VICTORY CAPITAL MANAGEMENT INC	$156M	1,682,076	−55,482	trim
11	MORGAN STANLEY	$136M	1,475,269	−103,895	trim
12	AQR CAPITAL MANAGEMENT LLC	$136M	1,480,134	+417,259	add
13	WELLINGTON MANAGEMENT GROUP LLP	$122M	1,317,721	+280,769	add
14	EARNEST PARTNERS LLC	$114M	1,235,983	−33,604	trim
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$113M	1,218,874	+38,372	add
16	FIRST TRUST ADVISORS LP	$106M	1,149,303	+111,772	add
17	Allspring Global Investments Holdings, LLC	$101M	1,078,066	−77,007	trim
18	Capital International Investors	$98.6M	1,065,412	−555,569	trim
19	WESTWOOD HOLDINGS GROUP INC	$93.7M	1,013,170	−37,489	trim
20	Capital Research Global Investors	$89.6M	968,015	−608,487	trim
21	Qube Research & Technologies Ltd	$84.6M	914,557	+75,597	add
22	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$78.7M	850,763	+34,929	add
23	Capital World Investors	$78.0M	843,214	+222,705	add
24	NORTHERN TRUST CORP	$76.1M	822,992	+7,926	add
25	BANK OF AMERICA CORP /DE/	$72.8M	787,307	+68,776	add
26	UBS Group AG	$69.8M	754,592	+186,151	add
27	DEPRINCE RACE & ZOLLO INC	$67.4M	728,548	+565,196	add
28	Holocene Advisors, LP	$64.0M	691,437	+369,937	add
29	VANGUARD FIDUCIARY TRUST CO	$56.7M	613,177	—	no prior
30	Fisher Asset Management, LLC	$54.7M	590,878	−31,518	trim
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$54.6M	604,856	+145,872	add
32	ALGEBRIS (UK) LTD	$49.8M	539,510	+16,916	add
33	SEI INVESTMENTS CO	$38.0M	410,608	+66,796	add
34	BNP Paribas Asset Management Holding S.A.	$32.6M	352,450	+352,450	new
35	NFJ INVESTMENT GROUP, LLC	$29.7M	320,716	−7,937	trim
36	Nuveen, LLC	$27.3M	295,129	−83,772	trim
37	REGIONS FINANCIAL CORP	$25.1M	271,444	+271,444	new
38	Stieven Capital Advisors, L.P.	$24.9M	269,500	+23,200	add
39	Retirement Systems of Alabama	$24.6M	265,456	+904	add
40	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$23.9M	257,843	−2,066	trim
41	BANK OF MONTREAL /CAN/	$23.6M	255,323	+14,158	add
42	Verition Fund Management LLC	$21.7M	234,784	−298,187	trim
43	PRINCIPAL FINANCIAL GROUP INC	$20.5M	221,291	+5,154	add
44	MALTESE CAPITAL MANAGEMENT LLC	$18.5M	200,004	+13,004	add
45	Swiss National Bank	$18.4M	198,930	−600	trim
46	ADAGE CAPITAL PARTNERS GP, L.L.C.	$17.9M	193,800	−30,000	trim
47	NewEdge Advisors, LLC	$16.6M	143,832	+143,832	new
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	173,236	+3,678	add
49	STATE OF WISCONSIN INVESTMENT BOARD	$15.7M	169,870	−3,609	trim
50	Jain Global LLC	$13.9M	149,872	−89,635	trim
51	Ceredex Value Advisors LLC	$13.7M	148,400	−294,450	trim
52	CITADEL ADVISORS LLC	$13.1M	141,733	+45,798	add
53	BARCLAYS PLC	$12.3M	133,346	−33,119	trim
54	Legal & General Group Plc	$11.8M	127,793	−20,213	trim
55	Hudson Bay Capital Management LP	$11.7M	126,869	+126,869	new
56	ALLIANCEBERNSTEIN L.P.	$11.7M	123,795	−109,908	trim
57	RAYMOND JAMES FINANCIAL INC	$11.3M	121,749	+36,288	add
58	Azora Capital LP	$11.0M	118,438	+118,438	new
