Public record / Tickers / SSB

SSB — SouthState Bank Corp†

Both disclosure regimes on one name: who in Congress filed about SSB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
28
all PTR rows naming SSB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-10
filed 2023-08-10
13F holders
431
top-431 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Rick W. Allen · $100K–$250K

SELL · traded 2021-09-28 → filed 2023-08-10. Ranked over every SSB row by the provable lower bound, never a point estimate.

No member disclosed SSB in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

24 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SSB rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SSB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SSB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-10Rick W. Allen R–GA-12SELL partial · SP (partial sale, spouse-owned)Traded 03-09 LATE·154d$50K–$100K
2023-08-10Rick W. Allen R–GA-12SELL partial · SP (partial sale, spouse-owned)Traded 01-13 LATE·209d$50K–$100K
2023-08-10Rick W. Allen R–GA-12SELL partial · SP (partial sale, spouse-owned)Traded 2022-05-05 LATE·462d$50K–$100K
2023-08-10Rick W. Allen R–GA-12SELL partial · SP (partial sale, spouse-owned)Traded 2022-04-04 LATE·493d$50K–$100K
2023-08-10Rick W. Allen R–GA-12SELL partial · SP (partial sale, spouse-owned)Traded 2022-02-16 LATE·540d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in SSB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SSB in the trailing 12 months.

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 2026-07-03 → 2026-10-01 · 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.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SSB for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$876M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$574M1
3DIMENSIONAL FUND ADVISORS LP$457M1
4VANGUARD CAPITAL MANAGEMENT LLC$407M1
5STATE STREET CORP$346M1
6Invesco Ltd.$197M1
7AMERICAN CENTURY COMPANIES INC$195M1
8FRANKLIN RESOURCES INC$165M1
9FMR LLC$161M1
10VICTORY CAPITAL MANAGEMENT INC$156M1
11MORGAN STANLEY$136M1
12AQR CAPITAL MANAGEMENT LLC$136M1
13WELLINGTON MANAGEMENT GROUP LLP$122M1
14EARNEST PARTNERS LLC$114M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$113M1
16FIRST TRUST ADVISORS LP$106M1
17Allspring Global Investments Holdings, LLC$101M1
18Capital International Investors$98.6M1
19WESTWOOD HOLDINGS GROUP INC$93.7M1
20Capital Research Global Investors$89.6M1
21Qube Research & Technologies Ltd$84.6M1
22MANUFACTURERS LIFE INSURANCE COMPANY, THE$78.7M1
23Capital World Investors$78.0M1
24NORTHERN TRUST CORP$76.1M1
25BANK OF AMERICA CORP /DE/$72.8M1
26UBS Group AG$69.8M1
27DEPRINCE RACE & ZOLLO INC$67.4M1
28Holocene Advisors, LP$64.0M1
29VANGUARD FIDUCIARY TRUST CO$56.7M1
30Fisher Asset Management, LLC$54.7M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$54.6M1
32ALGEBRIS (UK) LTD$49.8M1
33SEI INVESTMENTS CO$38.0M1
34BNP Paribas Asset Management Holding S.A.$32.6M1
35NFJ INVESTMENT GROUP, LLC$29.7M1
36Nuveen, LLC$27.3M1
37REGIONS FINANCIAL CORP$25.1M1
38Stieven Capital Advisors, L.P.$24.9M1
