SouthState Bank Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $303.67M | 0.29% | 3,282,253 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $287.05M | 0.01% | 3,102,570 NS | $1.99T | FIGI |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $238.94M | 0.29% | 2,582,612 NS | $81.04B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $209.21M | 0.13% | 2,261,256 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $133.22M | 0.22% | 1,439,956 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $102.31M | 0.13% | 1,105,772 NS | $81.50B | FIGI |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | — | $90.67M | 2.86% | 980,000 NS | $3.17B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $85.41M | 0.14% | 923,201 NS | $62.55B | FIGI |
| First Trust SMID Cap Rising Dividend Achiever… First Trust Exchange-Traded Fund VI | SDVY | $84.84M | 0.84% | 916,959 NS | $10.10B | FIGI |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | — | $69.99M | 2.24% | 756,489 NS | $3.12B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $69.13M | 0.29% | 747,214 NS | $24.22B | FIGI |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | — | $61.56M | 0.76% | 665,357 NS | $8.07B | FIGI |
| Victory Sycamore Small Company Opportunity Fu… Victory Portfolios | — | $58.75M | 1.32% | 635,000 NS | $4.45B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $54.45M | 1.47% | 588,528 NS | $3.71B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $46.67M | 0.58% | 504,463 NS | $7.98B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $44.80M | 0.29% | 484,248 NS | $15.63B | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $38.93M | 0.42% | 420,746 NS | $9.22B | FIGI |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | — | $35.72M | 2.35% | 386,131 NS | $1.52B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $34.62M | 0.07% | 374,210 NS | $48.22B | FIGI |
| T. Rowe Price Institutional Small-Cap Stock F… T. Rowe Price Equity Funds, Inc. | — | $33.47M | 0.77% | 361,785 NS | $4.33B | FIGI |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Pro… | — | $29.27M | 2.54% | 316,406 NS | $1.15B | FIGI |
| Touchstone Strategic Trust-Touchstone Small C… Touchstone Strategic Trust | — | $23.58M | 1.58% | 254,841 NS | $1.49B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $21.36M | 0.03% | 230,921 NS | $69.79B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $20.49M | 0.25% | 221,499 NS | $8.07B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $19.17M | 0.21% | 207,156 NS | $9.06B | FIGI |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | — | $16.02M | 2.28% | 173,194 NS | $704.20M | FIGI |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | — | $15.49M | 1.52% | 167,403 NS | $1.02B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $14.10M | 0.58% | 152,380 NS | $2.41B | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $13.94M | 0.37% | 150,617 NS | $3.72B | FIGI |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | — | $13.78M | 1.00% | 148,933 NS | $1.37B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $13.04M | 0.09% | 140,927 NS | $14.16B | FIGI |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | KBE | $12.85M | 1.00% | 138,916 NS | $1.28B | FIGI |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | — | $12.38M | 1.71% | 133,859 NS | $724.27M | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $11.95M | 0.08% | 129,187 NS | $15.37B | FIGI |
| Victory RS Partners Fund Victory Portfolios | — | $11.92M | 2.05% | 128,860 NS | $581.72M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $11.41M | 0.01% | 123,319 NS | $79.62B | FIGI |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | — | $10.57M | 1.03% | 114,254 NS | $1.03B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $10.11M | 0.31% | 109,263 NS | $3.31B | FIGI |
| iShares U.S. Regional Banks ETF iShares Trust | IAT | $9.71M | 1.71% | 104,997 NS | $568.38M | FIGI |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | — | $9.48M | 1.97% | 102,465 NS | $480.51M | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $9.27M | 0.28% | 100,205 NS | $3.26B | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $8.85M | 0.62% | 95,686 NS | $1.43B | FIGI |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | — | $8.71M | 0.31% | 94,096 NS | $2.83B | FIGI |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $8.13M | 1.26% | 87,865 NS | $642.78M | FIGI |
| John Hancock Financial Opportunities Fund — | — | $7.75M | 1.10% | 83,765 NS | $705.77M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $7.72M | 0.03% | 83,428 NS | $24.08B | FIGI |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | — | $7.56M | 0.99% | 81,702 NS | $762.62M | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $7.52M | 0.29% | 81,261 NS | $2.64B | FIGI |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $6.85M | 1.82% | 74,004 NS | $376.69M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $6.72M | 0.28% | 72,634 NS | $2.38B | FIGI |