CUSIP 86606G101
SUMMIT FINL GROUP INC
108 institutions · $128.9M total · 5,061,778 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 665,458 | $18.1M | 13.14% | 2024-03-31 |
| 2 | VANGUARD GROUP INC | 559,331 | $17.2M | 11.05% | 2024-03-31 |
| 3 | BlackRock Inc. | 441,714 | $12.0M | 8.72% | 2024-03-31 |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 255,287 | $6.9M | 5.04% | 2024-03-31 |
| 5 | STATE STREET CORP | 237,524 | $6.5M | 4.69% | 2024-03-31 |
| 6 | Fourthstone LLC | 214,537 | $5.8M | 4.23% | 2024-03-31 |
| 7 | SUMMIT FINANCIAL GROUP, INC. | 194,052 | $5.3M | 3.83% | 2024-03-31 |
| 8 | ROYCE & ASSOCIATES LP | 171,193 | $4.6M | 3.38% | 2024-03-31 |
| 9 | AMERICAN CENTURY COMPANIES INC | 139,090 | $3.8M | 2.74% | 2024-03-31 |
| 10 | EJF Capital LLC | 122,235 | $3.3M | 2.41% | 2024-03-31 |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 121,423 | $3.3M | 2.39% | 2024-03-31 |
| 12 | Skandinaviska Enskilda Banken AB (publ) | 113,373 | $3.1M | 2.23% | 2024-03-31 |
| 13 | NORTHERN TRUST CORP | 86,309 | $2.3M | 1.70% | 2024-03-31 |
| 14 | Verdence Capital Advisors LLC | 86,260 | $2.3M | 1.70% | 2024-03-31 |
| 15 | CSS LLC/IL | 79,276 | $2.2M | 1.56% | 2024-03-31 |
| 16 | BOOTHBAY FUND MANAGEMENT, LLC | 75,152 | $2.0M | 1.48% | 2024-03-31 |
| 17 | AA Financial Advisors, LLC | 61,801 | $1.9M | 1.22% | 2024-03-31 |
| 18 | Russell Investments Group, Ltd. | 61,472 | $1.7M | 1.21% | 2024-03-31 |
| 19 | OMERS ADMINISTRATION Corp | 56,640 | $1.5M | 1.11% | 2024-03-31 |
| 20 | Empowered Funds, LLC | 55,908 | $1.5M | 1.10% | 2024-03-31 |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | 53,192 | $1.4M | 1.05% | 2024-03-31 |
| 22 | FIFTH THIRD BANCORP | 45,382 | $1.2M | 0.89% | 2024-03-31 |
| 23 | Bank of New York Mellon Corp | 45,026 | $1.2M | 0.88% | 2024-03-31 |
| 24 | Invesco Ltd. | 40,401 | $1.1M | 0.79% | 2024-03-31 |
| 25 | Yakira Capital Management, Inc. | 36,193 | $983.0K | 0.71% | 2024-03-31 |
| 26 | EA Series Trust | 43,308 | $894.7K | 0.85% | 2023-09-30 |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31,878 | $865.8K | 0.62% | 2024-03-31 |
| 28 | ALLIANCEBERNSTEIN L.P. | 29,672 | $805.9K | 0.58% | 2024-03-31 |
| 29 | EMERALD MUTUAL FUND ADVISERS TRUST | 25,937 | $704.4K | 0.51% | 2024-03-31 |
| 30 | BHZ CAPITAL MANAGEMENT, LP | 30,751 | $638.1K | 0.60% | 2023-06-30 |
| 31 | GOLDMAN SACHS GROUP INC | 19,715 | $605.1K | 0.38% | 2024-03-31 |
| 32 | River Oaks Capital LLC | 26,386 | $594.7K | 0.52% | 2023-12-31 |
| 33 | Nuveen Asset Management, LLC | 20,486 | $556.4K | 0.40% | 2024-03-31 |
| 34 | MILLENNIUM MANAGEMENT LLC | 25,664 | $530.2K | 0.50% | 2023-09-30 |
| 35 | RHUMBLINE ADVISERS | 17,554 | $476.8K | 0.34% | 2024-03-31 |