39Retirement Systems of Alabama$24.6M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.9M1
41BANK OF MONTREAL /CAN/$23.6M1
42Verition Fund Management LLC$21.7M1
43PRINCIPAL FINANCIAL GROUP INC$20.5M1
44MALTESE CAPITAL MANAGEMENT LLC$18.5M1
45Swiss National Bank$18.4M1
46ADAGE CAPITAL PARTNERS GP, L.L.C.$17.9M1
47NewEdge Advisors, LLC$16.6M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.0M1
49STATE OF WISCONSIN INVESTMENT BOARD$15.7M1
50Jain Global LLC$13.9M1
51Ceredex Value Advisors LLC$13.7M1
52CITADEL ADVISORS LLC$13.1M1
53BARCLAYS PLC$12.3M1
54Legal & General Group Plc$11.8M1
55Hudson Bay Capital Management LP$11.7M1
56ALLIANCEBERNSTEIN L.P.$11.7M1
57RAYMOND JAMES FINANCIAL INC$11.3M1
58Azora Capital LP$11.0M1
59HighTower Advisors, LLC$10.8M1
60FIRST NATIONAL BANK OF OMAHA$10.3M1
61MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.1M1
62ENVESTNET ASSET MANAGEMENT INC$10.0M1
63BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.9M1
64PRIVATE MANAGEMENT GROUP INC$9.3M1
65Brevan Howard Capital Management LP$9.3M1
66CRAWFORD INVESTMENT COUNSEL INC$9.2M1
67SILVERCREST ASSET MANAGEMENT GROUP LLC$9.1M1
68Quantinno Capital Management LP$9.1M1
69JANE STREET GROUP, LLC$8.9M1
70VANGUARD ASSET MANAGEMENT, Ltd$8.9M1
71WELLS FARGO & COMPANY/MN$8.2M1
72Channing Capital Management, LLC$7.9M1
73Trexquant Investment LP$7.8M1
74Leeward Investments, LLC - MA$7.7M1
75STIFEL FINANCIAL CORP$7.4M1
76Longaeva Partners L.P.$7.2M1
77Creative Planning$7.1M1
78Vest Financial, LLC$6.8M1
79CITIGROUP INC$6.6M1
80ROYAL BANK OF CANADA$6.6M1
81BALYASNY ASSET MANAGEMENT L.P.$6.6M1
82BOOTHBAY FUND MANAGEMENT, LLC$6.3M1
83Pinnacle Financial Partners, Inc.$6.3M1
84TWO SIGMA INVESTMENTS, LP$5.7M1
85TRUIST FINANCIAL CORP$5.6M1
86Y-Intercept (Hong Kong) Ltd$4.9M1
87Rafferty Asset Management, LLC$4.7M1
88TD ASSET MANAGEMENT INC$4.7M1
89GUGGENHEIM CAPITAL LLC$4.5M1
90ADVISORY RESEARCH INC$4.4M1
91CIBC Bancorp USA Inc.$4.3M1
92Janus Henderson Group Ltd.$4.1M1
93Vanguard Global Advisers, LLC$4.1M1
94XTX Topco Ltd$3.9M1
95BRANT POINT INVESTMENT MANAGEMENT LLC$3.8M1
96MARTIN & CO INC /TN/$3.7M1
97SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.6M1
98DEUTSCHE BANK AG\$3.5M1
99Curi Capital, LLC$3.5M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$3.4M1
101Oliver Luxxe Assets LLC$3.3M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M1
103FIFTH THIRD BANCORP$3.2M1
104WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M1
105Point72 Asset Management, L.P.$3.0M1
106Man Group plc$2.9M1
107SALZHAUER MICHAEL$2.9M1
108BIP Wealth, LLC$2.9M1
109Beacon Pointe Advisors, LLC$2.9M1
110CAMBIAR INVESTORS LLC$2.8M1
111Arizona State Retirement System$2.6M1
112Independent Advisor Alliance$2.5M1
113Mariner, LLC$2.5M1
114LPL Financial LLC$2.4M1
115ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.4M1
116HSBC HOLDINGS PLC$2.4M1
117State of New Jersey Common Pension Fund D$2.3M1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
119Vanguard Investments Australia, Ltd.$2.3M1
120PMC FIG Opportunities LLC$2.2M1
121STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
122Atom Investors LP$2.2M1
123Pathstone Holdings, LLC$2.1M1
