Summit Materials Inc. Class ASUM

13F holders, Q2 2024 (June 30)
306holders −2
44new positions
49sold out
5famous investors
$36.59avg. 13F price*

At the end of Q2 2024, 306 institutions reported holding Summit Materials Inc. Class A (SUM) in their 13F filings, down 2 from Q1 2024. 44 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($447.7M), BlackRock Inc. ($376.1M) and T. Rowe Price Associates Inc. ($323.4M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions44$47.4M
Exits49$123.2M

All 13F filers, Q1 2024 → Q2 2024: 8,106,826 shares bought and 8,140,931 shares sold, net −34,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 306 holders

Vanguard Group Inc. 0.01% Reduce -0.1% 12,228,531 $447.7M
BlackRock Inc. 0.01% Add +2.6% 10,273,975 $376.1M
T. Rowe Price Associates Inc. 0.04% Reduce -0.0% 8,833,175 $323.4M
Massachusetts Financial Services Co. 0.08% Add +6.6% 7,210,736 $264.0M
Principal Financial Group Inc. 0.11% Reduce -2.4% 5,194,716 $190.2M
Macquarie Group Ltd. 0.21% Reduce -2.8% 5,041,009 $184.6M
Dimensional Fund Advisors LP 0.04% Reduce -11.1% 4,327,441 $158.4M
Invesco Ltd. 0.03% Reduce -7.6% 4,100,734 $150.1M
Victory Capital Management Inc. 0.14% Add +7.0% 3,678,485 $134.7M
Clearbridge Investments, LLC 0.09% Reduce -0.1% 3,173,832 $116.2M
River Road Asset Management, LLC 1.62% Add +68.4% 3,079,250 $112.7M
Frontier Capital Management Co. LLC 1.06% Add +33.0% 2,935,737 $107.5M
Geode Capital Management, LLC 0.01% Add +5.6% 2,779,646 $101.8M
State Street Corp. 0.00% Add +2.6% 2,775,507 $101.6M
Janus Henderson Group PLC 0.05% Reduce -2.6% 2,769,306 $101.4M
Millennium Management 0.09% Add +16.9% 2,753,816 $100.8M
Nuveen Asset Management, LLC 0.02% Reduce -6.0% 1,914,483 $70.1M
American Century Companies Inc. 0.04% Add +3.7% 1,745,960 $63.9M
Alliancebernstein L.P. 0.02% Reduce -20.5% 1,655,960 $60.6M
Ameriprise Financial Inc. 0.02% Reduce -5.1% 1,648,345 $60.3M
Citadel Advisors 0.06% Add +22.9% 1,620,317 $59.3M
Segall Bryant & Hamill, LLC 0.94% Add +39.0% 1,453,135 $53.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 1,439,036 $52.7M
Northern Trust Corp. 0.01% Reduce -1.6% 1,409,724 $51.6M
Norges Bank 0.01% Add +2.1% 1,409,566 $51.6M
Manufacturers Life Insurance Company, The 0.04% Add +1.5% 1,187,057 $43.5M
Bank of America Corp. 0.00% Add +1.9% 1,140,567 $41.8M
Aristotle Capital Boston, LLC 1.28% Reduce -2.2% 1,037,370 $38.0M
Eagle Asset Management Inc. 0.20% Reduce -23.0% 1,053,791 $37.5M
Paradigm Capital Management Inc. 1.42% No change 848,890 $31.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% — 820,608 $30.0M
Bank of New York Mellon Corp 0.01% Add +3.1% 810,497 $29.7M
Qube Research & Technologies Ltd 0.05% Reduce -12.6% 771,926 $28.3M
Harvey Partners, LLC 3.34% Reduce -1.9% 737,500 $27.0M
Westwood Holdings Group Inc. 0.22% Add +39.7% 722,124 $26.4M
Thrivent Financial for Lutherans 0.05% Reduce -9.9% 704,770 $25.8M
Goldman Sachs Group Inc. 0.00% Reduce -17.2% 665,101 $24.3M