59	HighTower Advisors, LLC	$10.8M	116,333	−71,294	trim
60	FIRST NATIONAL BANK OF OMAHA	$10.3M	113,177	+28,400	add
61	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.1M	109,500	−4,359	trim
62	ENVESTNET ASSET MANAGEMENT INC	$10.0M	108,514	+4,923	add
63	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$9.9M	107,184	0	no change
64	PRIVATE MANAGEMENT GROUP INC	$9.3M	100,855	−1,805	trim
65	Brevan Howard Capital Management LP	$9.3M	100,000	+20,000	add
66	CRAWFORD INVESTMENT COUNSEL INC	$9.2M	99,523	+6,408	add
67	SILVERCREST ASSET MANAGEMENT GROUP LLC	$9.1M	98,605	+6,158	add
68	Quantinno Capital Management LP	$9.1M	98,477	+36,351	add
69	JANE STREET GROUP, LLC	$8.9M	96,070	+88,311	add
70	VANGUARD ASSET MANAGEMENT, Ltd	$8.9M	95,852	—	no prior
71	WELLS FARGO & COMPANY/MN	$8.2M	89,013	+1,945	add
72	Channing Capital Management, LLC	$7.9M	85,107	−22,431	trim
73	Trexquant Investment LP	$7.8M	84,332	+71,849	add
74	Leeward Investments, LLC - MA	$7.7M	83,005	−2,868	trim
75	STIFEL FINANCIAL CORP	$7.4M	79,948	+1,496	add
76	Longaeva Partners L.P.	$7.2M	77,688	−8,504	trim
77	Creative Planning	$7.1M	76,969	+32,083	add
78	Vest Financial, LLC	$6.8M	73,246	+10,675	add
79	CITIGROUP INC	$6.6M	71,505	−15,151	trim
80	ROYAL BANK OF CANADA	$6.6M	71,218	−21,229	trim
81	BALYASNY ASSET MANAGEMENT L.P.	$6.6M	70,942	−104,416	trim
82	BOOTHBAY FUND MANAGEMENT, LLC	$6.3M	68,106	+19,657	add
83	Pinnacle Financial Partners, Inc.	$6.3M	67,608	−2,850	trim
84	TWO SIGMA INVESTMENTS, LP	$5.7M	61,222	+61,222	new
85	TRUIST FINANCIAL CORP	$5.6M	60,519	−29,625	trim
86	Y-Intercept (Hong Kong) Ltd	$4.9M	52,936	+52,936	new
87	Rafferty Asset Management, LLC	$4.7M	51,227	−37,469	trim
88	TD ASSET MANAGEMENT INC	$4.7M	50,814	0	no change
89	GUGGENHEIM CAPITAL LLC	$4.5M	48,457	+7	add
90	ADVISORY RESEARCH INC	$4.4M	47,088	−197	trim
91	CIBC Bancorp USA Inc.	$4.3M	46,911	—	no prior
92	Janus Henderson Group Ltd.	$4.1M	44,574	0	no change
93	Vanguard Global Advisers, LLC	$4.1M	44,515	—	no prior
94	XTX Topco Ltd	$3.9M	42,513	+1,155	add
95	BRANT POINT INVESTMENT MANAGEMENT LLC	$3.8M	41,153	−8,219	trim
96	MARTIN & CO INC /TN/	$3.7M	39,717	+604	add
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.6M	38,627	+23,538	add
98	DEUTSCHE BANK AG\	$3.5M	38,205	+23,253	add
99	Curi Capital, LLC	$3.5M	37,337	+7	add
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.4M	36,885	+5,292	add
101	Oliver Luxxe Assets LLC	$3.3M	35,597	+35,597	new
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.3M	35,232	−3,361	trim
103	FIFTH THIRD BANCORP	$3.2M	34,412	+33,327	add
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.1M	33,368	−2,824	trim
105	Point72 Asset Management, L.P.	$3.0M	32,877	−2,688	trim
106	Man Group plc	$2.9M	31,823	0	no change
107	SALZHAUER MICHAEL	$2.9M	31,581	0	no change
108	BIP Wealth, LLC	$2.9M	31,254	+642	add
109	Beacon Pointe Advisors, LLC	$2.9M	30,957	+8,065	add
