SSB · SouthState Bank Corp · Shareholders & Ownership

$105.51 +0.29 (+0.28%) At close · Oct 23

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.23B

96.97M

Volume · Oct 23 787.18K Avg daily vol (3M) 770.24K

Every disclosed holder of SSB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SSB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	558	85,169,817	87.83%	Yes
Insiders (Forms 3, 4, 5)	25	1,090,611	1.12%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,714,106	11.05%	Rest
Registered funds (N-PORT, not summed)	474	48,196,891	49.70%	No

Shares outstanding: 96,974,534, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SSB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,825,398	10.13%	+352,714	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,342,407	3.45%	+60,154	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	490,164	0.51%	-14,299	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	398,176	0.41%	+23,966	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	216,985	0.22%	-13,936	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	214,578	0.22%	-13,591	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,342,629	6.54%	+134,631	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,104,685	5.26%	+169,834	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,137,001	1.17%	+41,528	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	748,234	0.77%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	595,277	0.61%	-733	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	477,625	0.49%	+58,947	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	455,654	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,417,078	4.55%	+13,406	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,858,127	3.98%	+123,549	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	619,803	0.64%	+31,275	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	494,379	0.51%	+10,131	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	149,832	0.15%	-2,548	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	142,785	0.15%	+3,869	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	32,389	0.03%	-2,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,096,908	3.19%	-5,662	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,576,667	2.66%	-102,444	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,295,282	2.37%	+167,940	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,747,884	1.80%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
8.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	167,403	0.17%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
8.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	76,340	0.08%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.4	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	25,922	0.03%	+341	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
8.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	18,694	0.02%	+669	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,238,986	2.31%	-22,270	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,085,755	2.15%	-22,835	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	855,000	0.88%	-125,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
10.2	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	269,469	0.28%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
10.3	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	3,157	0.00%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,084,342	2.15%	+345,500	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	674,336	0.70%	+170,000	Jul 31, 2026	Fidelity Capital Trust, not summed
11.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	556,846	0.57%	+222,500	Jul 31, 2026	Fidelity Securities Fund, not summed
11.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	510,837	0.53%	-14,543	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	440,693	0.45%	+61,000	Jul 31, 2026	Fidelity Securities Fund, not summed
11.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	367,386	0.38%	+4,056	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,949,937	2.01%	-10,252	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,441	1.90%	+61,031	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	1,045,804	1.08%	-1,028	Jul 31, 2026	Franklin Value Investors Trust, not summed
13.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	329,268	0.34%	+12,862	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
13.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	69,625	0.07%	+19,776	Jul 31, 2026	Franklin Value Investors Trust, not summed
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,831,837	1.89%	+351,703	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	221,492	0.23%	-7	Jun 30, 2026	AQR Funds, not summed
14.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	108,821	0.11%	-442	Jun 30, 2026	AQR Funds, not summed
14.3	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,400	0.00%	—	Jun 30, 2026	AQR Funds, not summed
14.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,881	0.00%	+67	Jun 30, 2026	AQR Funds, not summed
14.5	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,101	0.00%	0	Jun 30, 2026	AQR Funds, not summed
15	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,693,709	1.75%	+11,633	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	585,000	0.60%	-50,000	Jun 30, 2026	Victory Portfolios, not summed
15.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	139,710	0.14%	+10,850	Jun 30, 2026	Victory Portfolios, not summed
15.3	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	114,254	0.12%	0	Jun 30, 2026	Victory Portfolios, not summed
15.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	42,540	0.04%	+4,540	Jun 30, 2026	Victory Portfolios, not summed
15.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	37,048	0.04%	-1,066	Jul 31, 2026	Victory Portfolios III, not summed
16	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,663,436	1.72%	-919,176	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,652	1.57%	+202,931	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,418,898	1.46%	-21,058	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,354,675	1.40%	-120,594	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	211	0.00%	+161	Jul 31, 2026	E Trade Trust, not summed
20	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,972	1.35%	+395,415	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,305,493	1.35%	-137,446	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	15,171	0.02%	-963	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,885	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,164	1.26%	+68,861	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	135,592	0.14%	-2,211	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	75,945	0.08%	+5,386	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
23.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	41,241	0.04%	+1,906	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.4	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	38,920	0.04%	-8,798	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
23.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,974	0.01%	+3,133	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,192,129	1.23%	-43,854	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,191,148	1.23%	-27,726	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	476,853	0.49%	-10,932	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	267,803	0.28%	-3,982	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	184,256	0.19%	-19,110	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	60,861	0.06%	+2,334	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	58,171	0.06%	-619	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,120,087	1.16%	+14,315	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	1,102,709	1.14%	+179,508	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
28	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	963,508	0.99%	+46,549	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
29	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	939,032	0.97%	-139,034	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	662,289	0.68%	-94,200	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	877,196	0.90%	+45,573	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	67,476	0.07%	-2,864	May 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,987	0.03%	+9,434	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.3	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	17,322	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
30.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	15,569	0.02%	0	May 31, 2026	Goldman Sachs Trust, not summed
30.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	6,850	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	855,527	0.88%	+4,764	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	409,219	0.42%	-24,786	Jul 31, 2026	John Hancock Investment Trust, not summed
31.2	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	83,972	0.09%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
31.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	48,469	0.05%	+2,969	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
31.4	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	33,516	0.03%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
31.5	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	1,012	0.00%	+12	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
32	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	839,198	0.87%	-210,561	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	818,486	0.84%	-4,506	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	63,472	0.07%	+1,138	Jun 30, 2026	Northern Funds, not summed
33.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	19,118	0.02%	-902	Jul 31, 2026	FlexShares Trust, not summed
34	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	798,826	0.82%	-266,586	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	655,606	0.68%	-35,831	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	650,427	0.67%	+206,494	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	639,074	0.66%	-204,140	Jun 30, 2026	carried, not yet filed for the newest quarter
38	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	620,988	0.64%	-392,182	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	618,505	0.64%	+5,328	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	598,519	0.62%	-188,788	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,219	0.61%	-3,659	Jun 30, 2026	carried, not yet filed for the newest quarter
42	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	583,656	0.60%	-34,215	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	36,122	0.04%	-15,468	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
42.2	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	18,626	0.02%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
43	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	575,313	0.59%	+35,803	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	552,625	0.57%	-3,966	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	519,875	0.54%	-234,717	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	516,364	0.53%	+228,401	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	295,226	0.30%	-3,720	Jul 31, 2026	Thrivent Mutual Funds, not summed
46.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	97,747	0.10%	+54,557	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
46.3	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	21,688	0.02%	-649	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
46.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	12,573	0.01%	-3,741	Jul 31, 2026	Thrivent Mutual Funds, not summed
46.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	8,194	0.01%	-7,593	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
47	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	463,970	0.48%	+229,186	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FJ Capital Management LLC 13F CIK 1599170 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,973	0.45%	-339,654	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	435,970	0.45%	-15,569	Jul 31, 2026	HARBOR FUNDS, not summed
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	404,240	0.42%	+9,895	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 764038 CUSIP 84472E102 13F (30d) 107 filings 103 filers Visit website Investor relations