As of the latest SEC filings, SouthState Bank Corp (SSB) is held by 458 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $303,674,047.56 in market value, representing 0.29% of its portfolio.
Funds holding SouthState Bank Corp (SSB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SSB
- CIK:
- 0000764038
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.29% | $303,674,047.56 | 3,282,253 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $287,049,776.40 | 3,102,570 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.29% | $238,943,262.24 | 2,582,612 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.13% | $209,211,405.12 | 2,261,256 | Mar 31, 2026 | May 28, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 1.59% | $170,715,830.28 | 1,747,884 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.22% | $133,224,729.12 | 1,439,956 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.57% | $106,994,847.91 | 1,095,473 | Apr 30, 2026 | Jun 24, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.47% | $102,529,961.53 | 1,049,759 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.13% | $102,306,025.44 | 1,105,772 | Mar 31, 2026 | May 28, 2026 |
|
FVFRX
Franklin Small Cap Value Fund
|
MF | Franklin Templeton | 2.50% | $102,244,081.44 | 1,046,832 | Apr 30, 2026 | Jun 24, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 2.86% | $90,669,600.00 | 980,000 | Mar 31, 2026 | May 29, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.14% | $85,414,556.52 | 923,201 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.84% | $84,837,046.68 | 916,959 | Mar 31, 2026 | May 21, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.46% | $73,080,014.78 | 748,234 | Apr 30, 2026 | Jun 24, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 2.24% | $69,990,362.28 | 756,489 | Mar 31, 2026 | May 27, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.29% | $69,132,239.28 | 747,214 | Mar 31, 2026 | Jun 1, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.76% | $61,558,829.64 | 665,357 | Mar 31, 2026 | May 28, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.32% | $58,750,200.00 | 635,000 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.43% | $58,212,296.70 | 596,010 | Apr 30, 2026 | Jun 29, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.47% | $54,450,610.56 | 588,528 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.04% | $54,362,242.97 | 556,591 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.13% | $51,839,244.60 | 525,380 | Feb 28, 2026 | Apr 24, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.71% | $49,258,497.12 | 504,336 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.23% | $48,129,745.95 | 487,785 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.58% | $46,672,916.76 | 504,463 | Mar 31, 2026 | May 28, 2026 |
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