110	CAMBIAR INVESTORS LLC	$2.8M	30,501	+30,501	new
111	Arizona State Retirement System	$2.6M	27,610	−566	trim
112	Independent Advisor Alliance	$2.5M	27,320	−601	trim
113	Mariner, LLC	$2.5M	27,227	+5,485	add
114	LPL Financial LLC	$2.4M	26,277	+1,929	add
115	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.4M	26,043	−47,320	trim
116	HSBC HOLDINGS PLC	$2.4M	25,517	−48,081	trim
117	State of New Jersey Common Pension Fund D	$2.3M	25,039	0	no change
118	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.3M	24,839	−314	trim
119	Vanguard Investments Australia, Ltd.	$2.3M	24,355	—	no prior
120	PMC FIG Opportunities LLC	$2.2M	24,307	+4,660	add
121	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.2M	23,900	+100	add
122	Atom Investors LP	$2.2M	23,711	−22,488	trim
123	Pathstone Holdings, LLC	$2.1M	22,659	+2,375	add
124	ELEVATION POINT WEALTH PARTNERS, LLC	$2.1M	22,650	+631	add
125	Vestmark Advisory Solutions, Inc.	$2.1M	22,375	+356	add
126	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	22,210	−279	trim
127	Cyndeo Wealth Partners, LLC	$2.0M	22,062	0	no change
128	Petiole USA ltd	$2.0M	22,025	−1,600	trim
129	CONTINENTAL ADVISORS LLC	$2.0M	22,012	+3,500	add
130	Edgestream Partners, L.P.	$2.0M	21,399	−27,184	trim
131	CWM, LLC	$2.0M	21,120	+2,073	add
132	Dana Investment Advisors, Inc.	$1.9M	21,048	+1,355	add
133	CANADA PENSION PLAN INVESTMENT BOARD	$1.9M	20,700	+6,400	add
134	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.9M	20,341	+20,341	new
135	Waverly Advisors, LLC	$1.8M	19,485	+720	add
136	OPPENHEIMER ASSET MANAGEMENT INC.	$1.8M	19,308	+19,308	new
137	Cetera Investment Advisers	$1.8M	18,959	+116	add
138	MONTAG A & ASSOCIATES INC	$1.7M	18,319	−2	trim
139	Ameritas Investment Partners, Inc.	$1.7M	18,263	−158	trim
140	Carlson Capital, L.P.	$1.7M	18,098	+8,398	add
141	HB Wealth Management, LLC	$1.7M	18,045	+129	add
142	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	17,510	+17,510	new
143	iSAM Funds (UK) Ltd	$1.6M	17,318	+17,318	new
144	MAI Capital Management	$1.6M	16,891	+606	add
145	Pictet Asset Management Holding SA	$1.5M	16,154	+1,021	add
146	HOWARD FINANCIAL SERVICES, LTD.	$1.5M	16,149	0	no change
147	Linscomb Wealth, Inc.	$1.5M	15,862	+553	add
148	Laurel Wealth Advisors LLC	$1.4M	15,029	0	no change
149	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	15,541	+5,398	add
150	Vanguard Personalized Indexing Management, LLC	$1.4M	15,526	+5,505	add
151	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.4M	14,975	+773	add
152	Ashton Thomas Private Wealth, LLC	$1.4M	14,847	−1,980	trim
153	Cerity Partners LLC	$1.4M	14,681	+3,236	add
154	MERCER GLOBAL ADVISORS INC /ADV	$1.3M	14,539	+2,621	add
155	SIGNATUREFD, LLC	$1.3M	14,450	+1,916	add
156	World Investment Advisors	$1.3M	14,292	+1,185	add
157	HBK Sorce Advisory LLC	$1.3M	13,004	−100	trim
158	MAVERICK CAPITAL LTD	$1.2M	13,497	+13,497	new
159	Inspire Investing, LLC	$1.2M	13,361	+9,892	add