Sei Investments Co. 0.03% Add +34.6% 614,150 $22.5M
Morgan Stanley 0.00% Reduce -14.7% 582,114 $21.3M
Voya Investment Management LLC 0.02% Reduce -26.0% 551,651 $20.2M
JPMorgan Chase & Co. 0.00% Reduce -4.0% 502,266 $18.4M
Capital International Investors 0.00% No change 492,061 $18.0M
Kornitzer Capital Management Inc. 0.33% No change 473,211 $17.3M
Congress Asset Management Co. 0.12% Add +8.9% 465,827 $17.1M
Wells Fargo & Company 0.00% Reduce -1.3% 433,899 $15.9M
Schonfeld Strategic Advisors LLC 0.12% Add +215.9% 414,972 $15.2M
Bessemer Group Inc. 0.03% Add +63.9% 413,169 $15.1M
Royce & Associates LP 0.12% Add +0.7% 349,999 $12.8M
Troluce Capital Advisors LLC 2.30% New 300,000 $11.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +96.2% 277,270 $10.2M
Raymond James & Associates 0.01% Add +67.6% 269,232 $9.9M
Kennedy Capital Management LLC 0.21% Reduce -3.0% 268,179 $9.8M
Two Sigma Investments, LP 0.02% Add +674.4% 252,228 $9.2M
Sagefield Capital LP 0.97% Add +25.7% 252,094 $9.2M
D. E. Shaw & Co. 0.01% Reduce -30.3% 250,033 $9.2M
Guggenheim Capital LLC 0.06% Add +0.1% 247,205 $9.1M
Swiss National Bank 0.01% Add +2.4% 241,615 $8.8M
Homestead Advisers Corp 0.20% No change 225,209 $8.2M
Rhumbline Advisers 0.01% Add +9.6% 213,302 $7.8M
California Public Employees Retirement System 0.01% Add +1.4% 206,437 $7.6M
Jane Street Group, LLC 0.01% Add +293.4% 201,151 $7.4M
CW Advisors, LLC 0.11% Add +2.3% 194,823 $7.1M
Renaissance Technologies 0.01% Reduce -37.8% 192,878 $7.1M
Madison Asset Management, LLC 0.09% Add +9.2% 190,669 $7.0M
Orchard Capital Management, LLC 2.03% Reduce -1.4% 183,214 $6.7M
Peregrine Capital Management LLC 0.19% Reduce -0.3% 181,602 $6.6M
Silvercrest Asset Management Group LLC 0.04% Add +21.1% 178,435 $6.5M
Federated Hermes, Inc. 0.01% Reduce -70.7% 162,251 $5.9M
Knights of Columbus Asset Advisors LLC 0.37% Add +43.2% 155,466 $5.7M
Envestnet Asset Management Inc. 0.00% Add +12.9% 151,897 $5.6M
Allspring Global Investments Holdings, LLC 0.01% New 151,739 $5.6M
Susquehanna International Group, LLP 0.01% Add +20.3% 140,005 $5.1M
Comerica Bank 0.02% Add +37.3% 124,994 $4.6M
Moody Aldrich Partners LLC 0.89% Reduce -38.5% 124,063 $4.5M
Castleark Management LLC 0.18% Reduce -0.8% 122,498 $4.5M
Algert Global LLC 0.15% Add +24.2% 121,634 $4.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.7% 120,780 $4.4M
California State Teachers Retirement System 0.01% Add +0.2% 119,680 $4.4M
Leuthold Group, LLC 0.50% Reduce -0.9% 117,382 $4.3M
Granite Investment Partners, LLC 0.17% New 115,018 $4.2M
Allianz Asset Management GmbH 0.01% Add +242.7% 114,479 $4.2M
John G Ullman & Associates Inc. 0.62% Reduce -1.6% 110,174 $4.0M
Legal & General Group Plc 0.00% Reduce -8.0% 108,369 $4.0M
Alberta Investment Management Corp 0.04% Add +20.3% 103,148 $3.8M
Advisors Asset Management, Inc. 0.07% Add +21.0% 101,023 $3.7M
Twinbeech Capital LP 0.07% New 98,194 $3.6M
Prudential Financial Inc. 0.01% Reduce -75.3% 92,690 $3.4M
Hillsdale Investment Management Inc. 0.26% Add +59866.7% 89,950 $3.3M