124ELEVATION POINT WEALTH PARTNERS, LLC$2.1M1
125Vestmark Advisory Solutions, Inc.$2.1M1
126NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
127Cyndeo Wealth Partners, LLC$2.0M1
128Petiole USA ltd$2.0M1
129CONTINENTAL ADVISORS LLC$2.0M1
130Edgestream Partners, L.P.$2.0M1
131CWM, LLC$2.0M1
132Dana Investment Advisors, Inc.$1.9M1
133CANADA PENSION PLAN INVESTMENT BOARD$1.9M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
135Waverly Advisors, LLC$1.8M1
136OPPENHEIMER ASSET MANAGEMENT INC.$1.8M1
137Cetera Investment Advisers$1.8M1
138MONTAG A & ASSOCIATES INC$1.7M1
139Ameritas Investment Partners, Inc.$1.7M1
140Carlson Capital, L.P.$1.7M1
141HB Wealth Management, LLC$1.7M1
142PICTON MAHONEY ASSET MANAGEMENT$1.6M1
143iSAM Funds (UK) Ltd$1.6M1
144MAI Capital Management$1.6M1
145Pictet Asset Management Holding SA$1.5M1
146HOWARD FINANCIAL SERVICES, LTD.$1.5M1
147Linscomb Wealth, Inc.$1.5M1
148Laurel Wealth Advisors LLC$1.4M1
149COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
150Vanguard Personalized Indexing Management, LLC$1.4M1
151TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
152Ashton Thomas Private Wealth, LLC$1.4M1
153Cerity Partners LLC$1.4M1
154MERCER GLOBAL ADVISORS INC /ADV$1.3M1
155SIGNATUREFD, LLC$1.3M1
156World Investment Advisors$1.3M1
157HBK Sorce Advisory LLC$1.3M1
158MAVERICK CAPITAL LTD$1.2M1
159Inspire Investing, LLC$1.2M1
160STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.2M1
161Oak Thistle LLC$1.2M1
162Jefferies Financial Group Inc.$1.2M1
163Fourthstone LLC$1.2M1
164MANGROVE PARTNERS IM, LLC$1.2M1
165Zurich Insurance Group Ltd/FI$1.1M1
166MOODY NATIONAL BANK TRUST DIVISION$1.1M1
167XPONANCE LLC$1.1M1
168NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.1M1
169Concurrent Investment Advisors, LLC$1.1M1
170SALEM INVESTMENT COUNSELORS INC$1.1M1
171Investors Research Corp$1.0M1
172Huber Capital Management LLC$1.0M1
173MILLENNIUM MANAGEMENT LLC$1.0M1
174OSAIC HOLDINGS, INC.$1.0M1
175TWINBEECH CAPITAL LP$1.0M1
176First National Advisers, LLC$989K1
177SPIREPOINT PRIVATE CLIENT, LLC$959K1
178KDK Private Wealth Management, LLC$954K1
179MIRABELLA FINANCIAL SERVICES LLP$945K1
180CIBC WORLD MARKET INC.$924K1
181SFMG, LLC$916K1
182IEQ CAPITAL, LLC$888K1
183Persistent Asset Partners Ltd$888K1
184FOX RUN MANAGEMENT, L.L.C.$870K1
185Summit Wealth Partners, LLC$815K1
186Amundi$755K1
187Angel Oak Capital Advisors, LLC$740K1
188SouthState Bank Corp$730K1
189FEDERATED HERMES, INC.$729K1
190FOUNDATIONS INVESTMENT ADVISORS, LLC$696K1
191ENDEAVOUR CAPITAL ADVISORS INC$694K1
192SECURIAN ASSET MANAGEMENT, INC$668K1
193VOYA INVESTMENT MANAGEMENT LLC$662K1
194Swiss Life Asset Management Ltd$659K1
195U.S. Capital Wealth Advisors, LLC$642K1
196Nicholson Wealth Management Group, LLC$640K1
197JAMES INVESTMENT RESEARCH, INC.$632K1
198JMN Financial LLC$624K1
199Sequoia Financial Advisors, LLC$623K1
200QUADRANT CAPITAL GROUP LLC$622K1
201GREENWOOD CAPITAL ASSOCIATES LLC$617K1
202SeaCrest Wealth Management, LLC$617K1
203SHEETS SMITH WEALTH MANAGEMENT$599K1
204UNITED CAPITAL FINANCIAL ADVISORS, LLC$589K1
205CSS LLC/IL$585K1
206Texas Capital Bank Wealth Management Services Inc$580K1