160	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$1.2M	13,215	0	no change
161	Oak Thistle LLC	$1.2M	12,964	+12,964	new
162	Jefferies Financial Group Inc.	$1.2M	12,703	−4,822	trim
163	Fourthstone LLC	$1.2M	12,600	+12,600	new
164	MANGROVE PARTNERS IM, LLC	$1.2M	12,505	+12,505	new
165	Zurich Insurance Group Ltd/FI	$1.1M	12,400	0	no change
166	MOODY NATIONAL BANK TRUST DIVISION	$1.1M	12,102	+12,102	new
167	XPONANCE LLC	$1.1M	12,001	+2,705	add
168	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.1M	11,865	+3,008	add
169	Concurrent Investment Advisors, LLC	$1.1M	11,783	+412	add
170	SALEM INVESTMENT COUNSELORS INC	$1.1M	11,447	0	no change
171	Investors Research Corp	$1.0M	11,347	0	no change
172	Huber Capital Management LLC	$1.0M	11,293	0	no change
173	MILLENNIUM MANAGEMENT LLC	$1.0M	11,198	−80,626	trim
174	OSAIC HOLDINGS, INC.	$1.0M	11,121	−622	trim
175	TWINBEECH CAPITAL LP	$1.0M	10,868	−31,632	trim
176	First National Advisers, LLC	$989K	10,688	+1,689	add
177	SPIREPOINT PRIVATE CLIENT, LLC	$959K	10,364	0	no change
178	KDK Private Wealth Management, LLC	$954K	10,312	−15	trim
179	MIRABELLA FINANCIAL SERVICES LLP	$945K	10,217	+10,217	new
180	CIBC WORLD MARKET INC.	$924K	9,983	+4,240	add
181	SFMG, LLC	$916K	9,895	+12	add
182	IEQ CAPITAL, LLC	$888K	9,598	−466	trim
183	Persistent Asset Partners Ltd	$888K	9,595	+2,579	add
184	FOX RUN MANAGEMENT, L.L.C.	$870K	9,633	+9,633	new
185	Summit Wealth Partners, LLC	$815K	8,805	0	no change
186	Amundi	$755K	8,163	+3,280	add
187	Angel Oak Capital Advisors, LLC	$740K	8,000	0	no change
188	SouthState Bank Corp	$730K	7,887	−316	trim
189	FEDERATED HERMES, INC.	$729K	7,880	+1,124	add
190	FOUNDATIONS INVESTMENT ADVISORS, LLC	$696K	7,527	+5	add
191	ENDEAVOUR CAPITAL ADVISORS INC	$694K	7,501	+7,501	new
192	SECURIAN ASSET MANAGEMENT, INC	$668K	7,217	−100	trim
193	VOYA INVESTMENT MANAGEMENT LLC	$662K	7,152	−48,836	trim
194	Swiss Life Asset Management Ltd	$659K	11,826	+7,110	add
195	U.S. Capital Wealth Advisors, LLC	$642K	6,940	−996	trim
196	Nicholson Wealth Management Group, LLC	$640K	6,919	−192	trim
197	JAMES INVESTMENT RESEARCH, INC.	$632K	6,835	+10	add
198	JMN Financial LLC	$624K	6,747	—	no prior
199	Sequoia Financial Advisors, LLC	$623K	6,736	−1,386	trim
200	QUADRANT CAPITAL GROUP LLC	$622K	6,721	+182	add
201	GREENWOOD CAPITAL ASSOCIATES LLC	$617K	6,666	+6,666	new
202	SeaCrest Wealth Management, LLC	$617K	6,665	0	no change
203	SHEETS SMITH WEALTH MANAGEMENT	$599K	6,471	+7	add
204	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$589K	6,371	+6,371	new
205	CSS LLC/IL	$585K	6,320	0	no change
206	Texas Capital Bank Wealth Management Services Inc	$580K	6,274	0	no change
207	GATEWAY INVESTMENT ADVISERS LLC	$580K	6,268	+6,268	new
208	Sanctuary Advisors, LLC	$572K	6,187	+360	add
209	Federation des caisses Desjardins du Quebec	$542K	5,863	−1,850	trim
210	PRUDENTIAL FINANCIAL INC	$542K	5,858	−15,305	trim
