Summit Materials Inc. Class ASUM

13F holders, Q1 2024 (March 31)
308holders
8famous investors
$44.47avg. 13F price*

At the end of Q1 2024, 308 institutions reported holding Summit Materials Inc. Class A (SUM) in their 13F filings. The largest holders were Vanguard Group Inc. ($545.6M), BlackRock Inc. ($446.5M) and T. Rowe Price Associates Inc. ($393.9M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Summit Materials Inc. Class A
CUSIP
86614U100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 308Q1 2024Q2 2024: 306Q2 2024Q3 2024: 335Q3 2024Q4 2024: 396Q4 2024Q1 2025: 7Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions50$108.7M
Exits39$84.4M

Ownership 308 holders

Vanguard Group Inc. 0.01% Add +2.2% 12,240,546 $545.6M
BlackRock Inc. 0.01% Reduce -11.9% 10,016,844 $446.5M
T. Rowe Price Associates Inc. 0.05% Add +0.3% 8,837,110 $393.9M
Massachusetts Financial Services Co. 0.09% Add +1.7% 6,761,814 $301.4M
Principal Financial Group Inc. 0.14% Add +1.2% 5,324,077 $237.3M
Macquarie Group Ltd. 0.26% Add +0.5% 5,184,085 $231.1M
Dimensional Fund Advisors LP 0.06% Reduce -10.8% 4,867,950 $217.0M
Invesco Ltd. 0.04% Add +19.6% 4,438,351 $197.8M
Victory Capital Management Inc. 0.15% Add +6.5% 3,436,728 $153.2M
Clearbridge Investments, LLC 0.11% No change 3,177,677 $141.6M
Janus Henderson Group PLC 0.07% Reduce -13.3% 2,842,725 $126.7M
State Street Corp. 0.01% Add +1.0% 2,704,134 $120.5M
Geode Capital Management, LLC 0.01% Add +3.4% 2,632,601 $117.4M
Millennium Management 0.09% Add +64.9% 2,354,744 $105.0M
Frontier Capital Management Co. LLC 0.92% Add +364.4% 2,207,920 $98.4M
Alliancebernstein L.P. 0.03% Add +1341.4% 2,082,716 $92.8M
Nuveen Asset Management, LLC 0.03% Reduce -8.5% 2,035,830 $90.7M
River Road Asset Management, LLC 1.10% Add +5.8% 1,828,255 $81.5M
Ameriprise Financial Inc. 0.02% Reduce -3.3% 1,736,368 $77.4M
American Century Companies Inc. 0.05% Add +16.7% 1,683,869 $75.1M
Northern Trust Corp. 0.01% Reduce -5.9% 1,432,397 $63.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 1,418,840 $63.2M
Norges Bank 0.01% Add +7.4% 1,380,274 $61.5M
Eagle Asset Management Inc. 0.30% Reduce -4.9% 1,368,857 $59.0M
Citadel Advisors 0.06% Add +19.2% 1,318,734 $58.8M
Manufacturers Life Insurance Company, The 0.05% Add +0.5% 1,169,338 $52.1M
Bank of America Corp. 0.00% Reduce -1.0% 1,118,851 $49.9M
Aristotle Capital Boston, LLC 1.43% Reduce -2.8% 1,060,338 $47.3M
Segall Bryant & Hamill, LLC 0.87% Reduce -1.7% 1,045,453 $46.6M
Qube Research & Technologies Ltd 0.07% Add +284.9% 883,248 $39.4M
Paradigm Capital Management Inc. 1.81% Reduce -2.0% 848,890 $37.8M
Goldman Sachs Group Inc. 0.01% Reduce -50.9% 803,656 $35.8M
Bank of New York Mellon Corp 0.01% Reduce -7.9% 786,351 $35.0M
Thrivent Financial for Lutherans 0.07% Reduce -0.2% 781,986 $34.9M
Harvey Partners, LLC 3.63% Add +17.4% 751,500 $33.5M
Voya Investment Management LLC 0.04% Add +7.0% 745,539 $33.2M
Hood River Capital Management LLC 0.74% New 745,020 $33.2M
Morgan Stanley 0.00% Reduce -1.5% 682,374 $30.4M
