SouthState Bank Corp filed a Schedule 13G with the SEC on November 9, 2026, disclosing beneficial ownership of 1,594,257 shares, representing 8.13% of the Rockefeller Opportunistic Municipal Bond ETF (CUSIP 45259A878), as of a triggering event dated September 30, 2026.

Key Highlights

  • Beneficial ownership: SouthState Bank Corp reported aggregate beneficial ownership of 1,594,257 shares of the Rockefeller Opportunistic Municipal Bond ETF.
  • Percent of class: The filing states that the 1,594,257 shares represent 8.13% of the class.
  • Voting power: SouthState Bank Corp disclosed sole voting power over all 1,594,257 shares, with zero shared voting power.
  • Dispositive power: The filing reports zero sole dispositive power and zero shared dispositive power over the shares.
  • Subsidiaries involved: The filing identifies SouthState Bank, N.A. and SouthState Private Capital Management LLC as the subsidiaries through which the securities are held.
  • Triggering event date: The date of the event requiring this filing is listed as September 30, 2026.
  • Signer: The statement was signed by William E. Matthews, V, identified as SEVP, Chief Financial Officer of SouthState Bank Corp.

SouthState Bank Corp Discloses Cross-5% Holding in Rockefeller Municipal Bond ETF as of September 30, 2026

According to the Schedule 13G filed November 9, 2026, SouthState Bank Corp, a Florida-organized entity headquartered at 1101 First Street South, Suite 202, Winter Haven, FL 33880, reported beneficial ownership of 1,594,257 shares of the Rockefeller Opportunistic Municipal Bond ETF, issued by Rockefeller Capital Management L.P. The issuer's principal executive offices are listed as 45 Rockefeller Plaza, 5th Floor, New York, New York, 10111. The CUSIP number for the security is 45259A878.

The filing discloses that SouthState Bank Corp holds sole voting power over all 1,594,257 shares but reports zero sole dispositive power and zero shared dispositive power. The reporting person is classified under types BK, IA, HC, and CO, reflecting its roles as a bank, investment adviser, holding company, and corporation, as indicated in the filing. The filing notes that the other included managers are SouthState Bank, N.A. and SouthState Private Capital Management LLC, which are identified in Item 7 as the relevant subsidiaries through which the securities were acquired.

As required by the certification under Item 10, SouthState Bank Corp stated that, "to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." The filing was signed by William E. Matthews, V, in his capacity as SEVP, Chief Financial Officer. An organizational chart for SouthState Bank Corp was filed as Exhibit 99.1.

What Was Disclosed

SouthState Bank Corp filed a Schedule 13G disclosing a beneficial ownership stake of 1,594,257 shares, equal to 8.13% of the Rockefeller Opportunistic Municipal Bond ETF, with sole voting power but no dispositive power, as of September 30, 2026.