Royal Bank of Canada 0.00% Add +20.4% 89,443 $3.3M
Assenagon Asset Management S.A. 0.01% No change 88,168 $3.2M
Susquehanna Portfolio Strategies, LLC 0.13% Reduce -2.9% 87,670 $3.2M
Oliver Luxxe Assets LLC 0.67% Add +2.1% 86,785 $3.2M
Standard Investments LLC 0.18% New 83,321 $3.1M
Select Equity Group, L.P. 0.01% Add +36.9% 75,125 $2.8M
Holocene Advisors, LP 0.01% Add +15.0% 74,993 $2.7M
Capital Analysts, LLC 0.12% Add +8.7% 74,782 $2.7M
LPL Financial LLC 0.00% Add +26.1% 74,007 $2.7M
MetLife Investment Management, LLC 0.02% Add +14.3% 69,843 $2.6M
Townsquare Capital LLC 0.03% Add +19.5% 69,665 $2.6M
HSBC Holdings PLC 0.00% Add +206.3% 67,685 $2.5M
Barclays PLC 0.00% Reduce -49.5% 65,584 $2.4M
Corebridge Financial, Inc. 0.01% — 65,151 $2.4M
UBS Group AG 0.00% Reduce -56.6% 64,711 $2.4M
Two Sigma Advisers, LP 0.01% Add +110.8% 64,300 $2.4M
Squarepoint Ops LLC 0.01% New 63,368 $2.3M
Stifel Financial Corp. 0.00% Reduce -25.6% 61,533 $2.3M
Epoch Investment Partners, Inc. 0.01% Reduce -73.0% 60,413 $2.2M
Hiddenite Capital Partners LP 2.66% Reduce -29.4% 60,000 $2.2M
Russell Investments Group, Ltd. 0.00% Add +24.1% 59,990 $2.2M
River Wealth Advisors LLC 0.31% Add +8.3% 59,665 $2.2M
Clark Capital Management Group, Inc. 0.02% Reduce -40.2% 56,971 $2.1M
Deutsche Bank AG 0.00% Reduce -49.2% 53,430 $2.0M
Concentric Capital Strategies, LP 0.12% New 52,963 $1.9M
NBW Capital LLC 0.38% New 52,918 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 51,859 $1.9M
New York State Common Retirement Fund 0.00% Add +5.8% 51,690 $1.9M
ExodusPoint Capital Management, LP 0.02% New 50,411 $1.8M
NEOS Investment Management LLC 0.07% Add +281.1% 49,692 $1.8M
First Trust Advisors LP 0.00% Reduce -67.3% 49,382 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.4% 43,745 $1.6M
Westover Capital Advisors, LLC 0.41% Reduce -1.8% 43,369 $1.6M
Citigroup Inc. 0.00% Reduce -9.3% 42,642 $1.6M
Waycross Investment Management Co 1.45% Add +1.0% 41,076 $1.5M
Amica Mutual Insurance Co. 0.15% Add +10.4% 40,800 $1.5M
Harvey Capital Management Inc. 0.39% Reduce -1.6% 40,498 $1.5M
FMR LLC 0.00% Reduce -90.9% 39,933 $1.5M
Strengthening Families & Communities, LLC 0.41% Add +5.2% 39,247 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -16.5% 38,376 $1.4M
Hunter Associates Investment Management LLC 0.23% New 37,655 $1.4M
Osaic Holdings, Inc. 0.00% Add +42.0% 37,224 $1.4M
Pictet Asset Management Holding SA 0.00% Add +123.2% 36,992 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 36,732 $1.3M
State of Wisconsin Investment Board 0.00% Add +93.9% 36,431 $1.3M
Magnetar Financial LLC 0.03% New 35,063 $1.3M
Arizona State Retirement System 0.01% Add +4.7% 34,382 $1.3M
EFG Asset Management (North America) Corp. 0.22% Add +0.5% 34,212 $1.3M
State Board of Administration of Florida Retirement System 0.00% Add +5.4% 34,115 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -2.4% 32,672 $1.2M
