SSBI Summit State Bank - Common Stock
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Institutional owners (13F) 25 filers · $26.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 5 (+5 vs prior Q) | 4 (+2 vs prior Q) | 5 (-1 vs prior Q) | 3 (0 vs prior Q) | +303K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $7,402,060 | 553,632 | 27.98% | Shares |
| CALDWELL SUTTER CAPITAL, INC. | $4,736,291 | 349,284 | 17.90% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $3,107,220 | 229,146 | 11.74% | Shares |
| VANGUARD GROUP INC | $2,656,664 | 228,432 | 10.04% | Shares |
| BANC FUNDS CO LLC | $2,652,702 | 195,627 | 10.03% | Shares |
| MAI Capital Management | $1,228,998 | 90,634 | 4.65% | Shares |
| SALZHAUER MICHAEL | $984,119 | 72,575 | 3.72% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $879,583 | 64,866 | 3.32% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $559,548 | 41,250 | 2.11% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $410,990 | 30,309 | 1.55% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $390,799 | 28,820 | 1.48% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $300,517 | 22,162 | 1.14% | Shares |
| STIFEL FINANCIAL CORP | $219,943 | 16,220 | 0.83% | Shares |
| STATE STREET CORP | $187,914 | 13,858 | 0.71% | Shares |
| Creative Planning | $186,450 | 13,750 | 0.70% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $174,788 | 12,890 | 0.66% | Shares |
| Wealthspire Advisors, LLC | $169,094 | 12,470 | 0.64% | Shares |
| MORGAN STANLEY | $162,300 | 11,969 | 0.61% | Shares |
| Vanguard Global Advisers, LLC | $27,337 | 2,016 | 0.10% | Shares |
| BlackRock, Inc. | $15,540 | 1,146 | 0.06% | Shares |
| M3F, Inc. | $4,803 | 354,229 | 0.02% | Shares |
| FMR LLC | $299 | 22 | 0.00% | Shares |
| BARCLAYS PLC | $41 | 3 | 0.00% | Shares |
| UBS Group AG | $14 | 1 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | Shares |
ETF ownership Held by 9 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IWC · iShares Trust | 0.02% | 17,507 SH | Aug. 8, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 1,021 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,074 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 557 NS | April 30, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 8,120 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.00% | 1,516 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 1,100 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 50,001 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 178,010 SH | Aug. 8, 2026 | Daily |