207GATEWAY INVESTMENT ADVISERS LLC$580K1
208Sanctuary Advisors, LLC$572K1
209Federation des caisses Desjardins du Quebec$542K1
210PRUDENTIAL FINANCIAL INC$542K1
211KEYBANK NATIONAL ASSOCIATION/OH$538K1
212OpenArc Corporate Advisory, LLC$528K1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$516K1
214Savant Capital, LLC$510K1
215CFO4Life Group, LLC$510K1
216Qsemble Capital Management, LP$505K1
217Ensign Peak Advisors, Inc$491K1
218Utah Retirement Systems$490K1
219ProVise Management Group, LLC$476K1
220CAPSTONE INVESTMENT ADVISORS, LLC$471K1
221Diametric Capital, LP$464K1
222Havemeyer Place LP$463K1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$458K1
224Maryland State Retirement & Pension System$451K1
225First City Capital Management, Inc.$444K1
226Vise Technologies, Inc.$439K1
227Cornerstone Management, Inc.$435K1
228Kestra Advisory Services, LLC$426K1
229CHOREO, LLC$419K1
230Meeder Advisory Services, Inc.$417K1
231EVERGREEN CAPITAL MANAGEMENT LLC$412K1
232DOLIVER ADVISORS, LP$405K1
233Richard Young Associates, Ltd.$398K1
234Summit Trail Advisors, LLC$384K1
235Corient Private Wealth LLC$378K1
236Teza Capital Management LLC$377K1
237Polymer Capital Management (US) LLC$377K1
238Connor, Clark & Lunn Investment Management Ltd.$370K1
239ProShare Advisors LLC$368K1
240M&T BANK CORP$366K1
241Atria Investments, Inc$347K1
242WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$346K1
243Palacios Wealth Management, LLC$343K1
244RITHOLTZ WEALTH MANAGEMENT$342K1
245Crusonia Wealth Advisors LLC$340K1
246Platform Technology Partners$336K1
247Bison Wealth, LLC$335K1
248FLYWHEEL PRIVATE WEALTH LLC$333K1
249WEST PACES ADVISORS INC.$333K1
250ISLAY CAPITAL MANAGEMENT, LLC$333K1
251MAINSAIL ASSET MANAGEMENT, LLC$332K1
252Aaron Wealth Advisors LLC$332K1
253Peachtree Investment Partners, LLC$331K1
254Forvis Mazars Wealth Advisors, LLC$324K1
255INTRUST BANK NA$319K1
256Tower Research Capital LLC (TRC)$319K1
257J.W. COLE ADVISORS, INC.$318K1
258Chicago Partners Investment Group LLC$316K1
259BLAIR WILLIAM & CO/IL$316K1
260Requisite Capital Management, LLC$305K1
261Baird Financial Group, Inc.$303K1
262SHELTON CAPITAL MANAGEMENT$301K1
263Segment Wealth Management, LLC$299K1
264PANAGORA ASSET MANAGEMENT INC$297K1
265Crossmark Global Holdings, Inc.$295K1
266DAVENPORT & Co LLC$292K1
267CIBC Asset Management Inc$292K1
268Bragg Financial Advisors, Inc$291K1
269Emerald Investment Advisers, LLC$285K1
270GTS SECURITIES LLC$278K1
271Wedmont Private Capital$277K1
272Weil Company, Inc.$275K1
273North Dakota State Investment Board$271K1
274Abel Hall, LLC$264K1
275PROFUND ADVISORS LLC$264K1
276&PARTNERS$258K1
277HANOVER ADVISORS INC$257K1
278Trail Ridge Investment Advisors, LLC$256K1
279Compound Planning, Inc.$241K1
280Voleon Capital Management LP$241K1
281Stratos Wealth Partners, LTD.$241K1
282MEITAV INVESTMENT HOUSE LTD$239K1
283MQS Management LLC$239K1
284Vident Advisory, LLC$237K1
285Peak Asset Management, LLC$234K1
286Focus Partners Advisor Solutions, LLC$230K1
287BUILDER INVESTMENT GROUP INC /ADV$224K1
288Biltmore Family Office, LLC$216K1
289AE Wealth Management LLC$215K1
290MML INVESTORS SERVICES, LLC$214K1