Federated Hermes, Inc. 0.06% Add +139.4% 554,079 $24.7M
JPMorgan Chase & Co. 0.00% Add +13.1% 523,162 $23.3M
Westwood Holdings Group Inc. 0.18% Reduce -60.1% 516,900 $23.0M
Capital International Investors 0.00% No change 492,061 $21.9M
Kornitzer Capital Management Inc. 0.39% No change 473,211 $21.1M
Sei Investments Co. 0.03% Add +20.7% 456,164 $20.3M
FMR LLC 0.00% Reduce -84.3% 440,352 $19.6M
Wells Fargo & Company 0.01% Add +117.2% 439,593 $19.6M
Congress Asset Management Co. 0.14% Add +9.2% 427,672 $19.1M
Interval Partners, LP 0.68% New 405,000 $18.1M
Prudential Financial Inc. 0.02% Add +216.2% 375,796 $16.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -14.2% 579,354 $16.4M
D. E. Shaw & Co. 0.02% Add +26.0% 358,670 $16.0M
Royce & Associates LP 0.14% Add +1.8% 347,516 $15.5M
Renaissance Technologies 0.02% Add +1122.2% 310,178 $13.8M
Beacon Pointe Advisors, LLC 0.14% New 278,395 $12.4M
Kennedy Capital Management LLC 0.25% Add +41.6% 276,429 $12.3M
Bessemer Group Inc. 0.02% Add +2.9% 252,167 $11.2M
Intrinsic Edge Capital Management LLC 0.94% New 249,838 $11.1M
Guggenheim Capital LLC 0.08% Reduce -0.4% 246,891 $11.0M
Swiss National Bank 0.01% Add +0.6% 235,915 $10.5M
Homestead Advisers Corp 0.24% No change 225,209 $10.0M
Epoch Investment Partners, Inc. 0.04% Add +17.1% 224,017 $10.0M
California Public Employees Retirement System 0.01% Reduce -8.8% 203,534 $9.1M
Moody Aldrich Partners LLC 1.53% Reduce -2.2% 201,599 $9.0M
Sagefield Capital LP 1.09% Add +31.8% 200,605 $8.9M
Rhumbline Advisers 0.01% Add +0.5% 194,677 $8.7M
CW Advisors, LLC 0.15% Reduce -3.7% 190,437 $8.5M
Orchard Capital Management, LLC 2.43% New 185,758 $8.3M
Peregrine Capital Management LLC 0.23% Reduce -5.7% 182,228 $8.1M
Credit Suisse AG/ 0.01% Add +10.9% 178,981 $8.0M
Madison Asset Management, LLC 0.10% Reduce -0.5% 174,572 $7.8M
Raymond James & Associates 0.00% Add +4.3% 160,612 $7.2M
First Trust Advisors LP 0.01% Add +58.6% 151,055 $6.7M
UBS Group AG 0.00% Add +94.8% 149,169 $6.6M
Silvercrest Asset Management Group LLC 0.04% Add +38.9% 147,375 $6.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.5% 141,318 $6.3M
Tudor Investment Corporation 0.07% Reduce -26.5% 135,706 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -10.7% 134,591 $6.0M
Schonfeld Strategic Advisors LLC 0.05% Add +244.7% 131,373 $5.9M
Barclays PLC 0.00% Reduce -52.6% 129,978 $5.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +468.4% 124,150 $5.5M
Castleark Management LLC 0.23% Reduce -20.7% 123,548 $5.5M
California State Teachers Retirement System 0.01% Reduce -4.9% 119,493 $5.3M
Leuthold Group, LLC 0.59% Reduce -0.4% 118,465 $5.3M
Legal & General Group Plc 0.00% Add +2.5% 117,825 $5.3M
Susquehanna International Group, LLP 0.01% Reduce -43.4% 116,384 $5.2M
John G Ullman & Associates Inc. 0.77% Reduce -4.3% 111,923 $5.0M
Knights of Columbus Asset Advisors LLC 0.35% Reduce -43.6% 108,542 $4.8M
Deutsche Bank AG 0.00% Add +79.6% 105,189 $4.7M
Algert Global LLC 0.17% Reduce -48.9% 97,935 $4.4M
Clark Capital Management Group, Inc. 0.03% Add +3.6% 95,316 $4.2M
