A Daily Network publication
Explore the network
Private Credit Daily
The Daily Read on Private Credit
Sunday, October 4, 2026The Morning Brief →Sign in

Who holds SSBSOUTHSTATE

35 funds on our shelf carry SOUTHSTATE — heaviest hand: VNM at 1.87% of its book.

FundWeightFund assetsShares held
VNMVanEck Vietnam ETFINDEX1.87%$501M13,173,400
IATiShares U.S. Regional Banks ETFINDEX1.85%$619M112,048
KREState Street SPDR S&P Regional Banking ETFINDEX1.40%$3.7B662,923
XMLVInvesco S&P MidCap Low Volatility ETFINDEX1.05%$703M72,142
KBEState Street SPDR S&P Bank ETFINDEX0.98%$1.5B145,499
VNAMGlobal X MSCI Vietnam ETFINDEX0.70%$12M349,100
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.61%$8.5B496,387
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.60%$923M84,499
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.60%$2.7B160,084
RFVInvesco S&P MidCap 400 Pure Value ETFINDEX0.57%$327M18,262
AUSFGlobal X Adaptive U.S. Factor ETFINDEX0.51%$298M43,837
CVYInvesco Zacks Multi-Asset Income ETFINDEX0.34%$119M3,930
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.33%$413M13,223
ISCViShares Morningstar Small-Cap Value ETFINDEX0.32%$672M20,626
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.32%$414M12,948
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.29%$2.2B160,748
IJHiShares Core S&P Mid-Cap ETFINDEX0.29%$122.8B3,378,314
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.28%$18.2B513,786
VBRVanguard Small Cap Value Index FundINDEX0.22%$30.1B1,427,150
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.21%$2.8B57,479
ISCBiShares Morningstar Small-Cap ETFINDEX0.16%$278M4,163
IYFiShares U.S. Financials ETFINDEX0.16%$4B59,180
RWKInvesco S&P MidCap 400 Revenue ETFINDEX0.15%$1.3B18,832
SMMDiShares Russell 2500 ETFINDEX0.14%$4.1B54,269
IYGiShares U.S. Financial Services ETFINDEX0.14%$2.1B29,885
VBVanguard Small Cap Index FundINDEX0.13%$58.9B2,247,529
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.12%$631M7,669
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.12%$13M151
VXFVanguard Extended Market Index FundINDEX0.11%$20.2B1,120,104
VFHVanguard Financials Index FundINDEX0.11%$10.3B158,801
WSMLiShares MSCI World Small-Cap ETF0.10%—6,253
DGROiShares Core Dividend Growth ETFINDEX0.05%$41.9B222,373
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.04%$2B8,067
VIGVanguard Div Appreciation ETFINDEX0.04%$84.8B552,878
PFMInvesco Dividend Achievers ETFINDEX0.04%$779M2,782

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Credit Daily, in your inbox every weekday. Free.