Summit State Bank (SSBI) Ownership

NASDAQ: SSBITop holders, insider trades and short interest.

SSBI ownership summary

as of October 18, 2026
Institutions
31.8%
of shares outstanding
Insiders
32.12%
of shares outstanding
Shares outstanding
6.8M
Float
5.9M
shares available to trade
Short interest
0.15%
8,466 shares short
Days to cover
1.52
short interest down 22.9% vs prior month
  • Institutions 31.83%
  • Insiders 32.12%
  • Other investors 36.05%

SSBI top institutional holders

20 largest
Summit State Bank top institutional holders
#Holder% of sharesSharesValueChangeReported
1AllianceBernstein L.P.8.18%554K$6.9M+109,689 (+24.7%)June 30, 2026
2M3F, Inc.5.24%354K$4.4M—June 30, 2026
3CALDWELL SUTTER CAPITAL INC5.16%349K$4.3M+2,221 (+0.6%)June 30, 2026
4Vanguard Capital Management, LLC3.39%229K$2.8M−186 (−0.1%)June 30, 2026
5Banc Funds Co LLC2.89%196K$2.4M−3,600 (−1.8%)June 30, 2026
6Mccormack Advisors International1.34%91K$1.1M—June 30, 2026
7SALZHAUER MICHAEL1.07%73K$899,930—June 30, 2026
8Dimensional Fund Advisors, Inc.1.03%70K$863,338—June 30, 2026
9Geode Capital Management, LLC0.76%52K$638,774−587 (−1.1%)June 30, 2026
10Vanguard Fiduciary Trust Co0.45%30K$375,832+3,905 (+14.8%)June 30, 2026
11Bridgeway Capital Management, LLC0.43%29K$357,368—June 30, 2026
12Susquehanna International Group, LLP0.33%22K$274,809+1,606 (+7.8%)June 30, 2026
13BlackRock Inc0.28%19K$238,452+5,347 (+38.5%)June 30, 2026
14Stifel Financial Corp0.24%16K$201,128—June 30, 2026
15State Street Corp0.20%14K$171,839−150 (−1.1%)June 30, 2026
16Creative Planning Inc0.20%14K$170,500—June 30, 2026
17Renaissance Technologies Corp0.19%13K$159,836+300 (+2.4%)June 30, 2026
18Sontag Advisory LLC0.18%12K$154,628—June 30, 2026
19Morgan Stanley - Brokerage Accounts0.18%12K$148,428—June 30, 2026
20Vanguard Global Advisers, LLC0.03%2,016$24,998—June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 6 holders added 123K shares and 4 cut 4,523.

SSBI top mutual fund and ETF holders

20 largest
Summit State Bank top fund holders
#Holder% of sharesSharesValueChangeReported
1British Smaller Companies VCT Ord19.73%1.3M$16.6M+1.3M (0.0%)March 31, 2026
2Vanguard MStar Total Stk Mkt Idx Invest2.63%178K$2.2M—August 31, 2026
3Fidelity Extended Market Index0.32%22K$271,895−118 (−0.5%)August 31, 2026
4Bridgeway Omni Small-Cap Value N0.31%21K$260,400—June 30, 2026
5iShares Micro-Cap ETF0.23%16K$193,477−108 (−0.7%)September 30, 2026
6DFA US Core Equity 2 I0.22%15K$183,694—August 31, 2026
7DFA US Small Cap Value I0.15%10K$126,443—August 31, 2026
8Fidelity Total Market Index0.13%8,615$106,826—August 31, 2026
9DFA US Core Equity 1 I0.12%8,370$103,788—August 31, 2026
10Dimensional US Core Equity 2 ETF0.12%8,120$100,688—September 30, 2026
11EA Bridgeway Ultra-Small Company Mkt ETF0.11%7,716$95,678—September 30, 2026
12Fidelity Series Total Market Index0.10%6,771$83,960—August 31, 2026
13DFA US Vector Equity I0.07%4,662$57,809—August 31, 2026
14Fidelity Nasdaq Composite Index0.06%3,743$46,413—August 31, 2026
15DFA US Social Core Equity 2 Portfolio0.05%3,500$43,400—August 31, 2026
16DFA US Micro Cap I0.05%3,397$42,123—August 31, 2026
17Vanguard U.S. Eq Idx £ Acc0.03%2,016$24,998—August 31, 2026
18Dimensional Global Core Equity USD Acc0.02%1,540$19,096—August 31, 2026
19Dimensional US Small Cap Value ETF0.02%1,516$18,798—September 24, 2026
20DFA US Vector Equity Class F0.02%1,320$16,368—July 31, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

SSBI shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns SSBI

Institutional investors own 31.8% of Summit State Bank's shares and insiders 32.12%. The largest holder is AllianceBernstein L.P. with 8.18% of the shares (554K), as of June 30, 2026. Among the top 20 institutions, 6 added shares and 4 reduced their stake in the latest filings. Short interest is 0.15% of the float, or 1.52 days of average trading volume. The share count rose 12.7% since 2014.

Related: SSBI key metrics. See the SSBI stock overview for the latest quote and news.

SSBI ownership FAQ

Who owns the most Summit State Bank stock?

The largest shareholders of Summit State Bank are AllianceBernstein L.P. (8.18%), M3F, Inc. (5.24%), CALDWELL SUTTER CAPITAL INC (5.16%), Vanguard Capital Management, LLC (3.39%), Banc Funds Co LLC (2.89%).

What percentage of Summit State Bank is owned by institutions?

Institutions hold 31.8% of Summit State Bank's shares outstanding; insiders hold 32.12%.

Which funds own Summit State Bank?

The largest fund holders of Summit State Bank are British Smaller Companies VCT Ord (19.73%), Vanguard MStar Total Stk Mkt Idx Invest (2.63%), Fidelity Extended Market Index (0.32%), Bridgeway Omni Small-Cap Value N (0.31%), iShares Micro-Cap ETF (0.23%).

What is Summit State Bank's short interest?

8,466 shares of Summit State Bank were sold short, 0.15% of the float; at the average daily volume it would take 1.52 days to cover.

How many shares of Summit State Bank are outstanding?

Summit State Bank has 6.8M shares outstanding, of which 5.9M are in the public float.

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