Comerica Bank 0.02% Add +215.3% 91,053 $4.1M
Cardinal Capital Management LLC 0.20% Reduce -18.4% 90,904 $4.1M
Susquehanna Portfolio Strategies, LLC 0.09% Reduce -5.5% 90,270 $4.0M
BNP Paribas Financial Markets 0.01% Add +89.5% 89,639 $4.0M
Assenagon Asset Management S.A. 0.01% New 88,168 $3.9M
Alberta Investment Management Corp 0.04% Add +12.6% 85,771 $3.8M
Oliver Luxxe Assets LLC 0.79% Add +0.3% 85,021 $3.8M
Hiddenite Capital Partners LP 4.36% No change 85,000 $3.8M
Advisors Asset Management, Inc. 0.07% Add +14.3% 83,476 $3.7M
Stifel Financial Corp. 0.00% Reduce -2.1% 82,725 $3.7M
Zacks Investment Management 0.04% New 77,142 $3.4M
State of New Jersey Common Pension Fund D 0.01% No change 76,687 $3.4M
Royal Bank of Canada 0.00% Reduce -35.9% 74,311 $3.3M
Capital Analysts, LLC 0.14% Add +2.8% 68,808 $3.1M
Holocene Advisors, LP 0.01% New 65,203 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -3.0% 61,099 $2.7M
American International Group, Inc. 0.01% Reduce -0.8% 58,917 $2.6M
LPL Financial LLC 0.00% Add +15.3% 58,698 $2.6M
Townsquare Capital LLC 0.04% Add +8.8% 58,283 $2.6M
River Wealth Advisors LLC 0.36% Add +15.5% 55,120 $2.5M
Select Equity Group, L.P. 0.01% Add +5.2% 54,897 $2.4M
Jane Street Group, LLC 0.00% Reduce -40.0% 51,128 $2.3M
New York State Common Retirement Fund 0.00% Reduce -0.1% 48,861 $2.2M
Russell Investments Group, Ltd. 0.00% Reduce -10.7% 48,330 $2.2M
Citigroup Inc. 0.00% Add +19.6% 47,007 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -4.6% 46,906 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +22.1% 45,935 $2.0M
Aquatic Capital Management LLC 0.07% Add +437.4% 44,600 $2.0M
Westover Capital Advisors, LLC 0.58% Reduce -1.2% 44,181 $2.0M
Creative Planning 0.00% Add +28.7% 43,417 $1.9M
Harvey Capital Management Inc. 0.54% Add +35.6% 41,150 $1.8M
Waycross Investment Management Co 1.69% Add +10.8% 40,664 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -28.1% 39,633 $1.8M
Strengthening Families & Communities, LLC 0.99% Add +10.7% 37,295 $1.7M
Amica Mutual Insurance Co. 0.17% Add +14.6% 36,954 $1.6M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 36,732 $1.6M
Campbell & CO Investment Adviser LLC 0.14% Add +224.8% 35,750 $1.6M
EFG Asset Management (North America) Corp. 0.26% Add +6.0% 34,050 $1.5M
Point72 Asset Management 0.00% New 33,500 $1.5M
Valmark Advisers, Inc. 0.03% Add +40.8% 33,480 $1.5M
Allianz Asset Management GmbH 0.00% New 33,403 $1.5M
Arizona State Retirement System 0.01% Reduce -1.2% 32,842 $1.5M
Two Sigma Investments, LP 0.00% Reduce -34.7% 32,572 $1.5M
Danske Bank A/S 0.00% — 31,849 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -78.8% 30,500 $1.4M
Susquehanna Fundamental Investments, LLC 0.06% New 30,477 $1.4M
Jackson Creek Investment Advisors LLC 0.42% Reduce -0.2% 26,616 $1.2M
Osaic Holdings, Inc. 0.00% Add +29.6% 26,213 $1.2M
AQR Capital Management 0.00% Add +129.3% 25,867 $1.2M
Henshaw Capital LLC 0.05% No change 25,176 $1.1M
WINTON GROUP Ltd 0.08% Add +38.1% 24,620 $1.1M