291Abacus Planning Group, Inc.$212K1
292Meiji Yasuda Asset Management Co Ltd.$210K1
293Callan Family Office, LLC$208K1
294Rockefeller Capital Management L.P.$207K1
295Central Pacific Bank - Trust Division$206K1
296Mill Capital Management, LLC$205K1
297Hamilton Wealth, LLC$202K1
298Moisand Fitzgerald Tamayo, LLC$201K1
299Allworth Financial LP$199K1
300UMB Bank, n.a.$149K1
301US BANCORP \DE\$140K1
302Blue Trust, Inc.$96.8K1
303BFSG, LLC$95.3K1
304NOMURA ASSET MANAGEMENT CO LTD$89.7K1
305Eurizon Capital SGR S.p.A.$75.4K1
306State of Wyoming$72.8K1
307Caldwell Trust Co$57.5K1
308Pinnacle Wealth Planning Services, Inc.$54.5K1
309GHP Investment Advisors, Inc.$51.9K1
310Steward Partners Investment Advisory, LLC$48.7K1
311Measured Wealth Private Client Group, LLC$47.5K1
312TFC Financial Management, Inc.$46.4K1
313Salomon & Ludwin, LLC$43.7K1
314Quarry LP$42.8K1
315Wellington Grp LLC$42.6K1
316SIMPLEX TRADING, LLC$40.3K1
317THRIVENT FINANCIAL FOR LUTHERANS$26.6K1
318Mitsubishi UFJ Asset Management Co., Ltd.$26.4K1
319Arax Advisory Partners$24.4K1
320Smartleaf Asset Management LLC$20.4K1
321MTM Investment Management, LLC$18.2K1
322ASSETMARK, INC$17.4K1
323MATHER GROUP, LLC.$15.4K1
324Owl Creek Wealth Partners LLC$14.8K1
325Destiny Wealth Partners, LLC$13.5K1
326Acumen Wealth Advisors, LLC$13.4K1
327True Wealth Design, LLC$13.0K1
328NFSG Corp$13.0K1
329NATIXIS ADVISORS, LLC$12.5K1
330GODSEY & GIBB, INC$11.1K1
331CVA Family Office, LLC$10.1K1
332ALGERT GLOBAL LLC$7.0K1
333Key FInancial Inc$5.4K1
334JFS WEALTH ADVISORS, LLC$5.3K1
335Keating Financial Advisory Services, Inc.$5.3K1
336Parkside Financial Bank & Trust$4.8K1
337Bell Investment Advisors, Inc$4.6K1
338MidFirst Bank$4.3K1
339Treasurer of the State of North Carolina$3.9K1
340Hunter Perkins Capital Management, LLC$3.4K1
341HRT FINANCIAL LP$2.9K1
342JONES FINANCIAL COMPANIES LLLP$2.8K1
343JPL Wealth Management, LLC$2.8K1
344TD Capital Management LLC$2.1K1
345SJS Investment Consulting Inc.$2.1K1
346Private Wealth Management Group, LLC$2.1K1
347M Holdings Securities, Inc.$2.1K1
348Rialto Wealth Management, LLC$1.9K1
349Clearstead Advisors, LLC$1.9K1
350BROWN, LISLE/CUMMINGS, INC.$1.9K1
351Marquette Asset Management, LLC$1.8K1
352Cromwell Holdings LLC$1.5K1
353Transamerica Financial Advisors, LLC$1.3K1
354WPG Advisers, LLC$1.3K1
355DiNuzzo Private Wealth, Inc.$1.1K1
356State of Alaska, Department of Revenue$9111
357Intentional Wealth Strategies, LLC$6481
358MV CAPITAL MANAGEMENT, INC.$5561
359HFM Investment Advisors, LLC$5551
360Vermillion Wealth Management, Inc.$4631
361SHP Wealth Management$4631
362Activest Wealth Management$4631
363Westfuller Advisors, LLC$4331
364PARK AVENUE SECURITIES LLC$4311
365Annis Gardner Whiting Capital Advisors, LLC$3711
366Larson Financial Group LLC$3701
367GSA CAPITAL PARTNERS LLP$3491
368INGALLS & SNYDER LLC$3091
369KBC Group NV$2911
370Signature Equity Partners, LLC$2871
371TopTier Wealth Management, LLC$2781
372Ceeto Capital Group, LLC$2091
373Prestige Wealth Management Group LLC$1861
374Quest 10 Wealth Builders, Inc.$1851
375American Capital Advisory, LLC$931
376Capital Advisors, Ltd. LLC$111