| 36 | Raymond James Financial Services Advisors, Inc. | 17,508 | $475.5K | 0.34% | 2024-03-31 |
| 37 | Quadrature Capital Ltd | 15,738 | $427.4K | 0.31% | 2024-03-31 |
| 38 | LPL Financial LLC | 15,616 | $424.1K | 0.30% | 2024-03-31 |
| 39 | Polar Asset Management Partners Inc. | 15,143 | $411.3K | 0.29% | 2024-03-31 |
| 40 | PANAGORA ASSET MANAGEMENT INC | 19,293 | $400.3K | 0.38% | 2023-06-30 |
| 41 | MORGAN STANLEY | 14,427 | $391.8K | 0.28% | 2024-09-30 |
| 42 | JPMORGAN CHASE & CO | 14,424 | $391.8K | 0.28% | 2024-12-31 |
| 43 | MARTINGALE ASSET MANAGEMENT L P | 13,998 | $380.2K | 0.27% | 2024-03-31 |
| 44 | HSBC HOLDINGS PLC | 13,586 | $369.0K | 0.26% | 2024-03-31 |
| 45 | TCTC Holdings, LLC | 12,500 | $339.5K | 0.24% | 2024-03-31 |
| 46 | RAYMOND JAMES & ASSOCIATES | 12,200 | $331.4K | 0.24% | 2024-03-31 |
| 47 | Pacific Ridge Capital Partners, LLC | 15,675 | $323.8K | 0.30% | 2023-09-30 |
| 48 | LOS ANGELES CAPITAL MANAGEMENT LLC | 13,840 | $312.0K | 0.27% | 2023-12-31 |
| 49 | UBS Group AG | 11,129 | $302.3K | 0.21% | 2024-03-31 |
| 50 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 10,883 | $296.0K | 0.21% | 2024-03-31 |
| 51 | Jentner Corp | 10,812 | $293.6K | 0.21% | 2024-03-31 |
| 52 | BUCKINGHAM STRATEGIC WEALTH, LLC | 10,200 | $277.0K | 0.20% | 2024-03-31 |
| 53 | BANK OF MONTREAL /CAN/ | 12,464 | $269.6K | 0.24% | 2023-09-30 |
| 54 | BURNEY CO/ | 9,550 | $259.4K | 0.18% | 2024-03-31 |
| 55 | Baird Financial Group, Inc. | 9,500 | $258.0K | 0.18% | 2024-03-31 |
| 56 | STIFEL FINANCIAL CORP | 9,429 | $256.1K | 0.18% | 2024-03-31 |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 9,602 | $239.0K | 0.18% | 2025-09-30 |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,335 | $234.2K | 0.22% | 2023-09-30 |
| 59 | NTV Asset Management LLC | 8,325 | $226.1K | 0.16% | 2024-03-31 |
| 60 | TIAA TRUST, NATIONAL ASSOCIATION | 8,290 | $225.2K | 0.16% | 2024-03-31 |
| 61 | JANUS HENDERSON GROUP PLC | 8,106 | $220.2K | 0.16% | 2024-03-31 |
| 62 | LINCOLN NATIONAL CORP | 8,091 | $219.7K | 0.15% | 2024-03-31 |
| 63 | MARSHALL WACE, LLP | 9,134 | $205.9K | 0.18% | 2023-12-31 |
| 64 | MetLife Investment Management, LLC | 6,609 | $202.8K | 0.13% | 2024-03-31 |
| 65 | BNP PARIBAS ARBITRAGE, SNC | 6,385 | $173.4K | 0.12% | 2024-03-31 |
| 66 | Royal Bank of Canada | 6,100 | $166.0K | 0.12% | 2024-09-30 |
| 67 | AMERICAN INTERNATIONAL GROUP, INC. | 5,511 | $149.7K | 0.10% | 2024-03-31 |
| 68 | BANK OF AMERICA CORP /DE/ | 5,441 | $147.8K | 0.10% | 2024-03-31 |
| 69 | Qube Research & Technologies Ltd | 5,291 | $143.7K | 0.10% | 2024-03-31 |
| 70 | PRUDENTIAL FINANCIAL INC | 6,170 | $139.1K | 0.12% | 2023-12-31 |
| 71 | WELLS FARGO & COMPANY/MN | 4,950 | $134.4K | 0.09% | 2024-03-31 |