NJ State Employees Deferred Compensation Plan 0.14% No change 24,408 $1.1M
Moody National Bank Trust Division 0.08% No change 23,103 $1.0M
HSBC Holdings PLC 0.00% Reduce -85.4% 22,097 $985K
Natixis Advisors, LLC 0.00% Reduce -28.1% 21,852 $974K
Glenmede Trust Co. NA 0.00% Reduce -1.5% 21,629 $964K
ProShare Advisors LLC 0.00% Add +8.5% 21,479 $957K
MML Investors Services, LLC 0.00% New 20,716 $923K
State Board of Administration of Florida Retirement System 0.00% Reduce -5.5% 32,355 $922K
Engineers Gate Manager LP 0.02% Reduce -65.1% 20,014 $892K
Keeley-Teton Advisors, LLC 0.10% Reduce -1.1% 19,118 $852K
Janney Montgomery Scott LLC 0.00% Add +39.0% 18,839 $840K
State of Wisconsin Investment Board 0.00% Add +59.5% 18,791 $838K
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.3% 18,648 $831K
Boston Partners 0.00% Reduce -52.6% 17,322 $772K
NewEdge Advisors, LLC 0.01% Add +2265.4% 16,771 $747K
Pictet Asset Management Holding SA 0.00% Reduce -94.0% 16,575 $738K
Handelsbanken Fonder AB 0.00% Add +37.5% 16,500 $735K
Gotham Asset Management 0.01% New 16,469 $734K
Marshall Wace, LLP 0.00% New 16,338 $728K
Bayesian Capital Management, LP 0.07% New 16,300 $726K
First Hawaiian Bank 0.02% New 16,047 $715K
US Bancorp \de 0.00% Reduce -40.5% 15,930 $710K
Steward Partners Investment Advisory, LLC 0.01% Reduce -21.1% 15,259 $680K
Norden Group LLC 0.14% Add +41.8% 15,158 $676K
Alliance Wealth Advisors, LLC 0.20% Add +14.3% 15,008 $669K
Mackenzie Financial Corp. 0.00% Add +100.8% 14,978 $668K
Chesapeake Capital Corp. 0.49% Reduce -32.1% 14,676 $654K
SG Americas Securities, LLC 0.00% Reduce -25.0% 14,486 $646K
Public Employees Retirement Association of Colorado 0.00% Reduce -13.8% 14,388 $641K
Janney Capital Management LLC 0.04% Reduce -3.4% 13,101 $584K
NEOS Investment Management LLC 0.04% Add +47.2% 13,038 $581K
Ameritas Investment Partners, Inc. 0.02% No change 12,050 $537K
Financial Insights, Inc. 0.15% New 11,447 $510K
Cetera Investment Advisers 0.00% New 11,317 $504K
CANADA LIFE ASSURANCE Co 0.00% No change 11,218 $501K
Pearl River Capital, LLC 0.08% New 11,186 $499K
Moors & Cabot, Inc. 0.03% New 11,133 $496K
Keybank National Association 0.00% Reduce -41.6% 11,012 $491K
InterOcean Capital Group, LLC 0.01% Add +4.5% 10,591 $472K
HRT Financial LP 0.00% New 10,533 $469K
PNC Financial Services Group, Inc. 0.00% Add +12.0% 10,385 $463K
Verition Fund Management LLC 0.01% Add +93.1% 10,347 $461K
STRS Ohio 0.00% Reduce -10.5% 10,200 $454K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 10,025 $446K
Linden Thomas Advisory Services, LLC 0.07% Add +4.5% 9,943 $443K
Kestra Advisory Services, LLC 0.00% New 9,716 $433K
D.A. Davidson & Co. 0.00% Add +10.6% 9,394 $419K
Cubist Systematic Strategies, LLC 0.00% Reduce -88.8% 9,316 $415K
Bailard, Inc. 0.01% New 9,200 $410K
Yelin Lapidot Holdings Management Ltd. 0.08% No change 9,152 $408K
Orion Porfolio Solutions, LLC 0.00% Reduce -4.2% 9,108 $406K
Orion Portfolio Solutions, LLC 0.00% Reduce -4.2% 9,108 $406K
Diversify Advisory Services, LLC 0.02% — 9,366 $404K
