Summit State Bank Ownership | Who Owns Summit State Bank?
Summit State Bank Ownership Summary
Summit State Bank is owned by 5.50% institutional investors, 9.28% insiders, and 85.23% retail investors. Banc funds is the largest institutional shareholder, holding 6.39% of SSBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.68% of its assets in Summit State Bank shares.
SSBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit State Bank | 5.50% | 9.28% | 85.23% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Banc funds | 429.39K | 6.39% | $3.28M |
| M3f | 300.00K | 4.46% | $2.29M |
| Vanguard group | 277.92K | 4.14% | $2.12M |
| Caldwell sutter capital | 247.67K | 3.69% | $1.89M |
| Salzhauer michael | 102.05K | 1.52% | $780.65K |
| Mai capital management | 91.63K | 1.36% | $700.08K |
| Dimensional fund advisors lp | 72.90K | 1.08% | $556.94K |
| Bridgeway capital management | 53.82K | 0.80% | $411.19K |
| Geode capital management | 53.00K | 0.79% | $405.07K |
| Citadel advisors | 15.80K | 0.24% | $149.36K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 247.67K | 0.88% | $1.89M |
| M3f | 300.00K | 0.66% | $2.29M |
| Salzhauer michael | 102.05K | 0.40% | $780.65K |
| Banc funds | 429.39K | 0.36% | $3.28M |
| Two sigma securities | 11.60K | 0.01% | $88.76K |
| Bridgeway capital management | 53.82K | 0.01% | $411.19K |
| Mai capital management | 91.63K | 0.01% | $700.08K |
| Van hulzen asset management | 4.81K | 0.00% | $36.77K |
| Dimensional fund advisors lp | 72.90K | 0.00% | $556.94K |
| Tower research capital llc (trc) | 586.00 | 0.00% | $4.48K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | 300.00K | 0.66% | 300.00K |
| Salzhauer michael | 102.05K | 0.40% | 23.59K |
| Caldwell sutter capital | 247.67K | 0.88% | 19.20K |
| Two sigma securities | 11.60K | 0.01% | 11.60K |
| Van hulzen asset management | 4.81K | 0.00% | 4.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | - | - | -7.40K |
| Northern trust | 11.52K | - | -210.00 |
| Creative planning | 13.75K | 0.00% | - |
| Mai capital management | 91.63K | 0.01% | - |
| Dimensional fund advisors lp | 72.90K | 0.00% | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| M3f | 300.00K | 0.66% | 300.00K | $2.29M |
| Two sigma securities | 11.60K | 0.01% | 11.60K | $88.76K |
| Van hulzen asset management | 4.81K | 0.00% | 4.81K | $36.77K |
| Royal bank of canada | 62.00 | - | 62.00 | $1.00K |
| Wells fargo & company/mn | 1.00 | - | 1.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -7.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 5 | -70.59% | 369,273 | -72.68% | 5 | 1.36% | 5 | -37.50% | - | -100.00% |
| Sep 30, 2024 | 17 | - | 1,351,497 | 4.11% | 20 | 5.36% | 8 | -20.00% | 5 | 66.67% |
| Jun 30, 2024 | 17 | -10.53% | 1,298,125 | -2.13% | 19 | 4.94% | 10 | 42.86% | 3 | -66.67% |
| Mar 31, 2024 | 19 | -9.52% | 1,326,430 | -3.54% | 19 | 4.70% | 7 | -46.15% | 9 | 350.00% |
| Dec 31, 2023 | 21 | 10.53% | 1,375,056 | 2.42% | 20 | 5.11% | 13 | 85.71% | 2 | -60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 181.48K | 2.68% | - |
| Vanguard Total Stock Mkt Idx Inv | 181.48K | 2.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 84.23K | 1.24% | - |
| Bridgeway Ultra-Small Company Market | 32.82K | 0.48% | - |
| Fidelity Extended Market Index | 27.96K | 0.41% | -178.00 |
| Bridgeway Omni Small-Cap Value | 21.00K | 0.31% | - |
| Bridgeway Omni Small-Cap Value N | 21.00K | 0.31% | - |
| DFA US Core Equity 2 I | 14.81K | 0.22% | - |
| iShares Micro-Cap ETF | 12.65K | 0.19% | - |
| DFA US Targeted Value I | 10.47K | 0.15% | - |
SSBI Ownership FAQ
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