211	KEYBANK NATIONAL ASSOCIATION/OH	$538K	5,810	−133	trim
212	OpenArc Corporate Advisory, LLC	$528K	5,702	−189	trim
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$516K	5,579	+536	add
214	Savant Capital, LLC	$510K	5,510	+879	add
215	CFO4Life Group, LLC	$510K	5,509	+3	add
216	Qsemble Capital Management, LP	$505K	5,456	+701	add
217	Ensign Peak Advisors, Inc	$491K	5,306	−980	trim
218	Utah Retirement Systems	$490K	5,301	0	no change
219	ProVise Management Group, LLC	$476K	5,146	−708	trim
220	CAPSTONE INVESTMENT ADVISORS, LLC	$471K	5,096	+5,096	new
221	Diametric Capital, LP	$464K	5,012	+5,012	new
222	Havemeyer Place LP	$463K	5,007	+3,775	add
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$458K	4,950	−16	trim
224	Maryland State Retirement & Pension System	$451K	4,874	0	no change
225	First City Capital Management, Inc.	$444K	4,801	0	no change
226	Vise Technologies, Inc.	$439K	4,664	0	no change
227	Cornerstone Management, Inc.	$435K	4,704	0	no change
228	Kestra Advisory Services, LLC	$426K	4,603	−765	trim
229	CHOREO, LLC	$419K	4,531	+1,318	add
230	Meeder Advisory Services, Inc.	$417K	4,505	+72	add
231	EVERGREEN CAPITAL MANAGEMENT LLC	$412K	4,457	+56	add
232	DOLIVER ADVISORS, LP	$405K	4,382	−324	trim
233	Richard Young Associates, Ltd.	$398K	4,304	−300	trim
234	Summit Trail Advisors, LLC	$384K	4,146	+1,413	add
235	Corient Private Wealth LLC	$378K	4,083	−12,179	trim
236	Teza Capital Management LLC	$377K	4,080	+4,080	new
237	Polymer Capital Management (US) LLC	$377K	4,071	+4,071	new
238	Connor, Clark & Lunn Investment Management Ltd.	$370K	3,996	+3,996	new
239	ProShare Advisors LLC	$368K	3,974	−55	trim
240	M&T BANK CORP	$366K	3,958	+129	add
241	Atria Investments, Inc	$347K	3,747	+111	add
242	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$346K	3,742	+87	add
243	Palacios Wealth Management, LLC	$343K	3,507	+3,507	new
244	RITHOLTZ WEALTH MANAGEMENT	$342K	3,701	+3,701	new
245	Crusonia Wealth Advisors LLC	$340K	3,673	−1,084	trim
246	Platform Technology Partners	$336K	3,632	+3,632	new
247	Bison Wealth, LLC	$335K	3,647	+175	add
248	FLYWHEEL PRIVATE WEALTH LLC	$333K	3,601	+3,601	new
249	WEST PACES ADVISORS INC.	$333K	3,600	0	no change
250	ISLAY CAPITAL MANAGEMENT, LLC	$333K	3,597	−500	trim
251	MAINSAIL ASSET MANAGEMENT, LLC	$332K	3,593	+2	add
252	Aaron Wealth Advisors LLC	$332K	3,588	−1,331	trim
253	Peachtree Investment Partners, LLC	$331K	3,575	0	no change
254	Forvis Mazars Wealth Advisors, LLC	$324K	3,499	0	no change
255	INTRUST BANK NA	$319K	3,446	+862	add
256	Tower Research Capital LLC (TRC)	$319K	3,445	+1,279	add
257	J.W. COLE ADVISORS, INC.	$318K	3,433	+3,433	new
258	Chicago Partners Investment Group LLC	$316K	3,240	−68	trim
259	BLAIR WILLIAM & CO/IL	$316K	3,412	+260	add
260	Requisite Capital Management, LLC	$305K	3,296	+1	add
261	Baird Financial Group, Inc.	$303K	3,270	+3,270	new
262	SHELTON CAPITAL MANAGEMENT	$301K	3,255	−227	trim