Fca Corp. 0.13% No change 8,680 $387K
Walleye Capital LLC 0.00% Reduce -78.6% 8,353 $372K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 8,216 $366K
New York Life Investment Management LLC 0.00% Reduce -32.3% 8,205 $366K
Franklin Resources Inc. 0.00% Reduce -95.6% 8,170 $364K
Inspire Investing, LLC 0.04% Reduce -57.9% 8,047 $359K
Nisa Investment Advisors, LLC 0.00% Add +1.2% 8,032 $358K
Inceptionr LLC 0.09% New 7,970 $355K
Oxbow Advisors, LLC 0.05% New 7,924 $353K
Bank of Montreal 0.00% Reduce -52.5% 7,506 $335K
Xponance LLC 0.00% Reduce -0.3% 7,239 $323K
American Trust 0.03% Add +8.6% 7,026 $313K
Bridgefront Capital, LLC 0.24% New 6,952 $310K
Central Pacific Bank - Trust Division 0.04% — 7,010 $302K
Metropolitan Life Insurance Co 0.01% Reduce -8.8% 6,274 $280K
Elevation Point Wealth Partners, LLC 0.02% Reduce -13.8% 6,255 $279K
Mariner, LLC 0.00% Add +3.3% 6,254 $279K
Dark Forest Capital Management LP 0.05% New 6,248 $278K
Assetmark, Inc. 0.00% Reduce -8.8% 6,207 $277K
Rather & Kittrell, Inc. 0.08% No change 6,016 $268K
Convergence Investment Partners, LLC 0.10% New 5,962 $266K
Swisher Financial Concepts, Inc. 0.23% Add +5.3% 6,232 $259K
Capstone Investment Advisors, LLC 0.01% New 5,750 $256K
Johnson Investment Counsel Inc. 0.00% New 5,614 $250K
Entropy Technologies, LP 0.03% New 5,593 $249K
Captrust Financial Advisors 0.00% Reduce -67.0% 5,555 $248K
Gsa Capital Partners LLP 0.02% Reduce -85.3% 5,491 $245K
Tidal Investments LLC 0.00% Reduce -18.9% 5,412 $241K
Marks Group Wealth Management, Inc 0.02% New 5,312 $237K
Moneco Advisors, LLC 0.04% Add +1.8% 5,310 $237K
Portside Wealth Group, LLC 0.04% New 4,588 $204K
Westend Capital Management, LLC 0.07% — 4,160 $185K
Amalgamated Bank 0.00% Reduce -61.5% 4,069 $181K
Principal Securities, Inc. 0.01% Reduce -5.4% 4,052 $181K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 4,037 $180K
CIBC Private Wealth Group LLC 0.00% New 3,958 $171K
CI Investments Inc. 0.00% New 3,452 $154K
Lindbrook Capital, LLC 0.01% Add +0.3% 3,392 $151K
Natixis 0.00% Reduce -0.9% 3,159 $141K
AdvisorNet Financial, Inc 0.01% Reduce -1.4% 2,900 $129K
KBC Group NV 0.00% Add +54.3% 2,678 $119K
CoreFirst Bank & Trust 0.07% No change 2,651 $118K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 2,282 $102K
Acadian Asset Management LLC 0.00% Reduce -84.9% 2,216 $98K
Shell Asset Management Co. 0.00% Reduce -9.3% 2,655 $97K
Quadrant Capital Group LLC 0.01% Reduce -3.5% 1,835 $82K
DecisionPoint Financial, LLC 0.03% No change 2,034 $81K
DekaBank Deutsche Girozentrale 0.00% No change 1,753 $76K
Public Employees Retirement System of Ohio 0.00% Reduce -97.2% 1,635 $73K
Fifth Third Bancorp 0.00% No change 1,422 $63K
SYSTM Wealth Solutions LLC 0.01% Add +2.6% 1,252 $56K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.9% 1,218 $54K
Register Financial Advisors LLC 0.02% New 1,017 $45K
Tompkins Financial Corp. 0.01% No change 1,016 $45K
Geneos Wealth Management Inc. 0.00% No change 1,016 $45K
EntryPoint Capital, LLC 0.04% Reduce -45.6% 988 $44K
Quantbot Technologies LP 0.00% New 888 $40K
