Funds holding Summit State Bank
25 funds declare a position · 7 ETFs and 18 other funds · 5M $ · US8662642037
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 178,010 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 50,187 | 671K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 22,888 | 299.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 21,000 | 280.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,814 | 203.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 12,438 | 166.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,197 | 140.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,370 | 115.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 8,615 | 112.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 8,120 | 111.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 7,820 | 104.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 6,771 | 88.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,662 | 64.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 3,743 | 48.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,500 | 48.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,397 | 46.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,516 | 20.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,117 | 15.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,135 | 15.2K $ | as of Mar 31, 2026 · Original filing | |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 1,100 | 15.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,074 | 14.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,021 | 14K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 957 | 12.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 922 | 12.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 557 | 7.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
23 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 443,943 | 5.2M $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 347,063 | 4.6M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 199,227 | 2.7M $ | as of Mar 31, 2026 |
| MAI Capital Management | 90,634 | 1.2M $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 72,575 | 970.3K $ | as of Mar 31, 2026 |
| Daytona Street Capital LLC | 49,095 | 954.9K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 69,624 | 930.9K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 52,101 | 696.8K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28,820 | 385.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,556 | 274.8K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 16,220 | 216.9K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 14,945 | 199.8K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 14,008 | 187.3K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 13,883 | 185.6K $ | as of Mar 31, 2026 |
| Creative Planning | 13,750 | 183.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 12,885 | 172.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 12,590 | 168.3K $ | as of Mar 31, 2026 |
| Wealthspire Advisors, LLC | 12,470 | 166.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 11,970 | 160K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 938 | 12.5K $ | as of Mar 31, 2026 |
| M3F, Inc. | 354,229 | 4.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 191 | 2.6K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 0 | 3 $ | as of Mar 31, 2026 |