263	Segment Wealth Management, LLC	$299K	3,229	0	no change
264	PANAGORA ASSET MANAGEMENT INC	$297K	3,211	+579	add
265	Crossmark Global Holdings, Inc.	$295K	3,193	—	no prior
266	DAVENPORT & Co LLC	$292K	3,159	0	no change
267	CIBC Asset Management Inc	$292K	3,151	0	no change
268	Bragg Financial Advisors, Inc	$291K	3,146	0	no change
269	Emerald Investment Advisers, LLC	$285K	3,080	—	no prior
270	GTS SECURITIES LLC	$278K	3,009	+3,009	new
271	Wedmont Private Capital	$277K	2,855	+56	add
272	Weil Company, Inc.	$275K	2,970	0	no change
273	North Dakota State Investment Board	$271K	2,932	−613	trim
274	Abel Hall, LLC	$264K	2,857	+196	add
275	PROFUND ADVISORS LLC	$264K	2,856	−454	trim
276	&PARTNERS	$258K	2,789	+420	add
277	HANOVER ADVISORS INC	$257K	2,780	0	no change
278	Trail Ridge Investment Advisors, LLC	$256K	2,762	0	no change
279	Compound Planning, Inc.	$241K	2,610	+201	add
280	Voleon Capital Management LP	$241K	2,601	+2,601	new
281	Stratos Wealth Partners, LTD.	$241K	2,600	0	no change
282	MEITAV INVESTMENT HOUSE LTD	$239K	2,582	−213	trim
283	MQS Management LLC	$239K	2,580	+2,580	new
284	Vident Advisory, LLC	$237K	2,559	+80	add
285	Peak Asset Management, LLC	$234K	2,527	−600	trim
286	Focus Partners Advisor Solutions, LLC	$230K	2,488	+77	add
287	BUILDER INVESTMENT GROUP INC /ADV	$224K	2,422	0	no change
288	Biltmore Family Office, LLC	$216K	2,336	0	no change
289	AE Wealth Management LLC	$215K	2,326	+2,326	new
290	MML INVESTORS SERVICES, LLC	$214K	2,313	−47	trim
291	Abacus Planning Group, Inc.	$212K	2,286	0	no change
292	Meiji Yasuda Asset Management Co Ltd.	$210K	2,265	−42	trim
293	Callan Family Office, LLC	$208K	2,248	−255	trim
294	Rockefeller Capital Management L.P.	$207K	2,241	+789	add
295	Central Pacific Bank - Trust Division	$206K	2,222	+2,222	new
296	Mill Capital Management, LLC	$205K	2,214	−225	trim
297	Hamilton Wealth, LLC	$202K	2,178	0	no change
298	Moisand Fitzgerald Tamayo, LLC	$201K	2,174	0	no change
299	Allworth Financial LP	$199K	2,152	+570	add
300	UMB Bank, n.a.	$149K	1,614	+1,614	new
301	US BANCORP \DE\	$140K	1,513	+141	add
302	Blue Trust, Inc.	$96.8K	1,046	+64	add
303	BFSG, LLC	$95.3K	1,030	0	no change
304	NOMURA ASSET MANAGEMENT CO LTD	$89.7K	970	+390	add
305	Eurizon Capital SGR S.p.A.	$75.4K	830	−13	trim
306	State of Wyoming	$72.8K	787	−309	trim
307	Caldwell Trust Co	$57.5K	621	0	no change
308	Pinnacle Wealth Planning Services, Inc.	$54.5K	589	+62	add
309	GHP Investment Advisors, Inc.	$51.9K	561	+561	new
310	Steward Partners Investment Advisory, LLC	$48.7K	526	+154	add
311	Measured Wealth Private Client Group, LLC	$47.5K	513	0	no change
312	TFC Financial Management, Inc.	$46.4K	502	+3	add
313	Salomon & Ludwin, LLC	$43.7K	465	+112	add
314	Quarry LP	$42.8K	463	+427	add
315	Wellington Grp LLC	$42.6K	460	—	no prior
316	SIMPLEX TRADING, LLC	$40.3K	436	+436	new
317	THRIVENT FINANCIAL FOR LUTHERANS	$26.6K	287,963	+185,920	add
