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Sunday, August 23, 2026The Morning Brief →Sign in

Who holds SSBSOUTHSTATE

28 funds on our shelf carry SOUTHSTATE — heaviest hand: IAT at 1.72% of its book.

FundWeightFund assetsShares held
IATiShares U.S. Regional Banks ETFINDEX1.72%$706M107,458
KRE1.40%662,923
XMLV1.07%75,021
KBE0.98%145,499
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.61%$9.1B496,387
MDYV0.59%159,278
IVOV0.59%83,987
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.33%$438M13,223
QVMM0.32%12,968
ISCViShares Morningstar Small-Cap Value ETFINDEX0.31%$712M20,626
IVOO0.29%159,370
IJHiShares Core S&P Mid-Cap ETFINDEX0.29%$128.4B3,378,314
SPMD0.29%508,077
VBRVanguard Small Cap Value Index FundINDEX0.22%$30.1B1,426,080
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.21%$3B56,968
IYFiShares U.S. Financials ETFINDEX0.16%$4.4B63,270
ISCBiShares Morningstar Small-Cap ETFINDEX0.15%$293M4,163
IYGiShares U.S. Financial Services ETFINDEX0.14%$2.2B29,521
SMMDiShares Russell 2500 ETFINDEX0.14%$3.9B49,476
VBVanguard Small Cap Index FundINDEX0.13%$58.9B2,244,587
SPDG0.12%146
VXFVanguard Extended Market Index FundINDEX0.11%$20.2B1,120,104
VFHVanguard Financials Index FundINDEX0.11%$10.3B161,447
WSMLiShares MSCI World Small-Cap ETF0.10%6,125
DGROiShares Core Dividend Growth ETFINDEX0.05%$43.6B215,058
VIG0.04%552,625
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.04%$1.9B6,496
PFM0.04%2,780

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