Creative Planning 0.00% Reduce -28.2% 31,191 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -68.7% 28,106 $1.0M
Moody National Bank Trust Division 0.08% Add +16.3% 26,871 $984K
Cardinal Capital Management LLC 0.27% Reduce -70.6% 26,728 $979K
Teacher Retirement System of Texas 0.01% Reduce -44.3% 26,125 $956K
Henshaw Capital LLC 0.04% Add +1.3% 25,496 $933K
Synovus Financial Corp. 0.01% New 24,854 $910K
Aventail Capital Group, LP 0.06% New 24,449 $895K
NJ State Employees Deferred Compensation Plan 0.11% No change 24,408 $894K
Wolverine Asset Management LLC 0.09% New 24,000 $879K
Tower Research Capital LLC (TRC) 0.01% Add +1791.4% 23,037 $843K
Janney Montgomery Scott LLC 0.00% Add +17.7% 22,173 $812K
Natixis Advisors, LLC 0.00% Reduce -4.9% 20,788 $761K
Engineers Gate Manager LP 0.02% Add +2.8% 20,575 $753K
AQR Capital Management 0.00% Reduce -21.0% 20,437 $748K
Norden Group LLC 0.15% Add +31.0% 19,859 $727K
Sanctuary Advisors, LLC 0.00% — 16,843 $674K
Keeley-Teton Advisors, LLC 0.09% Reduce -4.6% 18,243 $668K
Quantbot Technologies LP 0.03% Add +1922.2% 17,957 $657K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.6% 20,441 $641K
Shay Capital LLC 0.18% New 17,500 $641K
Aristeia Capital, L.L.C. 0.04% New 17,052 $624K
First Hawaiian Bank 0.02% Add +4.8% 16,815 $616K
Corient Private Wealth LP 0.00% New 16,779 $614K
Alliance Wealth Advisors, LLC 0.18% Add +10.0% 16,509 $604K
Handelsbanken Fonder AB 0.00% No change 16,500 $604K
Nebula Research & Development LLC 0.10% New 16,048 $588K
ProShare Advisors LLC 0.00% Reduce -25.4% 16,012 $586K
Glenmede Trust Co. NA 0.00% Reduce -31.3% 14,865 $544K
Boston Partners 0.00% Add +269.7% 64,047 $533K
Entropy Technologies, LP 0.06% Add +160.3% 14,557 $533K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.6% 14,551 $533K
New York Life Investment Management LLC 0.01% Add +77.1% 14,532 $532K
PNC Financial Services Group, Inc. 0.00% Add +37.0% 14,230 $521K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.3% 13,770 $504K
Janney Capital Management LLC 0.03% Reduce -0.9% 12,977 $475K
US Bancorp \de 0.00% Reduce -19.4% 12,837 $470K
Mackenzie Financial Corp. 0.00% Reduce -15.7% 12,628 $462K
CANADA LIFE ASSURANCE Co 0.00% Add +9.2% 12,253 $449K
Ameritas Investment Partners, Inc. 0.02% No change 12,050 $441K
Keybank National Association 0.00% Add +4.1% 11,459 $420K
Avantax Advisory Services, Inc. 0.00% New 11,320 $414K
Cambridge Investment Research Advisors, Inc. 0.00% Add +33.8% 10,996 $403K
Linden Thomas Advisory Services, LLC 0.06% Add +10.1% 10,945 $401K
Focus Partners Wealth 0.00% New 10,697 $392K
Choreo, LLC 0.01% New 10,718 $382K
Tidal Investments LLC 0.01% Add +91.6% 10,367 $380K
Danske Bank A/S 0.00% Reduce -68.5% 10,023 $367K
STRS Ohio 0.00% Reduce -4.9% 9,700 $355K
Oxford Asset Management LLP 0.35% New 9,687 $355K
Kestra Advisory Services, LLC 0.00% Reduce -0.7% 9,652 $353K
Inspire Investing, LLC 0.04% Add +19.4% 9,610 $352K
Cetera Investment Advisers 0.00% Reduce -16.6% 9,443 $346K
Yelin Lapidot Holdings Management Ltd. 0.06% No change 9,152 $335K
