Filing Research | SSB - SOUTH STATE CORP Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	650.4KSH	$65.0M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	324.8KSH	$32.4M
3	Vest Financial, LLC	Shares	75.8KSH	$7.6M
4	Police & Firemen's Retirement System of New Jersey	Shares	43.7KSH	$4.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.7KSH	$4.3M
6	Fifth Third Wealth Advisors LLC	Shares	38.3KSH	$3.8M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	37.3KSH	$3.7M
8	Red Spruce Capital, LLC	Shares	35.5KSH	$3.5M
9	E. Ohman J:or Asset Management AB	Shares	31.6KSH	$3.2M
10	SALZHAUER MICHAEL	Shares	31.6KSH	$3.2M
11	Louisiana State Employees Retirement System	Shares	28.6KSH	$2.9M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.2KSH	$2.7M
13	Oliver Luxxe Assets LLC	Shares	23.8KSH	$2.4M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.4KSH	$2.3M
15	Cyndeo Wealth Partners, LLC	Shares	22.1KSH	$2.2M
16	Econ Financial Services Corp	Shares	19.9KSH	$2.0M
17	GREENLEAF TRUST	Shares	16.6KSH	$1.7M
18	First National Advisers, LLC	Shares	16.3KSH	$1.6M
19	HOWARD FINANCIAL SERVICES, LTD.	Shares	16.1KSH	$1.6M
20	Laurel Wealth Advisors LLC	Shares	15.0KSH	$1.5M
21	Tributary Capital Management, LLC	Shares	13.6KSH	$1.4M
22	SALEM INVESTMENT COUNSELORS INC	Shares	11.4KSH	$1.1M
23	Investors Research Corp	Shares	11.3KSH	$1.1M
24	MOODY NATIONAL BANK TRUST DIVISION	Shares	9.6KSH	$954.7K
25	SIGNATUREFD, LLC	Shares	9.1KSH	$911.0K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.6KSH	$763.8K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	7.2KSH	$740.8K
28	Sequoia Financial Advisors, LLC	Shares	7.2KSH	$717.3K
29	JAMES INVESTMENT RESEARCH, INC.	Shares	6.8KSH	$682.8K
30	SeaCrest Wealth Management, LLC	Shares	6.7KSH	$665.8K
31	SHEETS SMITH WEALTH MANAGEMENT	Shares	6.6KSH	$662.8K
32	LANARK FINANCIAL, INC.	Shares	6.3KSH	$627.5K
33	Oak Thistle LLC	Shares	5.7KSH	$570.6K
34	GATEWAY INVESTMENT ADVISERS LLC	Shares	5.0KSH	$503.9K
35	Sivia Capital Partners, LLC	Shares	4.8KSH	$480.7K
36	First City Capital Management, Inc.	Shares	4.8KSH	$479.6K
37	Cornerstone Management, Inc.	Shares	4.6KSH	$458.3K
38	DOLIVER ADVISORS, LP	Shares	4.4KSH	$437.8K
39	Bison Wealth, LLC	Shares	3.7KSH	$368.9K
40	Merit Financial Group, LLC	Shares	3.7KSH	$366.1K
41	FLYWHEEL PRIVATE WEALTH LLC	Shares	3.6KSH	$359.7K
42	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	3.6KSH	$359.6K
43	WEST PACES ADVISORS INC.	Shares	3.6KSH	$359.6K
44	Palacios Wealth Management, LLC	Shares	3.5KSH	$350.3K
45	Crossmark Global Holdings, Inc.	Shares	3.5KSH	$350.1K
46	J.W. COLE ADVISORS, INC.	Shares	3.3KSH	$333.4K
47	Segment Wealth Management, LLC	Shares	3.2KSH	$322.5K
48	Abel Hall, LLC	Shares	3.2KSH	$321.4K
49	DAVENPORT & Co LLC	Shares	3.2KSH	$315.6K
50	Wedmont Private Capital	Shares	3.0KSH	$303.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 120 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+206.5K	+$23.9M	$65.0M
2	E. Ohman J:or Asset Management AB new	Shares	+31.6K	+$3.2M	$3.2M
3	Econ Financial Services Corp new	Shares	+19.9K	+$2.0M	$2.0M
