SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in NTRS — Northern Trust Corp

CIK 1531593 NEW YORK, NY

Position in NTRS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,475

+$3,149 QoQ

Shares Held

+38.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#923

of 1,014 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names. NTRS ranks #20 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp	14,892	$1,657,628
2	BN	BROOKFIELD Corp /ON/	8,000	$340,720
3	BEN	Franklin Resources Inc	8,574	$285,256
4	KKR	KKR & Co. Inc.	1,132	$103,894
5			1,400	$72,730
6	OWL	Blue Owl Capital Inc.	6,845	$59,893
7	STEP	StepStone Group Inc.	1,340	$55,422
8	MMT	Aberdeen Multi-Market Income Fund	8,608	$37,875

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,475	43	+38.7%	Shares	Sole	2026-08-03
2026-03-31	$4,326	31	-88.9%	Shares	Sole	2026-04-30
2025-12-31	$38,245	280	-15.4%	Shares	Sole	2026-02-17
2025-09-30	$44,552	331	+152.7%	Shares	Sole	2025-11-13
2025-06-30	$16,609	131	-51.8%	Shares	Sole	2025-08-12
2023-06-30	$20,166	272	-33.3%	Shares	Sole	2023-08-14
2023-03-31	$35,957	408	+93.4%	Shares	Sole	2023-05-12
2022-12-31	$18,671	211	-19.5%	Shares	Sole	2023-02-13
2022-09-30	$22,416	262	-39.8%	Shares	Sole	2022-11-02
2022-06-30	$41,968	435	+411.8%	Shares	Sole	2022-08-02
2022-03-31	$9,898	85	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.