Diversify Wealth Management, LLC 0.04% — 8,904 $328K
Lazard Asset Management LLC 0.00% New 8,823 $322K
Fca Corp. 0.10% No change 8,680 $318K
Truist Financial Corp. 0.00% New 8,565 $314K
Fifth Third Bancorp 0.00% Add +501.6% 8,554 $313K
American Trust 0.03% Add +18.6% 8,329 $305K
nVerses Capital, LLC 0.18% New 8,300 $304K
First Manhattan Co. Llc. 0.00% New 8,200 $300K
D.A. Davidson & Co. 0.00% Reduce -13.0% 8,174 $299K
Nisa Investment Advisors, LLC 0.00% Add +1.3% 8,137 $298K
Xponance LLC 0.00% Add +6.2% 7,687 $281K
Central Pacific Bank - Trust Division 0.03% Add +8.8% 7,630 $279K
Mariner, LLC 0.00% Add +18.8% 7,427 $272K
Atria Investments, Inc 0.00% New 7,406 $271K
Bank of Montreal 0.00% Reduce -5.1% 7,122 $261K
Chesapeake Capital Corp. 0.34% Reduce -51.4% 7,131 $261K
Dark Forest Capital Management LP 0.05% Add +13.8% 7,111 $260K
MQS Management LLC 0.15% New 6,954 $255K
Quadrature Capital Ltd 0.00% New 6,881 $252K
Assetmark, Inc. 0.00% Add +4.8% 6,502 $238K
Elevation Point Wealth Partners, LLC 0.02% Reduce -0.4% 6,229 $228K
Rather & Kittrell, Inc. 0.06% No change 6,016 $220K
Johnson Investment Counsel Inc. 0.00% Add +5.8% 5,941 $218K
Swisher Financial Concepts, Inc. 0.22% Reduce -2.4% 6,082 $217K
Captrust Financial Advisors 0.00% Add +2.3% 5,680 $208K
Orion Porfolio Solutions, LLC 0.00% Reduce -37.9% 5,655 $207K
Orion Portfolio Solutions, LLC 0.00% Reduce -37.9% 5,655 $207K
Ausbil Investment Management Ltd 0.09% New 5,257 $192K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.8% 4,717 $173K
Westpac Banking Corp. 0.01% New 4,212 $154K
Amalgamated Bank 0.00% Add +3.1% 4,197 $154K
Ashton Thomas Private Wealth, LLC 0.01% New 4,193 $154K
Westend Capital Management, LLC 0.05% No change 4,160 $148K
Principal Securities, Inc. 0.00% Reduce -12.4% 3,550 $130K
KBC Group NV 0.00% Add +18.7% 3,178 $116K
Lindbrook Capital, LLC 0.01% Reduce -6.9% 3,158 $116K
EntryPoint Capital, LLC 0.05% Add +216.9% 3,131 $115K
Natixis 0.00% Reduce -2.7% 3,074 $113K
SG Americas Securities, LLC 0.00% Reduce -79.8% 2,926 $107K
DecisionPoint Financial, LLC 0.03% No change 2,034 $85K
DekaBank Deutsche Girozentrale 0.00% No change 1,753 $63K
Quadrant Capital Group LLC 0.00% Reduce -8.2% 1,684 $62K
Public Employees Retirement System of Ohio 0.00% Reduce -8.4% 1,498 $55K
AlphaQuest LLC 0.01% New 1,096 $40K
Register Financial Advisors LLC 0.02% No change 1,017 $37K
Tompkins Financial Corp. 0.00% No change 1,016 $37K
Geneos Wealth Management Inc. 0.00% No change 1,016 $37K
Global Retirement Partners, LLC 0.00% Add +253.0% 946 $35K
Simplex Trading, LLC 0.00% New 912 $33K
Private Trust Co. NA 0.00% No change 768 $28K
Parallel Advisors, LLC 0.00% Reduce -7.3% 750 $27K
Huntington National Bank 0.00% Add +82.2% 716 $26K
Allworth Financial LP 0.00% Add +24.4% 668 $26K
NewEdge Advisors, LLC 0.00% Reduce -96.0% 674 $25K
Signaturefd, LLC 0.00% No change 654 $24K
Jones Financial Companies LLLP 0.00% No change 610 $22K
Cwm, LLC 0.00% Reduce -0.3% 609 $22K