377Avion Wealth$21
378BANK OF NOVA SCOTIA— value not disclosed1
379FIDUCIARY TRUST CO— value not disclosed1
380VANGUARD GROUP INC— value not disclosed1
381STEPHENS INC /AR/— value not disclosed1
382HARBOUR INVESTMENTS, INC.— value not disclosed1
383JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
384COMERICA BANK— value not disclosed1
385VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
386SMITH CHAS P & ASSOCIATES PA CPAS— value not disclosed1
387TRUST CO OF VERMONT— value not disclosed1
388NATIXIS— value not disclosed1
389CIBC Private Wealth Group LLC— value not disclosed1
390Forest Hill Capital, LLC— value not disclosed1
391Magnetar Financial LLC— value not disclosed1
392NORGES BANK— value not disclosed1
393Southeast Asset Advisors, LLC— value not disclosed1
394Ruffer LLP— value not disclosed1
395Alyeska Investment Group, L.P.— value not disclosed1
396B. Riley Wealth Advisors, Inc.— value not disclosed1
397DRW Securities, LLC— value not disclosed1
398TCTC Holdings, LLC— value not disclosed1
399Minerva Advisors LLC— value not disclosed1
400Focus Partners Wealth— value not disclosed1
401BW Gestao de Investimentos Ltda.— value not disclosed1
402Perigon Wealth Management, LLC— value not disclosed1
403Select Equity Group, L.P.— value not disclosed1
404FJ Capital Management LLC— value not disclosed1
405Caprock Group, LLC— value not disclosed1
406Sagewood Asset Management LP— value not disclosed1
407Verdence Capital Advisors LLC— value not disclosed1
408IFG Advisory, LLC— value not disclosed1
409AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
410Global Retirement Partners, LLC— value not disclosed1
411HHM Wealth Advisors, LLC— value not disclosed1
412Black Diamond Financial, LLC— value not disclosed1
413Ferguson Shapiro LLC— value not disclosed1
414Aquatic Capital Management LLC— value not disclosed1
415INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
416OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
417INCEPTIONR LLC— value not disclosed1
418F/m Investments LLC— value not disclosed1
419North Reef Capital Management LP— value not disclosed1
420AlphaQuest LLC— value not disclosed1
421Forum Financial Management, LP— value not disclosed1
422SageView Advisory Group, LLC— value not disclosed1
423AXQ CAPITAL, LP— value not disclosed1
424Cresta Advisors, Ltd.— value not disclosed1
425Dunhill Financial, LLC— value not disclosed1
426Caitong International Asset Management Co., Ltd— value not disclosed1
427Impact Partnership Wealth, LLC— value not disclosed1
428Keyes, Stange & Wooten Wealth Management, LLC— value not disclosed1
429Sivia Capital Partners, LLC— value not disclosed1
430OPTIMA CAPITAL LLC— value not disclosed1
431CAPITOLIS LIQUID GLOBAL MARKETS LLC— value not disclosed1
Truncated by Public Filings. Every one of the 377 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SSB

RETAINED WINDOW · ACTIVE HITS

Zero hits on SSB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SSB · financials and macro

Financials — as filed PLANNED

SSB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SSB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing