Summit Trail Advisors, LLC

Position in TTD — Trade Desk, Inc.

CIK 1698478 NEW YORK, NY

Position in TTD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,060,681

-$275,465 QoQ

Shares Held

58,666

-0.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#229

of 677 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $8,755,474 across 4 Advertising Agencies names. TTD ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	9,325	$4,804,519
2	OMC	Omnicom Group Inc.	31,132	$2,267,343
3	TTD	Trade Desk, Inc. This page	58,666	$1,060,681
4	DV	DoubleVerify Holdings, Inc.	57,466	$622,931

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,060,681	58,666	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$1,336,146	58,887	+280.6%	Shares	Sole	2026-05-12
2025-12-31	$587,279	15,471	-26.8%	Shares	Sole	2026-02-17
2025-09-30	$1,035,924	21,137	+184.4%	Shares	Sole	2025-11-14
2025-06-30	$534,957	7,431	+97.8%	Shares	Sole	2025-08-14
2025-03-31	$205,528	3,756	-19.4%	Shares	Sole	2025-04-28
2024-12-31	$547,454	4,658	+31.1%	Shares	Sole	2025-01-29
2024-09-30	$389,586	3,553	+613.5%	Shares	Sole	2024-11-12
2020-09-30	$258,352	498	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.