318	Mitsubishi UFJ Asset Management Co., Ltd.	$26.4K	285	0	no change
319	Arax Advisory Partners	$24.4K	264	+82	add
320	Smartleaf Asset Management LLC	$20.4K	226	−422	trim
321	MTM Investment Management, LLC	$18.2K	197	0	no change
322	ASSETMARK, INC	$17.4K	188	+59	add
323	MATHER GROUP, LLC.	$15.4K	166	+166	new
324	Owl Creek Wealth Partners LLC	$14.8K	160	—	no prior
325	Destiny Wealth Partners, LLC	$13.5K	146	+146	new
326	Acumen Wealth Advisors, LLC	$13.4K	145	+115	add
327	True Wealth Design, LLC	$13.0K	141	−43	trim
328	NFSG Corp	$13.0K	141	0	no change
329	NATIXIS ADVISORS, LLC	$12.5K	135,627	+67,923	add
330	GODSEY & GIBB, INC	$11.1K	120	0	no change
331	CVA Family Office, LLC	$10.1K	109	+109	new
332	ALGERT GLOBAL LLC	$7.0K	75,780	+60,780	add
333	Key FInancial Inc	$5.4K	58	0	no change
334	JFS WEALTH ADVISORS, LLC	$5.3K	57	+5	add
335	Keating Financial Advisory Services, Inc.	$5.3K	57	+10	add
336	Parkside Financial Bank & Trust	$4.8K	52	+49	add
337	Bell Investment Advisors, Inc	$4.6K	50	+6	add
338	MidFirst Bank	$4.3K	47	−4,179	trim
339	Treasurer of the State of North Carolina	$3.9K	41,992	−33	trim
340	Hunter Perkins Capital Management, LLC	$3.4K	36,632	+1,265	add
341	HRT FINANCIAL LP	$2.9K	31,581	+31,581	new
342	JONES FINANCIAL COMPANIES LLLP	$2.8K	30	0	no change
343	JPL Wealth Management, LLC	$2.8K	30	+30	new
344	TD Capital Management LLC	$2.1K	23	+23	new
345	SJS Investment Consulting Inc.	$2.1K	23	+12	add
346	Private Wealth Management Group, LLC	$2.1K	23	−17	trim
347	M Holdings Securities, Inc.	$2.1K	22,621	+22,621	new
348	Rialto Wealth Management, LLC	$1.9K	21	+8	add
349	Clearstead Advisors, LLC	$1.9K	20	−347	trim
350	BROWN, LISLE/CUMMINGS, INC.	$1.9K	20	+20	new
351	Marquette Asset Management, LLC	$1.8K	19	0	no change
352	Cromwell Holdings LLC	$1.5K	16	0	no change
353	Transamerica Financial Advisors, LLC	$1.3K	14	+14	new
354	WPG Advisers, LLC	$1.3K	14	0	no change
355	DiNuzzo Private Wealth, Inc.	$1.1K	12	+1	add
356	State of Alaska, Department of Revenue	$911	9,857	−170	trim
357	Intentional Wealth Strategies, LLC	$648	7	—	no prior
358	MV CAPITAL MANAGEMENT, INC.	$556	6	+6	new
359	HFM Investment Advisors, LLC	$555	6	+1	add
360	Vermillion Wealth Management, Inc.	$463	5	+5	new
361	SHP Wealth Management	$463	5	+5	new
362	Activest Wealth Management	$463	5	+5	new
363	Westfuller Advisors, LLC	$433	5	−6	trim
364	PARK AVENUE SECURITIES LLC	$431	4,660	+601	add
365	Annis Gardner Whiting Capital Advisors, LLC	$371	4	0	no change
366	Larson Financial Group LLC	$370	4	0	no change
367	GSA CAPITAL PARTNERS LLP	$349	3,768	−5,091	trim
368	INGALLS & SNYDER LLC	$309	3,340	0	no change
369	KBC Group NV	$291	3,146	0	no change
370	Signature Equity Partners, LLC	$287	3	+3	new
371	TopTier Wealth Management, LLC	$278	3	+3	new
372	Ceeto Capital Group, LLC	$209	2,258	0	no change
373	Prestige Wealth Management Group LLC	$186	2	+2	new
374	Quest 10 Wealth Builders, Inc.	$185	2	0	no change