| 72 | Hillsdale Investment Management Inc. | 4,600 | $124.9K | 0.09% | 2024-03-31 |
| 73 | PINNACLE FINANCIAL PARTNERS INC | 4,477 | $121.6K | 0.08% | 2024-06-30 |
| 74 | DEUTSCHE BANK AG\ | 3,857 | $104.8K | 0.07% | 2025-06-30 |
| 75 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2,580 | $70.1K | 0.05% | 2024-03-31 |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2,561 | $69.6K | 0.05% | 2024-03-31 |
| 77 | Allspring Global Investments Holdings, LLC | 3,109 | $64.2K | 0.06% | 2023-09-30 |
| 78 | FIRST UNITED BANK & TRUST | 2,286 | $62.1K | 0.04% | 2024-03-31 |
| 79 | CITIGROUP INC | 2,097 | $57.0K | 0.04% | 2024-03-31 |
| 80 | PNC Financial Services Group, Inc. | 1,506 | $46.2K | 0.02% | 2024-03-31 |
| 81 | HHM Wealth Advisors, LLC | 1,111 | $30.2K | 0.02% | 2024-03-31 |
| 82 | Legal & General Group Plc | 888 | $27.3K | 0.01% | 2025-03-31 |
| 83 | FMR LLC | 999 | $27.1K | 0.01% | 2024-03-31 |
| 84 | Ameritas Investment Partners, Inc. | 955 | $25.9K | 0.01% | 2024-03-31 |
| 85 | CITY HOLDING CO | 600 | $16.3K | 0.01% | 2024-03-31 |
| 86 | Metropolitan Life Insurance Co/NY | 595 | $16.2K | 0.01% | 2024-03-31 |
| 87 | Gladius Capital Management LP | 297 | $7.4K | 0.00% | 2023-12-31 |
| 88 | Tower Research Capital LLC (TRC) | 230 | $6.2K | 0.00% | 2024-03-31 |
| 89 | RENAISSANCE TECHNOLOGIES LLC | 167,183 | $4.5K | 3.30% | 2024-03-31 |
| 90 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 101 | $2.8K | 0.00% | 2024-03-31 |
| 91 | GROUP ONE TRADING, L.P. | 100 | $2.7K | 0.00% | 2024-03-31 |
| 92 | ADVISOR GROUP HOLDINGS, INC. | 104 | $2.1K | 0.00% | 2023-09-30 |
| 93 | ACADIAN ASSET MANAGEMENT LLC | 65,329 | $1.5K | 1.29% | 2023-12-31 |
| 94 | First Horizon Advisors, Inc. | 53 | $1.1K | 0.00% | 2023-09-30 |
| 95 | LSV ASSET MANAGEMENT | 32,700 | $888 | 0.64% | 2024-03-31 |
| 96 | NISA INVESTMENT ADVISORS, LLC | 25 | $679 | 0.00% | 2024-03-31 |
| 97 | BARCLAYS PLC | 24,311 | $660 | 0.48% | 2024-03-31 |
| 98 | PHILADELPHIA TRUST CO | 19,548 | $531 | 0.38% | 2024-03-31 |
| 99 | OXFORD ASSET MANAGEMENT LLP | 11,664 | $358 | 0.23% | 2024-06-30 |
| 100 | STRS OHIO | 16,900 | $349 | 0.33% | 2023-09-30 |
| 101 | Cito Capital Group, LLC | 7,012 | $190 | 0.13% | 2024-03-31 |
| 102 | SG Americas Securities, LLC | 3,922 | $107 | 0.07% | 2024-03-31 |
| 103 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $54 | 0.00% | 2024-03-31 |
| 104 | LAZARD ASSET MANAGEMENT LLC | 2,022 | $45 | 0.03% | 2023-12-31 |
| 105 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 779 | $21 | 0.01% | 2024-03-31 |
| 106 | AMALGAMATED BANK | 396 | $11 | 0.00% | 2024-03-31 |
| 107 | Covestor Ltd | 40 | $1 | 0.00% | 2024-03-31 |
| 108 | CWM, LLC | 4 | $0 | 0.00% | 2024-03-31 |