Parallel Advisors, LLC 0.00% Add +7.9% 809 $36K
Private Trust Co. NA 0.00% Add +239.8% 768 $34K
Signaturefd, LLC 0.00% No change 654 $29K
Jones Financial Companies LLLP 0.00% New 610 $27K
Cwm, LLC 0.00% Add +8.1% 611 $27K
CENTRAL TRUST Co 0.00% No change 598 $27K
Nomura Asset Management Co. Ltd. 0.00% Reduce -49.9% 560 $25K
Allworth Financial LP 0.00% Add +11.4% 537 $24K
Godsey & Gibb, Inc. 0.00% No change 528 $24K
PEAK6 Investments LLC 0.00% New 511 $23K
Stephens Consulting, LLC 0.01% No change 500 $22K
HHM Wealth Advisors, LLC 0.00% No change 476 $21K
Byrne Asset Management LLC 0.02% New 440 $20K
Huntington National Bank 0.00% Add +391.3% 393 $18K
UMB Bank, n.a. 0.00% No change 356 $16K
Catalyst Funds Management Pty Ltd 0.00% — 300 $13K
Rise Advisors, LLC 0.01% New 298 $13K
Bell Investment Advisors, Inc 0.00% No change 298 $13K
Eagle Bay Advisors LLC 0.01% Reduce -18.6% 297 $13K
Smartleaf Asset Management LLC 0.00% New 283 $12K
Avior Wealth Management, LLC 0.00% New 276 $12K
Covestor Ltd 0.01% Add +0.4% 262 $12K
Global Retirement Partners, LLC 0.00% Add +59.5% 268 $12K
Richardson Financial Services Inc. 0.01% Reduce -1.9% 254 $11K
GAMMA Investing LLC 0.00% Add +76.6% 242 $11K
Blue Trust, Inc. 0.00% Reduce -36.2% 238 $11K
Raffa Wealth Management, LLC 0.00% New 195 $9K
WFA Asset Management Corp 0.00% No change 188 $8K
FinTrust Capital Advisors, LLC 0.00% No change 176 $8K
Farther Finance Advisors, LLC 0.00% Reduce -1.2% 170 $7K
Private Wealth Management Group, LLC 0.00% No change 163 $7K
Hillsdale Investment Management Inc. 0.00% No change 150 $7K
Hantz Financial Services, Inc. 0.00% Reduce -97.0% 140 $6K
Creative Financial Designs Inc. 0.00% No change 122 $5K
Cetera Trust Company, N.A 0.00% No change 116 $5K
JFS Wealth Advisors, LLC 0.00% No change 115 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 102 $5K
Concord Wealth Partners 0.00% No change 99 $4K
Lanark Financial, Inc. 0.00% No change 101 $4K
Macroview Investment Management LLC 0.00% No change 86 $4K
Quarry LP 0.00% New 82 $4K
First Horizon Advisors, Inc. 0.00% No change 61 $3K
New England Capital Financial Advisors LLC 0.00% No change 51 $2K
Institutional & Family Asset Management, LLC 0.00% No change 47 $2K
Toth Financial Advisory Corp. 0.00% New 40 $2K
Janiczek Wealth Management, LLC 0.00% No change 35 $2K
SJS Investment Consulting Inc. 0.00% Reduce -5.4% 35 $2K
Versant Capital Management, Inc 0.00% No change 24 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 24 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -91.9% 25 $972
Fairman Group, LLC 0.00% No change 20 $891
MassMutual Private Wealth & Trust, FSB 0.00% Add +55.6% 14 $624
Rothschild Investment LLC 0.00% New 10 $446
TFO Wealth Partners, LLC 0.00% No change 6 $267
Hexagon Capital Partners LLC 0.00% No change 5 $223
Parkside Financial Bank & Trust 0.00% No change 2 $90
First PREMIER Bank 0.00% New 10 $0

"% of holder's portfolio" is SUM's weight in each manager's 13F, not the share of Summit Materials Inc. Class A the manager owns.