375	American Capital Advisory, LLC	$93	1	+1	new
376	Capital Advisors, Ltd. LLC	$11	123	−41	trim
377	Avion Wealth	$2	27	+27	new
378	BANK OF NOVA SCOTIA	—	—	−52,481	exit
379	FIDUCIARY TRUST CO	—	—	−4,172	exit
380	VANGUARD GROUP INC	—	—	−10,937,359	exit
381	STEPHENS INC /AR/	—	—	−2,165	exit
382	HARBOUR INVESTMENTS, INC.	—	—	−720	exit
383	JOHNSON INVESTMENT COUNSEL INC	—	—	−2,842	exit
384	COMERICA BANK	—	—	−35,923	exit
385	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−15,000	exit
386	SMITH CHAS P & ASSOCIATES PA CPAS	—	—	−6,660	exit
387	TRUST CO OF VERMONT	—	—	−650	exit
388	NATIXIS	—	—	−114	exit
389	CIBC Private Wealth Group LLC	—	—	−46,826	exit
390	Forest Hill Capital, LLC	—	—	−25,000	exit
391	Magnetar Financial LLC	—	—	−25,579	exit
392	NORGES BANK	—	—	−1,338,219	exit
393	Southeast Asset Advisors, LLC	—	—	−2,157	exit
394	Ruffer LLP	—	—	−32,661	exit
395	Alyeska Investment Group, L.P.	—	—	−4,808	exit
396	B. Riley Wealth Advisors, Inc.	—	—	−2,311	exit
397	DRW Securities, LLC	—	—	−10,032	exit
398	TCTC Holdings, LLC	—	—	−1,200	exit
399	Minerva Advisors LLC	—	—	−5,661	exit
400	Focus Partners Wealth	—	—	−22,875	exit
401	BW Gestao de Investimentos Ltda.	—	—	−125,005	exit
402	Perigon Wealth Management, LLC	—	—	−2,228	exit
403	Select Equity Group, L.P.	—	—	−323,140	exit
404	FJ Capital Management LLC	—	—	−813,033	exit
405	Caprock Group, LLC	—	—	−5,086	exit
406	Sagewood Asset Management LP	—	—	−2,156	exit
407	Verdence Capital Advisors LLC	—	—	−8,096	exit
408	IFG Advisory, LLC	—	—	−2,700	exit
409	AIGEN INVESTMENT MANAGEMENT, LP	—	—	−3,878	exit
410	Global Retirement Partners, LLC	—	—	−650	exit
411	HHM Wealth Advisors, LLC	—	—	−75	exit
412	Black Diamond Financial, LLC	—	—	−4,704	exit
413	Ferguson Shapiro LLC	—	—	−13,000	exit
414	Aquatic Capital Management LLC	—	—	−17,530	exit
415	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	—	—	−24	exit
416	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−2,721	exit
417	INCEPTIONR LLC	—	—	−2,879	exit
418	F/m Investments LLC	—	—	−4,596	exit
419	North Reef Capital Management LP	—	—	−90,000	exit
420	AlphaQuest LLC	—	—	−5,432	exit
421	Forum Financial Management, LP	—	—	−4,279	exit
422	SageView Advisory Group, LLC	—	—	−3,872	exit
423	AXQ CAPITAL, LP	—	—	−9,836	exit
424	Cresta Advisors, Ltd.	—	—	−255	exit
425	Dunhill Financial, LLC	—	—	−2	exit
426	Caitong International Asset Management Co., Ltd	—	—	−1,960	exit
427	Impact Partnership Wealth, LLC	—	—	−2,130	exit
428	Keyes, Stange & Wooten Wealth Management, LLC	—	—	−2,274	exit
429	Sivia Capital Partners, LLC	—	—	−2,512	exit
430	OPTIMA CAPITAL LLC	—	—	−1	exit
431	CAPITOLIS LIQUID GLOBAL MARKETS LLC	—	—	−32,674	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SSB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOUTHSTATE BK CORP

No moves on either side in the window.

2 members of Congress disclosed SSB — the congressional view ↗