4	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-12.2K	+$1.3M	$32.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.3K	+$1.1M	$4.3M
6	Vest Financial, LLC added	Shares	+2.6K	+$797.4K	$7.6M
7	First National Advisers, LLC added	Shares	+5.6K	+$639.3K	$1.6M
8	Sivia Capital Partners, LLC new	Shares	+4.8K	+$480.7K	$480.7K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$457.8K	$4.4M
10	Merit Financial Group, LLC new	Shares	+3.7K	+$366.1K	$366.1K
11	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+3.6K	+$359.6K	$359.6K
12	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.2K	+$351.5K	$763.8K
13	Fifth Third Wealth Advisors LLC added	Shares	+240	+$304.9K	$3.8M
14	NorthCrest Asset Manangement, LLC new	Shares	+2.8K	+$281.8K	$281.8K
15	Tributary Capital Management, LLC added	Shares	+1.9K	+$273.3K	$1.4M
16	Apollon Wealth Management, LLC new	Shares	+2.3K	+$233.5K	$233.5K
17	SALZHAUER MICHAEL unchanged	Shares	0	+$233.1K	$3.2M
18	Louisiana State Employees Retirement System trimmed	Shares	-100	+$201.8K	$2.9M
19	Welch Group, LLC new	Shares	+2.0K	+$200.5K	$200.5K
20	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+2.0K	+$200.1K	$200.1K
21	Red Spruce Capital, LLC trimmed	Shares	-750	+$192.7K	$3.5M
22	Cyndeo Wealth Partners, LLC added	Shares	+37	+$166.5K	$2.2M
23	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+1.4K	+$144.3K	$144.3K
24	GREENLEAF TRUST added	Shares	+73	+$129.6K	$1.7M
25	Corsicana & Co. new	Shares	+1.2K	+$119.9K	$119.9K
26	HOWARD FINANCIAL SERVICES, LTD. unchanged	Shares	0	+$119.2K	$1.6M
27	Sequoia Financial Advisors, LLC added	Shares	+444	+$94.1K	$717.3K
28	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$84.5K	$1.1M
29	Investors Research Corp unchanged	Shares	0	+$83.7K	$1.1M
30	LANARK FINANCIAL, INC. added	Shares	+404	+$83.7K	$627.5K
31	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-38	+$73.1K	$740.8K
32	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+164	+$64.2K	$662.8K
33	Versant Capital Management, Inc added	Shares	+553	+$62.5K	$153.3K
34	IFP Advisors, Inc added	Shares	+516	+$58.1K	$140.7K
35	Abel Hall, LLC added	Shares	+360	+$57.0K	$321.4K
36	MEITAV INVESTMENT HOUSE LTD added	Shares	+380	+$57.0K	$295.9K
37	GAMMA Investing LLC added	Shares	+405	+$56.0K	$251.3K
38	Crossmark Global Holdings, Inc. added	Shares	+312	+$54.7K	$350.1K
39	Laurel Wealth Advisors LLC trimmed	Shares	-10	+$53.4K	$1.5M
40	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$50.4K	$682.8K
41	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$49.2K	$665.8K
42	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.5K	+$37.8K	$2.3M
43	First City Capital Management, Inc. unchanged	Shares	0	+$35.4K	$479.6K
44	Bison Wealth, LLC added	Shares	+11	+$33.7K	$368.9K
45	DOLIVER ADVISORS, LP unchanged	Shares	0	+$32.3K	$437.8K
46	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$26.6K	$359.7K
47	WEST PACES ADVISORS INC. unchanged	Shares	0	+$26.6K	$359.6K
48	Wedmont Private Capital added	Shares	+185	+$25.6K	$303.1K
49	Segment Wealth Management, LLC unchanged	Shares	0	+$23.8K	$322.5K
50	DAVENPORT & Co LLC unchanged	Shares	0	+$23.3K	$315.6K

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