Summit Materials Inc. Class ASUM
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $47.4M |
| Exits | 49 | $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.