Who owns Summit State Bank?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SSBI from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 24 institutions disclosed 2.1M shares of Summit State Bank worth $29.0M — about 31.9% of shares outstanding; the largest disclosed holder is ALLIANCEBERNSTEIN L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$29.0M
value, 2026 filers
31.9%
of shares outstanding (2.1M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SSBI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 553,632 | $7.4M | 0.0% | 8.2% | +24.7% |
| 2 | M3F, Inc. | 354,229 | $4.8M | 1.1% | 5.3% | 0.0% |
| 3 | CALDWELL SUTTER CAPITAL, INC. | 349,284 | $4.7M | 1.8% | 5.2% | +0.6% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 229,146 | $3.1M | 0.0% | 3.4% | -0.1% |
| 5 | BANC FUNDS CO LLC | 195,627 | $2.7M | 0.4% | 2.9% | -1.8% |
| 6 | MAI Capital Management | 90,634 | $1.2M | 0.0% | 1.3% | 0.0% |
| 7 | SALZHAUER MICHAEL | 72,575 | $984,119 | 0.3% | 1.1% | 0.0% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 69,624 | $944,101 | 0.0% | 1% | 0.0% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 51,514 | $698,727 | 0.0% | 0.8% | -1.1% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 30,309 | $410,990 | 0.0% | 0.5% | +14.8% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28,820 | $390,799 | 0.0% | 0.4% | 0.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,162 | $300,517 | 0.0% | 0.3% | +7.8% |
| 13 | BlackRock, Inc. | 19,230 | $260,759 | 0.0% | 0.3% | +38.5% |
| 14 | STIFEL FINANCIAL CORP | 16,220 | $219,943 | 0.0% | 0.2% | 0.0% |
| 15 | STATE STREET CORP | 13,858 | $187,914 | 0.0% | 0.2% | -1.1% |
| 16 | Creative Planning | 13,750 | $186,450 | 0.0% | 0.2% | 0.0% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 12,890 | $174,788 | 0.0% | 0.2% | +2.4% |
| 18 | Wealthspire Advisors, LLC | 12,470 | $169,094 | 0.0% | 0.2% | 0.0% |
| 19 | MORGAN STANLEY | 11,970 | $162,319 | 0.0% | 0.2% | 0.0% |
| 20 | Vanguard Global Advisers, LLC | 2,016 | $27,337 | 0.0% | 0% | 0.0% |
| 21 | FMR LLCNEW | 22 | $299 | 0.0% | 0% | new |
| 22 | UBS Group AG | 8 | $109 | 0.0% | 0% | -95.8% |
| 23 | BARCLAYS PLCNEW | 3 | $41 | 0.0% | 0% | new |
| 24 | WELLS FARGO & COMPANY/MN | 0 | $3 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.