Stephens Consulting, LLC 0.01% Add +20.0% 600 $22K
CENTRAL TRUST Co 0.00% No change 598 $22K
Nomura Asset Management Co. Ltd. 0.00% No change 560 $21K
Coppell Advisory Solutions LLC 0.00% — 547 $20K
Godsey & Gibb, Inc. 0.00% No change 528 $19K
HHM Wealth Advisors, LLC 0.00% No change 476 $17K
Smartleaf Asset Management LLC 0.00% Add +67.8% 475 $17K
Byrne Asset Management LLC 0.01% No change 440 $16K
Arax Advisory Partners 0.00% New 437 $16K
Bell Investment Advisors, Inc 0.00% Add +40.9% 420 $15K
Blue Trust, Inc. 0.00% Add +28.1% 305 $14K
Clearstead Advisors, LLC 0.00% New 354 $13K
Toth Financial Advisory Corp. 0.00% Add +750.0% 340 $12K
Farther Finance Advisors, LLC 0.00% Add +102.9% 345 $12K
UMB Bank, n.a. 0.00% Reduce -7.9% 328 $12K
GAMMA Investing LLC 0.00% Add +33.1% 322 $12K
Rise Advisors, LLC 0.01% No change 298 $11K
Covestor Ltd 0.01% Add +0.4% 263 $10K
CIBC Private Wealth Group LLC 0.00% Reduce -93.0% 276 $10K
CI Investments Inc. 0.00% Reduce -93.6% 220 $8K
FinTrust Capital Advisors, LLC 0.00% Add +21.6% 214 $8K
Eagle Bay Advisors LLC 0.00% Reduce -34.0% 196 $7K
Richardson Financial Services Inc. 0.01% Reduce -23.2% 195 $7K
Raffa Wealth Management, LLC 0.00% No change 195 $7K
WFA Asset Management Corp 0.00% No change 188 $7K
Parkside Financial Bank & Trust 0.00% Add +9200.0% 186 $7K
Private Wealth Management Group, LLC 0.00% No change 163 $6K
Bokf, NA 0.00% New 126 $5K
Kings Path Partners LLC 0.00% — 124 $5K
Creative Financial Designs Inc. 0.00% No change 122 $4K
Cetera Trust Company, N.A 0.00% No change 116 $4K
JFS Wealth Advisors, LLC 0.00% No change 115 $4K
Hantz Financial Services, Inc. 0.00% Reduce -18.6% 114 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 102 $4K
Concord Wealth Partners 0.00% No change 99 $4K
Triad Wealth Partners, LLC 0.00% New 97 $4K
Macroview Investment Management LLC 0.00% No change 86 $3K
Lanark Financial, Inc. 0.00% No change 101 $3K
Quarry LP 0.00% Reduce -24.4% 62 $2K
New England Capital Financial Advisors LLC 0.00% No change 51 $2K
Institutional & Family Asset Management, LLC 0.00% No change 47 $2K
Mather Group, Llc. 0.00% New 34 $2K
Rothschild Investment LLC 0.00% Add +300.0% 40 $1K
Montag A & Associates Inc. 0.00% New 39 $1K
Janiczek Wealth Management, LLC 0.00% No change 35 $1K
SJS Investment Consulting Inc. 0.00% No change 35 $1K
Financial Network Wealth Advisors LLC 0.00% New 35 $1K
Carolinas Wealth Consulting LLC 0.00% New 32 $1K
First Horizon Advisors, Inc. 0.00% Reduce -50.8% 30 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 28 $1K
Versant Capital Management, Inc 0.00% No change 24 $879
International Assets Investment Management, LLC 0.00% New 24 $879
EverSource Wealth Advisors, LLC 0.00% Reduce -24.0% 19 $794
Fairman Group, LLC 0.00% No change 20 $732
MassMutual Private Wealth & Trust, FSB 0.00% No change 14 $513
Innealta Capital, LLC 0.00% New 11 $403
Hexagon Capital Partners LLC 0.00% No change 5 $184

"% 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.