SSB — Southstate Bk Corp Institutional Holders · Q3 2026
Who owns Southstate Bk Corp (SSB)? 18 institutions reported holding $8.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Red Spruce Capital, LLC ($3.5M), Investors Research Corp ($1.1M), Burkett Financial Services, LLC ($960,568).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Red Spruce Capital, LLC | $3.5M | 35,579 | Added |
| 2 | Investors Research Corp | $1.1M | 11,347 | Hold |
| 3 | BURKETT FINANCIAL SERVICES, LLC | $960,568 | 9,648 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $951,495 | 9,557 | Hold |
| 5 | DOLIVER ADVISORS, LP | $436,272 | 4,382 | Hold |
| 6 | Wedmont Private Capital | $367,728 | 3,656 | Added |
| 7 | COLTON GROOME FINANCIAL ADVISORS, LLC | $358,416 | 3,600 | Hold |
| 8 | GAMMA Investing LLC | $313,216 | 3,146 | Added |
| 9 | Farther Finance Advisors, LLC | $266,239 | 2,674 | Added |
| 10 | RIVERSEDGE ADVISORS, LLC | $229,287 | 2,303 | New |
| 11 | Central Pacific Bank - Trust Division | $185,381 | 1,862 | Trimmed |
| 12 | Versant Capital Management, Inc | $175,026 | 1,758 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $25,587 | 257 | Trimmed |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $9,459 | 95 | Hold |
| 15 | CX Institutional | $8,000 | 78 | Added |
| 16 | Marquette Asset Management, LLC | $1,892 | 19 | Hold |
| 17 | Planning Strategies Inc. | $796 | 8 | Hold |
| 18 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30