Summit Midstream Corp - SMC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 969,399 | 29,314 | 0.0% | 0.0% | 1 | -1,664 | -0.17% | Q1 2026 | May 12, 2026 |
| Deltroit Asset Management (UK) LLP | History | No change | 707,056 | 21,381 | 3.43% | 2.74% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 649,391 | 19,637 | 0.0% | 0.0% | 3 | -18,886 | -2.83% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 630,040 | 16,809 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 506,171 | 15,306 | 0.0% | — | 5 | +506,171 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 233,022 | 7,048 | 0.0% | 0.0% | 6 | -5,041 | -2.12% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 226,798 | 6,858 | 0.25% | 0.2% | 7 | +22,976 | 11.27% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 178,607 | 5,401 | 0.0% | 0.0% | 8 | +22,259 | 14.24% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 174,325 | 5,271 | 0.0% | 0.0% | 9 | -26,601 | -13.24% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 164,317 | 4,968 | 0.0% | 0.0% | 10 | +88,314 | 116.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 154,540 | 4,673 | 0.0% | 0.0% | 11 | -10,220 | -6.2% | Q1 2026 | May 15, 2026 |
| Flat Footed LLC | History | Reduced | 124,278 | 3,758 | 0.41% | 1.04% | 12 | -232,289 | -65.15% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 122,421 | 3,702 | 0.0% | 0.0% | 13 | +82,122 | 203.78% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,433 | 3,641 | 0.0% | 0.0% | 14 | +72,137 | 149.36% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 117,796 | 3,562 | 0.07% | 0.06% | 15 | +8,037 | 7.32% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 109,234 | 3,303 | 0.89% | 1.64% | 16 | -114,291 | -51.13% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 96,244 | 2,910 | 0.0% | 0.0% | 17 | +72,856 | 311.51% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 89,796 | 2,715 | 0.02% | 0.04% | 18 | +8,037 | 9.83% | Q1 2026 | May 14, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 84,840 | 2,565 | 0.21% | 0.22% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 71,407 | 2,159 | 0.0% | — | 20 | +71,407 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 70,291 | 2,125 | 0.0% | 0.0% | 21 | +1,191 | 1.72% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 63,430 | 1,918 | 0.0% | 0.0% | 22 | +55,186 | 669.41% | Q1 2026 | May 12, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 58,214 | 1,760 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 56,533 | 1,709 | 0.0% | 0.0% | 24 | +28,840 | 104.14% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | No change | 52,985 | 1,602 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 49,660 | 1,501 | 0.0% | — | 26 | +49,660 | New | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 46,711 | 1,413 | 0.02% | 0.02% | 27 | +1,110 | 2.43% | Q1 2026 | May 14, 2026 |
| Fractal Investments LLC | History | No change | 45,000 | 1,360 | 0.16% | 0.17% | 28 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JB CAPITAL PARTNERS LP | History | Added to | 26,165 | 791 | 0.14% | 0.11% | 29 | +3,209 | 13.98% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,149 | 719 | 0.0% | 0.0% | 30 | +12,752 | 122.65% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 23,443 | 708 | 0.0% | — | 31 | +23,443 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 22,476 | 679 | 0.0% | — | 32 | +22,476 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 22,112 | 668 | 0.0% | — | 33 | +22,112 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 21,763 | 658 | 0.0% | — | 35 | +21,763 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 21,777 | 658 | 0.0% | 0.0% | 34 | +17,346 | 391.47% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,351 | 645 | 0.0% | 0.0% | 36 | -1,356 | -5.97% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | New | 21,320 | 644 | 0.0% | — | 37 | +21,320 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 18,955 | 573 | 0.0% | 0.0% | 38 | -2,543 | -11.83% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 18,441 | 557 | 0.0% | 0.0% | 39 | -79,876 | -81.24% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,432 | 496 | 0.0% | 0.0% | 40 | +10,430 | 173.78% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 13,611 | 411 | 0.0% | — | 41 | +13,611 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 13,553 | 409 | 0.0% | 0.0% | 42 | +5,488 | 68.05% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | New | 13,360 | 404 | 0.01% | — | 43 | +13,360 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 10,446 | 322 | 0.0% | 0.0% | 44 | +1,096 | 11.72% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,710 | 293 | 0.0% | — | 45 | +9,710 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 9,603 | 290 | 0.0% | 0.0% | 46 | -11,352 | -54.17% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,200 | 248 | 0.0% | 0.0% | 47 | -285 | -3.36% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 7,589 | 229 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 7,204 | 217 | 0.0% | 0.0% | 49 | -60 | -0.83% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,308 | 190 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 5,027 | 152 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,694 | 141 | 0.0% | — | 52 | +4,694 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,162 | 125 | 0.0% | 0.0% | 53 | -320 | -7.14% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,900 | 117 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 4,153 | 110 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,269 | 98 | 0.0% | 0.0% | 56 | -7,289 | -69.04% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,283 | 69 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,787 | 54 | 0.0% | 0.0% | 58 | -5,172 | -74.32% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 1,513 | 45 | 0.0% | 0.0% | 59 | -17,481 | -92.03% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 1,520 | 45 | 0.0% | — | 60 | +1,520 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,272 | 38 | 0.0% | 0.0% | 61 | +706 | 124.73% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,214 | 36 | 0.0% | 0.0% | 62 | -526 | -30.23% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 888 | 26 | 0.0% | 0.0% | 63 | +182 | 25.78% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 767 | 23 | 0.0% | 0.0% | 64 | -87 | -10.19% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 736 | 22 | 0.0% | 0.0% | 65 | -164 | -18.22% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 708 | 21 | 0.0% | 0.0% | 66 | -302 | -29.9% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 476 | 14 | 0.0% | 0.0% | 67 | -104 | -17.93% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 312 | 9 | 0.0% | — | 68 | +312 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 287 | 8 | 0.0% | 0.0% | 70 | -256 | -47.15% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 280 | 8 | 0.0% | 0.0% | 69 | +239 | 582.93% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 217 | 6 | 0.0% | 0.0% | 71 | +54 | 33.13% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 140 | 4 | 0.0% | 0.0% | 73 | +69 | 97.18% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135 | 4 | 0.0% | 0.0% | 72 | +35 | 35.0% | Q1 2026 | May 15, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -119,749 | -100.0% | Q1 2026 | May 13, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -51,053 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,917 | -100.0% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,027 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |